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.

Lauren Rowland is a CFP® and holds a Series 66 designation with 16 years of industry experience. She has worked at RZH Advisors LLC since 2020 and previously spent six years at Ayco/Goldman Sachs. RZH Advisors LLC provides wealth management services combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships with a seven-person advisory team.

Martha Raghunauth is a financial advisor at Oxler Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc. from 2016 to 2020 before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, pension consulting, and fee-based insurance product referrals. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of asset classes.

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.

Kirstin Mobyed is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney from 2009 to 2019. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.7 billion in assets and employs a combination of bottom-up security selection and top-down asset allocation to tailor portfolios to client needs.

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.

Ivy Alexander is a financial advisor at RZH Advisors LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wbh Advisory, Inc and T. Rowe Price. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations with fee-based wealth management, discretionary investment management, and financial planning services. The firm typically manages assets on a discretionary basis using a range of investment vehicles, including Dimensional Fund Advisors strategies, and is notable for its specialized services and management of donor-advised funds.

Derek Ralston is a financial advisor with Income & Asset Advisory, Inc. and has 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NCM Capital Management, LLC since 2015. Outside of advising, he is the president of the Ramsey Chamber of Commerce, where he chairs meetings and participates in community events. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm customizes portfolios based on client objectives and employs a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold approach adjusted by active asset-class positioning.

Bianca Schuman is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Morgan Stanley, HTG Investment Advisors, Inc., and LPL Financial before joining Trivium Point Advisory, LLC, where she currently practices as part of a team. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized investment strategies and comprehensive financial planning.

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.

Gabriella Bermudez is a financial advisor at Madison Advisory Services, Inc. with over 13 years of industry experience. She holds a Series 65 credential and has worked at firms including Lion Street Financial and Royal Alliance. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans, offering discretionary portfolio management, financial planning, and access to third-party managed programs. The firm employs strategic and tactical asset-allocation approaches and provides ongoing monitoring and account reviews.

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.

Andrew Barber is a financial advisor at Tortoise Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Ellington Management Group and Tufts University prior to joining Tortoise in 2020. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and long-term investment strategies. The firm also offers financial advice on non-investment matters upon client request and implements portfolios mainly through ETFs, index mutual funds, and specialized tax strategies.

Paul Hickey is a financial advisor with Bespoke Investment Group, LLC, holding Series 63 and Series 65 licenses and 4 years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients with discretionary portfolio management and subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts on a discretionary basis, typically using Schwab Institutional for client custody.

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and acting as Program Manager for private pooled vehicles that invest in private credit, private equity, and real estate. The firm emphasizes risk management, global diversification, and tax-aware strategies across its investment approach.

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.

Scott Bogan is a financial advisor at Clear Harbor Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Focus Partners Wealth, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm combines bottom-up security selection with a top-down asset allocation approach and manages approximately $1.743 billion in assets across 19 advisors serving roughly 743 clients.