Christopher Cacchiola is a financial advisor at Emissary Wealth with 14 years of industry experience. He holds a Series 65 designation and has worked at Mercer Global Advisors, Beacon Wealth Management, and Ernst & Young Investment Advisers. Outside of his advisory role, he is the owner of Emissary Tax, LLC, a tax and accounting firm. Emissary Wealth provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, business entities, and pooled investment vehicles. The firm emphasizes fundamental analysis and a long-term, goal-based investment approach and also serves as adviser to a private fund while offering comprehensive planning services including estate, insurance, tax, and cash-flow 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.

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.

Jordan Posner is a financial advisor at Matrix Asset Advisors Inc with 34 years of industry experience. He holds a Series 63 designation and has worked at Matrix Asset Advisors since 2005. Prior to that, he was employed at Quasar Distributors, LLC for 12 years and David J. Greene and Company, LLC for 15 years. Matrix Asset Advisors is an SEC-registered firm managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of quantitative screening and fundamental research to manage large-cap value and dividend-income equity strategies, high-quality fixed income portfolios, and a comprehensive wealth-management program.

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 CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Maltin Wealth Management, Inc., where he has worked since 2023. Prior to this, he held roles at Lincoln Financial Advisors Corporation and Cornerstone Institutional Investors, among others. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of top-down macroeconomic analysis and bottom-up security selection to build diversified portfolios tailored to clients’ specific needs and often includes multigenerational planning.

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

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and acting as Program Manager for private pooled vehicles that invest in private credit, private equity, and real estate. The firm emphasizes risk management, global diversification, and tax-aware strategies across its investment approach.

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.

Steven Roukis is a CFA® charterholder with five years of industry experience. He is part of the team at Matrix Asset Advisors Inc, where he has been working since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of systematic quantitative screens and fundamental research to construct concentrated, risk-controlled portfolios and offers a range of equity and fixed income strategies alongside a consolidated wealth-management program.

Jeffrey Schwartz is a financial advisor at Access Wealth in Clifton, NJ, with 24 years of industry experience. He holds a Series 66 designation and has been a CPA partner at Gregory and Schwartz, a CPA firm, since 1991. Jeffrey has held roles at Access Wealth Planning LLC and Royal Alliance Associates since 2001. Access Wealth provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and various institutional entities. The firm applies Modern Portfolio Theory in its investment approach and uses an Investment Committee to oversee manager selection and portfolio monitoring.

Michael Dwyer IV is a financial advisor at Strategic Family Wealth Counselors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Family Wealth Counselors since 2017. Prior to his advisory roles, he worked at the University of Notre Dame from 2014 to 2018. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $1.66 billion in assets and emphasizes individualized financial planning and fundamental analysis, using a combination of Independent Managers, mutual funds, ETFs, collective vehicles, and private placement opportunities for accredited investors.

Jacques Boubli is a CFP® with six years of industry experience, currently serving as a financial advisor at The Portfolio Strategy Group, LLC since 2014. He holds a Series 66 license and is based in White Plains, NY. The Portfolio Strategy Group provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, corporations, and institutional accounts. The firm manages approximately $2.38 billion in client assets using proprietary strategies and external manager selection, including advisory roles in private funds with performance-based compensation.

Jay Freeberg is a CFP® professional with over 30 years of industry experience. He currently works at Onyx Bridge Wealth Group LLC and has held prior roles at firms including Katalyst Securities LLC and Bristol Financial Services, Inc. In addition to his advisory work, he provides accounting and tax services through Onyx Financial Services and serves as a fractional CFO for Oncology Ventures. Onyx Bridge Wealth Group advises high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm uses a combination of third-party research and internal portfolio models to create tailored investment solutions that include ETFs, alternative investments, and specialized tax-management strategies.

Michael Koch is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and Thrivent Investment Management. 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, estate coordination, and employs a combined fundamental and technical investment approach with a focus on manager due diligence and tax-aware decisions.

Todd Zangrilli is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds a Series 63 designation and has worked previously at J Alden Associates, Cantella & Co., Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of advisory work, he is a minority owner in investment property ventures. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, with a focus on retirement programs and executive benefits for small and mid-sized employers.

Edward Swikart III is a CFP® professional with 44 years of industry experience, currently with CFS Investment Advisory Services LLC since 2018 and previously with the firm from 1995 to 2018. His background includes positions at EF Legacy Securities, LLC and Edelman Financial Services, LLC. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds for Penn Sailing’s varsity team. CFS Investment Advisory Services, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $2.73 billion in assets and employs a tailored, multi-asset approach with ongoing monitoring and review processes for its clients.

Steve Garrett is a financial advisor at Revolve Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Revolve Wealth Partners since 2023, following a prior role at VIA Insurance & Financial Services beginning in 2014. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a range of investment vehicles and emphasizes growth and value integration, global diversification, and tax sensitivity.

Barjes Angulo is a financial advisor at Cornerstone Planning Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cornerstone in 2022, Angulo worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He also operates Angulo Strategies LLC, through which he sells insurance products and services. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizes passive investment strategies using low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting for plan sponsors.