Craig Marson is a financial advisor at 5C Capital Management, LLC with 20 years of industry experience. He has been with 5C Capital Management since 2017 and previously worked at Clark Dodge Asset Management, LLC from 2013 to 2017. He holds a Series 65 designation. Outside of his advisory role, he formed a New Jersey LLC for consulting work, which is not actively engaged in soliciting business and requires minimal time commitment. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, employing a disciplined investment process that includes quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

John Fussell is a financial advisor at Samalin Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets and employs a diverse investment approach that includes fundamental and cyclical analysis, a mix of long- and short-term positions, and the use of derivatives and margin.

Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategy that integrates fundamental and cyclical analysis with diversified investment positions and offers comprehensive financial planning, including retirement-plan consulting and post-divorce wealth management.

Timothy Valik is a Series 65 licensed advisor with Capital Markets IQ, LLC, where he has worked since 2021. He has four years of industry experience and also serves as a high school math teacher at Passaic County Vocational High School. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm uses a combination of fundamental and technical analysis alongside proprietary strategies, offering both discretionary and non-discretionary portfolio management and alternative investment support.

Andrew Samalin is a CFP® with 25 years of industry experience and is the president of Samalin Investment Counsel, LLC, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has additional involvement in mortgage brokerage and divorce finance services. Samalin Wealth serves individuals, trusts, estates, charitable organizations, and businesses with comprehensive financial planning, retirement-plan consulting, and both discretionary and non-discretionary portfolio management. The firm manages approximately $490 million in client assets across eight advisors and employs an investment approach that includes fundamental and cyclical analysis combined with diverse asset allocations and the use of derivatives.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. 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 and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

David D'albero is a financial advisor with Cornerstone Planning Group, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Strata Capital Group, Eagle Strategies, New York Life Insurance Company, and MetLife Securities. In addition to his advisory work, he operates under the DBA Strata Capital Group for brokering non-registered insurance products. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm emphasizes fee-only fiduciary services and uses a passive investment approach centered on low-cost mutual funds and ETFs, tailoring asset allocation to client objectives and risk tolerance.

Colin Heafy is a financial advisor with Key Group Management, Inc. in Ramsey, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. Outside his advisory work, he is a partner in software development for client onboarding and maintains a real estate license for personal use. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm provides non-discretionary investment advice and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

John Chapel is a financial advisor at Aurora Private Wealth, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Insight Private Advisors. Chapel has been with Aurora Private Wealth Management and APW Capital since 2019. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management services through a team-based approach, managing approximately $374 million in assets.

Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.

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.

John Swikart is a CFP® with eight years of industry experience, currently serving at CFS Investment Advisory Services LLC. His background includes roles at Wealthspire Capital, Wealthspire Advisors, Charles Schwab Bank, and Network 1 Financial Securities. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets, tailoring portfolios with mutual funds, ETFs, individual securities, and Independent Managers, and offers both discretionary and non-discretionary services.

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.

Anthony Depersio is a financial advisor at Cornerstone Planning Group with a Series 65 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Petracco & Sons Deli and the Nutley School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm combines fundamental analysis with a preference for low-cost, passive ETFs and mutual funds, offering ERISA fiduciary consulting and flexible financial planning fee structures.

Logan Trenz is a financial advisor at Revolve Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc. from 2009 to 2017 before joining Revolve Wealth Partners in 2017. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes diversified portfolios with growth and value integration, global diversification, tax sensitivity, and discretionary management coordinated with clients’ other professional advisors.

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.

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.

Tracy Byrnes is a financial advisor at Lebenthal Global Advisors, LLC with seven years of industry experience. Prior to joining Lebenthal in 2025, she worked at UBS Financial Services Inc. for seven years and has experience in financial media as a correspondent for Newsmax Media. Byrnes also operated her own consulting service and worked at TheStreet.com. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.