Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios and engages third-party sub-advisers for specialized strategies, offering ongoing portfolio monitoring and comprehensive financial planning.

Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers.

Jeffrey Hanson is a financial advisor at Traphagen Financial Group with 14 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2012. 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 and offers both discretionary investment management and fee-for-service planning, with integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Michael George is a financial advisor at Watts Capital Partners LLC with 16 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Watts Capital since 2016. Prior to that, he worked at Global Arena Capital Corp for nine years. Michael serves as a co-trustee for a trust account under New York State law, a role he has held since 1984. Watts Capital Partners serves individual and family clients, business owners, and enterprises, including Gen X/Gen Y professionals and clients navigating divorce. The firm offers comprehensive financial planning and investment management services, employing a mix of core, tactical, and alternative strategies, and uses proprietary quantitative models alongside derivatives and options strategies.

Gary Hirsh is a CFP® with 21 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC. His career includes roles at Atlas Fiduciary Financial, Stonegate Wealth Management, and a long-standing position as Of Counsel at Sobel & Co., Inc., where he provides tax preparation, accounting, and tax planning services. HIGHLAND Financial Advisors is a registered investment adviser serving individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation, fundamental securities analysis, and tax-efficient portfolio management.

Michael Fishman is a financial advisor with NerdWallet Wealth Partners, LLC in New York, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining NerdWallet Wealth Partners, he worked at Goldman Sachs for nine years and spent a year in extended travel. NerdWallet Wealth Partners serves individual and high-net-worth clients, as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a team approach and primarily implements passive, asset-class-weighted portfolios supplemented with fundamental analysis, offering access to alternative investments and employing third-party sub-advisers for specialized strategies.

Christine Lucero is a CFP® professional with four years of experience at Satovsky Asset Management LLC in New York, NY. She has been with the firm since 2013, which operates as a team of five advisors. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in regulatory assets and emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for alternative investments when appropriate.

Steven Shaiman is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2018, he worked at Calton & Associates, Inc. for 13 years. Outside of his advisory role, Shaiman provides tax and accounting services as a CPA and holds a real estate license. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities with financial planning, consulting, and portfolio management. The firm offers customized portfolios and a combination of advisory, brokerage, and insurance products.

Daniel Hayes is a financial advisor at Argos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bessemer Trust Company, N.A. for 21 years. Hayes is a limited partner in a restaurant business, Eatdrinknj LLC, located in Milburn, NJ. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation approach and integrates financial planning into portfolio management, employing a variety of investment vehicles and third-party managers tailored to client needs.

John Lyle is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Jeffrey Matthews Financial Group LLC since 2019 and at Stifel Nicolaus & Co Inc since 2016. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors managing approximately $127 million in assets. The firm offers portfolio management via an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars, using a mix of discretionary and non-discretionary strategies.

Ralph Metz is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Spartan Capital Securities, LLC since 2009. Outside of his advisory role, Ralph is a 22% owner investor in a CrossFit gym operated by his brother. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, third-party money manager oversight, and ongoing investment consultation, primarily using non-discretionary arrangements and relying on third-party managers and model portfolios.

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Jacob Turner is a Series 65-licensed financial advisor with two years of industry experience, currently working at Jim Saulnier & Associates, LLC. Prior to joining the firm, he worked at Financial Design Studios and spent 14 years at AbbVie, Inc. Jim Saulnier & Associates provides retirement-focused financial planning, tax-aware planning, and discretionary portfolio management primarily for individual and high-net-worth clients approaching or in retirement. The firm emphasizes comprehensive retirement analyses and offers both passive investment models and targeted portfolio positioning based on detailed tax-focused planning.

Joseph Fantozzi is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 66 designation with five years of industry experience. Prior to joining Premier Path Wealth Partners in 2025, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-analytic investment approach across various asset classes and utilizes third-party platforms and external managers to implement strategies for both custody and held-away accounts.

Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at LPL Financial LLC and INVEST Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.

Kevin Leeds is a financial advisor at Vision Retirement with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice as president of Kevin L. Leeds, CPA, PC since 1980. Prior to joining Vision Retirement, he worked at Vaughan and Company Securities, Inc. for five years. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios, incorporating technology and tax-aware strategies.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, employing credit research and duration management across three core mandates.

Carl Cappadona is a financial advisor at Access Wealth with 18 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. Outside of his advisory role, he provides business development and accounting and tax services at JH COHN LLP and consults on management controls and reporting for St. John Vianney High School. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to create diversified portfolios and evaluate third-party managers based on performance, risk, and fees.

Carmine Corino is a CFP® professional with 22 years of industry experience, currently serving at Cornerstone Planning Group since 2009. He previously worked with NYLIFE Securities Inc and New York Life Insurance Company from 2003 to 2020. Outside of his advisory role, he is a part-owner of a restaurant in Nutley, New Jersey. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on portfolios built around written investment policy statements and generally favoring passive, low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.