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 with Aegis Capital Corp. in Larchmont, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aegis Capital Corp. since 2015. Outside of his advisory role, he serves as a board member for the Larchmont Volunteer Ambulance Corp. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Eric Sellinger is a financial advisor at Calydon Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Principal Street Partners, LLC and Vertigo Strategies, LLC. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $3.6 billion in assets. The firm uses a proprietary screening and factor model for equities combined with credit underwriting for municipal strategies and offers both discretionary and non-discretionary investment services.

Lindsay Sturmak is a CFP® professional with 27 years of experience in the financial industry. She is currently with Perigon Wealth Management, LLC, where she has worked since 2019. Her prior experience includes roles at BlueSky Investment Management, National Planning Corporation, and RLP Wealth Advisors LLC. She is also involved with ESG Forward, an educational organization focused on raising awareness around environmental, social, and governance (ESG) and sustainable investing. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, ongoing monitoring, and oversight of wrap programs and sub-advisor relationships.

James Rubinton is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including tenures at RBC Capital Markets and City National Bank. His current role began in 2025 with Citizens Private Wealth and its affiliated entities. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework and offers additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

John Dolan is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Alden Investment Group, Cantella & Co., Inc., and Edward Jones. In addition to his advisory work, he serves as trustee of the Herbert Gareiss Jr Trust, administering the trust according to its terms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored investment approach using an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Evan Drury is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Gateway Wealth Partners in 2025, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in regulatory assets.

Peter Chandler is a CFP® professional with 22 years of experience in the financial industry. He is currently with RMR Wealth Builders, Inc., having joined the firm in 2025. Prior to this, he worked at Fisher Investments for four years and CION Securities, LLC for nine years. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and a digital-asset platform.

Nicholas Choman is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at A.G.P./Alliance Global Partners, Aegis Capital Corp, LPL Financial, Voya Financial Advisors, and Vision Retirement. In addition to his advisory work, he is involved with ACC Corp., a general insurance agency. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.9 billion across 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Miriam Abraham is a Series 65 licensed financial advisor with Integrity Advisory Solutions and has two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she serves as an operations leader at Haas & Zaltz, LLP, overseeing workflow and training, and is a member of both the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches supported by third-party platforms and affiliated program sponsorships.

Michael Dowd is a financial advisor at SeaCrest Wealth Management, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2016. He also has experience as an independent insurance agent. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm takes a customized, long-term investment approach using fundamental and technical analysis and incorporates artificial intelligence tools to support decision-making.

Susan Kimmel is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Advisors Capital Management, LLC since 2019 and previously operated her own CPA practice and financial advisory business from 1995 to 2019. 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 combines top-down macroeconomic analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model separate-account and ETF strategies.

Christopher Badaracco is a CFP® with seven years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Rose Wealth Advisors, LLC, and Mariner Wealth Advisors over the course of his career. Outside of advisory roles, he owns a tax preparation business. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management with customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macro and bottom-up analysis across various asset classes and manages over $8 billion in discretionary assets, acting as an outsourced sub-advisor for multiple intermediaries.

Theresa Yarosh is a CFP® and ChFC® with 22 years of industry experience, currently serving at NPA Asset Management, LLC since 2011. Her prior experience includes roles at International Planning Alliance, LLC and Guardian Life Insurance Co. Outside of advisory work, she is co-director of fundraising for the Twilight Wish Foundation, a nonprofit focused on fulfilling wishes for seniors living below the poverty level, and is the author of the book *The Great Economic Deception*. NPA Asset Management, LLC is an SEC-registered adviser managing approximately $1.065 billion in assets across 2,293 client relationships. The firm serves individuals, corporations, pension, and charitable accounts through a network of advisors, offering a range of managed-account programs, third-party asset manager referrals, and investment options including mutual funds, ETFs, individual securities, and insurance products.

Michael Karalewich is a CFP® professional with 26 years of industry experience, currently affiliated with NPA Asset Management, LLC since 2006. He is also dually registered with Nationwide Planning Associates, Inc., an affiliated broker-dealer. NPA Asset Management, LLC serves individuals, including high-net-worth clients, corporations, pension, and charitable accounts through a network of 51 advisors and approximately 2,293 client relationships, managing about $1.065 billion in assets. The firm offers multiple managed-account programs and access to various investment products, delivering advisory services through its Advisor’s Edge platform.