Dru Burns is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Drucker Wealth and has previous experience at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he coaches an under-16 girls youth hockey team with the Team Colorado Hockey Association. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm integrates fundamental, technical, and tactical analysis with behavioral finance to manage portfolios and employs tools such as direct indexing and third-party asset managers.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

Harold Sasnowitz is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth households, as well as institutional clients such as pension plans and charitable organizations. The firm uses a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and diversified asset allocation.

William Walsh IV is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Dunedain Capital LLC and Con Edison, where he was employed for 11 years. Outside of his advisory role, he manages Dunedain Capital L.L.C., the general partner of Aegis Partners Fund LLC. Emissary Wealth provides financial planning, consulting, and investment management services to a range of clients including individuals, high-net-worth clients, and business entities. The firm emphasizes fundamental analysis and a long-term, goal-based approach, while also serving as investment adviser to a private fund and sponsoring investment partnerships.

Mark Corrado is a financial advisor at Corrado Advisors, LLC with 4 years of industry experience. He is also a partner in Corrado CPA's, LLP, an accounting firm, Corrado Risk Management, LLC, an insurance firm, and Corrado Administrative Services, LLC, a management services firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering both discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm uses a range of investment strategies including allocations to equities, fixed income, mutual funds, ETFs, structured notes, options, and independent managers, and coordinates with affiliated professionals such as CPAs, insurance agents, and attorneys.

Amos Warren is a CFP® and CFA® with five years of experience in the financial industry. He is currently with NobleBridge Wealth and has previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management provides discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and project-based or subscription planning services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm employs a blended investment process using fundamental, technical, and quantitative analysis across various strategies, including proprietary and third-party managed models.

Barry Strobel is a financial advisor with Corrado Advisors, LLC, holding four years of industry experience. He is also associated with CFG CPA, LLP, an accounting firm where he dedicates part of his time. His career includes long-term involvement with Corrado Advisors and Corrado CPA, LLP. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm employs a range of investment strategies and coordinates with an affiliated professional network that includes accounting, insurance, and legal services.

Michael Emr is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Signature Wealth Management Partners, LLC and has previously worked at Purshe Kaplan Sterling Investments, Botwinick & Company LLC, and LPL Financial. Outside of advising, he is a Certified Public Accountant and partner at Botwinick & Company, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a combination of fundamental, technical, and cyclical analysis, with investments across various asset types and strategies.

Philip Nydick is a financial advisor at CFS Investment Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst and Young LLP for three years. Outside of his advisory role, he serves as a student mentor at the TAMID Group. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $2.73 billion in assets and employs a tailored approach using mutual funds, ETFs, individual securities, and allocations to independent managers.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Richard Ainsberg is a financial advisor with Twenty-First Tailored Solutions, Inc. in Scarsdale, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Twenty-First Tailored Solutions since 2011 and previously at Twenty-First Securities Corporation and Crito Capital LLC. Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients by providing ongoing investment strategy and portfolio monitoring. The firm specializes in a short-against-the-box (SATB) strategy and offers non-discretionary advice, managing over $515 million in assets for a concentrated client base.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Artisan Advisors, Fcci Consulting, The Mutual Fund Store, and others. Outside of advising, he sells collectibles online on weekends. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors, utilizing individualized policies, model portfolios, and third-party platforms.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.

Stephan Weinberger is a CFA® charterholder with 19 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and previously worked at Armstrong Shaw Associates Inc for 15 years. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a hybrid investment approach combining systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios across multiple equity and fixed income strategies.

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Mark Reitsma is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Hudson Capital Management LLC doing business as Regency Wealth Management since 2010. Regency Wealth Management provides wealth management, investment advisory services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, foundations, and businesses. The firm serves clients with investible assets generally over $1 million and manages accounts primarily on a discretionary basis using a mix of fundamental and technical analysis.

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NatAlliance Asset Management LLC, NatAlliance Securities LLC, and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a patient, custom-tailored investment approach that includes economic and market analysis, fundamental security research, and mutual fund/ETF selection.

Joseph Vanacore III is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 registration and eight years of industry experience. He has worked at Fortis Group Advisors since 2020 and has prior experience with LPL Financial and MassMutual. Outside of his advisory role, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Jason Savey is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Oppenheimer & Co. Outside of advisory work, he is also involved in the sales of fixed and traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing third-party research and a range of investment vehicles to tailor services to clients’ goals and risk tolerances.