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.

Chagit Raskin is a financial advisor at Valley Wealth Managers, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Leumi Investment Services Inc. and Valley National Bank. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process with a strategic and tactical allocation approach, utilizing individual securities and funds as appropriate.

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.

Brianna Vanacore is a financial advisor at Valley Wealth Managers, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Valley National Bank. She has also worked in various positions outside finance, including at Rutgers University and Anthony Gerald Studio D. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and individual investors, including high-net-worth households. The firm employs a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis for equity selection, offering discretionary portfolio management and multiple wrap fee programs.

Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.

Nicholas Maguire is a financial advisor at Valley Wealth Managers, Inc. with three years of industry experience. He holds the Series 66 designation and previously served in the United States Marine Corps from 2017 to 2022. Outside of his advisory role, he manages a residential rental property with his wife. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven process that combines strategic equity, fixed income, and cash allocations tailored to each client’s objectives.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

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.

Sarah Tepper Fazzari is an advisor with Fortis Group Advisors LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at LPL Financial LLC and Alba Vineyards. 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 investment management, financial planning, and estate/wealth-planning coordination, combining fundamental and technical analysis with strategic asset allocation and manager selection.

Jared Cohen is a financial advisor at Onyx Bridge Wealth Group LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Private Client Services. Cohen is also the owner and manager of Onyx Bridge Tax Group, a tax and accounting firm. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm uses third-party research and a range of investment strategies, providing tailored portfolio management and ongoing account reviews.

Sergio Rodriguez is a CFP® professional with nine years of industry experience, currently serving at Maltin Wealth Management, Inc. He has held roles at Lincoln Financial Advisors and multiple Cornerstone entities before joining Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios and operates its own wrap-fee program incorporating advanced products such as derivatives and structured notes.

Adrian Rodriguez is a CFP® with three years of industry experience, currently serving at Traphagen Financial Group. His prior roles include positions at Access Wealth and Lincoln 1st Bank. 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, managing discretionary model portfolios and integrating tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Darren Zagarola is a CFP® with 19 years of industry experience, currently serving at EKS Associates in Princeton, NJ. He has been involved with Dhh Advisors, LLC since 2013 and Access Wealth Planning, LLC since 2006, where he works as an investment advisor and financial planner. EKS Associates primarily serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and other entities, managing approximately $300 million in client assets. The firm employs a long-term, asset-allocation focused investment approach with a preference for mutual funds and ETFs, providing non-discretionary investment management and individualized financial planning.

Peter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and 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 manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.

Samuel Gurvitch is a financial advisor with Oxinas Partners Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at Waddell & Reed, Inc. for 17 years before joining Oxinas Partners in 2019. Outside of advisory work, Gurvitch is a licensed insurance agent and is involved in real estate property services as the owner of Gurvitch Realtors. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, employing a client-specific, generally long-term investment approach with a range of instruments including mutual funds, ETFs, and individual securities.

Jeffrey Schwartz is a financial advisor with Access Wealth in Clifton, NJ, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Gregory and Schwartz, a CPA firm, since 1991. He has worked at Access Wealth Planning LLC and Royal Alliance Associates, Inc. since 2001. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory and an investment committee to construct diversified models and evaluate third-party managers.

Ayelet Kindler is a CFP® with 26 years of experience in the financial services industry. She is currently with Valley Wealth Managers, Inc., where she has worked since 2023, and has prior experience at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, often holding individual securities alongside mutual funds and ETFs, supported by an investment committee and third-party services.