Alessio Mennonna is a Series 65-licensed advisor at Virtue Capital Management, LLC with one year of industry experience. Prior to joining Virtue Capital Management, he worked at KVL Audio Visual Services and AMAZON and studied at Berklee College of Music. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with an investment committee overseeing third-party managers and model strategies.

Nicholas Caradonna is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wunderlich Securities, Inc. and LPL Enterprise LLC, with a seven-year period as a stay-at-home. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines macroeconomic insights with detailed security analysis across multiple asset classes and manages over $8 billion in discretionary assets, acting as an outsourced sub-advisor and offering additional services such as affiliated mutual fund strategies and insurance agency ownership.

George Kuruvilla is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has previously worked at Center Street Advisors, Inc. and Lifemark Securities Corp. Outside of his advisory role, he is an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches, with oversight from an investment committee conducting due diligence on third-party managers and model strategies.

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. with 27 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Fidelity Investments, including Fidelity Personal and Workplace Advisors, as well as Ernst & Young Investment Advisers LLP. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, third-party manager programs, and a variety of model portfolios across risk profiles, employing a mix of fundamental, technical, quantitative, and tactical investment strategies.

Craig Kaufman is a financial advisor at Citizens Private Wealth with 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and UBS Financial Services. He serves on the Board of Trustees for Temple Emanuel of the Pascack Valley. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and consulting services.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Jennifer Aimone Seiler is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RMR Wealth Builders in 2019, she worked at Calton & Associates, Inc. for 11 years and Cetera Wealth Services, LLC for 5 years. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Matthew Smith is a CFA® charterholder with 12 years of industry experience. He is currently with Citizens Private Wealth, where he has worked since 2020. Prior to this, he has also held roles at Citizens Securities, Inc. and Citizens Bank. 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 tailored, long-term asset allocation approach within an open-architecture investment platform, offering both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Brogan O'Connor is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He joined RMR Wealth Builders, Inc. in 2024 after spending 11 years at Sentinel Benefits & Financial Group. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

William White is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Belpointe since 2017 and previously held roles at Lexco Wealth Management Inc, Calder Service Systems, and National Planning Corp. White is also involved in selling life settlements and fixed insurance products on a limited basis. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and a variety of portfolio strategies, combining internal portfolio construction with third-party manager relationships tailored to client objectives and risk tolerance.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Ronald Deramon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at First Advisors National since 2018 and previously spent nine years with H.D. Vest Insurance and Investment Services. In addition to his advisory role, Deramon operates an accounting practice and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and monitoring, supplemented by fundamental analysis and tailored client reviews.

Roy Corr is a financial advisor at Citizens Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Faraday Capital, First Republic Investment Management, and Guggenheim Partners. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services such as tax and estate structuring and business consulting for multigenerational families and closely held businesses.

James Cantela is a CFP® professional at MissionSquare Retirement with 14 years of industry experience. His career includes roles at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways provides discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, with investment advice and model portfolios developed by Morningstar Investment Management.

Michael Luis is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Calton & Associates, Inc. for eight years. He has been associated with RMR Wealth Builders for multiple periods since 2011. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

John Higgins VII is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. His prior experience includes roles at Personal CFO Solutions LLC, Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and consulting, with investment strategies executed by independent advisors using a variety of asset allocation and analysis techniques.

Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. 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 and oversight of sub-advisors.