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.

Bridget Johanson is a financial advisor with Main Street Research LLC in Greenwich, CT, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Main Street Research, she worked at Fidelity Investments. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across about 1,018 client relationships. The firm employs a multi-advisor team approach and emphasizes tailored investment strategies that include fundamental, quantitative, and technical analysis across a range of individual securities and specialized overlays.

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 three years of industry experience. He holds the Series 66 designation and has worked with firms including Cambridge Investment Research and Lion Street Financial. Madison Advisory Services, Inc. serves individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm offers investment supervisory, financial planning, and consulting services, utilizing strategic and tactical asset allocation models through mutual funds, ETFs, and model portfolios, and maintains a distinctive operating structure with multiple affiliations and a detailed conflict-of-interest disclosure framework.

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.

James Moore is a CFP® with eight years of industry experience, currently serving as an advisor at WJL Financial Advisors in Greenwich, CT. He has been with WJL Financial Advisors since 2017 after a one-year employment gap. WJL Financial Advisors provides comprehensive financial planning, portfolio guidance, tax planning, and tax preparation services primarily to individuals, small businesses, charitable organizations, and trusts. The firm employs an academic-based investment approach focusing on low-cost, passively managed funds and emphasizes client-controlled implementation.

Jack Saltus is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and one year of industry experience. He has been with Bespoke since 2022 and previously worked at Birinyi Associates in 2018 and 2019. Saltus also attended St. Lawrence University from 2019 to 2023. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to implement both long- and short-term trading strategies within managed accounts.

V. Traphagen Jr. is a PFS™ and Series 66 credentialed advisor with 23 years of industry experience. He has been a principal at Traphagen Investment Advisors, LLC since 1997 and is also a partner at Traphagen & Traphagen CPAs, a CPA firm where he contributes part-time. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm integrates investment management with tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Lisa Balsamo is a financial advisor at Corrado Advisors, LLC with four years of industry experience. She holds a Series 65 designation and is also involved in several affiliated businesses, including CFG CPA, LLP, an accounting firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary investment advisory services and financial planning. The firm’s investment strategies include allocations to equities, fixed income, mutual funds, ETFs, and other instruments, and it coordinates with an affiliated professional network including accounting and legal services.

Andrew Urbanski is a financial advisor at N10° Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of advising, Andrew has engaged in freelance modeling. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach using a range of asset types and analytical methods, while leveraging third-party managers and technology platforms for portfolio implementation and management.

Michael Duvally is a financial advisor at 5C Capital Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining 5C Capital in 2021, he worked at 4Thought Financial Group Inc. and American Portfolios Financial Services Inc. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, discretionary investment management, and periodic asset allocation and rebalancing. 5C Capital builds diversified portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, equities, fixed income, and alternative assets, guided by a structured due-diligence process and quarterly monitoring under discretionary authority.

John Mifsud is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research, NewPro Home Solutions, Alure Home Solutions, and Constitution Provisions. Madison Advisory Services, Inc. advises individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm provides investment supervisory, financial planning, and consulting services, utilizing strategic and tactical asset allocation models with mutual funds, ETFs, and model portfolios across multiple platforms.

Gabriella Del Monaco is a CFP® professional with three years of industry experience, currently advising at Instrumental Wealth, LLC. She previously worked at Ameriprise Financial Services, LLC and Cambridge Investment Research Advisors, Inc. Gabriella holds licenses as a New York insurance agent, focusing on life, health, and variable insurance products. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance and objectives, employing a range of investment vehicles and offering integrated planning services for business owners.

Ziyah Esbenshade is a CFP® with 26 years of experience in the financial services industry. She is currently with Trivium Point Advisory, LLC, where she has worked since 2023, and previously spent 13 years at Ameriprise Financial Services, Inc. Esbenshade provides investment advisory services through Trivium Point Advisory and is involved in related business activities including tax preparation and insurance solicitation. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using both internal models and external managers, and distinguishes itself through its affiliation with an accounting firm, enabling integrated advisory, accounting, and tax-preparation services.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bay Colony Advisors since 2018, following two years at Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with a range of financial planning and portfolio management services. The firm’s investment process emphasizes fundamental analysis and a long-term approach, complemented by model portfolios and third-party sub-advisers, and offers family-office and concierge services alongside institutional retirement plan management.