John Burnham is a financial advisor with Arete Wealth Advisors, LLC in White Plains, NY. He holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior work includes roles at National Asset Management and National Securities Corporation. Outside his advisory role, he is involved in tax preparation services through a partnership at Saranac Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers with ongoing account monitoring.

Joshua Sandbulte is a financial advisor at Greenhaven Associates Inc with a Series 65 designation and over 21 years of experience at the firm. He has been with Greenhaven Associates since 2005. Greenhaven Associates manages discretionary equity portfolios for a variety of clients including individuals, trusts, foundations, pension plans, IRAs, endowments, and institutional clients such as sovereign wealth funds and banking institutions. The firm employs a value-oriented, buy-and-hold equity strategy with concentrated portfolios and oversees approximately $11.66 billion for around 100 clients.

Nicholas Simini is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with multiple affiliated firms since 2013, including Summit Financial, Purshe Kaplan Sterling Investments, and Summit Equities. Simini also engages in insurance sales through various brokerage groups, earning compensation from product sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

Diego Castillo Olea is a financial advisor with Boreal Capital Management LLC in Harrison, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Boreal Capital Securities LLC. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes, serving a diverse client base including high-net-worth and non-U.S. clients.

Bradley Goldman is a Series 65-licensed financial advisor with Palisade Capital Management, LP in Fort Lee, NJ, bringing 18 years of industry experience. He has been with Palisade Capital Management LLC since 2006. Outside of his advisory role, he serves as Treasurer for South Mountain Speech and Feeding LLC, a private speech and language pathology practice. 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 across various equity and fixed income strategies and serves as sub-adviser to mutual funds and collective investment trusts.

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.

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.

Matthew Ludmer is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He has previously worked at Spire Investment Partners, LLC and currently serves as an Investment Advisor Representative of Spire Wealth Management through the affiliated firm Aligned Wealth. Outside of his advisory role, he founded the Aligned Center, a membership-based community organization focused on personal growth. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services using customized, primarily long-term portfolios with ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

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.

Steven Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is a member of Milton Skinner, LLC, a holding company for bill paying purposes. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

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.

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.

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.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, as well as at Atrium Advisors since 2001. Kaess is the founder of Feminomics, a business focused on women and money that provides web-based content and in-person presentations. She 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 offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm implements investment strategies using proprietary models, third-party managers, and multiple platforms while supporting customized investment restrictions and conducting regular due diligence.

Nicholas Banks is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services, Bank of America, and Merrill. Citizens Private Wealth 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 offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, providing clients access to bank-related financial products and services.

James Barrett is a Series 63-licensed advisor with 43 years of industry experience. He is currently with RMR Wealth Builders, Inc., where he has worked for a combined total of over 40 years, and also spent time at Calton & Associates, Inc. Barrett's long tenure reflects extensive involvement in wealth advisory services. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with accounts managed through model-based allocations and a range of advisory program options.