Michael Lamagna is a financial advisor with Traphagen Financial Group in Oradell, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE Capital Management LLC, and Merrill. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Charles Failla is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with Sovereign Financial Group, Inc. and has held roles at Raymond James Financial Services Advisors, Inc., among other firms. Outside of his advisory work, he is involved in real estate ownership and management through several entities in Stamford, CT. Sovereign Financial Group serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement advisory, and cash-management solutions. The firm employs a long-term investment approach with diversified mutual funds and ETFs, supplemented by individual securities and alternative strategies through independent managers and its Align Alternative Access Fund.

Michael Ortiz is a Series 65-licensed financial advisor at Income & Asset Advisory, Inc. with one year of experience at the firm and prior work as a self-employed professional and a long tenure at Northern Westchester Hospital. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines multiple analytic methods within a generally buy-and-hold strategy, and it has a formal pension consulting practice that includes IPS development, plan monitoring, and participant education.

Edward Long is a CFA® charterholder with 20 years of industry experience. He has been with Gillespie, Robinson & Grimm, Inc. since 2005. He is based in Greenwich, CT and holds Series 63 and Series 65 licenses. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, focuses on high-quality liquid securities purchased at attractive prices, and actively manages fixed-income maturity ranges.

Todd Stankiewicz is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with Sykon Capital LLC and Sykon Asset Management LLC, where he has been involved since 2023 and 2025 respectively. Prior to that, he worked at Bank of America and Merrill for ten years. He manages the day-to-day operations of Sykon Asset Management as part of his other business activities. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a combination of quantitative, fundamental, and technical analysis in its investment approach and manages approximately $350 million in assets.

Damon Hart is a financial advisor at Baxter Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baxter since 2018. Prior to that, he spent 17 years at Raylor Asset Management Group and has been president of DLH Technical Services, a technology consulting firm, since 2001. Baxter Investment Management is a team of five advisors managing approximately $1.0 billion, providing discretionary portfolio management to individuals, institutions, and charitable organizations. The firm employs a long-term, value/GARP investment approach tailored to client needs and offers private investment fund due diligence for qualified investors.

Joseph Hart II is a financial advisor with Invst, LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously spent ten years at NS Capital LLC before joining Invst in 2025. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets, employs 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Ryan Flynn is a financial advisor with Jackson, Grant Investment Advisers, Inc. He holds the Series 65 designation and has seven years of industry experience. His prior work includes roles at both Jackson, Grant Investment Advisers and St Lawrence. Jackson, Grant Investment Advisers provides discretionary portfolio management and investment consulting to a select high-net-worth clientele, focusing on retirement income and legacy planning. The firm manages approximately $577 million for 94 client families and emphasizes tailored portfolios implemented with discretion, using a blend of equities, bonds, pooled vehicles, ETFs, and mutual funds.

Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Purshe Kaplan Sterling Investments. He also spent eight years as a self-employed advisor prior to joining his current firm. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management using customized and model-based portfolios across multiple risk strategies.

Alexander Russell is a financial advisor at Clear Harbor Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience in educational institutions including Greens Farms Academy, Riverdale Country School, and St. Bernard's School. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs.

Killana Williams is a financial advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Prior to joining Palumbo Wealth Management in 2020, she worked at UBS Financial Services from 2014 to 2020. She is also a registered representative with Private Client Services. Palumbo Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamentals-driven investment approach combined with tactical tools and utilizes a combination of in-house and third-party execution and oversight.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

Jake Steinberg is a CFP® with five years of industry experience, currently serving as a financial advisor at Revolve Wealth Partners, LLC. He has been with Revolve Wealth Partners since 2019. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, independent third-party managers, and private placement investments, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Frank Manziano is a CFA® and holds a Series 66 license with nine years of industry experience. He is currently with SimplyRIA Advisor Network and operates his own entity, Frank the Financial Coach LLC. Manziano has prior experience at Hennion & Walsh Asset Management, Inc. and Sound Financial Advice, LLC. He also serves in educational roles with the Tenafly and Glen Rock Boards of Education. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a combination of active and passive management strategies and offers services through multiple independent Investment Adviser Representatives within a corporate RIA structure.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Herbert Refvik is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, his background includes roles at Apple Honda and 631 Insider Inc. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

Elizabeth Lynch is a financial advisor at N10° WEALTH in Greenwich, CT, holding Series 66 and Series 63 licenses with one year of industry experience. Her prior roles include positions at The London Fund and Meekins Corp. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for a diverse client base including individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach that incorporates individual securities, ETFs, options, alternatives, direct indexing, and digital assets, using various analytical methods and leveraging third-party managers and a TAMP for implementation.

Luke Berte is a financial advisor at Vision Investment Advisors, LLC in Stamford, CT, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at UBS Securities LLC and COR Clearing LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, focusing on large-cap, growth-oriented equity selection, income enhancement, and option-based leveraged strategies. The firm also allocates to third-party managers and managed-futures programs.