Grayson Goulet is an investment advisor representative at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles since 2014, including positions at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a wrap-fee program. The firm manages approximately $1.71 billion in assets, focusing on individualized asset allocations that emphasize value, safety, quality, and risk control.

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.

Damon Varady is a financial advisor with SEIA who holds the Series 63 and Series 66 designations and has 25 years of industry experience. His prior work includes roles at firms such as Royal Alliance Associates and Invest Financial Corp. He also serves as co-trustee of a family irrevocable trust. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic and tactical allocation across discretionary and non-discretionary portfolio management programs.

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

Mars English is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years 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, retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with a focus on long-term, diversified asset allocation and customized investment programs.

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.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Sean Fellin is a financial advisor at United Capital Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at M Holdings Securities, Inc. and Apexium Financial LP. He is also a licensed insurance agent for life, health, and annuity products. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment strategies through its affiliate network and technology platform, FinLife Partners.

Scott Weinfeld is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank from 2002 to 2023 and has been with Flagstar in various roles since 2023. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp, affiliated with Flagstar. Flagstar Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering wealth management, managed account programs, and retirement plan consulting with approximately $784 million in discretionary assets under management as of 2025. The firm manages accounts primarily on a discretionary basis, allocating across multiple investment vehicles and third-party managers while operating as a wholly owned non-bank subsidiary of Flagstar Bank, N.A.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at NPA Asset Management and Nationwide Planning Associates since 2008 and has been self-employed since 1994. Costa also provides estate planning services through an online platform that offers initial client guidance and data entry. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors and manages approximately $1.065 billion in assets. The firm offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Steven Kronethal is a financial advisor at CL Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CL Wealth Management since 2021. He also serves as president of Integrated Planning Associates, Inc., where he is involved in selling life, disability, group ancillary, and health insurance products. CL Wealth Management LLC is a multi-advisor firm that serves individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, consulting, and access to third-party money managers and educational workshops, tailoring investment strategies to client objectives through a combination of fundamental and technical analysis.

Seymour Williams is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Lifemark Securities Corp. and has previously worked at SunStreet Securities, LLC. In addition to his advisory work, he is engaged in tax preparation, independent insurance sales, mortgage brokerage, and real estate brokerage. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at NPA Asset Management and Nationwide Planning Associates since 2010 and previously spent six years with Investment Advisors Asset Management, LLC. Outside of his advisory role, he serves as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, including high-net-worth clients, corporations, pension, and charitable accounts. The firm manages approximately $1.065 billion in assets across about 2,293 client relationships and offers multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Brendan Haynes is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education at High Point University and Don Bosco Preparatory High School. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with client-directed trade execution.

James Colleary is a financial advisor with NPA Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Nationwide Planning Associates, Inc. since 2010. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts, MA Direct third-party sub-advisor programs, and MA Custom AdvisorFlex model portfolios. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Kenneth Schnoll is a financial advisor at NPA Asset Management, LLC with 38 years of industry experience. He holds Series 63 and 66 licenses and has worked with firms including Nationwide Planning Associates, Cetera Advisor Networks, and Summit Financial Group. Outside of his advisory role, he is involved in buying and selling collectibles as a personal interest. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a network of 51 advisors. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to a variety of investment products.

Gerard Clark Jr. is a financial advisor at Accurate Wealth Management, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including RJL Financial Group and Global Financial Private Capital, LLC. Clark also serves as president of RJL Financial Group, an investment-related business. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Gabriella Milley is a financial advisor with NPA Asset Management, LLC, holding the Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Nationwide Planning Associates, Inc. since 2016. Outside of her advisory work, she teaches financial planning classes to adults at Princeton Adult School and is involved in manufacturing and selling wearable art made from natural materials through a family-related business. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors, managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs and third-party asset manager referrals, providing services via its Advisor’s Edge platform that include discretionary and non-discretionary portfolio management and performance monitoring.

Jared Krim is a financial advisor at United Capital Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services and Bank of America. His background includes roles in financial planning and investment advisory services, as well as involvement in insurance planning and sales. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams develop client-specific financial plans and manage assets through a range of strategies, including ESG and faith-based options, supported by a broad affiliate network and a platform that also serves independent advisors.