Michael Hans is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citizens Private Wealth and previously worked at Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC. 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 focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management, as well as tax, estate, and business consulting services.

Kathleen Fortoul is a financial advisor at Citizens Private Wealth with 35 years of industry experience. She holds the Series 63 designation and has held previous positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and UBS Financial Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary management alongside business consulting services for multigenerational and closely held business matters.

Wailam Lee is a financial advisor at Palisade Capital Management, LP with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 2006. 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 individuals. The firm employs a research-intensive, bottom-up fundamental approach focusing on conviction-weighted portfolios across various strategies and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Anthony Rocchio is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Brighton Jones LLC and has prior work history at Ameriprise and TIAA-CREF. Brighton Jones serves a diverse client base, including high-net-worth individuals, families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a holistic, balance-sheet approach, combining discretionary and non-discretionary management alongside access to private investment opportunities.

Robert Hardwick is a CFP® with 11 years of experience in the financial industry. He has worked at Perigon Wealth Management, LLC since 2019 and previously held roles at Aljen Asset Management LLC and RLP Wealth Advisors, LLC. Hardwick is also a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees sub-advisors and wrap-fee programs, with a focus on individualized portfolio construction and ongoing formal reviews.

Steven Smith is a financial advisor at The AmeriFlex Group with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co., Inc., Northeast Securities, Inc., LPL Financial, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Cohen & Steers Capital Management, Inc., Torchlight Investors, and Foreside Fund Services, LLC. 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, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach, managing strategies across various equity and fixed income portfolios, and also serves as a sub-adviser to mutual funds and collective investment trust vehicles.

John Bianchi is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC since 2020. His prior work includes roles at Royal Alliance Associates, INC. and Investment Advisors Asset Management, LLC. He is a member of the CFA Institute, a nonprofit organization focused on ethical investment research and portfolio management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating proprietary software and behavioral economics, combining passive and active management strategies with dynamic rebalancing.

Frank Calabrese is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, a firm offering investment and advisory services, and also acts as an agent for disability income insurance. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios combined with outside managers, and tailors strategies based on client objectives and risk tolerance.

Jeanne Weaver is a CFP® and ChFC® with 41 years of industry experience, currently serving at NPA Asset Management, LLC since 2015. She holds Series 63 and Series 65 licenses and has experience placing life insurance, annuities, and fixed insurance products through independent broker services. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Frank Fava is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining Vanderbilt in 2021, he worked at Westport Capital Markets, LLC for seven years. Outside of his advisory role, he is involved in a golf clothing manufacturing business, F-Squared Golf. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that integrates strategic asset allocation and multiple analytical approaches.

Jose Cao Alvira is a CFP® practitioner at Foundations Investment Advisors LLC with one year of industry experience. He is also a professor of finance at Barnard College of Columbia University and Lehman College of the City University of New York. Outside of his advisory role, he owns a consulting business focused on economic consulting services and life insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Anthony Megaro is a financial advisor at NPA Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Planning Associates, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he has developed a renewable energy device powered by water, for which he holds a patent. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a multi-team of 51 advisors. The firm manages over $1 billion in assets and offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, securities, and insurance products.

Eric Bicknese is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2010. Outside of his advisory role, he is involved in real estate sales, referring clients to brokers and acting as a point of contact. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory and reporting responsibilities.

Stephen Delgado is a CFA® charterholder with 15 years of industry experience. He is currently with Citizens Private Wealth and has previously worked at J.P. Morgan Securities and First Republic Securities Company. 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 emphasizes long-term, tailored asset allocation within an open-architecture investment framework and offers both discretionary and non-discretionary portfolio management alongside specialized services such as tax and estate structuring and business consulting.

Stephanie Spies is a CFP® and holds a Series 65 license, with seven years of experience in the financial industry. She has been with Modera Wealth Management, LLC since 2017, following prior roles at Ela Financial Group and CohnReznick LLP. Spies works out of Westwood, NJ, and her tenure at Modera spans roles within the firm’s multi-team structure. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with ancillary services such as tax planning, trust services, and business coaching, supported by an in-house accounting and tax capability.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Advisors since 2015, as well as at StoneX Securities since 2014. Outside of his advisory role, he coaches lacrosse. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and in-house teams, implementing strategies through various models and third-party managers with ongoing due diligence and client-imposed investment restrictions.

Michael Brodie is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisors Capital Management since 2014. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers customized private accounts and model separate-account and ETF strategies, combining macroeconomic analysis with fundamental, quantitative, and qualitative research.

William Thomson is a financial advisor at Prosperity Wealth Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management since 2018. His prior experience includes roles at Fortune Financial Services, Inc. and TFS Securities, Inc. Thomson has also served as an agent selling and servicing flood insurance policies since the 1980s and briefly worked as a missionary in 2013. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension and profit-sharing plans, offering asset management, financial planning, consulting, and third-party manager referrals. The firm manages approximately $442 million across about 1,600 clients, emphasizing tailored portfolio supervision with multiple methods of analysis and ongoing oversight of recommended third-party managers.

Yechiel Roth is a CFP® and PFS™ credentialed advisor at Archer Investment Corporation with one year of industry experience. He has owned and operated YH Roth CPA PC since 2013, providing accounting and tax services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes customized portfolio management based on comprehensive financial assessments and diversified allocations across multiple asset classes.