Michael Clementi is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 30 years of industry experience. His career includes roles at Vfinance since 2003 and B. Riley Wealth Management since 2022. B. Riley Wealth Advisors provides investment advice and portfolio management services to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple program options, including Advisor-as-Portfolio-Manager, third-party managed programs, internally managed models, and financial planning, managing approximately $4.21 billion in assets across about 173 advisors.

Gary Ronan is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC, through which he conducts his advisory and insurance business, and also owns AFG Tax Services LLC, offering tax preparation and consulting services. Triad Wealth Partners serves individual and institutional clients through an independent network of Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses strategic asset allocation and an investment committee to manage proprietary and third-party models, offering diversified investment strategies across multiple asset classes.

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 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Thornton has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services—spanning equities, balanced, and fixed-income portfolios—using strategic and tactical asset allocation, manager selection, and ongoing portfolio monitoring.

Scott Breckenridge is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Bank of America, N.A. and Merrill. He has been with Rockefeller Capital Management and Rockefeller Financial LLC since 2020. 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, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Ralph Primavera is a financial advisor at Oppenheimer with 57 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches, and maintains custody of client assets as a qualified custodian.

John Alexander III is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 66 designation and previously worked at George McKelvey Co., Inc. for 15 years. John is also involved in Alexander Investments, LLC, a family-owned investment firm, where he participates in securities research and tax preparation as a non-compensated activity. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index, and specialized offerings such as Buffered Equity ETFs and options-based overlays, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away accounts.

Patrick Pryz is a CFP® with 17 years of industry experience. He is currently with Mariner and has previously worked at firms including Fidelity, Millington Securities, and WBI Investments. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, utilizing customized portfolios overseen by an internal Investment Committee.

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 with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with both Penn Mutual and Hornor, Townsend & Kent since 2002. Goldberg is also involved in multiple life insurance brokerage ventures, including Primary Financial and Goldberg Financial Associates, where he focuses on life insurance and annuities sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement consulting. The firm offers a range of advisory programs alongside broker-dealer services, featuring discretionary and non-discretionary account options and managing substantial assets under management.

Patrick Housen is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Mariner Wealth Advisors, Lincoln Investment, and Capital Analysts Incorporated. Outside of advising, he owns an LLC that invests in a franchise store. Mariner serves a diverse range of clients including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers, provides customized discretionary portfolios, and integrates tax and accounting services uncommon for enterprises of its size.

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.

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.

Gregory Kuras is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 35 years of industry experience. He previously worked at American Portfolio's Financial Services for 19 years and Froehlich Financial Group Ltd. for three years. Outside of advisory work, Kuras is involved with New Jersey Senior Tax Advisors, where he provides tax advice and preparation and serves as president. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Michael Fish is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Dynasty Advisors LLC Wealth Management and Commonwealth Financial Network for nine years. Outside of his advisory role, he is involved in coaching ice hockey. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

Richard Dworzak is a CFP® with 27 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2017. His prior experience includes roles at Bank of America and Merrill Lynch, among others. Outside of his advisory work, he serves as a power of attorney for his son's IRA. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including managed solutions that blend proprietary strategies with third-party models, supported by an internal trading desk and custody services.