Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Michael Cuttita is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill. Cuttita is also involved in providing investment advisory services through an independent registered investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisers. The firm utilizes a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies, with notable integration of retirement-plan service delivery and institutional manager relationships.

Kelly Henning is a CFP® professional at Modera Wealth Management, LLC with 13 years of industry experience. Henning has been with Modera since 2014. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm uses a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting and tax services.

Vincent Mattone is a CFP® certificant with 20 years of industry experience. He has worked at Advisors Capital Management, LLC since 2021 and previously held positions at TD Private Client Wealth LLC and TD Bank, N.A. from 2015 to 2021. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management with customized private accounts, model separate-account strategies, and other investment solutions. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods, managing over $8 billion in assets through a large intermediary network.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementary strategies such as independent managers, private placements, and optional ESG integration.

Teigyoku Springer is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. Their prior roles include positions at Sanctuary Advisors, Sanctuary Securities, Park Avenue Securities, and Guardian Life Insurance Company. Springer volunteers on the election committee for Ridgewood, serving District 7 of Bregen County. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning for individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Grayson Goulet is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, providing discretionary portfolio management, financial planning, and educational services with a broad range of investment options, including alternative and privately placed investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocation strategies.

Damon Varady is a financial advisor at SEIA with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Royal Alliance and Invest Financial Corp. He serves as a trustee on a family irrevocable trust. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments and employs a primarily non-discretionary investment approach.

Kayvan Karoon is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Capital Corp, National Asset Management, and Cetera Wealth Services. Karoon is also president of KS Capital Management Inc., where he manages client accounts. A.G.P. / Alliance Global Partners operates a multi-team platform serving over 7,000 clients with a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage products. The firm employs an open-architecture investment approach combining internal strategies and sub-advisory relationships, with a focus on international equity and value-oriented investments.

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 66 and Series 63 credentials and possessing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2008 and has operated as a self-employed advisor since 1994. In addition to his advisory role, Costa provides estate planning services through an online platform, assisting clients with data entry and initial guidance. NPA Asset Management is an SEC-registered firm serving individuals, corporations, pension plans, and charitable accounts through a network of 51 advisors and over 2,200 client relationships. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to various investment products.

Seymour Williams is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Lifemark Securities Corp. and has previously worked at SunStreet Securities, LLC. In addition to his advisory work, he is engaged in tax preparation, independent insurance sales, mortgage brokerage, and real estate brokerage. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation and supports a network of advisors through both discretionary and non-discretionary asset management.

James Colleary is a financial advisor with NPA Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Nationwide Planning Associates, Inc. since 2010. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts, MA Direct third-party sub-advisor programs, and MA Custom AdvisorFlex model portfolios. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation.

Kenneth Schnoll is a financial advisor at NPA Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nationwide Planning Associates, Inc., Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of his advisory role, he buys and sells collectibles as a personal interest. NPA Asset Management, LLC provides managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm employs a model that combines advisor-led planning with delegated portfolio management, overseeing approximately $1.01 billion in client assets as of December 2024.

Gerard Clark Jr. is a financial advisor with Accurate Wealth Management, LLC, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has worked at RJL Financial Group since 2017 and has been involved with Rjl Consultants Inc. since 1998, serving as President. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm provides discretionary portfolio management and financial planning with an investment approach emphasizing value, safety, quality, and risk control, managing approximately $1.71 billion in regulatory assets under management.

Gabriella Milley is a financial advisor with NPA Asset Management, LLC, holding the Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Nationwide Planning Associates, Inc. since 2016. Outside of her advisory work, she teaches financial planning classes to adults at Princeton Adult School and is involved in manufacturing and selling wearable art made from natural materials through a family-related business. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors, managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs and third-party asset manager referrals, providing services via its Advisor’s Edge platform that include discretionary and non-discretionary portfolio management and performance monitoring.