Joseph Gileno is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Sovereign Global Advisors. Outside of his advisory work, he is involved in several business ventures related to real estate and tax preparation services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Gautam Chhada is a CFA® charterholder with nine years of industry experience prior to joining Summit Financial, LLC, where he has been an advisor since 2024. Before his current role, he worked at Brown Advisory from 2015 to 2024. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, along with financial planning and retirement plan advisory.

Andrew Scheffer is a financial advisor at Core Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Edward Jones, and Yoma Bank. Outside of financial advising, Scheffer is the founder of the 2 Minute M.O.N.K Method, a leadership coaching business serving senior executives. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Connor Mahoney is a financial advisor at NFSG Corporation with four years of industry experience. He holds the Series 66 designation and has worked at Newbridge Securities Corporation since 2021, following a year at Greycliff Wealth Management. Outside of his advisory role, he is involved with Mahoney Asset Management, a lead generation and sales business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a mix of fundamental, technical, and cyclical analysis.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Kelly Henning is a CFP® professional at Modera Wealth Management, LLC with 12 years of industry experience. She has been with Modera since 2014. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and equities, and offers additional services such as tax planning, retirement consulting, and trust-related services.

Vincent Mattone is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Advisors Capital Management, LLC since 2021 and previously spent six years at TD Private Client Wealth LLC and TD Bank, N.A. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm operates as both an outsourced investment manager to unaffiliated registered investment advisers and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Matthew Ruffalo is a CFP®, CFA®, and Series 66-registered financial advisor with eight years of industry experience. He is currently with Citizens Private Wealth in Tarrytown, NY, and has held roles at Citizens Bank and Citizens Securities, Inc. since 2015. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Raymond Hegarty is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has been with the firm since 2023 and previously worked at BNY Mellon Wealth Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and employing affiliated model strategies.

Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementary strategies such as independent managers, private placements, and optional ESG integration.

Teigyoku Springer is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. Their prior roles include positions at Sanctuary Advisors, Sanctuary Securities, Park Avenue Securities, and Guardian Life Insurance Company. Springer volunteers on the election committee for Ridgewood, serving District 7 of Bregen County. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning for individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Grayson Goulet is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, providing discretionary portfolio management, financial planning, and educational services with a broad range of investment options, including alternative and privately placed investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocation strategies.

Michael Brennan is a CFP® and ChFC® affiliated with Citizens Private Wealth, with five years of industry experience. He has been with Citizens Private Wealth since 2004 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, emphasizing tailored long-term asset allocation and tactical adjustments based on market conditions.

Mars English is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Popaganda and Stony Brook University. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, retirement plans, and senior executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with a focus on long-term, diversified asset allocation and written client authorization for trades.

Denise Mc Ginnis is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon, N.A. for 39 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm uses tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies.