Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

Daniel Otoole is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Meeder Investment Management, Quasar Distributors, Horizon Investments, and Assetmark, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

Robert Sayre is a financial advisor at Simplicity Wealth with 23 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Mid-Atlantic Wealth Advisory, Creative Planning Institutional Advisors, and Ameriprise. Outside of his advisory work, Sayre serves as president of Phyxius Capital Management and is involved as an insurance agent selling life, health, disability, annuities, and long-term care products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios monitored and rebalanced regularly, and offers advisory and operational services including a managed account platform for advisers.

Joseph Medina is a financial advisor at Infinity Financial Services Advisory with 26 years of industry experience. He has held positions at Newbridge Securities Corporation and Cetera Advisors LLC prior to joining Infinity in 2022. Outside of his advisory role, Medina works as a commercial and residential real estate agent and serves as an independent public notary. He is also a limited partner in several bars located in Brooklyn, NY. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for individual and high-net-worth clients. The firm employs a multi-method investment approach, utilizing techniques such as charting, fundamental and technical analysis, and modern portfolio theory, with strategies that include mutual funds, ETFs, options, and other complex investments.

Kristen Breault is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2007. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, focusing on clients with around $50 million in investable assets. The firm develops tailored Investment Policy Statements and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Connor Barbella Roesler is a CFP® professional with four years of industry experience, currently affiliated with Kintra Wealth, LLC. He previously worked at Commonwealth Financial Network and Tupler Financial. Outside of advisory work, he is involved in fixed insurance sales during business hours. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and utilizes a model-driven investment process focused on tax efficiency and integrated planning.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Dai Securities, LLC. In addition to his advisory role, he is involved in outside insurance activities encompassing life, health, disability, and long-term care insurance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes asset allocation and diversification strategies and employs third-party managers and technology platforms to support client accounts, overseeing approximately $5 billion in assets managed by a team of 63 advisors.

Ankit Tuladhar is an advisor with B. Riley Wealth Advisors, Inc., holding a Series 65 credential and six years of experience in the financial industry. Prior to joining B. Riley Wealth Management, he worked at Caldwell University and the Group for Technical Assistance. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Ryan Hogan is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Johnson Asset Management and Fenimore Asset Management Inc. He is also registered as a representative with The Leaders Group. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support tailored for other advisers.

Amy Macisaac is a financial advisor at Cary Street Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill for 20 years, as well as at Purshe Kaplan Sterling Investments and Transcend Capital Advisors. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm uses a consultative approach to develop tailored investment programs that incorporate traditional and alternative strategies, supported by both third-party managers and in-house resources.

Michael Ciccone is a CFP® professional with six years of industry experience. He is currently with Cary Street Partners and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm combines third-party and in-house resources to manage portfolios across various strategies, including traditional equities and fixed income, opportunistic and hedged approaches, and proprietary products such as the actively managed ETF TACK.

Ian Welham is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including City Center Advisors, LLC and Haydenrock Solutions LLC. Outside of his advisory role, he is a partner and consultant at Elite Corporate Holdings LLC and owns LW Connections LLC, which connects business owners and individuals to experts in tax, legal, and business growth. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models and combines fundamental and technical analysis to implement strategies consistent with client objectives.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding a Series 66 designation and having 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously held roles at LPL Financial, PNC Wealth Management, Santander Securities, and Chase Investment Services. Outside of his advisory work, he is also an author and writer. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes a range of strategies from individual securities to tax-managed portfolios.

Christopher Noviello is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Vicus Capital, Inc. and has held roles at Cetera and Cetera Wealth Services, LLC. Outside his advisory work, he serves on the board of Grassroots Conservation, a nonprofit organization. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, using a range of discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

Matthew Allain is a financial advisor at Leo Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked with several affiliated firms, including Olden Lane Securities, Massey Quick Wealth Solutions, and multiple entities within The Leo Group. He serves on the board of directors for Capflow Funding Group Managers, LLC, a role unrelated to investment management. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, providing portfolio management, financial planning, model portfolio management, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies, utilizing a range of internal and third-party tools to manage diversified, risk-tiered portfolios.

Rohan Somar Jr is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Rivertan Financial Group as a financial analyst. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management through its internal Arkadios Managed Solutions team, employing various analytical approaches and offering retirement plan fiduciary consulting.

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Andre Murillo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Santander Securities LLC, Santander Bank, NA, JPMorgan Chase Bank, and JPMorgan Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base that includes individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.