Michael Bohlinger is a financial advisor at Leo Wealth, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic single-stock strategies to construct diversified, risk-tiered portfolios.

Matthew Compton is a financial advisor with Alera Investment Advisors, LLC, holding Series 65 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Aurora Private Wealth, APW Capital, Principal Securities, and Principal Life Insurance Company. Outside of his advisory work, he serves as Director of Retirement Services at Brio Financial Services, overseeing corporate retirement plan business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms alongside comprehensive advisory and retirement-plan services.

Joseph Sacco is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 registrations and 32 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and Merrill for 31 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm utilizes both discretionary and non-discretionary engagement models and a broad range of investment options, with a notable focus on institutional retirement services and private markets.

Eliza Forastieri Pitsikalis is a financial advisor at Wedbush Securities Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Banking USA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Owen Pardo is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Shephard Capital Management, LPL Financial, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

Eli Acevedo is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, J.P. Morgan Securities, and JP Morgan Chase Bank. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing suitability reviews.

Anthony Degregorio Jr. is a CFP® professional with 38 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He previously worked at American Portfolios Financial Services for 14 years. Outside of advising, he owns a tax preparation and accounting practice and volunteers as an accountant and advisor for a nonprofit organization, providing tax preparation and fundraising support. LaSalle St. Investment Advisors offers personalized fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, utilizing asset-allocation models and a diversified mix of investment vehicles.

Steven Melchiorri is a ChFC® with 24 years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at OneAmerica Securities and American United Life, as well as The ON Equity Sales Company and Ohio National Financial Services. Outside of advisory work, Melchiorri conducts free financial literacy workshops on social security and Medicare through the American Financial Education Alliance. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis while integrating its advisory services with affiliated broker-dealer and custody platforms.

Joseph Oberschewen is a financial advisor at Lanark Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management options.

Charles Duryee is a financial advisor at Leo Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has worked at Wilmington Trust and Simon Quick prior to joining Leo Wealth. Duryee’s background also includes four years at Bucknell University. Leo Wealth, LLC serves individuals—including high-net-worth clients—trusts, foundations, pension and profit-sharing plans, and corporate clients. The firm offers portfolio management, financial planning, and fiduciary services, utilizing a combination of ETF-based core and thematic models alongside single-stock systematic strategies to construct diversified, risk-tiered allocations.

Kenneth Quarnaccio is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously with Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. Outside of his advisory role, he is involved in insurance sales through the Simplicity Group. 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 develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular reviews.

Carlton Coleman is a financial advisor at Santander Securities LLC with a Series 66 credential and two years of industry experience. He has previously worked at J.P. Morgan Securities and UBS Financial Services Inc. Carlton is based in Jamaica, NY. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting via its clearing custodian.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of advising, he serves as an accounting intern at Monmouth Ocean Education Services. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers technology and operational services such as a private-label asset management platform and a third-party model manager program.

Marvin Rivas is a financial advisor with Siebert AdvisorNXT, LLC. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Equitable Advisors, XPO Logistics, New Jersey Institute of Technology, CVS Pharmacy, and Elizabeth High School. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offers access to third-party and independent managers, and combines automated portfolio management with negotiated wrap-fee structures.

Keith Lester is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has held prior roles at firms including Retirement Wealth Advisors, Regal Investment Advisors, and Ethos Technologies. Outside of his advisory work, Lester is involved in a personal business conducting streaming on Twitch. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, alongside technology-driven advisory and operational services for other advisors.

Jeffrey Gitterman is a financial advisor at Perigon Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors, Inc. He serves as a board member of the Childrens Health Institute, advising on fundraising for nonprofit research. 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 develops portfolios tailored to client objectives and risk tolerance, often delegating investment management to independent managers while retaining oversight and proxy-voting responsibilities.

Nicholas Iarrobino is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously at Regulus Advisors from 2015 to 2019. Outside of his advisory role, he is a licensed insurance agent and is involved in managing multiple real estate partnerships and property management entities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis.

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and avoid duplicate holdings across accounts.

Carlton Ebneth is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple firms including Foundations Investment Advisors and Physicians Wealth Advisory Group, where he also serves as president and sells insurance-related products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including alternative investments and private offerings.