Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. 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 and supplementary strategies such as independent managers, private placements, and optional ESG integration.

Teigyoku Springer is a financial advisor at Modera Wealth Management, LLC with seven years of industry experience. Prior to joining Modera in 2026, Springer worked at Sanctuary Advisors, Sanctuary Securities, Park Avenue Securities, and several insurance and financial services firms. Outside of advising, Springer volunteers on an election committee for Ridgewood, District 7 of Bregen County. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated services including tax planning, trust services, and business coaching.

Grayson Goulet is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, providing discretionary portfolio management, financial planning, and educational services with a broad range of investment options, including alternative and privately placed investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocation strategies.

Michael Brennan is a CFP® and ChFC® affiliated with Citizens Private Wealth, with five years of industry experience. He has been with Citizens Private Wealth since 2004 and also holds roles at CITIZENS Bank and Citizens Securities, Inc. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, emphasizing tailored long-term asset allocation and tactical adjustments based on market conditions.

Damon Varady is a financial advisor at SEIA with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Royal Alliance and Invest Financial Corp. He serves as a trustee on a family irrevocable trust. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments and employs a primarily non-discretionary investment approach.

Matthew Nurnberger is a financial advisor with Santander Securities LLC based in Bronx, NY. He holds a Series 66 designation and has three years of industry experience. His prior work includes positions at The Village Bank and LPL Financial. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, and delivers investment management primarily through the FMAX wrap-fee platform with third-party discretionary managers.

Dominick Lombardi is a Series 65 licensed financial advisor with four years of industry experience. He currently works at RMR Wealth Builders, Inc. and has previous experience at CI Roosevelt Private Wealth, The Roosevelt Investment Group, LLC, Lombardi Wealth Advisors, LLC, and IDB Bank. Outside of advising, he is a general partner at UASMBDY LLC, involved in real estate development and financial guidance for new projects. 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, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Mason Murdock is a financial advisor at RMR Wealth Builders, Inc. based in Montclair, NJ. He holds a Series 65 designation and has been with RMR Wealth Builders since 2024. Prior to his advisory role, Mason worked at Fortissimo Osteria from 2021 to 2024. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory programs.

Kayvan Karoon is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Capital Corp, National Asset Management, and Cetera Wealth Services. Karoon is also president of KS Capital Management Inc., where he manages client accounts. A.G.P. / Alliance Global Partners operates a multi-team platform serving over 7,000 clients with a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage products. The firm employs an open-architecture investment approach combining internal strategies and sub-advisory relationships, with a focus on international equity and value-oriented investments.

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

Mars English is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Popaganda and Stony Brook University. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with a focus on long-term, diversified asset allocation and customized investment programs.

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 1995. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services 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 focused on conviction-weighted portfolios across various equity and bond strategies, serving both institutional and private wealth clients.

Lorraine Salvo is a CFP® professional with 13 years of industry experience, currently serving at Palisade Capital Management, LP. She has worked at Massey, Quick & Co. LLC since 2004. 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 individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various strategies and serves as sub-adviser to mutual funds and investment adviser to collective investment trust vehicles.

Denise Mc Ginnis is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon, N.A. for 39 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm uses tailored strategic asset allocation frameworks and often delegates portfolio management to third-party managers and affiliated model strategies.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. 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 plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Sean Fellin is a financial advisor with United Capital Financial Advisors, holding Series 65 and Series 63 licenses and having five years of industry experience. He previously worked at M Holdings Securities, Inc. and Apexium Financial LP. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm supports customized investment solutions and operates a technology platform, FinLife Partners, that serves independent advisors.

Adam Scharf is a financial advisor at RMR Wealth Builders, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Hightower Advisors. Prior to his financial career, he spent over a decade with Stern Keiser & Panken LLP in the legal sector. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through various program options.

Scott Weinfeld is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank from 2002 to 2023 and has been with Flagstar in various roles since 2023. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp, affiliated with Flagstar. Flagstar Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering wealth management, managed account programs, and retirement plan consulting with approximately $784 million in discretionary assets under management as of 2025. The firm manages accounts primarily on a discretionary basis, allocating across multiple investment vehicles and third-party managers while operating as a wholly owned non-bank subsidiary of Flagstar Bank, N.A.

Keith Stecker is a financial advisor with RMR Wealth Builders, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, and specialized advisory services including annuity management and digital asset programs.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 66 and Series 63 credentials and possessing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2008 and has operated as a self-employed advisor since 1994. In addition to his advisory role, Costa provides estate planning services through an online platform, assisting clients with data entry and initial guidance. NPA Asset Management is an SEC-registered firm serving individuals, corporations, pension plans, and charitable accounts through a network of 51 advisors and over 2,200 client relationships. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to various investment products.