Jay Freeberg is a CFP® professional with over 30 years of industry experience. He currently works at Onyx Bridge Wealth Group LLC and has held prior roles at firms including Katalyst Securities LLC and Bristol Financial Services, Inc. In addition to his advisory work, he provides accounting and tax services through Onyx Financial Services and serves as a fractional CFO for Oncology Ventures. Onyx Bridge Wealth Group advises high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm uses a combination of third-party research and internal portfolio models to create tailored investment solutions that include ETFs, alternative investments, and specialized tax-management strategies.

John Kenney Jr. is a financial advisor at Next Level Private LLC with two years of industry experience. He holds a Series 65 credential and previously worked for Arbor Realty Trust for six years. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, businesses, and retirement plans. The firm uses both fundamental and technical analysis to manage diversified portfolios with a primarily long-term orientation.

Michael Koch is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and Thrivent Investment Management. 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, estate coordination, and employs a combined fundamental and technical investment approach with a focus on manager due diligence and tax-aware decisions.

Patricia Acipreste is a CFP® with eight years of experience at Tortoise Investment Management, LLC and five years in the financial industry. She has been with Tortoise Investment Management in White Plains, NY since 2018. 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 investment approach. The firm also offers financial advice on areas such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning upon client request.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Client Services, and Ameriprise Financial Services. He is also licensed as an agent for fixed/traditional insurance products. 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 uses third-party research and proprietary portfolio models, with a focus on customized portfolios and integrated services through affiliated tax and retirement groups.

Stephen Haeckel is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has previously worked at LPL Financial, Braemar ACM Shipbroking, and Transamerica Financial Advisors. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, supported by both internal models and external managers.

Fabio Ramalho is a financial advisor at Simetria Advisory Group LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brasil Plural Securities LLC and Neon Investimentos. Additionally, Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm based in Brazil. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets and serves individuals, corporations, and institutions through customized portfolio management. The firm utilizes a combination of third-party macroeconomic research and in-house analysis to create diversified portfolios across various asset classes.

Joseph Castiglie III is a financial advisor at Sykon Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Sykon Capital serves individual and institutional clients by offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm integrates quantitative and qualitative investment techniques and employs a range of strategies, including alternative investments and derivatives, to align with client objectives.

Ron Pac is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Trivium Point Advisory, LLC and has previously worked at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved with a plastics business, PAC PLASTICS, LLC. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across more than 1,000 clients, employing a long-term, diversified investment approach and offering integrated accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

Russell Baker is a financial advisor with Next Level Private LLC in Harrison, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Tullett Prebon Financial Services LLC and C-19 Safety First. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and tactical strategies, with ongoing client communication and periodic portfolio reviews.

Ana Martinez is a financial advisor at Vision Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vision Brokerage Services since 2011 and Vision Financial Markets LLC since 2006. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach focuses on large-cap, growth-oriented equity selection supported by fundamental and technical analysis, with additional strategies including income enhancement and option-based leveraged portfolios.

John English is a financial advisor at Innovative Advisory Group with 10 years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Ameriprise Financial Services for eight years before joining his current firm in 2019. Outside of his advisory role, he serves on the board of governors for the Nyack Boat Club and is secretary of the parish council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm combines multiple analytical approaches with a range of strategies and offers discretionary asset management alongside specialized financial planning and retirement plan services.

Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. 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 investment approach. The firm also offers comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Maggie Smith is a financial advisor with Next Level Private LLC in Harrison, NY, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services, Inc. for eight years before joining Next Level Private in 2021. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm combines long-term oriented portfolios with fundamental and technical analysis, ongoing client communication, and periodic formal reviews as part of its fiduciary services.

Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

Catherine Newman is a financial advisor with Income & Asset Advisory, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She has worked with American Portfolios/Jason Waxler and Osaic Wealth, Inc. in addition to her current firm. Outside of her advisory role, she serves as a trustee and executor for a revocable trust and is involved in administrative and bookkeeping roles with a private LLC. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and consulting services, employing a mix of analytical approaches with a generally buy-and-hold strategy adjusted by active asset-class positioning.

Francis Conway is a financial advisor at Bespoke Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Bespoke Investment Group, he worked for Connecticut Premier Hoops Development for eleven years. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and a range of online subscription research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts, typically on a discretionary basis with monthly monitoring.

Joseph Blaney is a financial advisor at Next Level Private LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of the Joe Namath Foundation, a charitable organization supporting children's charities and neurological research, and serves as CEO of Broadway Joe Media, a media and marketing company associated with Joe Namath. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a long-term investment approach with diversified portfolios and combines fundamental and technical analysis alongside regular client reviews.

Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. 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 a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.

Matthew Naidorf is a financial advisor at Income & Asset Advisory, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a passive investor in Ludlows Cocktail Company, LLC. Income & Asset Advisory, Inc. provides individualized portfolio management and financial consulting services to individuals, high-net-worth households, trusts, estates, charitable organizations, and retirement plans. The firm employs a buy-and-hold investment approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers specialized pension consulting services including IPS development and participant education.