Michael Brodie is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisors Capital Management since 2014. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers customized private accounts and model separate-account and ETF strategies, combining macroeconomic analysis with fundamental, quantitative, and qualitative research.

William Thomson is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes extensive tenures at TFS Securities, Inc. and Fortune Financial Services, Inc., among others. Thomson also sells and services flood insurance policies through the National Flood Insurance Program. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with a tailored approach using a mix of fundamental, technical, and cyclical analysis and offers both discretionary portfolio management and standalone financial planning.

Yechiel Roth is a CFP® and PFS™ credentialed advisor at Archer Investment Corporation with one year of industry experience. He has owned and operated YH Roth CPA PC since 2013, providing accounting and tax services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes customized portfolio management based on comprehensive financial assessments and diversified allocations across multiple asset classes.

Brian Ycaza is a CFP® professional with eight years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. He has held roles at several firms including Valley Financial Management, Inc., Valley National Bank, Leumi Investment Services Inc., and Northwestern Mutual Investment Services LLC. His work history reflects a range of experience within both bank-affiliated and independent investment environments. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual, high-net-worth, and institutional clients. The firm follows a client-driven investment approach that includes discretionary management, financial planning, and wrap fee programs, utilizing a mix of equities, fixed income, and cash tailored to client objectives.

James Noble is a CFP® professional with 28 years of experience in financial advising. He is affiliated with NPA Asset Management, LLC and has worked with Nationwide Planning Associates, Inc. since 2012. In addition to his advisory roles, he teaches continuing education courses on CFP ethics and participates in nonprofit financial literacy initiatives. He is also a musician who performs for senior care homes. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Kevin Kern is a financial advisor at Advisors Capital Management, LLC with 24 years of industry experience. He has been with Advisors Capital Management since 2004. Kern holds Series 65 and Series 66 credentials. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, combining top-down and bottom-up analysis across various asset classes.

Mark Lange is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial. Outside of advisory services, he is involved in financial education through My Secure Advantage. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.

Gabriela Villar is a CFP® professional at Modera Wealth Management, LLC with experience in the financial industry since 2016. She previously worked at Financial Decisions, LLC, Locker Financial Services LLC, and M. Moskowitz & Co. PA. Modera Wealth Management, LLC serves individuals, high-net-worth clients, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates investment management with accounting, tax, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

William Roll III is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he serves as a soccer goalie coach at Brewster High School in New York. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform, serving 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, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Robert Stewart Jr. is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He has held roles at Kovack Advisors and Kovack Securities since 2008 and previously worked at First Montauk Securities Corp. from 2005 to 2008. Outside of his advisory work, he serves as a trustee and coach for the Park Ridge Athletic Association, organizing and coaching youth sports programs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, offering portfolio management, financial planning, and sub-advisory services through a mix of internally created models and third-party managers.

George Russell is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Aegis Capital Corp, National Asset Management, Inc., and Cetera Wealth Services, LLC. Outside of advisory work, he operates a tax preparation business as a sole proprietor. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with a multi-team platform serving over 7,000 clients and managing approximately $2.95 billion. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Anthony Caputo is a Series 65 licensed advisor at Pallas Capital Advisors, LLC with experience at several firms including PEAK Event Services, Teresas Prime, and Fresh Kitchen / College Fresh, Inc. He has also worked with Capco Craine & Hoist, Inc. and the University of Michigan. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management using a range of investments and provides family office services, retirement plan fiduciary offerings, and investment consulting to third-party advisors.

Jennifer Mc Grogan is a financial advisor at Guardian Life with the Series 66 designation and three years of industry experience. She previously worked at Park Avenue Securities and has been involved with both Guardian Life and Park Avenue Securities since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and meetings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios and hybrid digital advisory solutions.

Timothy Burklow Sr. is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently associated with Steward Partners Investment Advisory, LLC and related Steward firms since 2024. Prior to this, he worked at Burklow & Rotella, LLC and Ameriprise. Outside of advising, he has been involved in managing the closure of two businesses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, providing a range of investment advisory, financial planning, and managed account services.

Louis Lo Grasso is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. He has been with Janney Montgomery Scott since 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Miles Arvidson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Aegis Capital Corp. and A.G.P. / Alliance Global Partners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

Daniel Guzzo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and with 31 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Guzzo is also involved with the Taproot Foundation, a nonprofit organization, since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education. The firm’s advice and portfolio construction rely on Morningstar Investment Management’s proprietary tools and is notable for its large client base and focus on retirement planning services rather than high-net-worth or corporate clients.

David Pugliese is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 license and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of advising, he is involved in consulting through Planning Alliance Consulting and Campanella Consulting Services, and he owns GAMMA FINANCIAL, LLC. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides integrated financial planning and lending solutions.

William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers to implement diversified investment strategies.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.