Christine Cox is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and three years of industry experience. She has worked at Fortis Group Advisors and LPL Financial since 2022 and previously held roles at The Fortis Agency, West Capital Strategies, and Guardian Life Insurance Company. Cox serves as a board member of the RWJ Community Medical Center Foundation. Fortis Group Advisors LLC offers 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.

Richard Leimgruber is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Feghan and Associates, and Purshe Kaplan Sterling Investments. He also hosts the "Enrich Your Life" podcast, which provides general education on investments and finance. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and regularly reviews client accounts to tailor services to their goals and risk tolerances.

Susan Hunter is a CFP® professional at 5C Capital Management, LLC with 19 years of industry experience. She previously worked at Clark Dodge Asset Management, LLC for six years. 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 employs a fiduciary approach with discretionary portfolio management, combining quantitative analysis, fundamental and technical research, and tax-aware portfolio construction.

Jake Gordon is a Series 65-credentialed advisor at Bespoke Investment Group, LLC with five years of industry experience. He has been with Bespoke Investment Group since 2018. Bespoke Investment Group provides discretionary portfolio management primarily to individual and high-net-worth clients, combining traditional asset-based management with paid subscription services offering market research and commentary. The firm employs a diversified investment approach that includes equities, ETFs, ETNs, and fixed income, using various analytical methods across both long- and short-term trading.

Justin Walters is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and four years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, managing accounts on a discretionary basis with regular monitoring and documented fiduciary oversight.

Eva Rullo is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 28 years of industry experience. She previously worked at Invest Financial Corporation for 10 years before joining Fortis Group Advisors and LPL Financial in 2018. Outside of her advisory work, she is a commissioned notary. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm creates diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with various plan services.

John Hamilton Jr. is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been involved with Hamilton Cavanaugh Investment Brokers, Inc. since 1993 and Hamilton Cavanaugh, Inc. since 1986. Outside of advisory work, he manages an active car wash business through Upscale Enterprises, LLC. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages approximately $105.8 million in client assets and serves as a pension consultant for plans totaling about $1.02 billion, using a discretionary approach with model portfolios primarily composed of mutual funds and ETFs.

Nancy Tolli is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Claudia Cantin is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Tortoise since 2022. Prior to her advisory role, she held positions at Williams College, Cantin Chevrolet, Y-Landing Marina, and Holderness School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with an emphasis on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Michael Luton is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Cambridge Investment Research and Lion Street Financial, with a long tenure at Madison Advisory Services dating back to 2007. Outside of his advisory work, he serves on the board of the Hospice of Central New York Foundation. Madison Advisory Services serves individual and high-net-worth clients as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset allocation with periodic rebalancing and provides ongoing monitoring and account reviews, sometimes exercising discretionary trading authority.

Daniel Rosaschi is a financial advisor at Corrado Advisors, LLC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Corrado Advisors in 2017, he worked at Sextant Financial from 2014 to 2016. Outside of his advisory role, Rosaschi is an ice hockey official, officiating games at youth, college, and adult levels. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with investment advisory and financial planning services. The firm employs a diverse range of investment strategies and coordinates with affiliated professionals, including CPAs and attorneys, to provide comprehensive client support.

Edward Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously held roles at Monmouth University and in the oil industry. 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, asset-allocation portfolios using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Taylor Thomas is a CFP® professional with 12 years of industry experience, currently serving at NCM Capital Management, LLC since 2022. Prior to this, Taylor worked at Round Table Wealth Management for nine years. NCM Capital Management, LLC provides fee-based financial planning, portfolio management, and integrated wealth management services to individual and high-net-worth clients as well as institutional clients such as charities and retirement plans. The firm manages approximately $539 million in assets, employing a blend of passive and active investment strategies focused on long-term, tax-efficient growth, with regular account reviews and attention to tax and transaction costs.

Frank Vicendese is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Foresters Advisory Services LLC, and Vicendese Mortgage and Realty Corp. He is also a commissioned notary in New Jersey. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios with institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Nicholas Sutro is a financial advisor with Onyx Bridge Wealth Group LLC in White Plains, NY, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee managing a supplemental needs trust investment account. 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 using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.

Paul Muller is a financial advisor with Vision Retirement who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Vision Retirement since 2014 and also maintains a long-standing affiliation with LPL Financial. In addition to his advisory work, Muller collaborates with local CPAs to prepare tax returns for clients. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients through a multi-adviser team. The firm offers integrated financial planning, fiduciary investment management, and automated investing solutions, combining third-party portfolio strategists and custodial technology with firm oversight and tax-aware tools.

William Scholz is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, holding a Series 65 designation with three years of industry experience. He has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to construct diversified portfolios, often incorporating mutual funds, ETFs, structured notes, options, and individual securities.

Bianca Schuman is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Morgan Stanley, HTG Investment Advisors, Inc., and LPL Financial before joining Trivium Point Advisory, LLC, where she currently practices as part of a team. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized investment strategies and comprehensive financial planning.

Matthew Simon is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding the CFP® designation and Series 66 license. He has five years of industry experience, including roles at LPL Financial, Cetera, and Marg Financial. Outside of advisory work, Simon is involved with Fortis Wealth Group, a related business focused on non-variable insurance. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination using a combination of fundamental and technical analysis, strategic asset allocation, and manager due diligence.

Gabriella Bermudez is a financial advisor at Madison Advisory Services, Inc. with over 13 years of industry experience. She holds a Series 65 credential and has worked at firms including Lion Street Financial and Royal Alliance. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.