Edward Sullivan is an investment advisor representative at SeaCrest Wealth Management, LLC with 46 years of industry experience. He has been with SeaCrest and Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he serves as chairman of the investment committee and is a member of the athletic committee at Providence College. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and utilizes both proprietary and third-party artificial intelligence tools to support decision-making.

Paul Lynch is a CFA® charterholder with seven years of industry experience. He is affiliated with Greenwich Wealth Management, LLC, and previously worked at Bank of New York Mellon for 11 years. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm employs a multi-asset investment approach combining fundamental, technical, and macro analysis to build bespoke portfolios with discretionary authority tailored to client objectives.

Daniel Menton is a CFP® with 27 years of industry experience, currently serving with Citizens Private Wealth. His prior experience includes roles at Flagstar Advisors and Signature Securities Group Corp. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments and foundations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides access to bank deposit programs, securities-based lending, and other affiliated services.

Robert Leininger is a financial advisor at GAMCO Asset Management Inc. in Greenwich, CT, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with GAMCO since 2010. GAMCO Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a Private Market Value with Catalyst philosophy supported by fundamental research and a separate Growth team with a top-down macro overlay.

Wilfred Guzman Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NPA Asset Management and its affiliated firms since 2010. In addition to his advisory role, he operates as an independent insurance agent through various agencies. NPA Asset Management, LLC serves individuals, including high-net-worth clients, corporations, pension, and charitable accounts through a network of 51 advisors managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to a broad range of investment products.

Jacob Wick is a financial advisor with NorthCoast Asset Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a diverse range of strategies across asset allocation, equity, fixed income, options, and alternative interval funds.

Timothy Hermann is a CFP® with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and has held prior roles at CI Roosevelt Private Wealth, The Roosevelt Investment Group, and Fisher Investments. Advisors Capital Management serves a broad mix of clients, including high-net-worth individuals and employee benefit plans, offering discretionary portfolio management with customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in assets, primarily acting as an outsourced sub-advisor to broker-dealers and RIAs.

Jason Murray is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His background includes roles at Innovation Partners LLC and Fiserv. Besides his advisory work, he is an author of several publications focused on entrepreneurship and personal development and also serves as a Medicare consultant and sales and marketing consultant through separate business ventures. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants while providing specialized advisory services including actuarial and insurance consulting.

Jackson Kleinert is a financial advisor at Greenwich Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Greenwich Wealth Management since 2018. Prior to that, he held positions at Westchester Country Club, Morgan Stanley, and Tullett Prebon, as well as studying at Southern Methodist University. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds bespoke portfolios using fundamental, technical, and macro analysis across a broad set of instruments and typically manages accounts with discretionary authority tailored to client objectives.

Paul Hagen is a financial advisor with Citizens Private Wealth who holds Series 66 and Series 63 credentials and has 24 years of industry experience. His career includes prior roles at Barclays Capital Inc. and multiple positions within Citizens Bank entities since 2015. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, 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, complemented by tax and estate structuring and business consulting services for multigenerational family and closely held business matters.

Hemant Singh is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and 38 years of industry experience. His prior experience includes roles at Aegis Capital Corp and National Asset Management, Inc., among others. Outside of his advisory work, he is involved in insurance services through ownership and producer roles in related businesses. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm employs a multi-team approach with a focus on international investing, model portfolios, and separately managed accounts, combining discretionary portfolio management with financial and estate planning services.

Vincenzo Iannucci is a financial advisor at Citizens Private Wealth with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Flagstar Advisors and Signature Securities Group. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pensions, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional products and services such as bank deposit programs and securities-based lending.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Konner Gershkoff is a financial advisor at Advisors Capital Management, LLC with a Series 65 designation and two years of industry experience. He has worked at Advisors Capital Management since 2019 and previously held roles at JWC Research and Tuition Management Systems. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, offering custom private accounts and model strategies that combine top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

George Gipp is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds the CFP® and CFA® designations and has been with Clarfeld Financial Advisors, LLC since 2014. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Kieran Lynch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. His career includes prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities, and UBS Financial Services. Lynch is a board member of the nonprofit Bergen Irish Association. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and access to various specialized advisory services.

Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Andrew Benet is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including H.D. Vest Advisory Services and Innovation Partners LLC. In addition to advisory work, he owns Benet and Associates LLC, which provides tax preparation and accounting services, and he operates as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with insurance consulting and enterprise risk management.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Dylan Tuttle is a CFP® with eight years of industry experience, currently advising at Fifth Third Wealth Advisors LLC. His prior roles include positions at BNY Mellon, UBS Financial Services, Bank of America, and Merrill. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets, serving individuals, trusts, pension plans, charitable organizations, and institutional clients with a range of portfolio management and financial planning services. The firm implements household-level Investment Policy Statements and combines in-house oversight with third-party managers, leveraging its affiliation with Fifth Third Bank for integrated investment and custodial services.