Daniel Rosaschi is a financial advisor at Corrado Advisors, LLC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Corrado Advisors in 2017, he worked at Sextant Financial from 2014 to 2016. Outside of his advisory role, Rosaschi is an ice hockey official, officiating games at youth, college, and adult levels. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with investment advisory and financial planning services. The firm employs a diverse range of investment strategies and coordinates with affiliated professionals, including CPAs and attorneys, to provide comprehensive client support.

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.

Holly Lundberg is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has three years of industry experience and has been affiliated with Ameritas Investment Corp., Carillon Investments, Inc., and Union Central Life since 2005. Lundberg is also a licensed independent insurance agent authorized to sell fixed insurance products. Cornerstone Professional Advisor Services serves individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning services, with an investment approach grounded in modern portfolio theory and a focus on diversified, buy-and-hold portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities.

Christopher Wilson is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. from 2015 to 2022. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs. Their investment process incorporates client-specific guidelines and a proprietary Valuation Analysis to inform equity selections, with portfolios constructed from individual securities, mutual funds, and ETFs.

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 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.

Taylor Thomas is a CFP® professional with 12 years of industry experience, currently serving at NCM Capital Management, LLC since 2022. Prior to this, Taylor worked at Round Table Wealth Management for nine years. NCM Capital Management, LLC provides fee-based financial planning, portfolio management, and integrated wealth management services to individual and high-net-worth clients as well as institutional clients such as charities and retirement plans. The firm manages approximately $539 million in assets, employing a blend of passive and active investment strategies focused on long-term, tax-efficient growth, with regular account reviews and attention to tax and transaction costs.

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.

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.

Gregory Rickens is a financial advisor at Premier Wealth Advisors, LLC in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services, INC. Rickens has been with Premier Wealth Advisors since 2020. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and wealth management services. The firm uses a combination of fundamental and technical analysis along with Modern Portfolio Theory to create customized portfolios tailored to clients’ risk tolerances.

Wesley Sapp is a financial advisor at Empirical Research Partners LLC in New York, NY, with 17 years of industry experience. He has been with Empirical Research Partners since 2009 and holds Series 65 and Series 63 designations. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm’s approach combines quantitative models using macroeconomic and industry data with statistical analysis to inform market style, risk, and opportunity assessments, serving a primarily international institutional subscriber base.

Michael Goldstein is a financial advisor at Empirical Research Partners LLC with 38 years of industry experience. He has been with Empirical Research Partners since 2002. He holds the Series 65 and Series 63 registrations. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers in the U.S. and internationally. The firm focuses on quantitative models that integrate macroeconomic and industry data with statistical analysis to inform market style, risk, and opportunities, primarily for equity and portfolio strategy.

Sara Stollberger is a CFP® professional with seven years at Bridgewater Advisors Inc. and a total of five years in the industry. She previously worked at Arcadia Wealth Management and Paragon Capital Management. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation using a mix of actively managed and index-related strategies, conducting due diligence on third-party managers and incorporating both traditional and alternative asset classes.

Danielle Udland is a financial advisor at Next Capital Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Declaration Partners, Apollo Global Management, and JP Morgan. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services and access to alternative investments, customizing asset allocations and employing strategies such as direct indexing and tax-loss harvesting.

Chagit Raskin is a financial advisor at Valley Wealth Managers, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Leumi Investment Services Inc. and Valley National Bank. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process with a strategic and tactical allocation approach, utilizing individual securities and funds as appropriate.

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.

Christopher Conigliaro is a CFP® professional with 29 years of experience in financial advisory. He has worked at Ameriprise Financial Services, Inc. for 22 years before joining Seasons of Advice Wealth Management, where he has been since 2017. He currently serves as an advisor at SOA Wealth Advisors, LLC. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and offers discretionary portfolio management, modular financial planning, held-away account management, and a fixed-income program utilizing experienced sub-advisors.

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.

Zachary Conway is a financial advisor with Seeds who holds a Series 66 designation and has 10 years of industry experience. He has previously worked with Summit Financial, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he contributes personal finance content to Forbes online and co-founded The Life & Wealth Network, a B2B subscription service providing financial advisors with curated service provider lists. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term outcomes, offering discretionary portfolio management, outsourced trading, and investment modeling through third-party platforms.

Nicholas Sutro is a financial advisor with Onyx Bridge Wealth Group LLC in White Plains, NY, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee managing a supplemental needs trust investment account. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.