Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at LPL Financial LLC and INVEST Financial Corporation. 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 risk-profiling technology and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.

Kevin Leeds is a financial advisor at Vision Retirement with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice as president of Kevin L. Leeds, CPA, PC since 1980. Prior to joining Vision Retirement, he worked at Vaughan and Company Securities, Inc. for five years. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios, incorporating technology and tax-aware strategies.

Barry Mitchell Jr. is a financial advisor at Next Level Private LLC with 38 years of industry experience. He has held Series 63 and Series 65 licenses and worked previously at UBS Financial Services for 10 years. Mitchell is also a licensed insurance professional, dedicating less than 10% of his time to this activity. Next Level Private advises high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis to develop customized portfolios, maintains a fiduciary duty, and supports annuity consulting through a third-party platform.

Jesse Weissberger is a financial advisor at AtCap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and National Asset Management. In addition to his advisory role, he is involved in insurance sales. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities, employing a mix of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading.

Stephen Fitch is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Carleton College and Nikola Tesla STEM High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Robert Biesiada is a CFP® professional with two years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

Cara Mastrangelo is a CFP® professional with four years of industry experience currently advising with Revolve Wealth Partners, LLC. Her prior experience includes roles at Apollo Global Securities, Apollo Global Management, AllianceBernstein, and Sanford C. Bernstein & Co., LLC. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm emphasizes diversified, globally aware portfolios tailored to client risk profiles and goals, offering a range of financial planning, consulting, and wealth management services.

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.

Barbara Ingenito is a financial advisor at Aspire Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton Cavanaugh Investment Brokers, Inc. and Hamilton Cavanaugh, Inc. since the late 1980s. At Aspire Advisors, she serves as Executive Vice President, contributing to the firm’s management and financial advisory services. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client assets using model portfolios tailored to risk tolerance and time horizon, combining fundamental and technical analysis with annual account reviews.

Matthew Giller is a financial advisor at Next Level Private LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Services LLC. In addition to his advisory role, he is a licensed insurance agent involved in implementing insurance recommendations. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm utilizes customized portfolios, combining fundamental and technical analysis, and maintains a fiduciary duty with continuous account monitoring and annual reviews.

Marc Foti is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fortis Group Advisors since 2019 and previously held roles at LPL Financial, MML Investors Services, MassMutual, and M&T Securities. Outside of his advisory role, Foti serves as an adjunct lecturer of mathematics at Middlesex Community College. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management and financial planning services, employing a process that combines fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, with attention to tax-aware decisions.

Scott Drown is a financial advisor at Regency Wealth Management with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Beacon Pointe Advisors and Heller Wealth Advisors. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, typically with investible assets above $1 million. The firm creates individualized investment policy statements, combining fundamental and technical analysis to manage portfolios primarily on a discretionary basis, and offers financial planning and retirement plan consulting.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

Benjamin Schwartz is a financial advisor with Madison Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and Lion Street Financial. Schwartz is also an owner of Madison Planning Group, Inc., where he has been involved since 2011. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Jack Longden is a financial advisor at Aspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aspire Advisors, he worked at Wells Fargo Advisors and Northwestern Mutual and held roles at Roger Williams University. He also assists Hamilton Cavanaugh & Associates, Inc. on a limited, non-registered basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

Paul Fegan Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked for six years. His career includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, Sanctuary Securities, Bank of America, and Merrill. He also serves as a director for Navis Foundation, Inc., overseeing the activities of the charity. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets, focusing on discretionary investment management, financial planning, and retirement plan advisory services, with an investment approach centered on fundamental analysis and long-term strategies across diversified asset classes.

Christopher Rossetti is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022, with prior experience at Sector Financial and roles at Tufts University and St. Joseph High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters, utilizing index funds, ETFs, and selective alternative investments consistent with client objectives.

Kenneth Fadden is a financial advisor at Madison Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc. and Lion Street Financial, LLC. His other business activities include serving as an agent in insurance, benefits, and human resources. Madison Advisory Services, Inc. advises individual and high-net-worth clients, as well as participant-directed and sponsor retirement plans, providing asset management, financial planning, and consulting services. The firm employs strategic and tactical asset allocation models using mutual funds, ETFs, and model portfolios while offering both wrap and non-wrap solutions through multiple third-party platforms.

Chethan Gourkanti is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and REI Systems. Traphagen Investment Advisors LLC 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 both discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.