Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and third-party manager evaluation to tailor client solutions.

Richard Lotito is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Invest Financial Corporation and LPL Financial LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Nicholas Taber is a CFP® with eight years of industry experience, currently serving at Vision Retirement. His prior experience includes roles at John Hancock and LPL Financial. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, fiduciary investment management, and automated investing solutions. The firm combines third-party strategist models with advisor judgment and integrates technology and tax-aware techniques in its investment approach.

Simon Hudson is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Atlantic Intermediaries, LLC and RFIB. Outside of his advisory role, Hudson is involved in insurance-related business activities, including serving as program head for insurance entities and providing insurance advisory services through his own firm. Next Level Private LLC serves individuals, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, retirement plan advisory, and annuity consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, supported by both fundamental and technical analysis and regular client reviews.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. He serves as president of 100 Donors Inc., a registered nonprofit organization. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients through asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes third-party research and proprietary portfolio models, managing diversified investment strategies tailored to client objectives and risk tolerance.

Lonniece Mc Donald is a CFP® professional with experience at multiple firms including Corient, Pathstone, and Hall Capital Partners. She has been with HIGHLAND Financial Advisors, LLC since 2026. HIGHLAND Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and integrates tax-aware strategies, supported by a team that includes a licensed CPA offering part-time tax services.

Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Timothy Conboy is a financial advisor at Key Group Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He also offers insurance product sales and service, including variable annuity products. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs fundamental analysis with a variety of investment strategies and coordinates tax planning through an affiliated tax practice.

Moshe Cysner is a CFP® professional with over 40 years of experience in the financial services industry. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at American Portfolios Financial Services, OSAIC, and Nathan & Lewis Securities, Inc. Outside of his advisory role, he is actively involved in the sale of fixed life and health insurance products through his own business activities. Onyx Bridge Wealth Group LLC advises individuals, trusts, estates, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and proprietary portfolio models incorporating ETFs, alternative investments, and tax-management strategies to tailor accounts to client objectives.

Kevin Hamilton is a financial advisor with Aspire Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He concurrently has been involved with Hamilton Cavanaugh & Associates, Inc. and holds a minority ownership in a car wash business through Upscale Enterprises, LLC, where he is active in management and operations. Aspire Advisors provides investment management, financial planning, retirement planning, and consulting services to individuals, including high-net-worth clients, as well as pension and employee benefit plans. The firm employs model portfolios using mutual funds and ETFs tailored to clients’ risk tolerance and liquidity needs, and it manages over $100 million in discretionary assets.

Michael Lamagna is a financial advisor with Traphagen Financial Group in Oradell, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE Capital Management LLC, and Merrill. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Todd Stankiewicz is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with Sykon Capital LLC and Sykon Asset Management LLC, where he has been involved since 2023 and 2025 respectively. Prior to that, he worked at Bank of America and Merrill for ten years. He manages the day-to-day operations of Sykon Asset Management as part of his other business activities. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a combination of quantitative, fundamental, and technical analysis in its investment approach and manages approximately $350 million in assets.

Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Purshe Kaplan Sterling Investments. He also spent eight years as a self-employed advisor prior to joining his current firm. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management using customized and model-based portfolios across multiple risk strategies.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

Frank Manziano is a CFA® and holds a Series 66 license with nine years of industry experience. He is currently with SimplyRIA Advisor Network and operates his own entity, Frank the Financial Coach LLC. Manziano has prior experience at Hennion & Walsh Asset Management, Inc. and Sound Financial Advice, LLC. He also serves in educational roles with the Tenafly and Glen Rock Boards of Education. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a combination of active and passive management strategies and offers services through multiple independent Investment Adviser Representatives within a corporate RIA structure.

Nicholas Laverghetta is a CFP® professional with 23 years of industry experience, currently serving at NCM Capital Management, LLC since 2009. He holds Series 63 and Series 66 licenses and is based in Ramsey, NJ. NCM Capital Management serves individual and high-net-worth clients, as well as charitable organizations, foundations, and businesses, managing approximately $431.7 million in discretionary assets. The firm employs a blend of passive and active investment strategies within a Modern Portfolio Theory framework to build diversified, tax-aware portfolios and integrates custodian-provided educational resources into its practice.

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs a blend of quantitative, fundamental, and technical analysis in its investment approach and offers subscription-based research and client education as part of its service offerings.

Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.

Dru Burns is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Drucker Wealth and has previous experience at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he coaches an under-16 girls youth hockey team with the Team Colorado Hockey Association. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm integrates fundamental, technical, and tactical analysis with behavioral finance to manage portfolios and employs tools such as direct indexing and third-party asset managers.