Christos Thomas is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Simon Quick Advisors since 2015. Outside of his advisory role, he teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diverse investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, with active roles in private fund management and integrated tax and back-office services.

Connor Barbella Roesler is a CFP® professional with four years of industry experience, currently affiliated with Kintra Wealth, LLC. He previously worked at Commonwealth Financial Network and Tupler Financial. Outside of advisory work, he is involved in fixed insurance sales during business hours. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and utilizes a model-driven investment process focused on tax efficiency and integrated planning.

Joseph Hibert is a CFP® professional with six years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. His prior experience includes roles at Bank of America/Merrill Lynch, J.P. Morgan Securities, JPMorgan Chase Bank, TP ICAP, and BGC Financial. He has also worked at the University of Delaware and the YMCA of Greater New York. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies with tactical adjustments reviewed by an Investment Committee.

Stephen Sebold is a financial advisor at Chelsea Advisory Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AXA Advisors, LLC for 18 years. Sebold has been with Chelsea Financial Services since 2020. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm typically manages diversified portfolios on a discretionary basis with a fundamental, long-term investment approach and integrates its services with an affiliated broker-dealer and custody platform.

Larissa Mehlfelder is a CFP® professional with 13 years of experience, currently serving at Simon Quick Advisors, LLC since 2009. She is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Meryl Futey is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. She has previously worked at Cetera Wealth Services and Avantax firms, among others. In addition to her advisory role, she is involved with MS Investment Partners and PKF O'Connor Davies Wealth Management. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm operates primarily through CPA networks and registered advisor representatives, offering tax-intelligent strategies and discretionary account management with approximately $7.57 billion in assets under management.

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Dai Securities, LLC. In addition to his advisory role, he is involved in outside insurance activities encompassing life, health, disability, and long-term care insurance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes asset allocation and diversification strategies and employs third-party managers and technology platforms to support client accounts, overseeing approximately $5 billion in assets managed by a team of 63 advisors.

Ankit Tuladhar is an advisor with B. Riley Wealth Advisors, Inc., holding a Series 65 credential and six years of experience in the financial industry. Prior to joining B. Riley Wealth Management, he worked at Caldwell University and the Group for Technical Assistance. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Ryan Hogan is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at The Leaders Group Inc, Johnson Asset Management, and Fenimore Asset Management Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a range of advisory services alongside technology and operational solutions for other advisers.

Amy Macisaac is a financial advisor at Cary Street Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill for 20 years, as well as at Purshe Kaplan Sterling Investments and Transcend Capital Advisors. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm uses a consultative approach to develop tailored investment programs that incorporate traditional and alternative strategies, supported by both third-party managers and in-house resources.

Ryan Hanisak is a financial advisor at Summit Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked with Summit Financial and its affiliated entities since 2002. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to client portfolio management.

Michael Ciccone is a CFP® professional with six years of industry experience. He is currently with Cary Street Partners and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm combines third-party and in-house resources to manage portfolios across various strategies, including traditional equities and fixed income, opportunistic and hedged approaches, and proprietary products such as the actively managed ETF TACK.

Patricia Caccavo is a financial advisor at Summit Financial, LLC with a Series 65 designation and seven years of industry experience. She has been with Summit Financial since 2018 and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2011 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to support customized client solutions.

Randi Loreti is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2002 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Della Lounsbery is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 license and 13 years of industry experience. She has worked with Avantax Advisory Services and Stephen E. Plain LLC, where she was involved in tax preparation and accounting. Lounsbery also has a role in managing patent-related matters through a separate business entity. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations, delivering these primarily through a network of CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across its 164 advisors and offers tax-intelligent investment strategies with a comprehensive approach to client account management.

Daniel Petrie Jr. is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Seraphim Capital Management and LPL Financial. In addition to his advisory role, he is a college professor at Fairleigh Dickinson University. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring using both model and bespoke strategies across various investment approaches, managing approximately $1.21 billion in assets.

Ian Welham is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including City Center Advisors, LLC and Haydenrock Solutions LLC. Outside of his advisory role, he is a partner and consultant at Elite Corporate Holdings LLC and owns LW Connections LLC, which connects business owners and individuals to experts in tax, legal, and business growth. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models and combines fundamental and technical analysis to implement strategies consistent with client objectives.

John Pisapia is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Chelsea Advisory Services since 2010 and has been associated with affiliated firms including Chelsea Financial Services and U S Securities International Corp. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach with discretionary portfolio management and integrates brokerage and custody services through a single affiliated platform.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and over 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously at PNC Investments from 2013 to 2016. Hoffman is also an author and writer as a non-investment-related activity. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, providing discretionary portfolio management and access to third-party managers, while also offering ERISA-related advisory services for qualified plans.