Arthur Crimmins Jr. is a financial advisor at McKinley Carter Wealth Services, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at McKinley Carter since 2011, following a prior role at Kanawha Asset Management. He is also the manager of a family-owned business, Goff Mountain Holdings, LLC. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Melissa Gannon is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has been with Castle Wealth Management since 2016 and previously worked at Regal Investment Advisors LLC. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs asset-allocation analysis and committee-driven portfolio oversight, emphasizing tax-aware management and adherence to professional standards.

Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc and Morgan Stanley, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice with a focus on mutual funds, ETFs, individual equities, and outside managers using fundamental, technical, and qualitative analysis.

Abraham Amador Lindner is a CFP® with 23 years of industry experience, currently serving as an advisor at Noesis Capital Management Corp. He has previously worked at Fidelity Brokerage Services LLC, Fisher Investments, and Charles Schwab. Outside of finance, he is the president of Kreativ Concept Group Inc., a marketing and graphic design business. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to a broad client base including individuals, families, trusts, foundations, and business entities. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients, offering customized portfolio management with access to alternative investments for suitable accredited clients.

Joshua Carelli is a financial advisor at Greenline Wealth Management in Boca Raton, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles at PNC Bank, Aimpoint Pension, and FirstBank. He is also affiliated with Greenline Insurance LLC. Greenline Wealth Management is an SEC-registered advisory firm with six advisors providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a significant retirement plan practice and utilizes a third-party manager network on the Envestnet platform for portfolio implementation.

Vincent Capodanno is a financial advisor at WestPark Capital, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Garden State Securities, Dinosaur Financial Group, and Alexander Capital. Outside of finance, he owns a transportation service company that provides limo services. WestPark Capital, Inc. offers financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory arrangements and implements client portfolios directly or through selected third-party managers.

Benjamin Stille is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Fiscal Wisdom Wealth Management LLC and has held prior roles at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, CJS Financial Advisers, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He also operates as an independent insurance agent through BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, using tailored portfolios with varied investment strategies and regular performance monitoring. The firm also facilitates referrals to third-party money managers and offers educational seminars and workshops at no cost.

John Zaffarano is a financial advisor at NFSG Corporation in Boca Raton, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2016. Outside of finance, he manages Digital Star Entertainment LLC, a music production and record label company, and Arqive AI LLC, a social media and entertainment app developer. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary and non-discretionary asset management, employs internal portfolio managers, and utilizes third-party asset managers with various investment styles.

Kyle Boggiano is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar in 2026, he was with Wealthcare Financial from 2023. AlphaStar Capital Management serves a diverse range of clients including individuals, corporate and business clients, and retirement plans. The firm provides discretionary investment management, financial planning, and subadvisory services through model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches.

Alec Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he is the general manager and owner of Sidelyne, LLC, a non-investment-related business currently inactive. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services alongside brokerage and insurance product distribution.

Eric Kleinberg is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank and Raymond James & Associates. Kleinberg is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicles alongside brokerage and insurance product distribution.

Diane McClung is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while incorporating AI-assisted analytics alongside adviser judgment.

Simona Taurosevicius is a financial advisor at A.G.P. / Alliance Global Partners with 13 years of industry experience. She holds the Series 66 designation and has previously worked at GWN Securities Inc., Maxim Group LLC, Professional Planning Services, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm provides portfolio management, financial and estate planning, and brokerage services, with a notable focus on international investing and managing pooled-vehicle accounts.

Sean Moore is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Purshe Kaplan Sterling Investments and LPL Financial. In addition to his advisory role, Moore is also a licensed notary. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm’s investment approach uses long-term, diversified asset allocation with centrally managed model portfolios overseen by an internal management team and an investment committee.

Lance Kluger is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group Inc and Wells Fargo Advisors. Kluger has been with A.G.P. since 2019, based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and sub-advisory services.

Ariel Moyano is a CFP® and Series 65 designated advisor with five years of industry experience. He is currently with Legacy Wealth Management, LLC and has previously worked at Singer Wealth Advisors LLC, Castle Wealth Management, and Mass Mutual among other roles. In addition to his advisory work, Moyano is involved with Legacy Peak Insurance Solutions, LLC, where he sells life and disability insurance products as part of financial planning services. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs model portfolios and customized strategies incorporating a broad range of investments, including alternatives and illiquid direct participation programs, and offers related services through affiliated partners.

Michael Jeans is a CFP® professional with 14 years of industry experience, currently serving at United Capital Financial Advisors since 2019. He previously worked at TD Ameritrade and FIDELITY Brokerage Services LLC. Outside of his financial advisory role, he owns and manages Guided by Grace LLC, a counseling facility in Palm Beach Gardens, FL. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse range of clients, including individual, high-net-worth, retirement plan, and institutional accounts. The firm offers a broad affiliate network and supports customized investment strategies through its platform FinLife Partners.

Richard Moss is a financial advisor with The AmeriFlex Group, holding a ChFC® designation and securities licenses Series 63, 65, and 66, and has 28 years of industry experience. His prior experience includes roles at Signator Investors, OSAIC Wealth, and Cambridge Investment Research. Moss is a co-founder and financial advisor at Genesis Wealth Partners, LLC, and serves as vice president of the Hollywood Rifle and Pistol Club, a 503(c)(7) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, delivering strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Scott Weigel is a CFP® affiliated with Compound Planning, Inc. in Boca Raton, FL, with four years of industry experience. His prior work includes multiple roles at Mercer Global Advisors Inc. and earlier positions at Adam Financial Associates and Precise International. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm uses a fiduciary, goals-based investment process featuring risk-based model allocations, a variety of investment strategies including direct indexing and options, and technology-driven portfolio oversight.

Steven Haug is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Gaines Financial Group dba Alliance Wealth Management and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.