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 Accinelli is a financial advisor at Gamco Asset Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gamco and Gabelli & Company, Inc. since 2006. Outside of his advisory role, he owns Evry Scnd Cnts, a health and lifestyle newsletter. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-oriented investment approach supported by fundamental research and company-specific catalysts, alongside a growth strategy that incorporates macroeconomic analysis.

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.

Michael Fleming is a financial advisor with TSA Management Inc. based in Glen Head, NY, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TSA Management since 2009. Fleming also owns a non-investment-related law firm providing legal advice on trusts and estates, and serves as trustee for multiple trust accounts. TSA Portfolio Management Inc. offers investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion across about 2,566 clients, emphasizing asset allocation, tax-aware security selection, and a combination of in-house and third-party management.

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.

Matthew Monk is a financial advisor at TSA Management Inc with a Series 66 designation and two years of industry experience. He has been with Halliday Financial, LLC since 2023. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

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.

James Pino is a financial advisor at TSA Management Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HRC Services, Inc. since 1997. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $1.479 billion across about 2,566 clients and emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, combining in-house management with third-party managers.

Harry Figgie is a financial advisor at Greenwich Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenwich Wealth Management since 2009, with a brief tenure at Private Client Services, LLC from 2015 to 2016. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a range of investment strategies across multiple asset classes and offers discretionary portfolio management, financial planning, and retirement plan advisory services.

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.

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.

Rachel Pino is a financial advisor at TSA Portfolio Management Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HRC Services, Inc. since 1993. Outside of advising, she is a partner in MII Holdings, LLC, a real estate holding company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.5 billion using model allocations and emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing.