Adam Gorlyn is a financial advisor at Citizens Private Wealth with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Franklin Advisers Inc. and Franklin Templeton Financial Services Corp. among other firms. Outside of his advisory role, he is the owner of TGG Holdings LLC, a sole proprietorship involved in real estate interests. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services.

Kevin Strauss is a CFA® charterholder with 31 years of industry experience. He has worked at Advisors Capital Management, LLC since 2019 and previously spent 17 years at Abner, Herrman and Brock. 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, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model strategies across various asset classes.

Lorenzo Aufiero is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with NPA Asset Management since 2005 and Nationwide Planning since 2002. Outside of his advisory roles, he works as a child support investigator for the Nassau County Department of Social Services. 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 third-party sub-advisors.

Theodore Shediac is a financial advisor at Advisors Capital Management, LLC in Cambridge, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Measured Wealth Private Client Group, Altus Capital, and Winchester Management. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers custom private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios, managing assets on a discretionary basis using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Jed Limmer is a financial advisor with Wedbush Securities Inc., holding Series 66 and Series 65 credentials and over 17 years of industry experience. His prior roles include positions at Wedbush Morgan Securities, D.A. Davidson & Co., and Onward Advisors. He is involved in consulting for pre-IPO defense technology investments and serves as a principal for a Bicoastal Wealth Management practice under Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and operates a range of managed account and commission-based programs alongside clearing, custodial, and prime services.

Jane Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63, 65, and 66 credentials and bringing 25 years of industry experience. She has worked at Aegis Capital Corp. since 2012 and also at Milton Skinner LLC since 2010. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

David Cleary is a CFA® charterholder with 26 years of industry experience. He is currently with Fortis Capital Advisors, LLC and also serves as president and chief compliance officer of Timber Pointe Capital Management. His prior experience includes roles at Lazard Asset Management Securities LLC, Crow Point Partners, and IPI Wealth Management, Inc. He is also president of Beechmont Holding Corp, a holding company for proceeds from other business ventures. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm offers customized portfolio construction across various strategies, with discretionary management and online reporting.

Jonathan Lucente is a financial advisor at Citizens Private Wealth with eight years of industry experience. He has previously worked at HSBC Bank and Signature Securities Group, among others. Lucente holds Series 63 and Series 66 designations. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and a range of institutional clients. The firm uses a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Daniel Gwizdak is a CFP® with 18 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has previously worked at Creative Financial Planning, Inc. and Commonwealth Financial Network. 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 employs a client-focused approach, developing portfolios based on individual objectives and risk tolerance, and utilizes independent managers or turnkey asset management programs when appropriate.

Peter Knapp is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Guardian Life, Cadaret Grant & Co., Inc., and Lincoln Investment. Outside of advisory work, he is a member/owner at Westchester Financial Partners LLC, which provides insurance sales and services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various models and access to third-party managers. The firm’s investment approach includes proprietary mutual fund screening and emphasizes fiduciary responsibility, with many advisors maintaining outside business activities alongside advisory services.

Douglas Solinsky is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Benchmark Investments, Inc. and NewBridge Securities Corporation. Outside of advisory work, he hosts the Wall and Main Podcast, engaging in discussions on investment topics. Kingswood Wealth Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and institutional investors, offering tailored portfolio management, financial planning, and fiduciary advisory services through an open-architecture approach.

Ian Murray is a financial advisor with Mariner Independent holding a Series 66 designation and five years of industry experience. He previously worked at Ameriprise from 2019 to 2022 and currently provides investment advisory services through Mariner Platform Solutions and SideBar Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement consulting, and access to a broad range of investment tools, supported by affiliated trust and institutional pension consulting services.

Eric Carrara is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at NPA Asset Management since 2004, Nationwide Planning Associates since 2003, and Evergreen Financial Services since 1990. In addition to his advisory roles, he operates an independent insurance agency selling life and health insurance to the same client base. NPA Asset Management is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning and model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Athanasios Kolefas is a CFP® and CFA® credentialed advisor at Modera Wealth Management, LLC with three years of industry experience. He previously worked at Epirus Investment Management and TIAA/Nuveen Investment Management. Outside of his advisory role, Kolefas serves on the advisory board of a pharmaceutical company, participates in financial oversight for a local church, and advises the owner of a diner on financial results. Modera Wealth Management provides fiduciary, fee-only advisory services to individuals, institutions, and nonprofits. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, incorporating diversified asset mixes and selective use of independent managers and private placements to align portfolios with client objectives.

Brett Weaver is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Nationwide Planning Associates since 2015. In addition to his advisory role, he is an independent insurance agent specializing in the sale of life insurance and fixed annuities. 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 utilizing third-party sub-advisors for day-to-day trading oversight.

Anthony Fella is a financial advisor at Citizens Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, Transamerica, JPMorgan Chase, and other firms. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate, and business consulting services.

Daysi Leiva is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Fieldpoint Private Securities, LLC since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with a range of portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside comprehensive due diligence and ongoing account reviews.

Lindsay Sturmak is a CFP® professional with 27 years of experience in the financial industry. She is currently with Perigon Wealth Management, LLC, where she has worked since 2019. Her prior experience includes roles at BlueSky Investment Management, National Planning Corporation, and RLP Wealth Advisors LLC. She is also involved with ESG Forward, an educational organization focused on raising awareness around environmental, social, and governance (ESG) and sustainable investing. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, ongoing monitoring, and oversight of wrap programs and sub-advisor relationships.

James Rubinton is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including tenures at RBC Capital Markets and City National Bank. His current role began in 2025 with Citizens Private Wealth and its affiliated entities. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

John Dolan is a financial advisor at Kingswood Wealth Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alden Investment Group, Cantella & CO., Inc., and Edward Jones. He serves as trustee of the Herbert Gareiss Jr Trust, administering the trust according to its specific terms. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management alongside ERISA plan advisory and consulting services.