Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Insight Private Advisors. He is involved in insurance sales and marketing activities across multiple entities, including serving as a managing member of a fixed insurance sales firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services through individualized strategies, model-based platforms, and third-party manager oversight.

Theresa Markham is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lexington Avenue Capital Management LLC and operated Markham Asset Management LLC. Outside of her advisory work, she serves as Treasurer for the Vernon Chamber of Commerce, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a mix of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through a large enterprise platform.

Blane Tierney is a financial advisor with Realta Investment Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. He has worked with Realta since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance and offers portfolio management through various strategies and third-party managers.

Edward Munoz is a financial advisor at FourStar Wealth Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Principal Securities Inc, and MetLife Securities INC. Outside of his advisory role, Munoz officiates soccer games in Sparta Township, NJ. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing client portfolios primarily on a discretionary basis with a range of investment vehicles tailored to clients’ risk tolerance and time horizon.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Alessio Mennonna is a Series 65-licensed advisor at Virtue Capital Management, LLC with one year of industry experience. Prior to joining Virtue Capital Management, he worked at KVL Audio Visual Services and AMAZON and studied at Berklee College of Music. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with an investment committee overseeing third-party managers and model strategies.

Jesse Kopelakis is a financial advisor with Procyon, holding a Series 66 credential and three years of industry experience. Prior to joining Procyon, he worked at NewEdge Advisors, LPL Financial, Empire City Laboratories, and Sagepoint Financial. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach using a combination of mutual funds, ETFs, individual equities, fixed income, and both discretionary and non-discretionary mandates.

Richard Gopin is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and is the owner and president of Concordia Financial Group, Inc., where he is involved in the sales of life, disability, long-term care insurance, and fixed annuities. He has been with Madison Avenue Securities since 2005 and Concordia Financial Group since 2004. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of investment advisory services and account platforms, employing diverse analytical and allocation strategies.

Stephen Rinaldi is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with The O.N. Equity Sales Company since 1993 and Executive Pension Planning Corporation since 1979. In addition to his advisory role, he is also licensed to sell life and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary programs often involving third-party managers.

Enrico Brex is a financial advisor at Procyon with seven years of industry experience. He holds Series 63 and 65 licenses and has worked previously at NewEdge Advisors, LPL Financial, and Elite Retirement Consultants. Outside of his advisory role, he has involvement in farm and timber sales activities. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, and institutional investors. The firm offers comprehensive investment management and advisory services, focusing on long-term, fundamental-analysis-driven portfolios with a notable emphasis on non-discretionary mandates.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and J.W. Cole Advisors, Inc. Outside of his advisory work, he is the owner of Iron Heart Metal Art, LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. 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 along with ongoing portfolio oversight.

Noah Dorman is a CFP® with four years of industry experience and is currently with OneAscent Financial Services LLC. He previously worked at StoneX Advisors Inc and Stonex Securities Inc. In addition to his advisory role, he is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a variety of asset management and financial planning solutions.

Carlos Davidson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Capital Truth Advisors, Valeo, and Late Stage Management, as well as positions outside finance at Alpine Meats and Deli, Straus News, and White Deer BBQ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Nicolas Vlacich is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. He joined the firm in 2026 and has prior experience at Fidelity Bank and Wilkes University. Outside of advising, he is involved with Triple V Property LLC. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers a range of portfolio management and financial planning services to individuals, high-net-worth clients, and institutional accounts.

Theodore Gerstein is a financial advisor with GWN Securities Inc. holding a Series 66 credential and one year of industry experience. His prior work includes roles at Peralte-Clark LLC and assisting Eric Gerstein. Outside of advisory activities, he has served as a baseball umpire since 2017. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies within several legacy programs.

Melinda Gaertner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has previously worked at firms including LPL Financial, IBEX Wealth Advisors, and Raymond James Financial Services. Outside of finance, she is the owner of The Essential Goat, an aromatherapy retail business, and co-owner of The Goat's Haul, a retail gift shop. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Noelle Kacerek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Chicory Wealth, Northeast Financial Network, and Locker Financial Services, LLC. She has also been involved in educational roles at Sussex Community College and Centenary University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

James Rotondo is a financial advisor with PNC Wealth Management in Kinnelon, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience at DoorDash, Inc. Outside of financial services, he has been involved with Cobra Flats LLC since 2022 and previously with Millburn Culinary Associates Inc. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital portfolio solution that utilizes algorithm-driven model selection and third-party portfolio implementation.

Lauren Ragsdale is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. She has held positions at Metlife Investors Distribution Company and MetLife Securities Inc. since 2014. Lauren is co-founder and owner of TRI-STATE HEALTH & WEALTH ADVISORS GROUP, LLC, where she manages and trains agents and assists clients with financial literacy and guidance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of sub-advisers and model-based allocations and is noted for its use of market-timing and momentum-based investment strategies in certain programs.

Eric Mark is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including swap dealer and futures commission merchant activities.