Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. Prior to joining AlphaCore in 2026, he spent 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm with roughly 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Timothy Piacentini is a CFA® charterholder with 13 years of industry experience, currently serving at Pinnacle Associates, Ltd. since 2002. He holds a Series 63 license and is based in Holmdel, NJ. Pinnacle Associates, Ltd. is an investment management firm that serves individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored equity and balanced strategies alongside fixed income and option overlays for non-institutional clients.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Kestra Financial Services, and Massachusetts Mutual Life Insurance Company. He is a board member of the Westfield Area YMCA, where he also chairs the Property and Investment Committees. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through a combination of internal investment teams and third-party managers, offering both discretionary and non-discretionary accounts.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and LPL Financial, LLC. Outside of his advisory role, he owns and operates a fixed insurance business focused on fixed annuities and insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies across a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and client education initiatives.

Mark Spooner is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Simplicity Wealth and has previously held roles at firms including The Leaders Group Inc, Investacorp Inc, and Securities America, Inc. He is also involved with the Simplicity Group as a Senior Planning Specialist focusing on life insurance support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing a range of advisory and managed account services combined with technology and operational support for other advisors.

Joseph Amato is a financial advisor with Alexander Capital Wealth Management LLC in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital and its affiliated entities since 2012 and previously worked at Gunnallen Financial, Inc. and Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in various holding companies and partnerships unrelated to investment advisory services. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, offering investment advisory and capital markets/M&A advisory services. The firm employs a combination of proprietary technical analysis and fundamental review to implement discretionary management strategies through multiple advisory teams and third-party platforms.

Roman Moldavsky is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities. Moldavsky has been associated with various Fortis entities since 2016. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, employing a range of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors and specialist approaches.

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 at Simplicity Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Leaders Group Inc and in various roles outside finance, including positions at NYU College of Dentistry, Mount Sinai’s Ichan School of Medicine, and UNICEF. Rossi is also involved with Simplicity Group as a Senior IR Analyst and IT support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside technology and operational services for advisers.

Tori Benjamin is a CFP® professional with 12 years of experience in financial advisory services. She has worked at CW Advisors, LLC since 2025 and previously spent eight years at Delta Financial Group, Inc. and one year at NPA Asset Management, LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Michael Sherman is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 66 licenses and has 27 years of industry experience. Sherman has been with Mutual of Omaha since 2010 and has a long tenure with Pathmark dating back to 1985. He serves as a voluntary board member for his condominium association, participating in governance and policy review. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting through platform relationships with Envestnet and Pershing.

Joseph Macellara is a CFP® with 13 years of industry experience, currently serving as an advisor at CW Advisors, LLC since 2025. Prior to this, he spent 34 years with Delta Financial Group, Inc. He is also a partner in 37 Stonehouse LLC, a real estate business. CW Advisors, LLC is a multi-team registered investment adviser managing roughly $15 billion in assets for individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a Core-and-Satellite investment approach, combining a variety of active, passive, strategic, quantitative, and ESG strategies across multiple asset classes, and offers a range of wealth management, financial planning, portfolio management, and sub-advisory services.

Marcel Hillary Smith is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Santander Securities since 2013 and is also associated with Santander Bank, NA since 2012. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm provides access to various investment strategies and maintains affiliated banking relationships integrated with its advisory services.

Joseph Marrocco is a Certified Financial Planner® with 12 years of industry experience. He is currently with CW Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Delta Financial Group, Inc., Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutions, employing a Core-and-Satellite investment framework that combines various active and passive strategies across multiple asset classes.

Francis Milo is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and also operates the Frank G. Milo Insurance Agency, where he offers a range of individual and group insurance products. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of internally managed valuation and momentum models along with third-party strategies to manage client portfolios, typically on a discretionary basis.

Garry Bale is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds the Series 66 designation and has worked at Euro Pacific Capital, Inc. since 2015 and previously at Chase Investment Services Corp. in 2010. 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 emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies, model portfolios, and third-party sub-advisory arrangements.

Wayne Howell is a CFP® professional with 23 years of industry experience, currently affiliated with CW Advisors, LLC. He has a background that includes 13 years at Delta Financial Group, Inc. and operates an accounting and tax practice as a CPA. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutions. The firm utilizes a Core-and-Satellite investment approach combining active and passive strategies across multiple asset classes and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Timothy Checko is a financial advisor at Realta Investment Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Merrill and LPL Financial LLC. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements strategies using diversified asset allocation, operating the NOVA platform and various third-party manager programs.

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.

Todd Scorzafava is a CERTIFIED FINANCIAL PLANNER™ professional at Wealthcare Advisory Partners LLC with 26 years of industry experience. He has held positions at LPL Financial and Greenberg & Rapp Financial Group. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures to construct diversified, long-term portfolios.