Nancy Tolli is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Benjamin Armellini is a financial advisor at Main Street Research LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Main Street Research since 2015, joining the affiliated firm Main Street Research LLC in 2017. Main Street Research LLC is a multi-advisor investment adviser managing approximately $2.38 billion for about 920 clients. The firm offers wealth management and consulting services to individuals, families, foundations, and institutional clients, employing a combination of fundamental, quantitative, and technical analysis to construct portfolios primarily using individual securities, with selective use of ETFs and ESG factor scoring for clients interested in sustainable investing.

Claudia Cantin is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Tortoise since 2022. Prior to her advisory role, she held positions at Williams College, Cantin Chevrolet, Y-Landing Marina, and Holderness School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, with an emphasis on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning, estate planning, and charitable giving.

Sapan Vyas is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 23 years of industry experience. He has been with Kimelman & Baird since 2001 and holds a Series 63 designation. Outside of his advisory role, he serves on the Board of Trustees and the Investment Committee for the Bronx Children's Museum, volunteering to support fundraising and investment oversight. Kimelman & Baird provides discretionary portfolio management primarily through separately managed accounts to individuals, families, trusts, charitable, and institutional investors. The firm uses fundamental and technical analysis to implement tailored long- and short-term trading strategies and integrates digital financial guidance tools into its advisory services.

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.

Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

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.

Fitzgerald Miller is a financial advisor at Revere Wealth Management LLC in New York, NY, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Janney Montgomery Scott and Oppenheimer. Outside of his advisory role, he serves as a board member for Bridge Street Development Corporation, focusing on affordable housing and senior citizen services. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management services primarily for individual and institutional clients, offering tailored investment strategies across equities, fixed income, REITs, and option overlays. The firm combines fundamental, technical, and macro analysis with financial planning and consulting services through a seven-advisor team.

Griffin Morgan is a CFP® professional with five years of industry experience, currently serving at IDB Lido Wealth, LLC and Lido Advisors, LLC. His work history includes positions at Masterworks Advisers, Arete Wealth Advisors, and John Hancock. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, providing investment management, financial planning, family office, and retirement and estate planning services to a diverse client base including high-net-worth individuals, family offices, and institutional clients. The firm employs a multi-asset allocation strategy implemented directly or via sub-advisers, supported by its bank ownership and affiliated fiduciary and service entities.

Scott Jones is a financial advisor at Cross Border Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prudential Advisors and JKS Financial, a DBA of Northwestern Mutual. Prior to his advisory career, he spent 13 years at the Carnegie Museums of Pittsburgh. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Kristin Gamble is a CFA® charterholder with over 32 years of industry experience. She has been with American Capital Management, Inc. since 2015 and holds a Series 65 license. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, institutions, and a UCITS pooled fund. The firm focuses on individually managed equity portfolios with an emphasis on health care and technology sectors, employing fundamental analysis and a long-term investment approach.

Michael Luton is a financial advisor with Madison Advisory Services, Inc. in White Plains, NY, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Cambridge Investment Research and Lion Street Financial, with a long tenure at Madison Advisory Services dating back to 2007. Outside of his advisory work, he serves on the board of the Hospice of Central New York Foundation. 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 with periodic rebalancing and provides ongoing monitoring and account reviews, sometimes exercising discretionary trading authority.

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 firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Van Hooker is also a partner and COO at Matauro, overseeing operations for the wealth management firm. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments and offers active management of held-away accounts through technology platforms.

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 25 years of industry experience. He has been with Estabrook Capital Management since 1985. Petty holds Series 63 and Series 65 designations. Estabrook Capital Management advises individuals, trusts, corporations, charitable organizations, and pension plans, managing approximately $873 million in discretionary assets. The firm employs a value-oriented, top-down investment approach that incorporates ESG considerations and serves clients through individually managed accounts, wrap fee programs, and model portfolios.

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 industry experience and currently serves at Altfest Personal Wealth Management. He has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2018 to 2022. Altfest Personal Wealth Management offers investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a diverse client base including individuals, retirement plans, and private funds. The firm employs a disciplined investment process combining fundamental, technical, and cyclical analysis and provides retirement-plan fiduciary services alongside participant education programs.