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.

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 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, 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® professional with eight years of experience at Tortoise Investment Management, LLC. She has worked at the firm since 2018 and has a background that includes attending Binghamton University from 2014 to 2018. Tortoise Investment Management, LLC 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 planning and advice on various non-investment matters upon client request.

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.

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.

Michael Sanders is a financial advisor with 24 years of industry experience, currently with 5C Capital Management, LLC. He holds Series 63 and Series 65 licenses and previously worked at Clark Dodge Asset Management LLC for seven years. Sanders serves as a trustee on the BYRAM HILLS School District Board of Education and owns Impact Consulting. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm uses a fiduciary approach with discretionary portfolio management that incorporates quantitative measures, fundamental and technical analysis, and tax-aware construction.

Joseph Spinelli is a financial advisor with Vision Retirement, bringing 32 years of industry experience. His prior firms include Cetera and LPL Financial, and he has operated Spinelli Financial Services since 1995. He holds the Series 63 and Series 65 designations. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and fiduciary investment management. The firm offers discretionary portfolio management, automated investing solutions, and integrates technology with a focus on global diversification, tax-aware strategies, and coordinated tax and financial planning services.

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.

Curtis Brooks is a financial advisor at 5C Capital Management, LLC in Woodcliff Lake, NJ, with 40 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, discretionary investment management, and periodic asset allocation and rebalancing. The firm constructs portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets when appropriate, following a structured due-diligence process and regularly monitoring accounts under discretionary authority.

Russell Baker is a financial advisor at Next Level Private LLC with 37 years of industry experience. He has worked at Next Level Private since 2022 and previously held roles at C-19 Safety First and Tullett Prebon Financial Services LLC. Baker holds Series 63 and Series 65 designations. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm delivers customized portfolios through ongoing personal contact and uses a combination of fundamental and technical analysis, with a stated fiduciary duty and formal reviews at least annually.

John English is a financial advisor with Innovative Advisory Group in Nyack, NY, holding Series 66 and Series 65 credentials and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Innovative Advisory Group in 2019. Outside of his advisory role, John serves on the Board of Governors for the Nyack Boat Club and is the secretary of the Parish Council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning, employing a variety of analytical approaches and investment strategies while serving roughly 298 clients through an eight-advisor team managing about $194 million in discretionary assets.

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 at Next Level Private LLC with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years before joining her current firm. 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 provides customized portfolios through ongoing personal contact and applies both fundamental and technical analysis, maintaining a fiduciary duty and regularly reviewing client accounts.

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.