Christopher Flanagan is a financial advisor with Prospera Financial Services, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services before joining Prospera in 2015. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

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 five years of industry experience. He is currently with Kovitz Investment Group Partners, LLC and previously worked at Connectus Wealth and NorthCoast Asset Management. 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 using proprietary market-exposure and security-scoring models, offering a broad range of strategies including equity, 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 31 years of industry experience. His career includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Aegis Capital Corp., and Oppenheimer. He is also the owner of Saratoga Global Partners. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales, utilizing an open-architecture investment approach that blends internal strategies with sub-advisory relationships and separately managed accounts.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds the Series 65 designation and previously worked as a self-employed advisor before joining Huckleberry Capital Management, where he continues to serve as an Investment Adviser Representative. Outside of finance, Mr. Sun is 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 employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm focuses on constructing diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and employs AI tools under human oversight to support research and administrative tasks.

Anne Driscoll is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and five years of industry experience. She has served as a manager of Equable Investment Management, LLC, a firm providing administrative services for Equable Portfolio Management. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management and consulting services with flexible engagement options and employs various securities and third-party managers in client strategies.

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 with Belpointe Asset Management LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Belpointe since 2015 and at Just Write Inc. from 2010 to 2019. Outside of his advisory work, he serves as a board member of the Stamford Old Timers Athletic Association, a nonprofit that provides scholarships to student-athletes and youth sports organizations. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory models and affiliated investment vehicles.

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 at BCG Securities, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at BCG Securities since 2016. Prior to that, he was with Raymond James Financial and Raymond James & Associates from 2008 to 2016. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts exceeding $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing or reviewing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

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-licensed financial advisor with 10 years of industry experience. He has worked at Gradient Advisors, LLC since 2021 and previously spent three years at AE Wealth Management, LLC and two years at Gebhardt Group Inc. Maldonado is also the owner of Income Harbor Wealth Management and Income Harbor Financial Group, where he provides financial planning and insurance services. Gradient Advisors, LLC offers 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 a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing approximately $289 million in assets and administering about $1.10 billion.