Libertad Rosenkranz is a financial advisor at NPA Asset Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Planning Associates, Inc. since 2010. Rosenkranz serves as president of the PWN Account Association Tri-State and has experience as an independent insurance agent. 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.

Nicholas Pirrotta is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2005 and also holds roles at Citizens Bank and Citizens Securities, Inc. Outside of his advisory work, Pirrotta 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, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families as well as institutional clients. The firm’s investment approach emphasizes tailored long-term asset allocation within an open-architecture framework, with discretionary portfolio management overseen by a Chief Investment Officer and supported by both quantitative and qualitative research.

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 four years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Kovitz Investment Group Partners, LLC and Connectus Wealth. 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 and offers a diverse range of strategies including strategic asset allocation, equity and 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 with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, with a combined tenure exceeding 17 years, as well as National Securities Corporation. He owns Saratoga Global Partners and has engaged in advisory and insurance-related activities outside his primary role. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm employs an open-architecture investment approach, emphasizing international investing and utilizing a combination of in-house management, third-party money managers, and sub-advisers.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked with Huckleberry Capital Management since 2017. Outside of advisory roles, he serves as a consultant 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 retirement plans, offering discretionary investment management and financial planning. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, implementing diversified mutual funds and ETFs while allowing individual securities and alternative investments when appropriate.

Robert Brown is a CFP® with 16 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has previously worked at Integrity Alliance, Private Client Services, and Apexium Financial, among others. Brown also holds licenses to sell life, health, and annuity insurance products and is involved as an insurance producer with M Financial Group. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and offers sub-advisory, consulting, and technology services to independent advisors.

Daniel Morris is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2015. Prior to that, he worked at JUST WRITE INC. from 2010 to 2019. Outside of his advisory role, Morris serves on the board of the Stamford Old Timers Athletic Association, a nonprofit that provides scholarships to student-athletes and youth sports organizations, and he is a partner at BirchTree Performance HR, an HR training firm. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Portfolio Medics in 2022, Mr. Tyson worked at Altium Wealth Management LLC and TIAA-CREF. He is also an independent insurance agent, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual securities, and other strategies, with an emphasis on retail and small-business clients.

Paul Arbeit is a CFP® with five years of industry experience, currently serving at Citizens Private Wealth. He has been with Citizens Private Wealth since 1999 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. His credentials include the Series 63 designation. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Daniel Grijalva is a CFP®-certified financial advisor with five years of industry experience, currently practicing at Citizens Private Wealth in Tarrytown, NY. He has been with Citizens Private Wealth since 2003 and also holds Series 63 registration. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with quantitative and qualitative research. Its affiliation with Citizens Bank, N.A. provides clients with access to bank deposit sweep programs, securities-based lending, and integrated investment and consulting services.

John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Douglas Pruett is a financial advisor with BCG Securities, Inc. in Park Ridge, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with BCG Securities since 2016 and previously worked at GPL Wealth Management, Axia Financial Advisors, and Raymond James Financial Services. BCG Securities serves institutional retirement plans and individual clients with portfolios generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring advice to client goals, primarily through non-discretionary strategies and the use of independent third-party managers.

Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and over 42 years of industry experience. She has worked at GWN Securities, Inc. since 2018 and previously at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Valente is also a licensed insurance agent specializing in life, accident, health, variable, credit, and travel insurance. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of in-house and external model strategies to manage portfolios on a discretionary basis with continuous monitoring and rebalancing in line with client objectives.

David Maldonado is a CFP® and Series 65 professional with 10 years of industry experience. He is currently with Gradient Advisors, LLC, where he has worked since 2021. Prior to that, he was affiliated with AE Wealth Management and Gebhardt Group Inc, and he also owns and operates Income Harbor, an investment advisory and insurance services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Paulo Aguilar is a financial advisor at Arkadios Wealth Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Inland Securities Corporation and Bluerock Capital Markets. Outside of his advisory role, he is a partner at Wealthstone Group, providing real estate consulting services related to market trends, investment analysis, and portfolio management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans delivered through various managed accounts and third-party managers. The firm uses a combination of fundamental, technical, and cyclical investment analysis and offers integration of alternative assets and consolidated reporting.

Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Roosevelt Investment Group and Unified Financial Securities. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining macroeconomic and security-level analysis across various asset classes.