Timothy Georgen is a financial advisor at Williams Jones Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments, Securities America, Inc., Saybrus Equity Services, Inc., Saybrus Partners, Inc., and The Vanguard Group, Inc. He has been with Williams Jones Wealth Management since 2024. Williams Jones Wealth Management serves high-net-worth individuals, families, and various institutional clients, offering portfolio management, financial planning, and access to private investment vehicles. The firm’s investment approach typically involves concentrated portfolios with a focus on mid-to-large cap equities using a growth-at-a-reasonable-price strategy and active, tax-aware fixed-income management.

Rachel Bonnet is a CFP® with one year of industry experience currently with Citizens Private Wealth in Boca Raton, FL. She has previous experience at Fifth Third Bank and BNY Mellon. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management strategies through a discretionary platform overseen by a Chief Investment Officer and provides additional services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Paul Dipietro is a Certified Financial Planner® at Pinnacle Investments, LLC with 25 years of experience in the financial services industry. He previously worked at Dawson James Asset Management and Dawson James Securities Inc. for seven years. Pinnacle Investments, LLC offers investment advisory and brokerage services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of strategies using fundamental and technical analysis and provides financial planning aligned with CFP standards.

Robert Toth is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios for 16 years. Outside of his role at Ausdal, he owns Seabreeze Wealth Management, LLC, through which he provides investment advising and sells insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining in-house and third-party investment options with brokerage and insurance services.

Aditya Saraogi is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Alliance Global Partners since 2022, following a seven-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, he consults for IFB Agro Industries Limited in India. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside its advisory services.

Brandi Lobato is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at EverSource Wealth Advisors, LLC and has prior experience at Fortune 360 Group LLC, Securities America, Inc, Bank of America, and Merrill Lynch. Outside her advisory role, she is a licensed real estate agent in Florida and an independent business broker with VR Business Brokers. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, and institutional relationships. The firm offers wealth management, financial planning, and consulting services, along with turnkey asset management programs and private market investment options.

Robert Harrigan is a CFA® charterholder with 22 years of experience in the financial services industry. He currently serves as an advisor at Perigon Wealth Management, LLC and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent involved in insurance sales and implementation. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

John Malzone is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Main Street Financial Solutions, LLC and its predecessor entities since 1992. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, wealth management, and retirement plan consulting with an investment approach that combines academic-based, multi-asset class strategies using mutual funds, ETFs, and individualized securities, alongside institutional and advisor-facing services such as ERISA consulting and Independent Manager oversight.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving at Fortis Capital Advisors, LLC. He has held prior roles at Castle Wealth Management, Sky Alpha Asset Advisors, Northwestern Mutual, and T3 Trading Group. Outside of advisory work, he is involved in life insurance sales, earning residual commissions, and occasionally facilitates real estate transactions for family members. Fortis Capital Advisors provides portfolio management, financial planning, and retirement consulting services to a diverse client base including individuals, families, businesses, and institutional clients. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages $1.615 billion in discretionary assets as of December 2025.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and previously worked at Slavic Integrated Administration for twelve years, followed by a brief tenure at DWC The 401k Experts. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary managed accounts and fund advice developed by Morningstar Investment Management.

Vincent Maiorano is a financial advisor at B. Riley Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors since 2016, including time at B. Riley Wealth Management and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Kaycia Rossi is a Series 65-licensed financial advisor with Team Hewins, LLC, bringing several years of industry experience that includes roles at Thornburg Investment Management, Cambridge Associates, and Akin Gump Strauss Hauer & Feld. She has been with Team Hewins since 2021. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a notable mix of discretionary and non-discretionary assets.

Jay Gershman is a financial advisor with RedHawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining RedHawk, he worked at Silver Oak Securities, Securities America Advisors, and Securities Service Network. Outside of his advisory role, he serves as President Elect of the Fraternal Cemetery Association. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, employing a structured due-diligence process and risk management tools to guide investment decisions.

John Lauroesch is a CFA® charterholder with 13 years of industry experience and has been with Belpointe Asset Management LLC since 2015. He holds Series 63 and Series 65 licenses and serves on the Board of Trustees for the Adirondack Health Foundation. Belpointe Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance. The firm also supports proprietary funds and offers a variety of affiliated business services alongside its advisory practice.

Lori Fernicola is a CFP® with 10 years of industry experience, currently serving at Fortis Capital Advisors, LLC. She previously worked at Castle Wealth Management and Banyan Global Investment Advisors, LLC. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies, including passive, active, tactical, blended, and ESG-oriented options, with discretionary management tailored to advisor-specific styles and model portfolios.

Ben Dembin is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Before joining A.G.P. in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage and investment banking capabilities. The firm uses an open-architecture investment approach with a focus on international investing and manages both discretionary and non-discretionary strategies through in-house teams and third-party managers.

Haitham Ashoo is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pillar Wealth Management, LLC for 16 years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Joel Josephs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and having 32 years of industry experience. He has been associated with Gaines Financial Group, Inc. and LPL Financial for the past 15 years. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Robert Raab is a Series 63 licensed financial advisor with 44 years of industry experience. He has been with Newbridge Securities Corporation since 2006 and is currently affiliated with NFSG Corporation in Boca Raton, FL. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often incorporating third-party asset managers.

Ioannis Profylienos is a financial advisor at Manning & Napier Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Capital Analysts. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering specialized advisory solutions. The firm employs a team-based investment process that integrates top-down macro analysis with bottom-up security selection and operates affiliated trust and broker-dealer entities.