Marian White is a CFP®-designated financial advisor with 34 years of industry experience, currently with Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, she worked at Lexco Wealth Management, Inc. and National Planning Corp. Outside of her advisory work, she is involved in community activities as a show producer and on-air personality for LMC Public Access TV and serves as a director of the Larchmont Rotary Club. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

John Gavey is a CFP® with 32 years of experience in the financial services industry. He currently serves as an advisor at Citizens Private Wealth and previously worked at firms including First Republic Bank and Morgan Stanley. Outside of his advisory work, he acts as a FINRA arbitrator, mediating securities-related disputes. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and additional services including tax, estate structuring, and business consulting for multigenerational family and closely held business matters.

Kevin Kern is a financial advisor at Advisors Capital Management, LLC with 24 years of industry experience. He has been with Advisors Capital Management since 2004. Kern holds Series 65 and Series 66 credentials. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, combining top-down and bottom-up analysis across various asset classes.

Mark Lange is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial. Outside of advisory services, he is involved in financial education through My Secure Advantage. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.

Matthew Foss is a CFP® professional with 13 years of industry experience. He is currently an advisor at Citizens Private Wealth and has previously worked for RBC Capital Markets for 10 years. Outside of his advisory role, Foss serves as a junior varsity lacrosse coach for a high school team. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as institutions such as pension plans, trusts, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management with quantitative and qualitative research.

Gabriela Villar is a CFP® professional at Modera Wealth Management, LLC with experience in the financial industry since 2016. She previously worked at Financial Decisions, LLC, Locker Financial Services LLC, and M. Moskowitz & Co. PA. Modera Wealth Management, LLC serves individuals, high-net-worth clients, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates investment management with accounting, tax, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

William Roll III is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he serves as a soccer goalie coach at Brewster High School in New York. NPA Asset Management, LLC is an SEC-registered investment adviser that offers 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.

Robert Stewart Jr. is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He has held roles at Kovack Advisors and Kovack Securities since 2008 and previously worked at First Montauk Securities Corp. from 2005 to 2008. Outside of his advisory work, he serves as a trustee and coach for the Park Ridge Athletic Association, organizing and coaching youth sports programs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, offering portfolio management, financial planning, and sub-advisory services through a mix of internally created models and third-party managers.

Anthony Caputo is a Series 65 licensed advisor at Pallas Capital Advisors, LLC with experience at several firms including PEAK Event Services, Teresas Prime, and Fresh Kitchen / College Fresh, Inc. He has also worked with Capco Craine & Hoist, Inc. and the University of Michigan. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management using a range of investments and provides family office services, retirement plan fiduciary offerings, and investment consulting to third-party advisors.

Mandie Evans is a financial advisor at Citizens Private Wealth with 15 years of industry experience. She holds a Series 66 designation and previously worked for 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Jennifer Mc Grogan is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and hosting quarterly meetings. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers customized financial planning and investment management using proprietary and third-party platforms, combining advisor-led discretionary management with model-based strategies.

Allen Mena is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and four years of industry experience. He has been with D.A. Davidson since 2021 and previously worked at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Louis Lo Grasso is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. He has been with Janney Montgomery Scott since 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Joseph Biegel is a CFP® with 21 years of industry experience, currently advising at Guardian Life and Park Avenue Securities. He has worked with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory role, he is involved in financial book publishing and marketing and serves as a volunteer advisory board member for OBS Financial Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary and third-party platforms, and a range of integrated lending and alternative investment options.

Miles Arvidson is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at firms including Aegis Capital Corp. and A.G.P. / Alliance Global Partners. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments through its connection with Guardian Life.

Jennifer Uzzi is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Daniel Guzzo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has been associated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Guzzo is also involved with the Taproot Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice through proprietary tools developed with Morningstar Investment Management. The firm operates at scale with a focus on asset allocation, contribution guidance, and retirement planning support.

James Licata is a financial advisor at Private Advisor Group, LLC with nine years of industry experience. He holds the Series 66 and Series 65 credentials and has held prior roles at firms including LPL Financial, Mass Mutual Life Insurance Company, Pruco Securities, and Axa Advisors. Licata is also involved with Aging Issues Management LLC, reflecting a focus on aging-related financial concerns. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and managed account solutions using both proprietary platforms and third-party managers.

Jarrett Hovland is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup since 2015, following five years at HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by extensive in-house research and unique market roles.

David Pugliese is a Series 66-licensed financial advisor with Guardian Life, based in Woodcliff Lake, NJ, and has 10 years of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory work, he is involved in fee-based business and estate consulting through Planning Alliance Consulting and has authored essays intended for publication. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investments.