Danielle D'Angiolillo is a CFP® with 25 years of industry experience, currently serving at Prosperity Capital Advisors. She previously worked at Bank of America and Merrill for eight years and has held roles at McManus & Associates and other firms. In addition to her advisory work, she is a licensed insurance agent and registered representative, engaging in insurance and securities sales. Prosperity Capital Advisors is an SEC‑registered enterprise adviser providing financial planning, consulting, and discretionary investment management for individual and high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a combination of core and specialized models alongside advisor-directed portfolios and third-party sub-advisors.

Michael Clementi is a financial advisor at B. Riley Wealth Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vfinance since 2003. Since 2022, he has been affiliated with B. Riley Wealth Management and joined B. Riley Wealth Advisors in 2024. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charities, corporations, and retirement plans.

Gary Ronan is a financial advisor with Prosperity Capital Advisors in Colts Neck, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC and AFG Tax Services LLC, through which he offers tax preparation and consulting services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Jason Sari is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining the firm in 2024, he worked at the University of Delaware and has experience in the hospitality and education sectors. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, managing approximately $674 million in client assets. The firm delivers discretionary portfolio management using a combination of fundamental, technical, and third-party research through a multi-advisor team.

Ronald York Jr. is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Arkadios Wealth and Arkadios Capital since 2019 and was previously with Triad Advisors, Inc. from 2014 to 2019. York also owns a health and life insurance advisory business and provides real estate consulting and management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, third-party money managers, and proprietary portfolio models. The firm integrates a large network of advisory entities with an affiliated broker-dealer and an in-house portfolio management team.

Brendan Sheehan is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he owns Brendan's Tax Service LLC, where he prepares income tax returns. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and integrates quantitative and fundamental analyses to build long-term portfolios.

Herbert Thornton is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, and retirement services.

Peter Vitale is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife Securities. Outside of his advisory work, he is also active as an insurance broker for products beyond Guardian. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Scott Breckenridge is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management since 2020, following prior roles at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a consolidated investment platform with access to equities, fixed income, and alternatives.

Ralph Primavera is a financial advisor with Oppenheimer, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation and manager selection across multiple asset classes.

Jeffrey Artherholt is a CFP® with 27 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having joined in 2024. Prior to this, he worked at Woodbury Financial Services Inc and Securian Financial Services Inc., among other firms. He is also involved with Obsidian Wealth Advisors in a financial advisor capacity focusing on financial planning and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

William Bianculli is a CFP® professional with 13 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Bianculli is also involved as a licensed sales agent for Integrated Financial Concepts LLC, where he sells property and casualty, life, health, disability, and long-term care insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with both discretionary and non-discretionary management, using a combination of third-party asset managers and model portfolios.

Jerome Goldberg is a financial advisor at Hornor, Townsend & Kent, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with both Penn Mutual and Hornor, Townsend & Kent since 2002. Goldberg has been involved in multiple life insurance brokerage activities through various entities, including serving as a partner and proprietor in related ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and utilizes a third-party asset manager platform with discretionary and non-discretionary account options.

Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and one year of industry experience. He has worked at Connolly, Switaj, Fogler & Co LLP since 2005 as a CPA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a combination of internal and third-party management.

John Ransom is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 39 years of industry experience, including over two decades with International Planning Alliance, LLC, and multiple engagements with Guardian Life and Park Avenue Securities. In addition to his advisory role, he is involved in other insurance activities outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jonathan Bernstein is a CFP® and PFS™ with 24 years of industry experience. He is a financial advisor at Wealthspire Advisors and has previously worked at Purshe Kaplan Sterling Investments and co-owns Bernstein & Bernstein CPA's LLP, where he provides accounting and tax services. Bernstein also advises clients on life insurance as a producer outside of his advisory role. Wealthspire Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation strategy using mutual funds, ETFs, private investments, and outside managers, with an active approach to client service and investment oversight.

Michael Vitkansas is a financial advisor at Kestra Advisory with 40 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. In addition to his advisory role since 2016, he has been president of multiple businesses focused on employee benefit services and retirement income strategies since the mid-1980s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves a broad client base that includes large institutional investors such as sovereign wealth funds.

Tyler Cicero is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guardian Life Insurance Company, International Planning Alliance, Target, and Wegmans. Park Avenue Securities LLC provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of proprietary and third-party investment advisory programs and offers both discretionary and non-discretionary advisory relationships.

Richard Dworzak is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory work, he acts as a power of attorney for his son's IRA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a variety of investment strategies and advisory services with periodic strategic reviews and oversight from an Investment Strategy Committee.

Michael Mcclelland is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2014. Outside of his advisory role, he is involved in life insurance brokerage through multiple entities and has experience as a background actor in television and film. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.