Thomas Scarpaci Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Client One Securities, LLC, Ic Advisory Services Inc., and The Investment Center, Inc. Outside of advisory work, he is involved in energy conservation consulting as an officer and majority owner of Energy Solutions Group, Inc., and is a partner in several other business ventures including Financial Solutions Group, LLC; Captive Solutions LLC; and Tax Credit Genius LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers using a combination of project-based planning, ongoing asset management, and proprietary advisory platforms.

Daniel Claps is a financial advisor at Arete Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corporation. Outside of his advisory role, he is a licensed insurance agent selling fixed insurance products and serves as an OSJ principal for HudsonPoint Capital. 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 both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Frank Pasquale is a financial advisor with Kingswood Wealth Advisors, LLC in New York, NY. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Benchmark Investments, Inc., NewBridge Securities Corporation, and Kingswood Capital Partners, LLC. Pasquale is also licensed to offer insurance products to clients. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture investment platform, incorporating third-party managers and sub-advisors, and emphasizes integration with affiliated financial entities and insurance-linked account management.

Anthony Acosta is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Santander Securities and Santander Bank since 2017 and previously at TD Bank. Outside of his advisory role, he is involved with Lake Mohawk Country Club. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans, offering wrap-fee advisory programs and financial planning services. The firm utilizes a managed-account platform with third-party investment managers and provides ongoing suitability reviews and compliance oversight.

Maria Millner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Merrill. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in community event organization. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, while offering financial planning, portfolio management, and advisory services with various fee structures including performance-based arrangements.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.

Tyler Zaborsky is a financial advisor at Impact Partnership Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Stifel, and as a self-employed advisor. Outside of his advisory work, he serves as CFO of Eternal Flame, a business focused on creating memorial videos. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolios, direct asset management, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of nearly 90 advisers and employs a range of discretionary investment strategies supported by a broad affiliated ecosystem.

Angelo Guerriero is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Muriel Siebert & Co., Inc. since 1999. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based portfolio management platform with access to third-party and independent managers, using a mix of Modern Portfolio Theory, fundamental and technical strategies, and sub-advised solutions.

Amadeus Christian Wijatkowski is a financial advisor with Arete Wealth Advisors, LLC based in New York, NY. He holds a Series 66 designation and has been in the industry for less than a year, with prior experience at firms including Fincadia LLC, Langham Hall LLC, and Quaan Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily manages discretionary portfolios using advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while fulfilling ERISA fiduciary responsibilities when applicable.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mark Ramos is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior work includes roles at LPL Financial, Principal Securities, Principal Life Insurance Company, and several other firms dating back to 2016. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combined fundamental and technical analysis approach, managing diversified portfolios tailored to clients’ risk tolerance and time horizons.

Andrew Massey is a financial advisor at Cary Street Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon|Pershing and iConnections. Cary Street Partners serves individuals, corporations, trusts, retirement plans, and institutional clients with portfolio management, financial planning, and related services. The firm employs proprietary and third-party strategies, leveraging AI tools alongside human oversight in its investment process.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Rhonda Pirvulescu is a CFP®-designated financial advisor at MissionSquare Retirement with 23 years of industry experience. Her career includes roles at Merrill, M&T Bank, LPL Financial, and Bank of America. She is currently based in New York, NY, and holds Series 63 and Series 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management, delivered through various channels to more than 40,000 participants.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Carey Gertler is a CFP® at Prosperity - An EisnerAmper Company with one year of experience in the financial industry. He has been associated with EisnerAmper LLP since 2014 and Eisner Advisory Group LLC since 2021. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support its service offerings.

Peter Sosnowski is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked extensively with Muriel Siebert & Co., Inc. and its affiliates since 1999. Sosnowski divides his time equally between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a Modern Portfolio Theory–based platform combined with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Ryan Edwards is a CFP® with 16 years of industry experience. He has been with Intrua Financial since 2021, following seven years at Intrua Advisory Group LLC and a 16-year tenure at LPL Financial. Edwards is involved in 836 Wealth Management, a non-investment related business entity for tax and investment purposes. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and provides various portfolio management and financial planning services.

Mark Malek is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with 16 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and holds Series 63 and Series 65 credentials. Malek divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm offers a web-based platform that uses Modern Portfolio Theory and risk-tolerance questionnaires to build and rebalance ETF/ETN-based portfolios, combining automated solutions with fundamental, technical, and sub-advised strategies.

Viet Bui is a financial advisor at Fiduciary Financial Advisors with one year of industry experience and holds a Series 65 designation. Prior to joining Fiduciary Financial Advisors, he worked in various roles at companies including Fully Vested LLC, Service Now, Palantir, and Korn Ferry. Fiduciary Financial Advisors serves a broad client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional and digital-asset advisory services, employs a multi-faceted investment process, and offers unique services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.