Kathryn Marsico is a Series 66-registered advisor with Traphagen Financial Group, bringing 22 years of industry experience. She has worked with Traphagen Investment Advisors since 1998 and is also involved with Traphagen & Traphagen CPAs, where she performs administrative duties and tax return preparation. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, foundations, and trusts. The firm uses a combination of fundamental and technical analysis, managing discretionary model portfolios and integrating tax and accounting considerations through collaboration with credentialed professionals.

Eva Rullo is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 28 years of industry experience. She previously worked at Invest Financial Corporation for 10 years before joining Fortis Group Advisors and LPL Financial in 2018. Outside of her advisory work, she is a commissioned notary. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm creates diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with various plan services.

Robert Epstein is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2007. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm uses principles of Modern Portfolio Theory and an investment committee to construct diversified portfolios and evaluate third-party managers.

Eleanore Szymanski is a CFP® professional with 18 years of industry experience, currently serving at Access Wealth. She has worked at The Financial Planning Answerplace, LLC since 2012 and at EKS Associates, LLC since 2000. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to construct diversified models and regularly monitoring and rebalancing client portfolios.

Nancy Tolli is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Daniel Rosaschi is a financial advisor at Corrado Advisors, LLC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Corrado Advisors in 2017, he worked at Sextant Financial from 2014 to 2016. Outside of his advisory role, Rosaschi is an ice hockey official, officiating games at youth, college, and adult levels. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with investment advisory and financial planning services. The firm employs a diverse range of investment strategies and coordinates with affiliated professionals, including CPAs and attorneys, to provide comprehensive client support.

Sean Cole is a Series 65 licensed advisor with Green Ridge Wealth Planning LLC in Montville, NJ, where he has worked since 2021. He has three years of industry experience, including a prior role at Amerisave Mortgage Corporation. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans. The firm uses model portfolios emphasizing ETFs, individual stocks, and bonds, and manages roughly $383.8 million in discretionary assets for about 283 clients.

Jeffrey Hanson is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Investments for 22 years before joining Breakwater Capital Group in 2022. He holds the Series 63 and Series 66 licenses and is based in Paramus, NJ. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios and employs a range of strategies, including options writing and margin transactions, tailored to clients’ objectives and risk tolerance.

Edward Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously held roles at Monmouth University and in the oil industry. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Taylor Thomas is a CFP® professional with 12 years of industry experience, currently serving at NCM Capital Management, LLC since 2022. Prior to this, Taylor worked at Round Table Wealth Management for nine years. NCM Capital Management, LLC provides fee-based financial planning, portfolio management, and integrated wealth management services to individual and high-net-worth clients as well as institutional clients such as charities and retirement plans. The firm manages approximately $539 million in assets, employing a blend of passive and active investment strategies focused on long-term, tax-efficient growth, with regular account reviews and attention to tax and transaction costs.

Frank Vicendese is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Foresters Advisory Services LLC, and Vicendese Mortgage and Realty Corp. He is also a commissioned notary in New Jersey. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios with institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Nicholas Sutro is a financial advisor with Onyx Bridge Wealth Group LLC in White Plains, NY, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee managing a supplemental needs trust investment account. 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 using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.

Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior work includes roles at Foundations Investment Advisors LLC, Horter Investment Management, Intrinsic Wealth Strategies, Inc., and The College Funding Academy, LLC. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term strategic portfolios based on Modern Portfolio Theory and factor models, often delegating investment implementation to third-party managers under co-advisory arrangements.

Paul Muller is a financial advisor with Vision Retirement who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Vision Retirement since 2014 and also maintains a long-standing affiliation with LPL Financial. In addition to his advisory work, Muller collaborates with local CPAs to prepare tax returns for clients. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients through a multi-adviser team. The firm offers integrated financial planning, fiduciary investment management, and automated investing solutions, combining third-party portfolio strategists and custodial technology with firm oversight and tax-aware tools.

William Scholz is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, holding a Series 65 designation with three years of industry experience. He 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 combines macroeconomic analysis with fundamental and technical security selection to construct diversified portfolios, often incorporating mutual funds, ETFs, structured notes, options, and individual securities.

Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

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.

Michael Garrett is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with WJL Financial Advisors since 2024 and previously operated under his own name from 2001 to 2024. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates, providing comprehensive financial planning, portfolio guidance, tax planning, and tax preparation. The firm uses an academic-based investment approach focused on low-cost, passively managed mutual funds and ETFs, and emphasizes client approval before trade execution.