Emilio Rivera is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. His career includes roles at Simplicity Investments, Mass Mutual Investors Services, Eagle Strategies, Axa Advisors, Santander Securities, and J.P. Morgan Securities. Rivera serves as President and CEO of E. Rivera & Associates and is a board member involved in fundraising activities for the Staten Island University/Northwell Hospital Foundation. Fortis Capital Advisors is an SEC-registered multi-team firm serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions with a flexible investment approach that includes passive, active, tactical, and ESG-aware strategies, alongside various consulting and financial planning services.

Nicholas Rizzieri is a financial advisor with Santander Securities LLC in Manalapan, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and New Beach International LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and provides investment advisory services, portfolio management, and financial planning through various wrap-fee programs and third-party investment managers.

Stephen Tomkins is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Oppenheimer & Co. Inc and Janney Montgomery Scott. Outside of his advisory work, he umpires and referees baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage services.

Nilos Sakellariou is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Glen Eagle Wealth, Arete Wealth Advisors, and Arete Wealth Management. Outside of advisory work, he is a licensed insurance agent providing reviews, advice, and sales of fixed life and long-term care insurance products. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Anibal Guerrero Russo is a CFP® professional at Kintra Wealth, LLC with five years of industry experience. He has held roles at several firms, including Premier Path Wealth Partners, Peapack Private Bank & Trust, and Rockwood Wealth Management. Russo is also a silent partner in a family-owned handyman business. Kintra Wealth serves a diverse client base, including individuals, families, and institutions, offering integrated wealth management and financial planning services with a model-driven investment approach that emphasizes tax efficiency and customized portfolio management.

Tatiana Sunik is a CFP® professional with 18 years of experience in the financial services industry. She currently works at Forum Financial Management, LP and is also the founder of Hera Financial LLC, where she provides financial planning with a focus on guiding clients through life transitions such as divorce. Her previous roles include tenure at Mariner Wealth Advisors and Klingman and Associates. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients by offering portfolio management, financial planning, and retirement-plan advisory services. The firm is notable for its model asset-allocation portfolios based on Modern Portfolio Theory and its turnkey asset-management platform that supports numerous RIAs with back-office and trading services.

Christopher Puher is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Garden State Securities Inc. since 2005. Outside of his advisory role, Puher is involved as a partner in PENN Global Marketing, a business focused on the sale of insurance-only products. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team provides portfolio management, financial planning, and consulting using a combination of fundamental, technical, and third-party research, delivering services through several custodians and sub-advisor relationships.

Bernadette Strout is a CFP® with 22 years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. Her prior roles include positions at Cetera and First Allied Securities. In addition to her advisory work, she provides financial education as an instructor with Kaplan. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and supervises portfolios using core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Glenn Leboeuf is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked with Garden State Securities, Inc., Freedom Capital Management, and Royal Alliance Associates, INC., with tenures spanning more than a decade. Outside of his advisory roles, he is involved in public speaking on historical subjects through his business, History Worth Remembering. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $674 million in client assets and offers discretionary portfolio management through a multi-advisor team, employing a blend of fundamental, technical, and third-party research.

Richard Lewis is a financial advisor with Capital Analysts, holding a Series 66 designation and 30 years of industry experience. He has been associated with Lincoln Investment since 2012 and has an ongoing role with Kim Financial Group since 2002. Outside of advisory work, he is involved in benefits consulting for public sector employees and is a co-owner of a real estate partnership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and its in-house investment management team.

Kevin Roche is a financial advisor at Leo Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is Deputy Mayor and Commissioner responsible for Revenue and Finance in the Borough of Haddonfield. Leo Wealth serves high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Michael Kuczinski is a financial advisor at Garden State Investment Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at H. Beck, Inc. since 2016. Outside of his advisory role, he is involved in fitness and nutrition through Finally Fit, LLC and operates a vending machine business under MKMB Ventures, LLC. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $674 million in client assets and uses a combination of fundamental, technical, and third-party research to deliver discretionary portfolio management through a multi-advisor team.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He previously worked at Palmerston Group Advisors LLC for 28 years and is a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., firms affiliated with his prior employer. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory and administrative services.

Kevin Cave is a financial advisor at Santander Securities LLC with 10 years of industry experience. He holds a Series 66 designation and has worked within the Santander organization since 2016. Outside of his advisory role, he serves as Treasurer of the Great Dane Club of Raritan Valley, a local dog club. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products, primarily leveraging third-party discretionary managers and the FMAX wrap-fee platform.

Jenica Roffina is a financial advisor at Kintra Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for Commonwealth Financial for 12 years. Outside of finance, she owns Sea Change Fitness, a personal training business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and account integration.

Matthew Cilento is a financial advisor at Chelsea Advisory Services, Inc. with four years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on a fundamental, long-term investment approach with diversified portfolios and generally manages accounts on a discretionary basis.

Daniel Bodnar is a financial advisor at A.G.P. / Alliance Global Partners with four years of industry experience. He holds the Series 66 designation. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has held positions in several companies including GE and various pharmaceutical firms. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services across its multi-team platform.

Neil Cashes is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Summit Financial since 2018. Outside of his advisory role, he assists clients by helping move heavy furniture on a part-time basis. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Alexander Palumbo is a financial advisor at Ritholtz Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has been with Ritholtz Wealth Management since 2016. Outside of his advisory role, Palumbo is involved in fixed insurance sales. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm uses a goal-based investment approach emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets through both advisor-led and digital platforms.

Kevin Talty is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management since 2019. His prior roles include positions at Blue Blaze Financial Advisors, Lighthouse Financial Advisors, and The AYCO Company, L.P./Mercer Allied. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.