Jesse Giordano is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He is a founding partner at Opal Wealth Advisors, LLC, and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory services, he is also a licensed insurance agent and involved in real estate holding and investment companies. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Christopher Gunster is a CFA® charterholder with three years of industry experience. He has been with Fidelis Capital Partners since 2023 and previously worked at Bank of America for thirteen years. Chris contributes investment-related articles to Forbes, a role he began in 2024. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, and other business entities. The firm employs a model-driven investment process that integrates quantitative, fundamental, technical, and economic analysis to guide portfolio management and financial planning.

Karo Lokmanyan is a Series 66-registered financial advisor at N10° Wealth with 17 years of industry experience. He previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he serves as president of Wellington Commons Condominium Associates in Dumont, New Jersey. N10° Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach that includes individual securities, ETFs, options, alternatives, and digital assets, leveraging fundamental, technical, ESG, and quantitative analysis along with third-party managers and technology platforms.

Michael Luton is a financial advisor with Madison Advisory Services, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has been with Madison Advisory Services since 2007 and has prior experience at Royal Alliance Associates, Inc., Lion Street Financial, and Cambridge Investment Research, Inc. Outside of advising, he serves on the board of the Hospice of Central New York Foundation. Madison Advisory Services, Inc. advises individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm offers investment supervisory, financial planning, and consulting services, employing strategic and tactical asset allocation with a combination of mutual funds, ETFs, model portfolios, and third-party managed programs.

Steven Van Hooker is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors, AxA Advisors, Purshe Kaplan Sterling Investments, and Simplicity Investments, Inc. Van Hooker is also a partner and COO at Matauro, LLC, where he is involved in operations for the wealth management firm. Matauro, LLC manages approximately $1.05 billion across about 876 client relationships, providing wealth management, financial planning, retirement plan consulting, and portfolio management services to individuals, trusts, retirement plans, and business entities. The firm employs multiple analysis methods and spans traditional and alternative asset classes, using both in-house portfolio management and third-party managers to implement strategies.

William Baxter III is a financial advisor at Baxter Investment Management with 32 years of industry experience. He has been with Baxter Investment Management since 1989. The firm provides personalized, discretionary portfolio management to individuals, high net worth clients, corporate pension and profit-sharing plans, charitable organizations, and corporations. Baxter Investment Management follows a long-term, value-oriented investment approach and manages approximately $1.165 billion in discretionary assets across five advisors.

Jason Kass is a CFP® and CFA® with 23 years of industry experience. He is currently with Legacy Edge Advisors and previously worked at NewEdge Advisors and JP Morgan. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm uses a combination of fundamental, modern portfolio theory, quantitative, and technical analysis to tailor investment strategies ranging from long-term buy-and-hold to short-term trading.

William Petty III is a financial advisor at Estabrook Capital Management LLC with 26 years of industry experience. He has been with Estabrook Capital Management since 1985. Estabrook Capital Management advises individuals, trusts, corporations, charitable organizations, and pension plans, providing discretionary portfolio management across Large Cap Core, Balanced, and SRI/ESG strategies. The firm employs a top-down, value-oriented investment process focusing on macroeconomic trends, sector positioning, and fundamental company analysis, with an investment horizon of three to five years.

Edward Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and eight years of industry experience. He has been with Fortis Group Advisors and LPL Financial since 2018 and previously worked at Monmouth University and in the oil industry. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm’s investment approach integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with a focus on institutional manager due diligence and tax-aware decisions.

Lauren Rowland is a CFP® and holds a Series 66 designation with 16 years of industry experience. She has worked at RZH Advisors LLC since 2020 and previously spent six years at Ayco/Goldman Sachs. RZH Advisors LLC provides wealth management services combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships with a seven-person advisory team.

Martha Raghunauth is a financial advisor at Oxler Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc. from 2016 to 2020 before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, pension consulting, and fee-based insurance product referrals. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of asset classes.

Eric Nelson is a CFP® with 36 years of experience in the financial industry. He is currently with Altfest Personal Wealth Management, where he has worked since 2022. Prior to that, he held positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Northwestern Mutual Investment Management. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing investment management, financial planning, and ERISA fiduciary services. The firm employs a combination of fundamental, technical, and cyclical analysis with oversight from an investment committee, and offers specialized pooled investment vehicles alongside tailored retirement-plan services.

Frank Vicendese is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Foresters Advisory Services LLC, and Vicendese Mortgage and Realty Corp. He is also a commissioned notary in New Jersey. 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 diversified, asset-allocation portfolios with institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

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.

Kirstin Mobyed is a financial advisor at Clear Harbor Asset Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney from 2009 to 2019. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $1.7 billion in assets and employs a combination of bottom-up security selection and top-down asset allocation to tailor portfolios to client needs.

Nicholas Sutro is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley in various roles from 2005 to 2022. In addition to his advisory work, he serves as a trustee managing an investment account for a family member. 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 employs a research-driven investment approach using both third-party and internal portfolio models, with portfolios tailored to client objectives and risk tolerance.

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.

Ivy Alexander is a financial advisor at RZH Advisors LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wbh Advisory, Inc and T. Rowe Price. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations with fee-based wealth management, discretionary investment management, and financial planning services. The firm typically manages assets on a discretionary basis using a range of investment vehicles, including Dimensional Fund Advisors strategies, and is notable for its specialized services and management of donor-advised funds.

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.

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.