Donald Antonacio is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at PricewaterhouseCoopers LLP and Verittas Risk Advisors Inc. earlier in his career. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis while utilizing independent third-party managers.

Alexandra Quitko is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Geller Advisors, Omnia Family Wealth, and Purshe Kaplan Sterling Investments. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight.

Barton Francis is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He currently works at Oxford Financial Group, Ltd., where he has been since 2023. Prior to that, he spent 13 years at Bessemer Investor Services, Inc. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Janine Talley is a financial advisor at NFSG Corporation with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Newbridge Securities Corporation, FoundCare, Inc., and Children’s Healthcare Associates, PA. Outside of her advisory work, she volunteers annually as an alumni admissions interviewer for Duke University. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios through a combination of fundamental, technical, and cyclical analysis.

Nicholas Tarulli is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Asset Management, and Equitable Advisors. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and family office services with an investment approach focused on tactical diversification and individualized asset allocation.

Kirsten Tuzzo is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes eight years with Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Omar Cujar is a CFP®-certified financial advisor at Great Valley Advisor Group, LLC with 23 years of industry experience. His prior roles include positions at Gaines Financial Group, LPL Financial, Merrill, Banc of America Investment Services, Inc., and Wells Fargo Clearing. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers.

Susan Stern is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Oppenheimer & Co. Inc and Robert W. Colby Asset Management, Inc. since joining A.G.P. in 2019. 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 offers a range of portfolio management and financial planning services, emphasizing international investing and managing distinctive pooled-vehicle accounts alongside traditional advisory and brokerage operations.

Jacqueline Reeves is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63, Series 66, and Series 65 licenses and 18 years of industry experience. She has worked at Bryn Mawr Trust Advisors since 2025 and previously at Bryn Mawr Capital Management and Bell Rock Capital. Bryn Mawr Trust Advisors is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm utilizes a proprietary multi-asset investment approach combining active and passive management, strategic and tactical asset allocation, and access to private funds.

Barry Yankelevitz is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and operates a tax preparation business as a CPA. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations through a range of advisory programs, retirement plan services, and financial planning, offering both discretionary and non-discretionary investment strategies across multiple asset classes.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes positions at Guided Financial Advisors and non-financial roles prior to entering the industry. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Becky Lightman is a financial advisor at Bison Wealth, LLC with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at firms including UBS Financial Services, Northern Trust, and Credit Suisse Securities. Lightman serves on the advisory board of the Florida Atlantic University College of Business and is an unpaid board member of the Yale Club of the Palm Beaches. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies, along with specialized offerings such as an options-based overlay strategy and turnkey asset management platform services.

Eric Katz is a financial advisor at Leo Wealth, LLC with 26 years of industry experience. He holds a Series 63 credential and has worked at several related firms, including Leo Brokerage, Olden Lane Securities, and The LeoGroup, LLC. His activities include providing financial counseling focused on estate and income tax planning as well as insurance planning. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering portfolio management, financial planning, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies to construct diversified, risk-tiered portfolios, utilizing both internal and third-party resources.

Siddharth Dhawan is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Alliance Global Partners in 2022, he worked for Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of advising, he serves as President and CEO of ICAP INTERNATIONAL LLC, a business entity involved in managing branch-related expenses and staff. 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 across a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and operates active broker-dealer and pooled vehicle advisory businesses.

Daniel Pecoraro is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Pecoraro has worked at multiple firms including Prudential Insurance Company of America and MML Investors Services, LLC. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education through a multi-advisor team managing approximately $894 million in assets. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and uses both internal and third-party portfolio management.

Roger Hewins is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Team Hewins, LLC and has held positions at Wipfli Hewins Investment Advisors, LLC and Hewins Financial Advisors, LLC. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that uses Modern Portfolio Theory to construct model portfolios and emphasizes retirement plan services, managing approximately $3.43 billion in assets with a focus on both discretionary and non-discretionary strategies.

Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Jose Lopez is a financial advisor with Capital Analysts in Greenacres, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2008 and has been self-employed since 2004. Outside of his advisory work, Lopez owns an online retail business and serves as president of JMLOPEZ Wealth Advisors, Inc., providing clients with fixed annuities and life insurance solutions. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and institutions, offering portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches. The firm operates nationwide via independent advisors and in-house teams that utilize proprietary screening tools and maintain institutional relationships supporting retirement and tax-advantaged accounts.

Patrick Abrunzo is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Gaines Financial Group for 11 years and has been affiliated with LPL Financial since 2010. Abrunzo also engaged in the sale of a fixed insurance business for a portion of his career. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting.

Peter Hirsh is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He has previously worked at Aegis Capital Corp., Janney Montgomery Scott, and Oppenheimer. Outside of his advisory role, he serves as president of Linmatt Equities, a non-investment related business. 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 offers a range of services including portfolio management, financial and estate planning, and sub-advisory arrangements, with a notable emphasis on international investing and management of pooled vehicles.