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.

George Rioseco is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Summit Financial and its related firms since 2008 and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he coaches youth lacrosse for the 2Way Lacrosse Club and participates as a vocalist and guitarist in a neighborhood band. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

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.

Altin Tirana is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Gladstone in 2020. Outside of his advisory role, he is the managing partner of Altin Tirana LLC, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

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.

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.

James Lee is a financial advisor at Level Four Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has worked at Mid-Atlantic Securities, Inc. for 18 years before joining Level Four Advisory Services and Level Four Financial in 2022. Lee has also been affiliated with Queens College since 2006. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing tailored model portfolios and integrated financial capabilities.

Benjamin Lathrop is a financial advisor at Bailard, Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Franklin Templeton Investments, Citigroup Global Markets, and Bear Stearns Asset Management. Bailard provides wealth and asset management services to individual and institutional clients, combining quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies. The firm serves a diverse client base including high-net-worth individuals, endowments, foundations, and pension plans, and is notable for its sub-advisory roles and management of affiliated pooled vehicles.

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.

Daniel Yankovich is an advisor at B. Riley Wealth Advisors, Inc. with the Series 66 designation and recently began his career in financial advising. Prior to joining B. Riley, he has held roles outside the industry, including work at Oh Baby Games and the New Jersey Institute of Technology. B. Riley Wealth Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets. The firm offers various investment programs and financial planning services through a team of about 173 advisors.

Anthony Fella is a financial advisor at Citizens Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, Transamerica, JPMorgan Chase, and other firms. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate, and business consulting services.

Joshua Mondschein is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, following a decade at Calton & Associates, Inc. He is the owner and president of Mondschein Associates, Inc., a licensed insurance agency specializing in personal and commercial lines, pension consulting, asset protection, and estate planning. Mondschein also serves as an uncompensated board member of the William H. Kearns Foundation and is a director at HR Ease, LLC, a benefit administration platform. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement tailored investment strategies.

Daysi Leiva is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Fieldpoint Private Securities, LLC since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with a range of portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside comprehensive due diligence and ongoing account reviews.

Patrick Haggerty is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aegis since 2015. Outside of his advisory work, he serves as a board member for the Larchmont Volunteer Ambulance Corps. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on non-discretionary client relationships and a combination of advisory and broker-dealer revenue sources.