Daniel Humphrey is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Modera Wealth Management, LLC and previously held roles at Hightower Advisors, Equitable Advisors, Madison Trust, and several other firms. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation aligned with Modern Portfolio Theory and integrates traditional investment management with in-house accounting, tax services, and business coaching.

Christopher Mastrangelo is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2013. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients using a combination of fundamental and technical analysis across various asset classes and program structures.

David Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and Morgan Stanley in both its Private Bank and Smith Barney divisions. In addition to his advisory role, he is also licensed to sell various lines of non-securities insurance products. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Manuel Escobar is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Nationwide Planning Associates, Inc. since 2019 and previously at Oriental Financial Services from 2013 to 2019. Outside of his advisory role, Dr. Escobar teaches investment theory and principles twice a year to the retirement board of the Panama Canal retirees association and has served as an analyst reviewing fixed income valuations for the University of Puerto Rico Retirement Board. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform 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.

Aster Getahun is a financial advisor with RMR Wealth Builders, Inc., holding Series 66, 63, and 65 licenses and 13 years of industry experience. Prior to joining RMR Wealth Builders in 2020, Getahun worked at Calton & Associates, Inc. and has been associated with Sidney Finkelstein since 2009. Outside of advisory work, Getahun is a partner at a public accounting firm and owns a separate insurance business. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers diversified portfolio management, financial planning, retirement services, and specialist advisory options including annuity management and digital asset programs.

Dimitri Grant is a financial advisor at OnePoint BFG Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Marc Guido is a financial advisor at RMR Wealth Builders, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Calton & Associates, Inc. Outside of his advisory role, he works as a performance coach and personal trainer and coaches youth hockey. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, and digital-asset management.

Richard Rose is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NPA Asset Management and its affiliated broker-dealer, Nationwide Planning Associates, Inc., since 2010. Outside of his advisory role, he is also an independent insurance agent through various agencies. 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.

Bernard Picchi is a financial advisor at Palisade Capital Management, LP with 14 years of industry experience. He holds the CFA® designation and a Series 63 license. Since 2009, he has been with Palisade Capital Management and serves as a director and chair of the Compensation and Human Resources Committee on the board of Mercer International, a manufacturing company based in Vancouver, BC. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning 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 across various equity and convertible bond strategies and also serves as a sub-adviser to mutual funds and a fiduciary to collective investment trusts.

William Andrews is a Series 66-licensed advisor at RMR Wealth Builders, Inc. with five years of industry experience. Prior to joining RMR Wealth Builders in 2025, he worked at Hightower Advisors for four years and held positions at Farr Miller & Washington, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 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.

Giovanni Valle is a CFP® professional with two years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at multiple firms, including Cetera Wealth Services, Facet Wealth, Mariner Wealth Advisors, and Beacon Trust Company. Avantax Planning Partners, Inc. provides financial planning, portfolio management, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across 164 advisors as of year-end 2025.

Zachary Walsh is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2013. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of managed account programs and applies both fundamental and technical analysis across multiple asset classes using various investment strategies.

Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Mark Feldman is a CFP® professional with 26 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. He is also an independent insurance agent providing fixed insurance and annuity advice. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Edward Majtenyi is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He has been with RMR Wealth Builders since 1986 and previously worked at Calton & Associates, Inc. for 10 years. Outside of advisory work, he owns HR Ease LLC, a technology company focused on software and services. RMR Wealth Builders is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, and specialized advisory programs including annuity management and digital asset management.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 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, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Brian Toole is a CFP® and ChFC® with eight years of experience in financial advisory roles. He currently works at OnePoint BFG Wealth Partners and previously held positions at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a mix of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, with most assets managed on a discretionary basis.

Christo Terzidis is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at PFS Investment, Primerica Financial Services, and Ameriprise Financial Services. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients using a combination of fundamental and technical analysis across a range of investment strategies and asset classes.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 credential and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, alongside a 25-year tenure at Atrium Advisors. Outside of advisory work, she is the founder of Feminomics, a business focused on issues related to women and money, delivering web-based content and presentations. Kaess also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of platforms and strategies, including advisor-managed portfolios and third-party money managers, and operates as part of the larger StoneX Group, offering integrated clearing, custody, and lending capabilities.

Julianna Roberto is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Northwestern Mutual Investment Management. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian programs, with the majority of assets managed on a discretionary basis.