Danielle D'Angiolillo is a CFP® with 25 years of industry experience, currently serving at Prosperity Capital Advisors. She previously worked at Bank of America and Merrill for eight years and has held roles at McManus & Associates and other firms. In addition to her advisory work, she is a licensed insurance agent and registered representative, engaging in insurance and securities sales. Prosperity Capital Advisors is an SEC‑registered enterprise adviser providing financial planning, consulting, and discretionary investment management for individual and high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a combination of core and specialized models alongside advisor-directed portfolios and third-party sub-advisors.

Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Main Street Financial Solutions in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs, actively managed funds, and individualized portfolio strategies, while also providing ERISA fiduciary consulting and using institutional and advisor-facing platforms.

Michael Clementi is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 30 years of industry experience. His career includes roles at Vfinance since 2003 and B. Riley Wealth Management since 2022. B. Riley Wealth Advisors provides investment advice and portfolio management services to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple program options, including Advisor-as-Portfolio-Manager, third-party managed programs, internally managed models, and financial planning, managing approximately $4.21 billion in assets across about 173 advisors.

Gary Ronan is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC, through which he conducts his advisory and insurance business, and also owns AFG Tax Services LLC, offering tax preparation and consulting services. Triad Wealth Partners serves individual and institutional clients through an independent network of Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses strategic asset allocation and an investment committee to manage proprietary and third-party models, offering diversified investment strategies across multiple asset classes.

Patrick Rogers is a Senior Relationship Manager at Prosperity - An EisnerAmper Company with 14 years of industry experience. He has held roles at firms including Dai Securities, APW Capital, and Scottrade. His current work focuses on client relationship management and wealth advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Amul Sant is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, and securities-based lending, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing suitability reviews.

Jason Sari is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining the firm in 2024, he worked at the University of Delaware and has experience in the hospitality and education sectors. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, managing approximately $674 million in client assets. The firm delivers discretionary portfolio management using a combination of fundamental, technical, and third-party research through a multi-advisor team.

Ryan Petti is a CFP® and ChFC® credentialed advisor with Hornor, Townsend & Kent, LLC, where he has worked since 2020. He has six years of industry experience and has also been associated with Penn Mutual Life Insurance Company since 2019. Outside of his primary role, he is involved in insurance sales and several financial advisory activities through affiliated businesses. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets through a platform that includes discretionary and non-discretionary accounts alongside third-party asset manager relationships.

Herbert Thornton is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Thornton has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services—spanning equities, balanced, and fixed-income portfolios—using strategic and tactical asset allocation, manager selection, and ongoing portfolio monitoring.

Peter Vitale is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife Securities. Outside of his advisory work, he is also active as an insurance broker for products beyond Guardian. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Scott Breckenridge is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Bank of America, N.A. and Merrill. He has been with Rockefeller Capital Management and Rockefeller Financial LLC since 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Ralph Primavera is a financial advisor at Oppenheimer with 57 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches, and maintains custody of client assets as a qualified custodian.

Francine Olk is a financial advisor with Private Advisor Group, LLC in Brooklyn, NY, holding a Series 63 designation and over 28 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2013, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms.

Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Robert Heegel is a ChFC® and Series 63 designated advisor with 13 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held roles at NYLife Securities LLC and New York Life Insurance Company since 2012. Outside of finance, Heegel is involved in the performing arts as a performer, producer, and director for several theater companies, and he owns and operates The Lucky Crumb, a small baking business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied programs tailored to client goals and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Daniel Smirnov is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, CitiBank, TD Bank, and Northfield Bank, as well as a four-year period at Baruch College, CUNY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages both discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

William Bianculli is a CFP® professional with 13 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Bianculli is also involved as a licensed sales agent for Integrated Financial Concepts LLC, where he sells property and casualty, life, health, disability, and long-term care insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with both discretionary and non-discretionary management, using a combination of third-party asset managers and model portfolios.

Jerome Goldberg is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with both Penn Mutual and Hornor, Townsend & Kent since 2002. Goldberg is also involved in multiple life insurance brokerage ventures, including Primary Financial and Goldberg Financial Associates, where he focuses on life insurance and annuities sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement consulting. The firm offers a range of advisory programs alongside broker-dealer services, featuring discretionary and non-discretionary account options and managing substantial assets under management.

Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and one year of industry experience. He has worked at Connolly, Switaj, Fogler & Co LLP since 2005 as a CPA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a combination of internal and third-party management.