Joanne Zerillo is a financial advisor at Papamarkou Wellner Perkin Advisors with 33 years of industry experience. She holds a Series 63 designation and has been with the Papamarkou Wellner firms in various capacities since 2009. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, foundations, pensions, trusts, charitable organizations, and corporate entities. The firm employs proprietary analytical modeling and bottom-up equity research combined with a multi-manager approach to construct customized investment strategies.

Dwight Lee is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with 19 years of industry experience. He has been associated with Upland Associates since 2000 and serves as managing member for multiple investment vehicles including Upland Asset Management and GagnonLee Associates. Lee holds several nonprofit board roles, including chairman of the investment committee at The Century Association and trustee and vice chair of the board at The Graduate Center Foundation, Inc. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm provides brokerage services and operates affiliated pooled vehicles alongside its advisory business.

Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior work includes roles at Foundations Investment Advisors LLC, Horter Investment Management, Intrinsic Wealth Strategies, Inc., and The College Funding Academy, LLC. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term strategic portfolios based on Modern Portfolio Theory and factor models, often delegating investment implementation to third-party managers under co-advisory arrangements.

Paul Muller is a financial advisor with Vision Retirement who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Vision Retirement since 2014 and also maintains a long-standing affiliation with LPL Financial. In addition to his advisory work, Muller collaborates with local CPAs to prepare tax returns for clients. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients through a multi-adviser team. The firm offers integrated financial planning, fiduciary investment management, and automated investing solutions, combining third-party portfolio strategists and custodial technology with firm oversight and tax-aware tools.

Stephen Tuttle is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Signet since 2001, also working at Summit Financial, LLC since 2026. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a combination of fundamental and quantitative analysis to construct diversified portfolios using mutual funds, ETFs, individual equities, fixed-income securities, options overlays, independent managers, and private funds.

William Scholz is a Series 65-licensed advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with four years of industry experience and over a decade at Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up security selection to create diversified portfolios tailored to clients’ time horizons, tax status, and risk tolerance.

Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

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.

Michael Garrett is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with WJL Financial Advisors since 2024 and previously operated under his own name from 2001 to 2024. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates, providing comprehensive financial planning, portfolio guidance, tax planning, and tax preparation. The firm uses an academic-based investment approach focused on low-cost, passively managed mutual funds and ETFs, and emphasizes client approval before trade execution.

Vinã­Cius Martins Flores is a financial advisor at Stratton Capital Investment Advisory LLC with one year of industry experience. He holds a Series 65 designation and has held positions at Stratton Capital since 2024. Outside of the firm, he has worked in educational roles and served in the Exército Brasileiro. Stratton Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, primarily serving clients outside the United States. The firm focuses on customized portfolios using low-cost mutual funds, ETFs, and individual securities, guided by fundamental analysis and a long-term investment approach.

Sarah Tepper Fazzari is an advisor with Fortis Group Advisors LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at LPL Financial LLC and Alba Vineyards. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate/wealth-planning coordination, combining fundamental and technical analysis with strategic asset allocation and manager selection.

Paul Davis is a financial advisor with Hudson Value Partners, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously spent 18 years at Oppenheimer & Co Inc. Davis is also an independent insurance agent, an activity he has pursued since 2019. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individual equities, fixed income, mutual funds, ETFs, and access to unaffiliated managers and private funds, with ongoing account reviews and reporting.

William Keefe is a financial advisor at McRae Capital Management Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with McRae Capital Management since 2016. Keefe serves as a director on the board of Old Point Financial Corporation, a community bank holding company, where he participates in management oversight and governance. McRae Capital Management provides discretionary investment management and financial planning for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a long-term approach to high-quality securities, employing tailored strategies that consider income needs, tax factors, and risk profiles.

Melvin Rokeach is a financial advisor at Strategic Wealth Management Group in New York, NY, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Strategic Wealth Management Group since 2013 and has been associated with Rampart America since 2006. Outside of his advisory role, he works as an insurance broker specializing in life, health, property, and casualty insurance. Strategic Wealth Management Group offers discretionary and non-discretionary investment advisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm provides tailored portfolio management using model portfolios, separately managed accounts, and third-party wrap programs, employing a range of strategies from income-focused to aggressive growth.

Sergio Rodriguez is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Maltin Wealth Management, Inc., where he has worked since 2023. Prior to this, he held roles at Lincoln Financial Advisors Corporation and Cornerstone Institutional Investors, among others. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of top-down macroeconomic analysis and bottom-up security selection to build diversified portfolios tailored to clients’ specific needs and often includes multigenerational planning.

Adrian Rodriguez is a CFP® with three years of industry experience, currently serving at Traphagen Financial Group. His prior roles include positions at Access Wealth and Lincoln 1st Bank. 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, managing discretionary model portfolios and integrating tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Darren Zagarola is a CFP® with 19 years of industry experience, currently serving at EKS Associates in Princeton, NJ. He has been involved with Dhh Advisors, LLC since 2013 and Access Wealth Planning, LLC since 2006, where he works as an investment advisor and financial planner. EKS Associates primarily serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and other entities, managing approximately $300 million in client assets. The firm employs a long-term, asset-allocation focused investment approach with a preference for mutual funds and ETFs, providing non-discretionary investment management and individualized financial planning.

Kevin Oconnor is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jeffrey Matthews Wealth Management since 2011, following prior work with The Jeffrey Matthews Financial Group. Outside of his advisory role, he serves as Secretary/Treasurer of C.S. Trendt, Inc., a public relations consulting company, and is a member of the advisory board of First Bank of Greenwich. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across 347 client relationships.

James Cappello is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with nine years of industry experience. He has worked at Gagnon Securities since 2017 and previously at Invicta Investor from 2015 to 2017. Outside of his advisory role, he is the founder of Jono Enterprises, LLC, which produces the Shoot n Scoop Lacrosse Trainer. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, executing transactions through its own platform and offering a combination of transaction-based and advisory fee structures.