George Gipp is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds the CFP® and CFA® designations and has been with Clarfeld Financial Advisors, LLC since 2014. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Kieran Lynch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. His career includes prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities, and UBS Financial Services. Lynch is a board member of the nonprofit Bergen Irish Association. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and access to various specialized advisory services.

Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Andrew Benet is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including H.D. Vest Advisory Services and Innovation Partners LLC. In addition to advisory work, he owns Benet and Associates LLC, which provides tax preparation and accounting services, and he operates as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with insurance consulting and enterprise risk management.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2023. Outside of finance, he owns and operates Perry Bindelglass Foods, a company that sells sauces, and Bindelglass Photography, where he works as a professional event photographer. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis using a combination of fundamental and technical analysis tailored to client risk tolerances and objectives.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Dylan Tuttle is a Certified Financial Planner (CFP®) at Fifth Third Wealth Advisors LLC with eight years of industry experience. He has worked at BNY Mellon Securities Corporation, BNY Mellon, UBS Financial Services, Bank of America, and Merrill prior to joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for individuals, institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and access to alternative investments. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance client portfolios, leveraging its affiliation with Fifth Third Bank.

Luis Fernandes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He previously worked for nine years at BNY Mellon Wealth Management. Outside of his advisory role, he is involved in tax preparation through RK Tax Preparation LLC during tax season. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and other services to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs customized strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both third-party managers and affiliated model strategies.

Myra Rosenblatt is a CFP® with 35 years of industry experience and is currently with Capital Analysts. She previously worked for Legend Equities Corporation for 23 years before joining Lincoln Investment in 2017. She manages her investment business under the DBA SOSAE Rose Financial Group LLC. Capital Analysts serves individual and institutional clients, including high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and a proprietary mutual fund screening process.

James Halprin is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michael Strafford is a CFP® with 34 years of industry experience, currently serving at NPA Asset Management, LLC since 2004. He is also a CPA and has been involved in tax return preparation and life insurance services through Zenith Marketing since 1991. Strafford holds Series 63 and Series 65 licenses and maintains dual registration with NPA Asset Management and Nationwide Planning Associates, Inc. NPA Asset Management, LLC is an SEC-registered adviser offering 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 utilizing approved sub-advisors for trading while retaining supervisory oversight.

Steven Dym is a financial advisor with Advisory Services Network, holding a Series 65 designation and bringing eight years of industry experience. He has worked at Advisory Services Network since 2017 and previously operated Steve I. Dym and Co. from 2011 to 2017. Outside of his advisory role, he serves as a professor of finance at Rutgers University and is a published author. Additionally, he is the rabbi of Congregation Boruch Taam, where he teaches and lectures. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and investment consulting using a variety of investment strategies and implementation options tailored to client objectives.

John Lafferty is a CFP® and CFA® with 21 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2004. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Gianni Difroscia is a CFP® professional with five years of industry experience, currently associated with Citizens Private Wealth. He has worked at Citizens Bank and its affiliated entities since 2012. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Kenneth Hartos is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and four years of industry experience. Prior to joining MissionSquare, he worked at Fidelity Investments and Thrivent Financial. Outside of his advisory role, he operates a small eBay business specializing in retro video games and collectibles. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by providing retirement plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways approach includes managed accounts and fund advice developed by Morningstar Investment Management, delivered across multiple channels to MissionSquare-administered accounts.

Nicholas Caradonna is a financial advisor with Advisors Capital Management, LLC and holds Series 66 and Series 63 designations. He has 21 years of industry experience, including roles at Wunderlich Securities, Inc. and LPL Enterprise LLC. Outside of his advisory work, he is involved in non-variable insurance and real estate rental activities. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management through customized private accounts and model strategies. The firm integrates top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8.1 billion of discretionary assets.

George Kuruvilla is a financial advisor at Virtue Capital Management, LLC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Kuruvilla’s prior experience includes roles at Center Street Advisors, Inc. and Lifemark Securities Corp. He is also an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven investment approach with active management and quantitative optimization.

William Houck is a CFP® and ChFC® with 21 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 based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and specialized strategies.

Molly Rimes is a CFP® with four years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Her prior work includes roles at Insmmed Insurance Agency and positions in education at Florida State University and Fort Myers High School. 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 based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration upon client request.

Brian Doughney is a financial advisor at Nations Financial Group, Inc. He holds CFP® and CFA® designations and has 26 years of industry experience. Prior to joining Nations Financial Group, he spent ten years at Fidelity Brokerage Services LLC and seven years at Fidelity Personal and Workplace Advisors. Doughney is also the owner of Fortress Wealth Planning, where he provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and a range of model portfolios managed across various risk profiles, utilizing strategies that include ETFs, mutual funds, equities, and options.