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.

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.

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, holding Series 65 and Series 63 licenses with 17 years of industry experience. He has been with Empirical Research Partners since 2009. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, using quantitative models that integrate macroeconomic and industry data with statistical analysis to support market style and portfolio strategy insights. The firm primarily operates as a broker-dealer and serves institutional clients both in the U.S. and internationally.

Michael Goldstein is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 credentials and bringing 38 years of industry experience. He has been with Empirical Research Partners since 2002. 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. The firm employs a quantitative approach that combines macroeconomic and industry data with statistical analysis to inform professional investors’ decision-making, without managing client assets or executing trades.

Sahil Gupta is a financial advisor at Twin Peaks Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young LLP. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, and retirement plans. The firm emphasizes strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and specialized strategies through separately managed accounts.

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 Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Declaration Partners, Apollo Global Management, and JP Morgan. Next Capital Management LLC 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 through its NEXT Vantage program and access to alternative investment vehicles, with a combination of operational features and integrations that differentiate its service model.

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 serves individuals, foundations, endowments, and various institutional clients with discretionary portfolio management, consulting, family office coordination, and integrated financial planning. The firm employs a collaborative investment process that includes model portfolios managed through fundamental, quantitative, and risk-based analysis, with an emphasis on international relationships and institutional assets.

Chagit Raskin is a financial advisor at Valley Wealth Managers, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Leumi Investment Services Inc. from 2015 to 2022. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management, financial planning, and wrap fee programs, using a client-driven approach that balances equities, fixed income, and cash across portfolios guided by an investment committee.

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®-certified financial advisor with 29 years of industry experience. He is currently part of Seasons of Advice Wealth Management, where he has worked since 2017, following a 22-year tenure at Ameriprise Financial Services. Christopher holds a Series 63 license and is based in New York, NY. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families by offering financial planning and discretionary investment management. The firm employs a proprietary "Seasons of Advice" process for goal tracking, asset allocation, and tax planning, and uses external partners like a PIMCO sub-advisor for fixed-income portfolios while maintaining overall client account oversight.

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.

Michael Selvitella is a financial advisor with ARCH Global Advisors, LLC in New York, NY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, TIAA-CREF, and LPL Financial. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using ETFs, individual equities, and mutual funds, employing a long-term approach with tactical rebalancing, and uniquely incorporates options and margin strategies in separately managed accounts.

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.

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.

Yi Ji is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with two years of industry experience. Prior to joining Valley Wealth Managers, he worked at York Bridge Wealth Management and Commonwealth Financial Network. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating portfolios across equities, fixed income, and cash, with oversight from an investment committee that manages strategic and tactical allocations.

Daniel Bernzweig is a CFA® charterholder with 25 years of experience in the financial services industry. He is currently a team advisor at Valley Wealth Managers, Inc. in New York, NY, and has prior experience at Bank Leumi USA and its affiliated entities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment approach, combining equities, fixed income, and cash allocations with an investment committee that sets strategic and tactical portfolios.

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.