Eric Lalime is a CFP® professional with 18 years of industry experience. He is currently an advisor at Pallas Capital Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill Lynch. Outside of his advisory work, he owns Yellowfin Wealth Management LLC, a holding company. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm serves individuals, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and family office services, using a primarily long-term, fiduciary investment approach.

Andrew Ashkenazy is a financial advisor with Lifemark Securities Corp. and holds the Series 63 designation. He has 15 years of industry experience, including roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He also works as an independent insurance agent, providing various life, disability, health insurance, and fixed annuity products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides a range of investment programs tailored through risk assessments and manages accounts on both discretionary and non-discretionary bases.

Robert Varriano is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Private Wealth in Tarrytown, NY. He has a longstanding career at Clarfield Financial Advisors, Inc., where he has been since 1990. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and other entities. The firm employs a long-term asset allocation approach within an open-architecture framework and offers a range of investment management and consulting services, including discretionary portfolio management overseen by a Chief Investment Officer.

Jeremy Lieberman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2015. He is based in Ridgewood, NJ. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Robert Dowling Jr. is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Westwood, NJ. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Henry Hagedorn IV is a financial advisor at Modera Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Messiah University and LifeGuide Financial Advisors. Outside of finance, he has experience in education and the food service industry. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering additional services such as tax preparation and trust-related services.

Zachary Smith is a financial advisor with Advisors Capital Management, LLC in Ridgewood, NJ. He holds a Series 65 designation and has four years of industry experience, all with Advisors Capital Management. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in discretionary assets, acting primarily as an outsourced investment manager.

Anita Bosch is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 designations. She has 20 years of industry experience, including 12 years at Citigroup Global Markets and multiple roles within the Citizens organization since 2020. She currently serves as a board member of the Moxxie Mentoring Foundation, where she assists in strategic planning and implementation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm employs a long-term, open-architecture investment approach, offering both discretionary and non-discretionary portfolio management along with tax, estate, and business consulting services.

Jeffrey Deiss is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2016. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, using a blend of top-down macro and bottom-up security analysis across multiple asset classes.

Tom Hamilton is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Christopher Flanagan is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prospera since 2015. Outside of advising, he sublets office space within his firm’s suite. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Libertad Rosenkranz is a financial advisor at NPA Asset Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Planning Associates, Inc. since 2010. Rosenkranz serves as president of the PWN Account Association Tri-State and has experience as an independent insurance agent. 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 and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Nicholas Pirrotta is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2005 and also holds roles at Citizens Bank and Citizens Securities, Inc. Outside of his advisory work, Pirrotta serves on the boards of Greater Mental Health of NY and the Mental Health Association of Westchester, chairing the Audit Committees for both organizations. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families as well as institutional clients. The firm’s investment approach emphasizes tailored long-term asset allocation within an open-architecture framework, with discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative research.

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Brian Furleiter is a CFP®-credentialed financial advisor with Citizens Private Wealth in Tarrytown, NY, bringing seven years of industry experience. He previously worked at Clarfeld Financial Advisors, LLC for nine years and AXA Advisors, LLC for two years. Outside of his advisory role, Furleiter is a co-creator of a self-published book on basketball available through Amazon. Citizens Private Wealth primarily serves high-net-worth individuals and families, along with various institutional clients, providing discretionary and non-discretionary investment management within an open-architecture framework. The firm is affiliated with Citizens Bank, N.A., offering clients access to banking products alongside its investment and consulting services.

Joanne Feeney is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2015. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down and bottom-up analysis across various proprietary strategies and manages over $8 billion in assets, acting as an outsourced sub-advisor to intermediaries.

Joshua Barg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, with a combined tenure exceeding 17 years, as well as National Securities Corporation. He owns Saratoga Global Partners and has engaged in advisory and insurance-related activities outside his primary role. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm employs an open-architecture investment approach, emphasizing international investing and utilizing a combination of in-house management, third-party money managers, and sub-advisers.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked with Huckleberry Capital Management since 2017. Outside of advisory roles, he serves as a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, implementing diversified mutual funds and ETFs while allowing individual securities and alternative investments when appropriate.

Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Portfolio Medics in 2022, Mr. Tyson worked at Altium Wealth Management LLC and TIAA-CREF. He is also an independent insurance agent, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual securities, and other strategies, with an emphasis on retail and small-business clients.