Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Mark Ramos is a financial advisor with Fourstar Wealth Advisors, LLC in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Principal Securities, Principal Life Insurance Company, and Global Financial Private Capital LLC. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis with portfolio allocations across mutual funds, ETFs, individual securities, options, and independent managers, managing investments primarily on a discretionary basis tailored to clients’ risk tolerance and time horizons.

Andrew Massey is a financial advisor at Cary Street Partners with a Series 65 designation and two years of industry experience. His prior roles include positions at iConnections and BNY Mellon|Pershing. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party and proprietary investment strategies.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Carey Gertler is a CFP® professional with one year of experience at Prosperity - An EisnerAmper Company. He has been associated with Eisner Advisory Group LLC since 2021 and EisnerAmper LLP since 2014. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a multi-team structure and incorporates asset allocation and diversification strategies using third-party independent managers and technology platforms.

Ryan Edwards is a CFP®-designated financial advisor with 15 years of industry experience. He has worked with Intrua Financial since 2021 and was previously with Intrua Advisory Group LLC and LPL Financial. Edwards is also involved in a business entity for tax and investment purposes unrelated to securities trading. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of year-end 2024.

Leonard Dandridge is a financial advisor at Regal Investment Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Cornerstone Financial, Zyntex Inc, IRhythm Inc, and InfuSystem Inc. Outside of his advisory work, he has experience as a sales associate in retail. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

Kenneth Dugan is a CFP® with 22 years of industry experience, currently serving at Leo Wealth, LLC. He has held roles at affiliated entities including Leogroup Wealth Solutions, LLC and Leogroup Fund Services, LLC since 2013. He also maintains an active insurance license. Leo Wealth, LLC serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based and single-stock systematic strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Shinaola Atoro is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth, Atoro held positions at Walmart and IBM. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a range of investment vehicles including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

John Higgins is a CFP® professional with 39 years of industry experience, currently serving at Vanderbilt Advisory Services. He has previously worked with Patterson/Smith Associates, LLC and Commonwealth Financial Network, and is the managing member and owner of Patterson Smith Associates, LLC, where he is involved in selling fixed insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Linda Hilton is a CFP® with six years of experience in the financial industry. She currently works at Simplicity Wealth and has previously been involved with LifePro Asset Management, Triumph Planning Solutions, and Mantell, Prince & Reynolds PC. Outside of her advisory role, she owns a tax and accounting practice where she serves as a CPA. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and financial firms, offering services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with ongoing portfolio monitoring and third-party manager oversight.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at IDB Bank, IDB Lido Wealth, LLC, and GBS Finance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary strategies, often utilizing third-party managers and technology platforms.

Caitlin West is a financial advisor at The Ascent Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Osaic Wealth, Inc. and Fidelity Personal and Workplace Advisors. West serves as Co-Chair of the Rutgers School of Business Finance Area Advisory Board and as Non-Academic Co-Chair of an advisory board at Rutgers University. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and proprietary model portfolios.

Justin Shure is a CFP® professional with 19 years of industry experience. He is currently a wealth advisor at Prosperity - An EisnerAmper Company and has held prior roles at Dai Securities, 1417 Capital, Bay Colony Advisors, and Charles Schwab. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and focuses on asset allocation and diversification, utilizing third-party independent managers and model portfolios.

John Simon is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. Prior to joining Simon Quick Advisors in 2017, he worked at William E. Simon & Sons, LLC for 23 years. He serves as finance chair of the Arnold and Mabel Beckman Foundation, reflecting involvement in nonprofit finance. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocation to unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and it offers integrated tax and back-office services alongside sub-advisory relationships.

Jason Purvis is a Certified Financial Planner with nine years of industry experience. He is currently affiliated with Simplicity Wealth and has held roles at firms including Pruco Securities, Bank of America, Merrill, and AE Wealth Management. Outside of his advisory work, he engages in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm utilizes a fund-of-funds investment approach primarily involving ETFs and mutual funds, offers a range of advisory and managed account services, and provides technology and operational support for other advisers through its private-labelable platforms.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

Daniel Otoole is a financial advisor at Simplicity Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Simplicity Wealth in 2026, he worked at Meeder Investment Management, Inc., Quasar Distributors, LLC, and Horizon Investments. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering portfolio management and advisory services alongside technology and operational support for other advisors.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Robert Sayre is a CFP® with 23 years of industry experience, currently serving at Simplicity Wealth. His prior experience includes roles at Cetera and Mid-Atlantic Wealth Advisory, where he has been a principal since 2012. Sayre also holds a leadership role as president of Phyxius Capital Management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside managed account platforms and model portfolios monitored with ongoing rebalancing and due diligence.