Marc Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include LPL Financial and Invest Financial Corporation. Lowell also serves as a board member of the Goodman JFS charity. Alliance Global Partners is a multi-team firm with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with sub-advisory relationships, model programs, and separately managed accounts, offering services across portfolio management, financial planning, retirement-plan advisory, and brokerage product sales.

Todd Smiler is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior work includes positions at LPL Financial LLC, Gaines Financial Group, Wells Fargo Clearing, and Merrill. He also sells group health, life, and disability insurance as a licensed insurance agent. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

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.

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. She has worked at A.G.P. since 2019, following roles at Oppenheimer & Co. Inc and Robert W. Colby Asset Management, Inc. Prior to her current position, she spent time at notable firms within the industry. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach, combining internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management, financial planning, and retirement-plan advisory services.

Jacqueline Reeves is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes 16 years at Bell Rock Capital, LLC, followed by roles at Bryn Mawr Capital Management, LLC and currently Bryn Mawr Trust Advisors, LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation. The firm provides discretionary investment management, financial planning, and fiduciary services to a broad range of clients, including high-net-worth individuals, trusts, foundations, corporations, and institutional clients, managing roughly $3.51 billion in assets. Their investment approach combines strategic asset allocation with tactical adjustments, using a mix of active and passive managers and proprietary multi-asset solutions.

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.

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 at A.G.P. / Alliance Global Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for seven years before joining Alliance Global Partners in 2022. Outside of advising, he is president and CEO of ICAP International LLC, a business focused on managing branch expenses and staffing. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance products.

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, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2008 and has been self-employed since 2004. In addition to his advisory role, Lopez is involved in insurance sales and owns an online retail business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by its in-house research team.

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.

Rajeev Pandit is a CFP® professional with 38 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He also holds an enrolled agent role at Spire Group Inc., where he provides tax preparation services. Additionally, he operates a sole proprietorship involved in fixed insurance sales and holds a real estate broker license. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and a diverse mix of proprietary and third-party investment solutions.