Nick Son is a financial advisor at A.G.P. / Alliance Global Partners with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses, and previously worked at firms including B. Riley Wealth Advisors, National Asset Management, and Aegis Capital Corp. In addition to his advisory role, he provides fixed insurance products through B. Riley Wealth Insurance Corp. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies, co- and sub-advisory relationships, and separately managed accounts, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance services.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 credential and 25 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. Outside of his advisory roles, he serves as a financial manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. 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 develops portfolios tailored to client objectives and risk tolerances, often delegating day-to-day investment management to independent managers while retaining oversight.

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Jennifer Wolf is a financial advisor at Jordan Park Group LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Purshe Kaplan Sterling Investments, Avestar Capital, Bank of America, and Merrill. She is based in New York, NY. Jordan Park Group LLC serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios with discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and integrates ESG considerations and alternative strategies as appropriate.

Ernest Lubonja is a financial advisor with Santander Securities LLC, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Santander Securities, Santander Bank, and Public Partnerships, LLC, where he also works as a consumer-directed personal assistant. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Tony Golden is a financial advisor with Compound Planning, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and Merrill since 2010. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, and alternative strategies, supported by third-party sub-advisors and advanced technology partnerships.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

John Russo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes over a decade at Santander Securities, LLC and Santander Bank, NA, as well as recent roles with Cetera and Provident Bank. Outside of his advisory work, he is the sole owner of a rental property in Bushkill, Pennsylvania. Santander Securities LLC serves a broad retail client base of approximately 10,800 clients with $3.14 billion in regulatory assets under management. The firm offers investment advisory services and portfolio management through wrap-fee programs, including Fund Strategist, SMA, and UMA strategies, supported by third-party discretionary managers and oversight from the firm.

Jason Condon is a CFP® with 11 years of experience in the financial industry. He is currently with Perigon Wealth Management, LLC and has prior experience at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Outside of his advisory roles, he is involved with Vanderbilt Insurance Services in insurance sales on a limited basis. 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 develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Henry Zhai is a financial advisor with Arete Wealth Advisors, LLC and holds a Series 66 designation. He has one year of industry experience and has worked at several firms including Hudsonpoint Capital and Charterhouse Capital Partners. Outside of his advisory role, he is a partner at Zhai Financial & Tax, providing tax preparation and financial planning services. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing a combination of advisor-driven and proprietary model allocations, and utilizes third-party sub-advisers and a structured due-diligence process.

Susan Feeley is an advisor at Circle Wealth Management, LLC with 17 years of experience at the firm. She holds Series 65 and Series 63 designations. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, along with their related trusts, foundations, and endowments. The firm focuses on customized wealth advisory, investment management, and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.

Adam Godino is a financial advisor at SB Advisory, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and AXA Advisors. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing over $1.1 billion primarily on a non-discretionary basis for individuals, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and qualitative analysis in constructing tailored client portfolios.

Joseph Bernheimer is a financial advisor with Snowden Capital Advisors LLC in Metuchen, NJ. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior work includes positions at Snowden Lane Partners, OSAIC, and SagePoint Financial, Inc. Outside of advising, he has operated as an independent insurance agent and manages a real estate/property management business through JNDE, LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing multi-team resources and institutional capabilities alongside a range of investment tools and third-party manager relationships.

Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. His career includes positions at Merrill, Bank of America, UBS Financial Services, Morgan Stanley, and other firms. He holds Series 63 and Series 65 licenses. A.G.P. / Alliance Global Partners is a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Arnold Civins is a financial advisor at United Capital Financial Advisors with two years of industry experience. He holds a Series 65 designation and has a longstanding career in accounting, serving as a partner at Citrin Cooperman & Co. since 1981. His outside activities include providing accounting and tax-related services through Citrin Cooperman. United Capital Financial Advisors offers financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and provides a range of investment options, including ESG customization and access to third-party managers.

Thomas Fredrickson is a CFP® with 10 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. He holds a Series 65 license and is a general partner at Fredin Associates, an investment-related business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a wide range of clients, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and offers educational workshops, real-time planning sessions, and pension consulting services.

Carly Cohen is a financial advisor at Jordan Park Group LLC with a Series 65 credential and two years of industry experience. Prior to joining Jordan Park, she worked at Freestone Capital Management, Chase Bank, and held a position at Delfino's Chicago Style Pizzeria. Jordan Park Group serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, focusing on clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, employing customized investment guidelines and integrating ESG considerations when requested.

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.