Roy Corr is a financial advisor at Citizens Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Faraday Capital, First Republic Investment Management, and Guggenheim Partners. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services such as tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Berthel Fisher & Company Financial Services for 23 years. Greenberg also serves as a trustee for a life insurance trust and is the CFO of a venture equity fund. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, and ERISA plan advisory. The firm operates an open-architecture platform and incorporates affiliated financial entities and insurance-linked account management into its investment approach.

Douglas Moxham is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Citizens Private Wealth and has prior experience at PNC Investments, PNC Bank, and Merrill. Outside of his advisory role, he serves as a trustee managing an irrevocable family trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, and business consulting services, utilizing a long-term, open-architecture investment approach overseen by a Chief Investment Officer.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. 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 with mutual funds, ETFs, individual securities, and selected independent managers.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

Russell Fiske is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including B. Riley Wealth Management, National Asset Management, Maxim Group LLC, Joseph Gunnar & Co. LLC, and Oppenheimer. He is currently based in Ridgewood, NJ. 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 through a multi-team platform. The firm offers a range of portfolio management and planning services, with an emphasis on international investing and management of pooled-vehicle accounts.

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.

George Rioseco is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Summit Financial and its related firms since 2008 and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he coaches youth lacrosse for the 2Way Lacrosse Club and participates as a vocalist and guitarist in a neighborhood band. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

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.

Michael Herron is a financial advisor at Citizens Private Wealth with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Citizens Private Wealth, he worked at several firms including J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and a variety of institutional clients. The firm offers customized investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional advisory services including tax, estate, and business consulting tailored to multigenerational and closely held business matters.

Douglas Solinsky is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. Prior to joining Kingswood Wealth Advisors in 2024, he worked at Benchmark Investments, Inc. and NewBridge Securities Corporation. Outside of his advisory role, he hosts the Wall and Main Podcast, where he conducts discussions with guests on investment topics. Kingswood Wealth Advisors serves a diverse range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, with a focus on customized investment solutions and integration with affiliated financial entities and insurance-linked account management.

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.

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.

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.

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 with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Alden Investment Group, Cantella & Co., Inc., and Edward Jones. In addition to his advisory work, he serves as trustee of the Herbert Gareiss Jr Trust, administering the trust according to its terms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored investment approach using an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.