Patrick Bosworth is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Sowell Management and also serves as a partner and financial advisor at Eagle Eye Advisors. His prior experience includes roles at XP Securities LLC, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services Inc, and Giffen Solutions Inc. Sowell Management is a fee-based registered investment adviser with a multi-branch independent-contractor model supporting over 100 advisors. The firm serves individuals, retirement plans, corporations, registered investment advisers, and institutions with a range of investment management and advisory services, utilizing multiple investment styles and third-party sub-advisors.

Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and has experience at Hall Capital Partners LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income, and offers services including tax preparation, trustee duties, and ERISA retirement plan advisory.

Kenny Avenil is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own CPA firm for 25 years. His background includes roles at GWN Securities Inc and consulting for small businesses on managerial and cost-saving matters. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage portfolios, primarily on a discretionary basis.

Peter Floersch is a financial advisor at Cetera Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Advisory Services and 1st Global Advisors. In addition to his advisory role, Floersch is a partner at PKF O'Connor Davies LLP, a public accounting firm where he performs attest services. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process tailored to client goals, with portfolio management focusing on diversified mutual fund and ETF allocations aligned with risk tolerance, alongside supplementary services such as tax planning and estate-planning support.

Edward Mercier is a financial advisor at Simplicity Wealth with 38 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Retireone Investment Services and Portsmouth Financial Services. Simplicity Wealth serves a diverse range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers through its managed account platform.

Kevin Albrecht is a financial advisor at Novem Group with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, Cetera, and The Provident Bank. In addition to his advisory role, he maintains a part-time insurance agent activity. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to manage portfolios across a range of asset classes, offering both wrap and non-wrap management arrangements.

Brian Macellara is a CFP® professional with one year of industry experience, currently serving at CW Advisors, LLC. He previously worked for nine years at Delta Financial Group, Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

John Shall is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services, 1st Global Advisors, and other firms. Outside of his advisory work, he serves on the executive committee of the North Shore Long Island Jewish Health Care System Board of Trustees and is the chairman of the board of trustees at SI University Hospital. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm emphasizes a structured planning process, diversified portfolio management, and offers additional services such as tax planning and estate-planning support.

Anthony Romano is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for six years. Outside of his advisory work, he is involved in a trucking business and a detox and inpatient addiction recovery company as a partner and co-owner, respectively. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services combined with brokerage and investment banking capabilities. The firm employs an open-architecture investment approach with an emphasis on international investing and manages assets through a mix of in-house and third-party managers while also maintaining an active broker-dealer business and involvement with pooled vehicle portfolios.

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. He previously worked for 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides services including tax preparation, trustee services, and retirement plan advisory.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Inc., Kestra Financial Services, Inc., and Massachusetts Mutual Life Insurance Company. Swingle serves on the board of directors for the Westfield Area YMCA, where he chairs both the Property and Investment Committees. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and utilizes a long-term, diversified investment approach supported by an internal Investment Management team and customized portfolio options.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities and LPL Financial, and he operates a separate business focused on fixed annuities and fixed insurance. Strategic Blueprint, LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized, goal-based investment strategies through a network of independent advisors. The firm provides various portfolio management options, financial planning, and a subscription advisory program that emphasizes ongoing client education and fee transparency.

Mark Spooner is a CFP® with 25 years of experience in the financial services industry. He is currently with Simplicity Wealth and has previously worked at firms including The Leaders Group Inc, Investacorp Inc, SECURITIES AMERICA, Inc., and Highland Capital Brokerage. He holds Series 66 and Series 63 licenses and serves as a Senior Planning Specialist providing life insurance support. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm uses a fund-of-funds investment approach primarily through ETFs and mutual funds, offers model portfolios, and provides technology and operational support to advisers through its managed account platform.

David Cottam is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Wealth Management, LLC from 2005 to 2022. He is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Joseph Amato is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital since 2013, following a three-year tenure at Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in several business ventures including management roles in holding companies and partnerships. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, often via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and offers both long- and short-term trading strategies.

Roman Moldavsky is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, and Metlife Securities. Moldavsky has also been associated with multiple Fortis-affiliated entities throughout his career. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through various investment strategies, including ESG options, and manages discretionary portfolios totaling $1.615 billion in assets as of the end of 2025.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.

Anthony Rossi is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with Simplicity Wealth since 2025 and also holds positions at The Leaders Group Inc and Simplicity Group. His background includes roles in epidemiology and public health, as well as involvement with UNICEF. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach combining ETFs, mutual funds, and individual securities, and offers a technology-driven managed account platform for advisers.

Tori Benjamin is a CFP® with 12 years of industry experience. She is currently with CW Advisors, LLC and previously worked at Delta Financial Group, Inc. and Nationwide Planning Associates, Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.