Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.

Erica Keane is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at American Portfolios and OSAIC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

Marc Silverstein is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of advisory work, he is president of MAS Group, Inc., a property and casualty insurance business. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, customized portfolios, and retirement-plan advice through a network of independent advisors. The firm combines discretionary investment management by its in-house team with non-discretionary solutions and utilizes a proprietary mutual fund screening process called CAPSL.

Melissa Pavone is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Forefront and Mindful Financial Partners. She previously worked at Oppenheimer & Co for 11 years. Outside of her advisory work, Melissa is involved with Money Matters in Marriage, where she helps couples improve communication about finances, and she founded Mindful Divorce Partners, which focuses on divorce financial analysis. Forefront Wealth Partners is a team-based adviser serving individuals, business owners, and corporate clients through discretionary investment management and comprehensive financial planning. The firm offers customized portfolios and integrates related services such as tax and estate coordination to address a wide range of client needs.

Kenneth King Jr. is a financial advisor with Capital Analysts, holding a Series 66 credential and eight years of industry experience. He previously worked at Lincoln Investment and Pasternak Baum & Co., Ltd. Outside of advising, King owns Kenny King Consulting Inc., an S Corporation focused on tax structure and solo 401(k) plans for independent contractors. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors, combining discretionary investment management with proprietary mutual fund screening and access to third-party managers.

Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to his advisory role, he is licensed as an insurance agent/broker, providing health, life, disability, long-term care insurance, and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and internal investment management using proprietary screening and model portfolio construction.

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Brandon Mangan is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2025, he worked at Bank of America N.A. and Merrill from 2021 to 2024. He also has experience in education and collegiate athletics, having worked at Island Trees High School and Major League Lacrosse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research, security pricing, and roles as a security-based swap dealer and futures commission merchant.

Anthony Martins is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and J.P. Morgan Bank N.A. Outside of his advisory role, he is a partner in My Favorite Beverage LLC, a marketing affiliate focused on maintaining an e-commerce website. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and arrangements.

Michael Mincone is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon.com Inc. and Healthfirst Inc. prior to joining Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves very large institutional investors and employs a range of management platforms and third-party solutions.

Melissa Narine is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Citibank since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Thomas Desroches is a financial advisor with PlanMember Securities Corporation, holding a Series 66 credential and eight years of industry experience. His career includes roles at Pruco Securities, The Prudential Insurance Company of America, and Axa Advisors. Outside of finance, he works as a garden assistant at Stew Leonard's Grocery Store and coaches youth basketball and soccer with Programs 4 All Kids. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Jason Bonito is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Citigroup since 2017 and previously worked at Joseph Stone Capital, LLC from 2013 to 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with distinctive market roles, providing varied advisory solutions including discretionary accounts, alternative investments, and lending secured by advisory assets.

Kimberly Janowski is a financial advisor at PlanMember Securities Corporation with two years of industry experience. She holds a Series 66 designation and has worked with PlanMember and Mutual Inc. since 2023. Outside of advisory work, she is involved with Cado Capital LLC, where she provides tax preparation and related services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

Calum Leonard is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 designations and 14 years of industry experience. His prior experience includes roles at UBS and J.P. Morgan affiliates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and arrangements, including in-house research, derivatives services, and bespoke discretionary solutions for very large clients.

Anthony Speranza is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Citi Bank, United Mortgage Company, and New York Life Insurance Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities such as in-house research and specialized market roles.

Mark Milano is affiliated with PlanMember Securities Corporation and holds a Series 66 designation. He has experience working with Mutual Inc./Daybright, PlanMember Securities Corporation, and Manhattan Beer Distributors. Outside of his advisory role, Milano has also worked in other industries including beverage distribution and valet services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services such as seminars and personalized retirement planning.

Michael Faraci is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. In addition to his advisory work, Faraci has served as a math teacher at Manhasset Union Free Schools since 1996 and provides private math tutoring. He also chairs the Manhasset Benefits Trust, which administers benefits to union members. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, complemented by education and support services for plan sponsors and participants.

Michael Geisen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Alexander Dudley is a CFP® and ChFC® credentialed financial advisor with three years of industry experience. He currently works with PlanMember Securities Corporation and has prior experience with Mutual, Inc. DBA JTeam. Outside of his advisory role, Dudley is involved in soccer coaching through Royal Sporting Group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing risk-based mutual fund portfolios and offering education and support services to plan sponsors and participants.