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 nine years of industry experience and has been with WJL Financial Advisors since 2017. He holds a Series 65 license and is based in Greenwich, CT. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client approval before trade execution.

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.

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 27 years of experience in financial services. She is currently with Trivium Point Advisory, LLC and LPL Financial, having previously worked at Ameriprise Financial Services, Inc. for 13 years. She is also involved with affiliated businesses related to tax preparation and insurance through Trivium Point. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving a range of clients including individuals, high-net-worth clients, family offices, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning, combining internal portfolio construction with external manager recommendations and regularly reviewing client portfolios.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.

Andrew Steginsky is the sole advisor at Steginsky Capital LLC, located in Port Washington, NY, with 23 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Since founding Steginsky Capital in 2000, he has served clients through discretionary investment advisory and portfolio management. Outside of his advisory role, he serves as a director overseeing investments for Friday USA LLC, a private investment company. Steginsky Capital LLC provides discretionary portfolio management and limited non-investment consulting services to individuals, trusts, estates, charitable organizations, and corporate plans, including international clients. The firm employs a fundamental, long-term buy-and-hold investment approach with concentrated equity positions and manages accounts on a discretionary basis.

Justine Perdomo is a financial advisor at Bull Harbor Capital LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of her advisory role, she provides consulting and analytics services to another broker. Bull Harbor Capital LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. 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.

Brendan Blaney is a financial advisor at Tortoise Investment Management, LLC with 15 years at the firm and four years of industry experience. He is based in New York, NY. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing 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 retirement and estate planning when requested by clients.

Fabian Ohore is a financial advisor at Soulence Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Portfolio Medics and Equities Strategies Group. Outside of advisory activities, Mr. Ohore is a schoolteacher for the New York City School District, providing educational support to children. Soulence Wealth Management II delivers investment management and integrated financial planning services primarily to individual clients. The firm uses customized portfolio strategies, model portfolios, and both fundamental and technical analysis to tailor solutions to client goals and risk tolerances.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company, Incorporated. 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 constructs diversified, globally aware portfolios tailored to each client’s risk profile and goals, using a range of investment vehicles and strategies including private placements and alternative investments where appropriate.

Stephanie Scarlata is a financial advisor at Next Level Private LLC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Next Level Private in 2026, she worked at UBS Asset Management from 2001 to 2024. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and tactical strategies, while maintaining continuous client contact and periodic portfolio reviews.