Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Jonathan Dreskin is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2011. Outside of his advisory role, he is involved with a family limited partnership and works as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that provides managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.

Jordan Price is a financial advisor at Calydon Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Express for three years, along with roles at Indiana University and other firms. Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities focused on dividend-oriented companies, combined with credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

Michael Surbrug is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been associated with Lord Abbett Distributor LLC since 2003. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm integrates top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets and supporting approximately 17,842 clients.

Melissa Alaimo is a financial advisor with Pallas Capital Advisors, LLC and holds Series 63 and Series 65 licenses. She has two years of industry experience, including roles at PKS Investments and Preferred Pediatric Orthopedic Surgery. Outside of finance, she has connections to a consulting business through family but has no active duties there. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers a long-term, customized investment approach and provides wealth management services including family office support and retirement plan fiduciary services.

Eric Lalime is a CFP® professional with 18 years of industry experience. He is currently an advisor at Pallas Capital Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill Lynch. Outside of his advisory work, he owns Yellowfin Wealth Management LLC, a holding company. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm serves individuals, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and family office services, using a primarily long-term, fiduciary investment approach.

Andrew Ashkenazy is a financial advisor with Lifemark Securities Corp. and holds the Series 63 designation. He has 15 years of industry experience, including roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He also works as an independent insurance agent, providing various life, disability, health insurance, and fixed annuity products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides a range of investment programs tailored through risk assessments and manages accounts on both discretionary and non-discretionary bases.

Robert Varriano is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Private Wealth in Tarrytown, NY. He has a longstanding career at Clarfield Financial Advisors, Inc., where he has been since 1990. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and other entities. The firm employs a long-term asset allocation approach within an open-architecture framework and offers a range of investment management and consulting services, including discretionary portfolio management overseen by a Chief Investment Officer.

Jeremy Lieberman is a CFA® charterholder with nine years of industry experience. He has been with Advisors Capital Management, LLC since 2015. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8 billion in assets and serving a large number of clients through an intermediary model.

Robert Dowling Jr. is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Westwood, NJ. 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, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Henry Hagedorn IV is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Messiah University and LifeGuide Financial Advisors. Outside of financial services, he has experience working in the food service and recreation sectors. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with an in-house accounting and tax service capability, supporting a range of clients including high-net-worth individuals and businesses.

Zachary Smith is a Series 65–licensed financial advisor with Advisors Capital Management, LLC, where he has worked for a total of eight years including his current tenure since 2025. Based in Ridgewood, NJ, he has five years of industry experience following his time as a full-time student. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and other financial intermediaries, providing discretionary portfolio management through customized accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm integrates macroeconomic analysis with security selection across a range of asset classes and manages over $8 billion in assets.

Anita Bosch is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 designations. She has 20 years of industry experience, including 12 years at Citigroup Global Markets and multiple roles within the Citizens organization since 2020. She currently serves as a board member of the Moxxie Mentoring Foundation, where she assists in strategic planning and implementation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm employs a long-term, open-architecture investment approach, offering both discretionary and non-discretionary portfolio management along with tax, estate, and business consulting services.

Jeffrey Deiss is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2016. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, using a blend of top-down macro and bottom-up security analysis across multiple asset classes.

Edgardo Martinez is a financial advisor with Gladstone Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Gladstone and LPL Financial in 2025. Outside of his advisory role, Martinez is a business owner of Strictly Prestige Global Transport LLC, a non-investment-related company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that combines individual securities, mutual funds, alternative investments, and tax-managed strategies, supported by due diligence from its Investment Committee.

Tom Hamilton is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Christopher Flanagan is a financial advisor with Prospera Financial Services, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services before joining Prospera in 2015. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Libertad Rosenkranz is a financial advisor at NPA Asset Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Planning Associates, Inc. since 2010. Rosenkranz serves as president of the PWN Account Association Tri-State and has experience as an independent insurance agent. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Nicholas Pirrotta is a CFP® with five years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. He has been with Citizens Private Wealth since 2005 and has worked at affiliated entities including Citizens Bank and Citizens Securities, Inc. He serves on the boards of Greater Mental Health of NY and the Mental Health Association of Westchester, chairing the audit committees for both organizations. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and a range of institutional clients. The firm focuses on long-term, customized asset allocation within an open-architecture framework and offers discretionary portfolio management, tax and estate structuring, and business consulting services, leveraging its affiliation with Citizens Bank for additional product and operational features.