Jay Nakahara is a CFA® charterholder with 20 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2026 and previously held roles at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, NYLIFE Securities LLC, and New York Life Insurance Company. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment advice through a combination of discretionary management, various investment styles, and model portfolios, including ESG options, and manages $1.615 billion in discretionary assets as of year-end 2025.

Michael Lieberman is a Series 66-credentialed financial advisor with 22 years of experience at Advisors Capital Management, LLC, where he has worked since 2004. He is based in Ridgewood, NJ. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection using fundamental, quantitative, and qualitative methods across various asset classes, managing over $8 billion in discretionary assets.

Brennen Ramos is a CFP® and registered investment advisor with nine years of industry experience. He is currently with Root Financial Partners and previously held roles at Commonwealth Financial Network, Longwave Financial, Lazard Asset Management, Bank of America, and Merrill. He also worked at Rutgers University and WestRock Indoor Sports and Entertainment earlier in his career. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios using index funds and ETFs, while also offering specialized strategies and educational programming.

Thomas Metzger is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Wells Fargo Advisors. Citizens Private Wealth, LLC serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative investment research.

Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

David Baum is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds a Series 63 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Massachusetts Mutual Life Insurance Company. His other business activity includes the occasional sale of fixed insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

Joseph Gileno is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Sovereign Global Advisors. Outside of his advisory work, he is involved in several business ventures related to real estate and tax preparation services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Gautam Chhada is a CFA® charterholder with two years of industry experience at Summit Financial, LLC. He previously worked at Brown Advisory for nine years. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory, portfolio management, and financial planning services through both discretionary and consultative platforms.

Andrew Scheffer is a financial advisor at Core Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Edward Jones, and Yoma Bank. Outside of financial advising, Scheffer is the founder of the 2 Minute M.O.N.K Method, a leadership coaching business serving senior executives. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Connor Mahoney is a financial advisor at NFSG Corporation with five years of industry experience. He holds the Series 66 designation and has previously worked at Newbridge Securities Corporation and Greycliff Wealth Management. Outside his advisory role, he is involved with Mahoney Asset Management, a limited liability company focused on lead generation and sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing diversified portfolios constructed from equities, ETFs, mutual funds, fixed income, and other instruments.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Kelly Henning is a CFP® professional at Modera Wealth Management, LLC with 13 years of industry experience. Henning has been with Modera since 2014. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm uses a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Matthew Ruffalo is a CFP®, CFA®, and Series 66-licensed financial advisor with eight years of industry experience. He is currently with Citizens Private Wealth in Tarrytown, NY, where he has worked since 2015. Prior to that, he was employed at Morgan Stanley from 2010 to 2013. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside services such as tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing affiliated model strategies.

Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementary strategies such as independent managers, private placements, and optional ESG integration.