Kathryn Marsico is a Series 66-registered advisor with Traphagen Financial Group, bringing 22 years of industry experience. She has worked with Traphagen Investment Advisors since 1998 and is also involved with Traphagen & Traphagen CPAs, where she performs administrative duties and tax return preparation. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, foundations, and trusts. The firm uses a combination of fundamental and technical analysis, managing discretionary model portfolios and integrating tax and accounting considerations through collaboration with credentialed professionals.

Tyler Holley is a financial advisor at Momentum Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. He has been with Momentum Advisors since 2021. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable institutions, foundations, pension and profit-sharing plans, and small businesses. The firm offers wealth management, financial planning, investment and portfolio management, and consulting services with a focus on customized portfolio construction and ongoing monitoring.

Eva Rullo is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 28 years of industry experience. She previously worked at Invest Financial Corporation for 10 years before joining Fortis Group Advisors and LPL Financial in 2018. Outside of her advisory work, she is a commissioned notary. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm creates diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with various plan services.

Brendan Haley is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 65, Series 63, and Series 66 licenses with 25 years of industry experience. He has been with Empirical Research Partners since 2004. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers in the U.S. and internationally. The firm’s approach is based on quantitative models that combine macroeconomic and industry data with statistical analysis, focusing on market style, risk, and opportunity for equities and portfolio strategy.

Xavier Volatier is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 credential and bringing eight years of industry experience. He has worked at Transatlantique Private Wealth since 2017 and previously spent eight years at CIC LB. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and cross-border custody and execution capabilities.

Dana Jacoby is a financial advisor at The Northstar Group, Inc. with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and The MITRE Corporation. The Northstar Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm bases its recommendations on client-specific information and adapts portfolios according to changing circumstances, managing roughly $1.01 billion in discretionary assets with a team of four advisers.

Ronald Deutsch is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Magnus Financial Group LLC since 2018. Prior to joining Magnus, he worked for Dynasty Wealth Management from 2016 to 2018. Magnus Financial Group LLC provides personalized financial planning and investment advisory services to individuals and entities such as family offices, trusts, estates, businesses, and qualified retirement plan sponsors. The firm manages approximately $2.33 billion in assets and employs a team-based approach with tailored, long-term portfolio construction supported by proprietary strategies and a distinctive use of technology for client account oversight.

John Hamilton Jr. is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been involved with Hamilton Cavanaugh Investment Brokers, Inc. since 1993 and Hamilton Cavanaugh, Inc. since 1986. Outside of advisory work, he manages an active car wash business through Upscale Enterprises, LLC. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages approximately $105.8 million in client assets and serves as a pension consultant for plans totaling about $1.02 billion, using a discretionary approach with model portfolios primarily composed of mutual funds and ETFs.

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.

Sarah Jilla is a financial advisor at Gagnon Securities, LLC in New York, NY, with 11 years of industry experience. She holds a Series 63 designation and has been with Gagnon Securities since 2011. Outside of her advisory role, she owns an Etsy shop selling artwork as stickers and works as a social media consultant. 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 investment vehicles.

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.

Gregory Shufro is an advisor at Shufro, Rose & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2008. Shufro, Rose & Co. provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long‑term portfolio management using a range of assets including equities, fixed income, ETFs, and mutual funds.

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.

Ronald Dorushkin is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wilmington Capital Securities since 2007 and Wilmington Capital Securities, LLC since 2010. Outside of his advisory role, he serves on the board of directors for The Meridian condominium in Boca Raton, FL. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy aimed at reducing risk and enhancing performance, using a variety of securities and analysis methods.

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.