Patrick Bergin is a CFP® with 36 years of experience in the financial services industry. He is affiliated with Capital Analysts and has held roles at Lincoln Investment Planning, Inc. and Biehl & Bergin Agency, Inc. since 1990. Outside of advising, he owns and manages an independent financial services office and is involved in health insurance referrals. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, utilizing proprietary investment models and partnering with third-party managers to tailor client solutions.

Barbara Villella is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at firms including Muriel Siebert & Co., Inc., LV Capital Partners, and Peterson Investments. Outside of her advisory roles, she is a franchise owner of Dream Vacations and operates a cruise business through an LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform. The firm employs a range of strategies including Modern Portfolio Theory, sub-advisory solutions, and a mix of discretionary and non-discretionary portfolio management.

John Sharkey is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and CFA® designations and has 22 years of industry experience. His prior roles include long tenure at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, as well as positions at MassMutual and Equitable Advisors. Outside of his advisory work, he serves on the Finance Committee at the Church of Saint Leo the Great. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Edward Hoffman is an investment advisor representative at Perigon Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at Vanderbilt Securities, LLC, Triad Advisors, Inc., and Gitterman Wealth Management. Hoffman is also involved in insurance services, designing insurance policies and annuity products through licensed agencies. 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 emphasizes individualized portfolio construction and serves as sponsor and overseer of wrap and sub-advisor programs.

Michael Provine is a financial advisor with Cary Street Partners in Morristown, NJ, holding 24 years of industry experience. His prior roles include positions at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive process involving client profiling, allocation, manager selection, and ongoing monitoring, utilizing both third-party and in-house resources across a wide range of investment strategies.

Victoria Stout is a financial advisor at Simplicity Wealth with four years of industry experience. She holds a Series 65 designation and has worked in investment-related roles at Simplicity Wealth and Roseland Retirement Planning since 2021. In addition to advisory work, she is involved in insurance sales as an owner and agent. Stout also maintains a longstanding position as a residential real estate agent with Keller Williams Suburban Realty. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational support for other advisers.

Stephen Decatur III is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services.

Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.

Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Juan Matallana is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at B. Riley Wealth Advisors, Inc. and National Securities Corporation. Outside of his advisory role, he serves as a board member and COO of SEFT FC Corporation, a 501(c)(3) nonprofit semi-professional soccer team. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels to support its advisory services.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and has experience at Hall Capital Partners LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income, and offers services including tax preparation, trustee duties, and ERISA retirement plan advisory.

Thomas Hagerstrom is a financial advisor at Robertson Stephens Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Haymarket Wealth Management LLC for 11 years. He serves on the board and as head of the investment committee for the Madison Area YMCA Association, where he helps create the investment policy statement. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

Kenny Avenil is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own CPA firm for 25 years. His background includes roles at GWN Securities Inc and consulting for small businesses on managerial and cost-saving matters. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage portfolios, primarily on a discretionary basis.

Peter Floersch is a financial advisor with Cetera Planning Partners in Cranford, NJ, holding a Series 66 credential and over 25 years of industry experience. He has worked with firms including Avantax Advisory Services and 1st Global Advisors, and serves as a partner at PKF O’Connor Davies LLP, a public accounting firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization and retirement advice, alongside tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider.

Edward Mercier is a financial advisor at Simplicity Wealth with 38 years of industry experience. He holds a Series 65 designation and has worked at firms including Retireone Investment Services and Portsmouth Financial Services. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory and managed account services alongside technology and operational solutions for other advisers.

Peter Rodick is a Series 66-registered financial advisor with five years of industry experience. He is currently with Capital Analysts and Lincoln Investment and has previously worked in the hospitality industry. Rodick also holds a role as a branch assistant at Bergin Agency, where he assists with client support, marketing, and paperwork processing. Capital Analysts serves a diverse clientele including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through proprietary model portfolios and third-party managers.

Brian Macellara is a CFP® professional with one year of industry experience, currently serving at CW Advisors, LLC. He previously worked for nine years at Delta Financial Group, Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

John Shall is a financial advisor with Cetera Planning Partners who holds a Series 63 designation and has 27 years of industry experience. Before joining Cetera Planning Partners, he worked at Avantax Advisory Services and 1st Global Advisors, among other firms. He serves as treasurer of the Staten Island Political Alliance and is a member of the executive committee for the North Shore Long Island Jewish Health Care System Board of Trustees. He is also chairman of the board of trustees at Staten Island University Hospital. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning services, emphasizing diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance.

Stephen Dean III is a CFA® charterholder with five years of experience in the financial industry. He is currently with Compound Planning, Inc. in New York, NY, and previously worked at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory role, he provides informal product strategy advice to two pre-revenue startups in the technology sector. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment process using fundamental, technical, and modern portfolio theory, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.