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 with Infinity Financial Services Advisory, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes roles at NewBridge Securities, Cetera Advisors, Gilford Financial, Chase Investment Services, and Equitable Advisors. Outside of financial advising, Medina is involved in commercial and residential real estate sales, works as an independent public notary, and is a limited partner in several bars in Brooklyn, NY. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes both short- and long-term strategies using a range of complex investment products.

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.

Stephen Sebold is a financial advisor at Chelsea Advisory Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AXA Advisors, LLC for 18 years. Sebold has been with Chelsea Financial Services since 2020. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm typically manages diversified portfolios on a discretionary basis with a fundamental, long-term investment approach and integrates its services with an affiliated broker-dealer and custody platform.

Larissa Mehlfelder is a CFP® professional with 13 years of experience, currently serving at Simon Quick Advisors, LLC since 2009. She is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

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 licenses and has worked at several firms including Comprehensive Asset Management & Servicing, Inc., DAI Securities, LLC, and Amper Financial Services. Outside of his advisory role, he is involved with Advocacy, LLC, providing life, health, disability, and long-term care insurance advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm manages about $5 billion in assets with a focus on asset allocation and diversification, utilizing third-party managers and technology platforms to support client service.

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 designations and one year of industry experience. He has previously worked at firms including The Leaders Group Inc, Johnson Asset Management, and Fenimore Asset Management Inc. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational support for other advisers.

Amy Macisaac is a financial advisor at Cary Street Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Merrill. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad menu of investment options and proprietary strategies, including those managed by its affiliated asset manager, to serve a diverse client base that includes institutional niches such as state and municipal government entities and insurance company clients.

Michael Ciccone is a CFP® professional with seven years of experience in the financial industry. He has worked at Tradition Capital Management LLC and Tradition Asset Management LLC from 2016 to 2020. He is currently with Cary Street Partners. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

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.

John Pisapia is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Chelsea Advisory Services since 2010 and has been associated with affiliated firms including Chelsea Financial Services and U S Securities International Corp. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach with discretionary portfolio management and integrates brokerage and custody services through a single affiliated platform.

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 financial advisor at Vicus Capital, Inc. with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cetera and Walnut Street Securities. Outside of his advisory role, he serves as a board member of the nonprofit Grassroots Conservation. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of strategies including fundamental and technical analysis, with an emphasis on retirement-plan consulting and fiduciary services.

Connor Donovan is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he attended Lehigh University. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Jon Franco is a financial advisor with Chelsea Advisory Services, Inc. in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Chelsea Financial Services since 2013. Chelsea Advisory provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios on a discretionary basis while allowing client-imposed investment restrictions and conducting regular compliance and portfolio reviews.

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.