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.

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.

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.

Vinã­Cius Martins Flores is a financial advisor at Stratton Capital Investment Advisory LLC in New York, NY, holding a Series 65 designation. He has two years of industry experience, all with Stratton Capital. Prior to his advisory role, he has worked in education and served briefly in the Brazilian Army. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving clients both in the U.S. and internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual securities, with a long-term investment approach complemented by tactical adjustments as needed.

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.

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.

Jordan Posner is a financial advisor at Matrix Asset Advisors Inc with 33 years of industry experience. He holds a Series 63 designation and has worked at Matrix since 2005, following a 12-year tenure at Quasar Distributors, LLC. Matrix Asset Advisors is an employee-owned investment adviser serving individuals, high-net-worth clients, and institutional accounts, including municipalities and retirement plans. The firm employs disciplined large-capitalization value and dividend income strategies, combining quantitative screening with fundamental research, and offers ESG-overlay options along with fixed-income portfolios.

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.

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.

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.

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.

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.

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.

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, and tax-aware strategies, and it manages a multi-series fund-of-funds private investment platform across various alternative asset classes.

Edward Alf IV is an advisor at Gagnon Securities, LLC in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at McKinsey & Company for three years. 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 uniquely combines investment advisory and brokerage services, executing transactions through its broker-dealer platform and offering both commission-based and asset-based fee structures.

Cynthia Roberts is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2010. In addition to her advisory role, she is a partner in Gagnon Administrative Services and in the firm's private partner funds. 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 as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

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.

Michael Della Medaglia is a CFA® charterholder affiliated with Tortoise Investment Management, LLC, where he has worked since 2016. He has 10 years of experience in the industry. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with additional financial planning services available upon request. The firm emphasizes risk management, a conservative long-term approach, and tax efficiency, implementing strategies largely through ETFs, index-like mutual funds, and, for some clients, direct indexing and options strategies.