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.

John Hamilton Jr. is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been involved with Hamilton Cavanaugh Investment Brokers, Inc. since 1993 and Hamilton Cavanaugh, Inc. since 1986. Outside of advisory work, he manages an active car wash business through Upscale Enterprises, LLC. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages approximately $105.8 million in client assets and serves as a pension consultant for plans totaling about $1.02 billion, using a discretionary approach with model portfolios primarily composed of mutual funds and ETFs.

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.

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.

Jeffrey Hanson is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Breakwater Capital Group since 2022 and previously spent 22 years at Fidelity Investments. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental analysis and employs active strategies such as margin and options, tailoring allocations to client objectives and risk tolerance.

Edward Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and eight years of industry experience. He has been with Fortis Group Advisors and LPL Financial since 2018 and previously worked at Monmouth University and in the oil industry. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm’s investment approach integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with a focus on institutional manager due diligence and tax-aware decisions.

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 Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley in various roles from 2005 to 2022. In addition to his advisory work, he serves as a trustee managing an investment account for a family member. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, retirement plan consulting, and trust services. The firm employs a research-driven investment approach using both third-party and internal portfolio models, with portfolios tailored to client objectives and risk tolerance.

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 Series 65-licensed advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with four years of industry experience and over a decade at Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up security selection to create diversified portfolios tailored to clients’ time horizons, tax status, and risk tolerance.

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.

Sarah Tepper Fazzari is an advisor with Fortis Group Advisors LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at LPL Financial LLC and Alba Vineyards. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate/wealth-planning coordination, combining fundamental and technical analysis with strategic asset allocation and manager selection.

Jordan Posner is a financial advisor at Matrix Asset Advisors Inc with 34 years of industry experience. He holds a Series 63 designation and has worked at Matrix Asset Advisors since 2005. Prior to that, he was employed at Quasar Distributors, LLC for 12 years and David J. Greene and Company, LLC for 15 years. Matrix Asset Advisors is an SEC-registered firm managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of quantitative screening and fundamental research to manage large-cap value and dividend-income equity strategies, high-quality fixed income portfolios, and a comprehensive wealth-management program.

Jared Cohen is a financial advisor at Onyx Bridge Wealth Group LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Private Client Services. Cohen is also the owner and manager of Onyx Bridge Tax Group, a tax and accounting firm. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm uses third-party research and a range of investment strategies, providing tailored portfolio management and ongoing account reviews.

Sergio Rodriguez is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Maltin Wealth Management, Inc., where he has worked since 2023. Prior to this, he held roles at Lincoln Financial Advisors Corporation and Cornerstone Institutional Investors, among others. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of top-down macroeconomic analysis and bottom-up security selection to build diversified portfolios tailored to clients’ specific needs and often includes multigenerational planning.