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.

James Werner is a CFP® with 20 years of industry experience and has been with HRC Investment Services, Inc. since 2009. He is currently an advisor at Tsa Management Inc, a firm with a team of five advisors based in Glen Head, NY. Outside of his advisory work, Werner serves as Treasurer and Chairperson of the finance committee for the Youth and Family Counseling Agency of Oyster Bay and holds a governance role with Sagamore Junior Sailing, a nonprofit social club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a broad mix of securities while limiting aggressive tactics and serves approximately 2,800 client relationships with $1.285 billion in assets under management.

Francis Gilbride is a financial advisor at Greenwich Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon for ten years. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA 3(21) plan advisory, and third-party manager selection, building bespoke portfolios through a combination of fundamental, technical, and macro analysis across a broad range of investment instruments.

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.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

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 with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at Nationwide Planning Associates, Inc. since 2010 and previously spent three years at Cetera Wealth Services, LLC. Rosenkranz has served as president of the PWN Account Association Tri-State and as auditor of the Kindoreno USA Association. NPA Asset Management, LLC is an SEC-registered adviser serving 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, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

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.

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Brian Furleiter is a CFP®-credentialed financial advisor with Citizens Private Wealth in Tarrytown, NY, bringing seven years of industry experience. He previously worked at Clarfeld Financial Advisors, LLC for nine years and AXA Advisors, LLC for two years. Outside of his advisory role, Furleiter is a co-creator of a self-published book on basketball available through Amazon. Citizens Private Wealth primarily serves high-net-worth individuals and families, along with various institutional clients, providing discretionary and non-discretionary investment management within an open-architecture framework. The firm is affiliated with Citizens Bank, N.A., offering clients access to banking products alongside its investment and consulting services.

Kehong Zhu is a CFA® charterholder with five years of industry experience. He is currently with Kovitz Investment Group Partners, LLC and previously worked at Connectus Wealth and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary market-exposure and security-scoring models, offering a broad range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Joanne Feeney is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2015. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down and bottom-up analysis across various proprietary strategies and manages over $8 billion in assets, acting as an outsourced sub-advisor to intermediaries.

Joshua Barg is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Management, National Securities Corporation, Aegis Capital Corp., and Oppenheimer. Barg is the owner of Saratoga Global Partners. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management strategies, financial and estate planning, and brokerage and insurance products, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and previously worked at Huckleberry Capital Management and as a self-employed advisor. Outside of his advisory role, Mr. Sun consults for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs a tax-aware, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by AI tools and formal consent protocols to coordinate its comprehensive financial, retirement, tax, and insurance services.

Anne Driscoll is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and five years of industry experience. She has served as a manager of Equable Investment Management, LLC, a firm providing administrative services for Equable Portfolio Management. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management and consulting services with flexible engagement options and employs various securities and third-party managers in client strategies.