Keith Stecker is a financial advisor with RMR Wealth Builders, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, and specialized advisory services including annuity management and digital asset programs.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 66 and Series 63 credentials and possessing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2008 and has operated as a self-employed advisor since 1994. In addition to his advisory role, Costa provides estate planning services through an online platform, assisting clients with data entry and initial guidance. NPA Asset Management is an SEC-registered firm serving individuals, corporations, pension plans, and charitable accounts through a network of 51 advisors and over 2,200 client relationships. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to various investment products.

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.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to 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 and supports a network of advisors through both discretionary and non-discretionary asset management.

James Colleary is a financial advisor with NPA Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Nationwide Planning Associates, Inc. since 2010. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts, MA Direct third-party sub-advisor programs, and MA Custom AdvisorFlex model portfolios. 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.

Keith Schaber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he operates College Point Tax Service, providing tax preparation services, and serves as a trustee and executor for the Harvey Whiting Trust and Estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Daniel De Riso is a CFA® charterholder affiliated with Advisors Capital Management, LLC. He has no prior industry experience and has worked at ABCO Peerless Sprinkler Co since 2019. Outside of finance, he owns RG Entertainment, LLC, an online retail business selling furniture and beauty products through social media platforms. 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 offers customized private accounts and model strategies, employing a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Kenneth Schnoll is a financial advisor at NPA Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nationwide Planning Associates, Inc., Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of his advisory role, he buys and sells collectibles as a personal interest. NPA Asset Management, LLC provides managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm employs a model that combines advisor-led planning with delegated portfolio management, overseeing approximately $1.01 billion in client assets as of December 2024.

Alexander Salton is a CFP® with 16 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. His prior roles include positions at Raymond James Financial Services and Legg Mason Asset Management. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with offerings that include specialist advisory options such as annuity management and a discretionary Digital Asset management program.

Gerard Clark Jr. is a financial advisor with Accurate Wealth Management, LLC, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has worked at RJL Financial Group since 2017 and has been involved with Rjl Consultants Inc. since 1998, serving as President. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm provides discretionary portfolio management and financial planning with an investment approach emphasizing value, safety, quality, and risk control, managing approximately $1.71 billion in regulatory assets under management.

Gabriella Milley is a financial advisor with NPA Asset Management, LLC, holding the Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Nationwide Planning Associates, Inc. since 2016. Outside of her advisory work, she teaches financial planning classes to adults at Princeton Adult School and is involved in manufacturing and selling wearable art made from natural materials through a family-related business. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors, managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs and third-party asset manager referrals, providing services via its Advisor’s Edge platform that include discretionary and non-discretionary portfolio management and performance monitoring.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

Daniel Mazurek Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with NPA Asset Management since 2008 and also maintains long-standing roles with Highland Wealth Management, Corridor Financial LLC, and Nationwide Planning Associates Inc. Additionally, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts and third-party sub-advisor solutions. The firm serves individual and high-net-worth investors, corporations, pension plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and managing over $1 billion in client assets.

Erkan Afacan is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining International Assets Investment Management in 2022, he worked at Nationwide Planning Associates and Cambridge Investment Research for over 15 years. Outside of his advisory role, Afacan serves as the president of a homeowners association in Ridgewood, NJ. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and third-party manager referrals.

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.

Garrett Hill is a financial advisor at Sepio Capital, LP with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary strategies with allocations to unaffiliated independent managers, employing fundamental analysis and a generally long-term orientation while allowing shorter-term trading to meet client needs.

Joseph Hibert is a CFP® professional with six years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. His prior experience includes roles at Bank of America/Merrill Lynch, J.P. Morgan Securities, JPMorgan Chase Bank, TP ICAP, and BGC Financial. He has also worked at the University of Delaware and the YMCA of Greater New York. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies with tactical adjustments reviewed by an Investment Committee.

Gregory Tomczak is an advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has experience as a practicing attorney, maintaining an active law practice through Tomczak Law, PLLC. His professional background includes legal work and licensed insurance activities related to accident, health, life, and variable annuities. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management using proprietary and third-party model portfolios. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and offers specialized retirement account management.

Wilfred Guzman Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with NPA Asset Management and its affiliated entities since 2010. In addition to his advisory role, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform to 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.

Kathi Diorio is a financial advisor at Capital Analysts with 31 years of industry experience. She holds the CFP® and Series 63 designations. Her prior work history includes 22 years at Legend Equities Corporation and 9 years at Lincoln Investment. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to drive investment decisions.