Matthew Northrop is a CFP® with 12 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2024. His prior experience includes six years at E*TRADE Capital Management LLC and E*TRADE Securities LLC. 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 offers comprehensive financial planning and discretionary investment management through a multi-advisor team, utilizing a rigorous investment policy process that incorporates fundamental, quantitative, and technical analysis.

Tessa Shore is a financial advisor at Tortoise Investment Management, LLC with six years of industry experience. She has been with Tortoise since 2015, working continuously in various roles within the firm. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with a focus on clients in demanding professional careers. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, utilizing index funds, ETFs, and disciplined portfolio rebalancing as key components of its strategy.

Bryan Kabot is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Regency Wealth Management since 2013. Regency Wealth Management is a fee-only advisory firm serving individuals, including high-net-worth clients, and institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in managing discretionary accounts and emphasizes coordinated financial planning and investment management.

Matthew Gutierrez is a CFA® charterholder with seven years of industry experience. He is currently with Gutierrez Wealth Advisory, LLC, where he has worked since 2026. His prior experience includes roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, and consulting services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach centers on strategic asset allocation tailored to client risk profiles, utilizing ETFs, mutual funds, independent managers, and other investment vehicles, with services ranging from stand-alone plans to comprehensive wealth management and digital asset advice.

Jean Riordan is a CFP® with 35 years of industry experience, currently serving at Next Level Private LLC. Her prior experience includes roles at Vision Retirement, LPL Financial, Lexco Wealth Management, NATIONAL PLANNING CORPORATION, and Teg Fcu. She is also a licensed insurance agent involved in insurance sales and implementation. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term investment approach using diversified portfolios and provides ongoing portfolio management alongside fixed-fee financial planning.

Alexander Tucker is a financial advisor at Greenwich Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwich Advisors, he worked at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses, using a range of analytical methods and a willingness to employ complex and alternative investment instruments.

Jennifer Piche is a financial advisor at Next Level Private LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years and Merrill for 7 years. Piche is also a licensed insurance professional. Next Level Private LLC offers discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach with regular client reviews and combines fundamental and technical analysis to manage portfolios.

Thomas Elliott is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Long Island Express North and Campanella Fence. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with diversified portfolios and combines fundamental and technical analysis alongside ongoing client communication and periodic formal reviews.

Lon Birnholz is a financial advisor at Matrix Asset Advisors Inc with five years of industry experience. He has been with Matrix Asset Advisors since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm combines systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios and offers value, dividend-income equity strategies with ESG overlays, as well as fixed income and consolidated wealth management services.

Noah Eleftheriades is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 65 designation and has prior work experience with Volvo Car USA and Elon University. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Eric Mancini is a financial advisor with Traphagen Financial Group, holding a Series 65 designation and 18 years of industry experience. He has worked at Traphagen Investment Advisors LLC since 2009 and previously at BLS Advisors LLC. Mancini also contributes as a senior financial writer, authoring investment and financial articles for Benzinga.com on a part-time basis. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis in discretionary model portfolio management and offers integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Philip Johanson is a financial advisor at Next Level Private LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at UBS Financial Services Inc. and Citigroup Global Markets. Outside of his advisory work, he is involved as a swim instructor and camp maintenance staff at the Badger Swim Club. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with continuous client contact and periodic formal reviews.

Ernest Rispoli is a financial advisor at Discipline Wealth Solutions, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Advisors and Key Bank. In addition to his advisory role, Rispoli is active as a loan originator at Quintessential Mortgage Group, LLC. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by offering tailored investment advisory services including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and provides oversight of both in-house and third-party managers.

Craig Marson is a financial advisor at 5C Capital Management, LLC with 20 years of industry experience. He has been with 5C Capital Management since 2017 and previously worked at Clark Dodge Asset Management, LLC from 2013 to 2017. He holds a Series 65 designation. Outside of his advisory role, he formed a New Jersey LLC for consulting work, which is not actively engaged in soliciting business and requires minimal time commitment. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, employing a disciplined investment process that includes quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. 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 across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Thaddeus Cook is a financial advisor at Searle & Co. with 48 years of industry experience. He has been with Searle & Co. for 35 years and has also worked at Securities Research, Inc. since 1984. Cook serves as a trustee for The Shearman Foundation, where he assists with trust oversight and administrative duties. Searle & Co. provides portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-based approach, using a combination of fundamental, technical, and charting analysis to tailor investment advice to client objectives and risk tolerances.

John Fussell is a financial advisor at Samalin Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Samalin Investment Counsel, LLC since 2011. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $490 million in client assets and employs a diverse investment approach that includes fundamental and cyclical analysis, a mix of long- and short-term positions, and the use of derivatives and margin.

Michael Cowell is a financial advisor at Night Owl Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Night Owl since 2021, following prior roles at Vista Highland, Fairfield University, and Fordham University. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments primarily in mid- and large-cap companies, emphasizing valuation discipline and low turnover.

Alex Pidhorodeckyj is a financial advisor at Samalin Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategy that integrates fundamental and cyclical analysis with diversified investment positions and offers comprehensive financial planning, including retirement-plan consulting and post-divorce wealth management.

Stephen Gross is a CFP® professional at Mezzasalma Advisors with 20 years of industry experience. He has operated his own advisory firm, IA Stephen M. Gross, Inc., since 1991 and joined Mezzasalma Advisors in 2025. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and typically pursues long-term purchase strategies tailored to client objectives.