Robert Epstein is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2007. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm uses principles of Modern Portfolio Theory and an investment committee to construct diversified portfolios and evaluate third-party managers.

Sean Hollitz is a financial advisor at BlackDiamond Wealth Management, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlackDiamond in 2018, he worked at Purshe Kaplan Sterling Investments and MML Investors Services Inc. Outside of his advisory role, he owns and manages an independent property and operates an insurance agency focused on property, casualty, life, disability, and long-term care insurance. BlackDiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a generally long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and may utilize independent managers and various security types to meet client needs.

Jeremy Zuke is a financial advisor at Abundo Wealth in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Evernorth, MDLIVE, and Walgreens. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and provides advice through a client portal and financial planning software, maintaining a subscription-based fee structure and no discretionary trading authority.

Eleanore Szymanski is a CFP® professional with 18 years of industry experience, currently serving at Access Wealth. She has worked at The Financial Planning Answerplace, LLC since 2012 and at EKS Associates, LLC since 2000. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to construct diversified models and regularly monitoring and rebalancing client portfolios.

Robert Giarraffa is a financial advisor with New Horizons Wealth Management in Cedar Knolls, NJ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at New Horizons Wealth Management since 1982 and at TFS Securities, Inc. since 1987. Outside of his advisory role, he has authored an autobiography. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients, families, and businesses across various income levels. The firm employs a modern portfolio theory-based approach that integrates active and passive mutual funds and ETFs, along with financial planning tailored to clients’ objectives and risk tolerance.

Scott Ungar is a financial advisor with Blackdiamond Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Blackdiamond Wealth Management since 2017 and previously worked at MML Investors Services from 2011 to 2018. Ungar is also a licensed independent insurance agent. Blackdiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services with a generally long-term, diversified investment approach.

Colleen Sorrentino is a CFA® charterholder with over 33 years of industry experience. She has been with Kelleher Financial Advisors, LLC since 2003 and is also affiliated with Wall Street Access. Kelleher Financial Advisors provides investment advisory services to individuals, families—including high net worth clients—trusts, institutions, corporations, and pension plans. The firm offers discretionary and limited non-discretionary account management, third-party money manager selection and monitoring, and family office consulting, with distinct divisions focused on long-term equity management, balanced portfolios, and value-oriented concentrated equity strategies.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Alan Reef is a financial advisor at Cary Street Partners Asset Management with six years of industry experience. He holds a Series 65 designation and previously worked at Tradition Asset Management from 2013 to 2020. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative asset allocation and qualitative fundamental analysis across its model portfolios and separate accounts, and it manages a proprietary actively managed ETF along with wrap fee and model programs.

Sean Cole is a Series 65 licensed advisor with Green Ridge Wealth Planning LLC in Montville, NJ, where he has worked since 2021. He has three years of industry experience, including a prior role at Amerisave Mortgage Corporation. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans. The firm uses model portfolios emphasizing ETFs, individual stocks, and bonds, and manages roughly $383.8 million in discretionary assets for about 283 clients.

Jean Cocinescu is a financial advisor with AtCap Partners, LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at National Securities Corp and National Asset Management before joining AtCap Partners and Ceros Financial Services, Inc. Outside of his advisory role, he is a sole proprietor involved in real estate and bookkeeping activities. AtCap Partners provides investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental and technical analysis to tailor strategies that range from long-term holdings to short-term trading and options.

Jeffrey Hanson is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Investments for 22 years before joining Breakwater Capital Group in 2022. He holds the Series 63 and Series 66 licenses and is based in Paramus, NJ. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios and employs a range of strategies, including options writing and margin transactions, tailored to clients’ objectives and risk tolerance.

Edward Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously held roles at Monmouth University and in the oil industry. 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 institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Marina Ditommaso is a financial advisor with Transcend Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior experience includes roles at Fidelity Brokerage Services and Purshe Kaplan Sterling Investments. She is a co-founder of Ravello Intimates LLC, an online retail store. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, and private foundations. The firm employs a long-term, diversified investment approach across various asset classes and provides a range of advisory services including financial planning, portfolio management, and retirement-plan consulting.

Frank Torrone is a CFP® professional with four years of industry experience, currently serving at Satovsky Asset Management LLC since 2019. Prior to this, he worked at Lenox Wealth Advisors from 2016 to 2019. He is based in New York, NY. Satovsky Asset Management provides wealth management, financial planning, investment management, and family-office style consulting to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $975 million in assets and employs a goals-based, tax-aware investment approach with a preference for low-cost, passive strategies alongside selective active tilts and tax-sensitive techniques.

Sahil Gupta is a Series 65 licensed financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Ernst & Young LLP and was involved with California Polytechnic State University and its related corporation. Twin Peaks Wealth Advisors manages approximately $585 million for individuals, families, trusts, retirement plans, and other entities, offering discretionary portfolio management, financial planning, and specialized investment strategies through a multi-advisor team approach. The firm emphasizes strategic asset allocation using ETFs and institutional mutual funds, along with tactical overlays and rebalancing.

Claudia Sadde is a financial advisor at Activest Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Axxets Wealth Management and Nemesis Asset Management LLP. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies that incorporate equities, fixed income, commodities, real estate, and alternative investments, supported by institutional research and technology for portfolio monitoring and rebalancing.

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.

Avani Ramnani is a CFP® professional with nine years of industry experience, currently serving at Francis Financial since 2012. She is part of a seven-advisor team based in New York, NY. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce financial planning, and employs both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

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.