Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

David Baum is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds a Series 63 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Massachusetts Mutual Life Insurance Company. His other business activity includes the occasional sale of fixed insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

Milind Shah is a CFP® with 26 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He holds Series 63 and Series 65 licenses and also works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Additionally, he is a co-trustee of an irrevocable life insurance trust established for his parents. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing proprietary and third-party investment solutions to implement customized strategies.

Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Principal Street Partners, LLC and R. Seelaus & Co Inc. Calydon Capital specializes in portfolio management, sub-advisory services, and private fund management for high-net-worth individuals, pooled investment vehicles, and other advisers. The firm combines proprietary equity screening models with credit underwriting for municipal strategies and manages both discretionary and non-discretionary assets.

Joseph Gileno is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Sovereign Global Advisors. Outside of his advisory work, he is involved in several business ventures related to real estate and tax preparation services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Gautam Chhada is a CFA® charterholder with nine years of industry experience prior to joining Summit Financial, LLC, where he has been an advisor since 2024. Before his current role, he worked at Brown Advisory from 2015 to 2024. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, along with financial planning and retirement plan advisory.

Andrew Scheffer is a financial advisor at Core Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Edward Jones, and Yoma Bank. Outside of financial advising, Scheffer is the founder of the 2 Minute M.O.N.K Method, a leadership coaching business serving senior executives. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

Joseph Dionisio is a CFP® professional with 10 years of industry experience, currently affiliated with Citizens Private Wealth. His prior experience includes roles at Clarfeld Financial Advisors, City National Bank, and First Republic Investment Management. Citizens Private Wealth 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 investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Connor Mahoney is a financial advisor at NFSG Corporation with four years of industry experience. He holds the Series 66 designation and has worked at Newbridge Securities Corporation since 2021, following a year at Greycliff Wealth Management. Outside of his advisory role, he is involved with Mahoney Asset Management, a lead generation and sales business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a mix of fundamental, technical, and cyclical analysis.

Adam Waldman is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 designation and previously worked at Flagstar Advisors and Signature Securities Group. Waldman is based in Tarrytown, NY. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, as well as business consulting services, operating within an open-architecture investment framework supported by its affiliation with Citizens Bank.

Dennison Veru is a financial advisor with Palisade Capital Management, LP, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Palisade since 2000. Mr. Veru serves on the boards of directors for Brickell Biotech, Inc. and BioCancell, Ltd., both portfolio companies advised by Palisade Capital Management. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across multiple equity and fixed income strategies, and holds formal subadvisory relationships alongside its separate account management.

Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Michael Cuttita is a financial advisor at Gladstone Wealth Partners with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and LPL Financial. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and utilize third-party managers and technology to manage client accounts.

Kelly Henning is a CFP® professional at Modera Wealth Management, LLC with 12 years of industry experience. She has been with Modera since 2014. Modera Wealth Management 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, debt securities, and equities, and offers additional services such as tax planning, retirement consulting, and trust-related services.

Vincent Mattone is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Advisors Capital Management, LLC since 2021 and previously spent six years at TD Private Client Wealth LLC and TD Bank, N.A. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm operates as both an outsourced investment manager to unaffiliated registered investment advisers and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Adam Leone is a CFP® and ChFC® with 16 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. 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 grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing strategies with independent managers, private placements, and optional ESG integration.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Matthew Ruffalo is a CFP®, CFA®, and Series 66-registered financial advisor with eight years of industry experience. He is currently with Citizens Private Wealth in Tarrytown, NY, and has held roles at Citizens Bank and Citizens Securities, Inc. since 2015. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.