Thomas Alonso is a CFA® charterholder with four years of experience in the financial industry. He is currently with Hallmark Capital Management and has prior experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Alonso is associated with Valley Wealth Managers, Inc., a firm that manages approximately $2.69 billion for a mix of individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. Valley Wealth Managers uses a client-driven investment process with a focus on strategic and tactical allocations across equities, fixed income, and cash, supported by an investment committee and third-party services.

Matthew Stroup Sr. is a CFP® with 46 years of experience in the financial industry. He is currently with NPA Asset Management, LLC and has been with Nationwide Planning Associates, Inc. since 2010. Outside of his advisory role, he is the CEO and majority owner of 401 K Retirement Partners, LLC, a firm providing 401(k) consulting services. 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 utilizing third-party sub-advisors for day-to-day trading.

Michael De Pol is a financial advisor at Blue Point Strategic Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Point since 2012. De Pol is also an independent insurance agent affiliated with various agencies. Blue Point Strategic Wealth Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs model portfolios across multiple strategies and integrates both fundamental and technical analysis in managing client assets.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Jamahl Mahmood is a CFP® and ChFC® with 25 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has held prior roles at Purshe Kaplan Sterling Investments, Access Wealth Planning, NOAH'S ARK Financial Planning, and Northwestern Mutual Investment Management. Outside of his advisory work, Mahmood serves as a wedding officiant and is a board member of the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach focusing on mutual funds and low-cost ETFs while also utilizing actively managed funds, individual securities, and alternative investments.

Russell Fiske is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including B. Riley Wealth Management, National Asset Management, Maxim Group LLC, Joseph Gunnar & Co. LLC, and Oppenheimer. He is currently based in Ridgewood, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with an emphasis on international investing and management of pooled-vehicle accounts.

Adam Gorlyn is a financial advisor at Citizens Private Wealth with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Franklin Advisers Inc. and Franklin Templeton Financial Services Corp. among other firms. Outside of his advisory role, he is the owner of TGG Holdings LLC, a sole proprietorship involved in real estate interests. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services.

Kevin Strauss is a CFA® charterholder with 31 years of industry experience. He has worked at Advisors Capital Management, LLC since 2019 and previously spent 17 years at Abner, Herrman and Brock. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model strategies across various asset classes.

Lorenzo Aufiero is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with NPA Asset Management since 2005 and Nationwide Planning since 2002. Outside of his advisory roles, he works as a child support investigator for the Nassau County Department of Social Services. 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 third-party sub-advisors.

Jane Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63, 65, and 66 designations and 26 years of industry experience. She has been with Aegis Capital Corp. since 2012 and also works with Milton Skinner LLC since 2010. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple programs with a focus on non-discretionary advisory relationships.

Jonathan Lucente is a financial advisor at Citizens Private Wealth with eight years of industry experience. He has previously worked at HSBC Bank and Signature Securities Group, among others. Lucente holds Series 63 and Series 66 designations. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and a range of institutional clients. The firm uses a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Daniel Gwizdak is a CFP® with 18 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has previously worked at Creative Financial Planning, Inc. and Commonwealth Financial Network. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios based on individual objectives and risk tolerance, and utilizes independent managers or turnkey asset management programs when appropriate.

Marc Shapiro is a financial advisor at Palisade Capital Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. Palisade Capital Management provides 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 approach with conviction-weighted portfolios and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Peter Knapp is a financial advisor at Capital Analysts with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked previously at Lincoln Investment, Cadaret Grant & Co., Inc., and Guardian Life. Outside of his advisory role, he is a member and owner of Westchester Financial Partners LLC, an insurance sales and service business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Michael Herron is a financial advisor at Citizens Private Wealth with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Citizens Private Wealth, he worked at several firms including J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and a variety of institutional clients. The firm offers customized investment management within an open-architecture framework, combining quantitative and qualitative research, and provides additional advisory services including tax, estate, and business consulting tailored to multigenerational and closely held business matters.

Scott Doyle is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including SCF Investment Advisors, National Securities Corp, and Stifel Independent Advisors. Outside of his advisory role, Doyle is involved in senior health insurance, providing Medicare plan guidance through an independent senior health insurance representative business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a risk-based investment process supported by Envestnet and employing both internally developed and third-party models.

Ian Murray is a financial advisor with Mariner Independent holding a Series 66 designation and five years of industry experience. He previously worked at Ameriprise from 2019 to 2022 and currently provides investment advisory services through Mariner Platform Solutions and SideBar Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement consulting, and access to a broad range of investment tools, supported by affiliated trust and institutional pension consulting services.

Eric Carrara is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at NPA Asset Management since 2004, Nationwide Planning Associates since 2003, and Evergreen Financial Services since 1990. In addition to his advisory roles, he operates an independent insurance agency selling life and health insurance to the same client base. NPA Asset Management is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning and model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Athanasios Kolefas is a CFP® and CFA® credentialed advisor at Modera Wealth Management, LLC with three years of industry experience. He previously worked at Epirus Investment Management and TIAA/Nuveen Investment Management. Outside of his advisory role, Kolefas serves on the advisory board of a pharmaceutical company, participates in financial oversight for a local church, and advises the owner of a diner on financial results. Modera Wealth Management provides fiduciary, fee-only advisory services to individuals, institutions, and nonprofits. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, incorporating diversified asset mixes and selective use of independent managers and private placements to align portfolios with client objectives.

Brett Weaver is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Nationwide Planning Associates since 2015 and previously at VOYA Financial Advisors, Inc. and Voya Financial Partners, LLC. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of life insurance and fixed annuities. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors and manages approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to a range of investment products, delivering advisory services through the Advisor’s Edge platform.