Michael Brennan is a CFP® and ChFC® affiliated with Citizens Private Wealth, with five years of industry experience. He has been with Citizens Private Wealth since 2004 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, emphasizing tailored long-term asset allocation and tactical adjustments based on market conditions.

Robert Cannon is a financial advisor with Simplicity Wealth in Riverside, CT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Experity Wealth, Foundations Investment Advisors LLC, and Rudman Cannon Financial Advisors. Outside of advisory work, he owns and operates Cannon Wealth Solutions Inc, an agency for personal life insurance sales. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through a managed account platform.

Mars English is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Popaganda and Stony Brook University. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with a focus on long-term, diversified asset allocation and customized investment programs.

Denise Mc Ginnis is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon, N.A. for 39 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm uses tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies.

Harry Figgie is a financial advisor with Greenwich Wealth Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Greenwich Wealth Management since 2009, with a one-year tenure at Private Client Services, LLC from 2015 to 2016. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds bespoke portfolios using fundamental, technical, and macro analysis across a wide range of instruments and typically manages accounts with discretionary authority tailored to each client’s objectives.

Scott Weinfeld is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank from 2002 to 2023 and has been with Flagstar in various roles since 2023. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp, affiliated with Flagstar. Flagstar Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering wealth management, managed account programs, and retirement plan consulting with approximately $784 million in discretionary assets under management as of 2025. The firm manages accounts primarily on a discretionary basis, allocating across multiple investment vehicles and third-party managers while operating as a wholly owned non-bank subsidiary of Flagstar Bank, N.A.

Steven Kronethal is a financial advisor at CL Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CL Wealth Management since 2021. He also serves as president of Integrated Planning Associates, Inc., where he is involved in selling life, disability, group ancillary, and health insurance products. CL Wealth Management LLC is a multi-advisor firm that serves individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, consulting, and access to third-party money managers and educational workshops, tailoring investment strategies to client objectives through a combination of fundamental and technical analysis.

Seymour Williams is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Lifemark Securities Corp. and has previously worked at SunStreet Securities, LLC. In addition to his advisory work, he is engaged in tax preparation, independent insurance sales, mortgage brokerage, and real estate brokerage. 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’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, and Ameriprise. Wright was previously at NorthCoast Asset Management from 2008 to 2021 before joining Kovitz and returning with the firm's reorganization. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, institutions, and intermediaries. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a broad range of strategies, including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Brendan Haynes is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education at High Point University and Don Bosco Preparatory High School. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with client-directed trade execution.

Wayne Pinsent is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with Gamco Asset Management Inc. and Gabelli & Company, Inc. since 2008. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment process supported by fundamental research and a dedicated Growth team, managing a broad range of institutional separate-account composites and customized accounts.

Tony Saemai is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments and SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services, managing approximately $1.53 billion and employing a customized, long-term investment approach that combines fundamental and technical analysis with AI-supported decision-making.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Kathleen Allen is a financial advisor with M HOLDINGS SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has 20 years of industry experience. Her prior work includes roles at Foresters Financial Services and Foresters ADVISORY SERVICES LLC. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a combination of advisory and brokerage services with an emphasis on suitability-based recommendations, ongoing monitoring, and both discretionary and non-discretionary investment management programs.

Gerard Clark Jr. is a financial advisor with Accurate Wealth Management, LLC in Ridgewood, NJ, holding Series 63 and Series 65 credentials and offering 26 years of industry experience. He has previously worked with RJL Financial Group, Global Financial Private Capital, LLC, and is president of RJL Financial Group, a role he has held since 1998. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, educational services, and wrap-fee programs. The firm emphasizes individualized asset allocation focused on value, safety, quality, and risk control, with approximately $1.71 billion in regulatory assets under management.

Jared Krim is a financial advisor at United Capital Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services and Bank of America. His background includes roles in financial planning and investment advisory services, as well as involvement in insurance planning and sales. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams develop client-specific financial plans and manage assets through a range of strategies, including ESG and faith-based options, supported by a broad affiliate network and a platform that also serves independent advisors.

Susan Bock is an investment advisor representative with SeaCrest Wealth Management, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. She holds Series 63 and Series 65 credentials and has 49 years of industry experience. Her prior roles include positions at Merrill and Bank of America. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis and utilizes artificial-intelligence tools alongside human oversight.

David Skolnik is a Financial Consultant at Fidelity Investments, where he focuses on making financial education accessible and effective to help clients live the lives they want. He works with clients through a planning process that begins with understanding their personal and financial goals. He and his team consider each client's unique circumstances to develop relevant strategies aimed at achieving what is most important to them. David has held various roles in the financial services industry since 1995. His professional experience includes positions as a Financial Advisor at Citizens Securities from 2020 to 2023, Regional Sales Manager at Huntington Financial Advisors from 2017 to 2019, Regional Manager at Edelman Financial Services from 2015 to 2017, Executive Vice President of Wealth Management at Comerica Securities from 2004 to 2013, Regional Vice President at Nationwide Investment Services from 2003 to 2004, and Executive Vice President of Wealth Management at Wells Fargo Investments from 1995 to 2003.

Edward Sullivan is an investment advisor representative at SeaCrest Wealth Management, LLC with 46 years of industry experience. He has been with SeaCrest and Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he serves as chairman of the investment committee and is a member of the athletic committee at Providence College. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and utilizes both proprietary and third-party artificial intelligence tools to support decision-making.

Paul Lynch is a CFA® charterholder with seven years of industry experience. He is affiliated with Greenwich Wealth Management, LLC, and previously worked at Bank of New York Mellon for 11 years. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm employs a multi-asset investment approach combining fundamental, technical, and macro analysis to build bespoke portfolios with discretionary authority tailored to client objectives.