Jordan Posner is a financial advisor at Matrix Asset Advisors Inc with 33 years of industry experience. He holds a Series 63 designation and has worked at Matrix since 2005, following a 12-year tenure at Quasar Distributors, LLC. Matrix Asset Advisors is an employee-owned investment adviser serving individuals, high-net-worth clients, and institutional accounts, including municipalities and retirement plans. The firm employs disciplined large-capitalization value and dividend income strategies, combining quantitative screening with fundamental research, and offers ESG-overlay options along with fixed-income portfolios.

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 CFP® professional with nine years of industry experience, currently serving at Maltin Wealth Management, Inc. He has held roles at Lincoln Financial Advisors and multiple Cornerstone entities before joining Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios and operates its own wrap-fee program incorporating advanced products such as derivatives and structured notes.

Adrian Rodriguez is a CFP® with three years of industry experience, currently serving at Traphagen Financial Group. His prior roles include positions at Access Wealth and Lincoln 1st Bank. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, managing discretionary model portfolios and integrating tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, and tax-aware strategies, and it manages a multi-series fund-of-funds private investment platform across various alternative asset classes.

Peter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and 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 manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.

Ronald Schneider is a CFP® with 35 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at National Asset Management, United Advisors Services, LLC, and Securities America Inc. He holds Series 63 and Series 65 licenses. 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 across eight advisers, employing a strategy that includes fundamental and cyclical analysis, a combination of long- and short-term positions, and the use of margin, derivatives, and private placements.

Samuel Gurvitch is a financial advisor with Oxinas Partners Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at Waddell & Reed, Inc. for 17 years before joining Oxinas Partners in 2019. Outside of advisory work, Gurvitch is a licensed insurance agent and is involved in real estate property services as the owner of Gurvitch Realtors. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, employing a client-specific, generally long-term investment approach with a range of instruments including mutual funds, ETFs, and individual securities.

Steven Roukis is a CFA® charterholder with five years of industry experience. He is part of the team at Matrix Asset Advisors Inc, where he has been working since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a combination of systematic quantitative screens and fundamental research to construct concentrated, risk-controlled portfolios and offers a range of equity and fixed income strategies alongside a consolidated wealth-management program.

Jeffrey Schwartz is a financial advisor with Access Wealth in Clifton, NJ, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Gregory and Schwartz, a CPA firm, since 1991. He has worked at Access Wealth Planning LLC and Royal Alliance Associates, Inc. since 2001. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory and an investment committee to construct diversified models and evaluate third-party managers.

Ayelet Kindler is a CFP® with 26 years of experience in the financial services industry. She is currently with Valley Wealth Managers, Inc., where she has worked since 2023, and has prior experience at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, often holding individual securities alongside mutual funds and ETFs, supported by an investment committee and third-party services.

Michael Dwyer IV is a financial advisor at Strategic Family Wealth Counselors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Family Wealth Counselors since 2017. Prior to his advisory roles, he worked at the University of Notre Dame from 2014 to 2018. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $1.66 billion in assets and emphasizes individualized financial planning and fundamental analysis, using a combination of Independent Managers, mutual funds, ETFs, collective vehicles, and private placement opportunities for accredited investors.

Jacques Boubli is a CFP® with six years of industry experience, currently serving as a financial advisor at The Portfolio Strategy Group, LLC since 2014. He holds a Series 66 license and is based in White Plains, NY. The Portfolio Strategy Group provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, corporations, and institutional accounts. The firm manages approximately $2.38 billion in client assets using proprietary strategies and external manager selection, including advisory roles in private funds with performance-based compensation.

John Kenney Jr. is a Series 65-licensed advisor with Next Level Private LLC, bringing two years of industry experience. Prior to joining Next Level Private, he worked six years at Arbor Realty Trust. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm utilizes diversified portfolios combining fundamental and technical analysis, maintains continuous account monitoring, and discloses independent third-party ratings publicly.

Michael Koch is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 license and 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent ten years at INVEST Financial Corporation. Koch also operates MGK Wealth Management, a DBA for his LPL business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm focuses on diversified, asset-allocation portfolios and employs risk-profiling technology to tailor strategies to client needs.

Todd Zangrilli is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Wells Fargo Advisors LLC and Cantella & Co., Inc. Zangrilli is also an investor in rental properties through two limited liability companies. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers and offers specialized services in retirement programs and executive benefits for small and mid-sized employers.

Edward Swikart III is a CFP® professional with 44 years of industry experience, currently with CFS Investment Advisory Services LLC since 2018 and previously with the firm from 1995 to 2018. His background includes positions at EF Legacy Securities, LLC and Edelman Financial Services, LLC. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds for Penn Sailing’s varsity team. CFS Investment Advisory Services, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $2.73 billion in assets and employs a tailored, multi-asset approach with ongoing monitoring and review processes for its clients.

Steve Garrett is a financial advisor at Revolve Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Revolve Wealth Partners since 2023, following a prior role at VIA Insurance & Financial Services beginning in 2014. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a range of investment vehicles and emphasizes growth and value integration, global diversification, and tax sensitivity.

Barjes Angulo is a financial advisor at Cornerstone Planning Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cornerstone in 2022, Angulo worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He also operates Angulo Strategies LLC, through which he sells insurance products and services. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizes passive investment strategies using low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting for plan sponsors.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. He is also licensed as an agent for fixed/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 asset management, financial planning, retirement plan consulting, and donor-advised fund advice, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.