Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Bank of America. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, focusing on comprehensive portfolio management and retirement plan consulting. The firm emphasizes diversified portfolios that incorporate fundamental, technical, sector, and qualitative analysis, utilizing a range of investment instruments including options and derivatives strategies.

Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Gary Slavin is a financial advisor at Lebenthal Global Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at MML Investors Services, LLC and MetLife Securities Inc. Slavin serves on the boards of several chambers of commerce and is the author of a book titled *Pebbles on a Beach*. Lebenthal Global Advisors provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Donna Palais is a financial advisor at Argus Investors' Counsel, Inc. with over 30 years of industry experience. She has worked at Argus Investors' Counsel since 1994 and holds a Series 65 designation. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutions such as investment companies and pension plans. The firm emphasizes bottom-up stock selection and a long-term, low-turnover investment approach, and it also licenses model portfolios and offers portfolio consulting to other advisers and platform sponsors.

Albert Akerman is a financial advisor at R & R Financial Planners, Inc. with 30 years of industry experience. He holds a Series 66 designation and has been associated with RNR Securities, LLC since 2015. Outside of advisory work, he serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and employs a combination of model portfolios, customized strategies, and options-based approaches while operating with an in-house broker-dealer and insurance distribution capabilities.

Keith Douglas is a financial advisor at United Asset Strategies Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lantern Investments, Convera, and Peak Alliance. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and utilizes a team-based advisory model with diversified, tailored portfolios and active fixed-income management.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.

William Romeo is a CFP® and Series 63 licensed financial advisor with 44 years of industry experience. He has been with R & R Financial Planners, Inc. since 1983 and RNR Securities, L.L.C. since 1997. In addition to his advisory role, he works as an independent insurance agent for Security Mutual Life Insurance Company of NY. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of model portfolios, customized strategies, and options/derivatives alongside third-party managers.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sun Life and RCN Capital. His background also includes positions at The University of Connecticut and various other roles prior to entering the financial sector. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, long-term portfolios using mutual funds, ETFs, and individual securities, and offers additional services such as 401(k) plan management and participant education.

Anthony Rosa is an investment advisory representative with R & R Financial Planners, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with R & R Financial Planners since 2009 and also operates Tony Rosa Landscaping, a business he has managed since 1978. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base including individuals, high-net-worth clients, retirement plans, and trusts. The firm provides discretionary portfolio management, comprehensive financial planning, and uses a combination of model portfolios, customized strategies, and derivatives in separately managed accounts.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Henry Montag is a CFP® with 43 years of industry experience, currently serving as an advisor at Lebenthal Global Advisors, LLC. He has held roles at several firms including Lebenthal Financial Services, Inc., TLG Advisors, Inc., and Bristol Financial Services, Inc. Montag is also principal of The TOLI Center East, an insurance business. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Joseph Favorito is a financial advisor at Landmark Wealth Management, LLC with over 11 years at the firm and a total of 21 years in the industry. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Landmark, he worked with Fidelity Brokerage Services, LLC. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and 401(k) plan management. The firm builds customized long-term portfolios using mutual funds, ETFs, and individual securities, incorporating fundamental analysis and client communication as key components of its investment approach.

Robert Zerah is a CFP® and PFS™ credentialed advisor with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and maintains a longstanding role with Zerah & Company CPAs PC, where he co-owns and provides tax preparation and accounting services. His prior experience includes positions at Commonwealth Financial Network, Principal Securities INC, and his own firm, RZB Wealth Management, LLC, which he co-owns. Imperity Wealth Alliance LLC offers financial planning and discretionary portfolio management for individuals, retirement plans, charitable organizations, and businesses. The firm utilizes an open-architecture investment approach, combining in-house and third-party strategies, and provides a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Jean Paul Atallah is a financial advisor with RZH Advisors LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GYL Financial Synergies, LLC for six years before joining RZH Advisors in 2022. RZH Advisors provides wealth management services, including financial planning and discretionary investment management, to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and employs diversified investment strategies utilizing mutual funds, ETFs, sub-advisers, and selected private and interval funds.

Gino Carollo is a financial advisor at Opal Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Citibank Global Markets. Carollo is also licensed as a fixed insurance agent. Opal Wealth Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios, quantitative and qualitative screening, and accesses independent managers through UMA platforms.

Joseph Capezza is a financial advisor at Cove Private Wealth, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Deutsche Bank, Merrill Lynch, and Banc of America Investments. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, sector, and qualitative analysis, and uses a variety of instruments including derivatives and option-writing strategies within separately managed accounts.

Clifford Wallach is a financial advisor at Sovereign Financial Group, Inc. He holds a Series 65 designation and has experience in business advising and leadership roles outside the investment industry. Wallach is also president and CEO of RNK Distributing, LLC, a distributor and supplier of sewing-related products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm provides portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing diversified low-cost mutual funds and ETFs with tactical use of individual securities and independent managers.