Joel Kaufman is a financial advisor at Citizens Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase, First Republic, and UBS Financial Services. He is an owner of a credit shelter trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients with discretionary and non-discretionary investment management and comprehensive financial advisory services, including tax and estate structuring and business consulting. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and leverages its affiliation with Citizens Bank to provide additional product access and operational benefits.

Wendy Popowich is a financial advisor at Palisade Capital Management, LP with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade Capital Management since 2004. Outside of her advisory role, she serves as a trustee for her son's trust. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach and maintains formal subadvisory relationships, including work with mutual funds and collective investment trusts.

John Bruggemann is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2015. He also holds adjunct professorship positions at Ramapo College of New Jersey and the New Jersey Institute of Technology School of Management, where he teaches economics and international finance courses. 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. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets.

Philip Rutigliano is a financial advisor at NFSG Corporation with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Newbridge Financial Services Group, Newbridge Securities Corporation, Knights of Columbus, and Aurora Capital LLC. He occasionally consults with nonprofit and for-profit companies to improve their sales processes. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection, tailoring portfolios using fundamental, technical, and cyclical analysis with a range of investment strategies.

Michael March is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at NPA Asset Management, LLC since 2010. He also operates a tax preparation business and runs Educational Literacy Services, which provides college funding strategies for parents. Additionally, he participates in the finance committee of a local church, advising on financial and operational matters without compensation. NPA Asset Management, LLC is an SEC-registered investment adviser managing approximately $1.01 billion in client assets. The firm offers managed-account programs to 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 third-party sub-advisors.

Frederick Russell is a financial advisor at Moneco Advisors with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and Acorn Consulting Services, Inc. before joining Moneco Advisors. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative products, supported by ongoing portfolio monitoring and tax-efficient trading techniques.

Brianna Vanacore is a financial advisor at Valley Wealth Managers, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Valley National Bank. She has also worked in various positions outside finance, including at Rutgers University and Anthony Gerald Studio D. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and individual investors, including high-net-worth households. The firm employs a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis for equity selection, offering discretionary portfolio management and multiple wrap fee programs.

Bradley Goldman is a Series 65-licensed financial advisor with Palisade Capital Management, LP in Fort Lee, NJ, bringing 18 years of industry experience. He has been with Palisade Capital Management LLC since 2006. Outside of his advisory role, he serves as Treasurer for South Mountain Speech and Feeding LLC, a private speech and language pathology practice. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach across various equity and fixed income strategies and serves as sub-adviser to mutual funds and collective investment trusts.

Nicholas Maguire is a financial advisor at Valley Wealth Managers, Inc. with three years of industry experience. He holds the Series 66 designation and previously served in the United States Marine Corps from 2017 to 2022. Outside of his advisory role, he manages a residential rental property with his wife. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven process that combines strategic equity, fixed income, and cash allocations tailored to each client’s objectives.

Daniel Humphrey is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously held roles at Hightower Advisors, Equitable Advisors, Madison Trust, and several other firms. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation aligned with Modern Portfolio Theory and integrates traditional investment management with in-house accounting, tax services, and business coaching.

David Bindelglass is a financial advisor at Fourstar Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is also licensed as an insurance agent, selling various non-securities insurance products. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages portfolios primarily on a discretionary basis, using a blend of fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Manuel Escobar is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Nationwide Planning Associates, Inc. since 2019 and previously at Oriental Financial Services from 2013 to 2019. Outside of his advisory role, Dr. Escobar teaches investment theory and principles twice a year to the retirement board of the Panama Canal retirees association and has served as an analyst reviewing fixed income valuations for the University of Puerto Rico Retirement Board. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform to 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.

Matthew Ludmer is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Spire Investment Partners, LLC since 2013. Outside of his advisory work, he established the Aligned Center in 2016, a membership-based community organization focused on personal growth. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, manager-of-managers arrangements, and a diverse investment platform that includes tactical, active, and passive strategies.

Richard Rose is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NPA Asset Management and its affiliated broker-dealer, Nationwide Planning Associates, Inc., since 2010. Outside of his advisory role, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to 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.

Bernard Picchi is a financial advisor at Palisade Capital Management, LP with 14 years of industry experience. He holds the CFA® designation and a Series 63 license. Since 2009, he has been with Palisade Capital Management and serves as a director and chair of the Compensation and Human Resources Committee on the board of Mercer International, a manufacturing company based in Vancouver, BC. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various equity and convertible bond strategies and also serves as a sub-adviser to mutual funds and a fiduciary to collective investment trusts.

Steven Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is a member of Milton Skinner, LLC, a holding company for bill paying purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

Giovanni Valle is a CFP® professional with two years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at multiple firms, including Cetera Wealth Services, Facet Wealth, Mariner Wealth Advisors, and Beacon Trust Company. Avantax Planning Partners, Inc. provides financial planning, portfolio management, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across 164 advisors as of year-end 2025.

Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 credential and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, alongside a 25-year tenure at Atrium Advisors. Outside of advisory work, she is the founder of Feminomics, a business focused on issues related to women and money, delivering web-based content and presentations. Kaess also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of platforms and strategies, including advisor-managed portfolios and third-party money managers, and operates as part of the larger StoneX Group, offering integrated clearing, custody, and lending capabilities.