Francis Gilbride is a financial advisor at Greenwich Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Bank of New York Mellon for ten years. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA 3(21) plan advisory, and third-party manager selection, building bespoke portfolios through a combination of fundamental, technical, and macro analysis across a broad range of investment instruments.

Anita Bosch is a financial advisor with Citizens Private Wealth and holds Series 63 and Series 65 designations. She has 20 years of industry experience, including 12 years at Citigroup Global Markets and multiple roles within the Citizens organization since 2020. She currently serves as a board member of the Moxxie Mentoring Foundation, where she assists in strategic planning and implementation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm employs a long-term, open-architecture investment approach, offering both discretionary and non-discretionary portfolio management along with tax, estate, and business consulting services.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Edgardo Martinez is a financial advisor with Gladstone Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Gladstone and LPL Financial in 2025. Outside of his advisory role, Martinez is a business owner of Strictly Prestige Global Transport LLC, a non-investment-related company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that combines individual securities, mutual funds, alternative investments, and tax-managed strategies, supported by due diligence from its Investment Committee.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Sapient Capital in 2025, he worked at Bofa Securities, Inc. for four years and held roles at Plan Forward, Indiana University, Giant Eagle, and Brebeuf Jesuit High School. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Stephen Pedicini is a CFP® professional at AlphaCore Capital LLC with 22 years of industry experience. He has held roles at Valley Wealth Managers, Inc., TD Ameritrade, Federated Securities Corp., AllianceBernstein L.P., and BNY Mellon Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing alternative investments alongside traditional assets through a combination of fundamental analysis and manager due diligence.

Victoria Jung is a CFP® with four years of industry experience, currently serving at Robertson Stephens. She has held roles at various entities including Robertson Stephens Wealth Management and United Nations Federal Credit Union Advisors. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a business focused on rental property management. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets as of December 2025. The firm offers portfolio management, planning services, and utilizes a range of investment vehicles, with oversight from an internal Investment Office and Committee.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

David Alfano is a financial advisor at Archer Investment Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Archer Investment Corporation since 2017, with prior experience at Cambridge Investment Research Advisors and Ameriprise Financial Services. In addition to his advisory work, he operates Alfano & Company CPA LLC, a CPA firm he has run since 1995. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment process includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Joseph Piropato is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 19 years at the firm and four years of industry experience. He holds a Series 63 designation. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and maintains distinct governance and operational practices.

Christopher Flanagan is a financial advisor with Prospera Financial Services, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services before joining Prospera in 2015. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Libertad Rosenkranz is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at Nationwide Planning Associates, Inc. since 2010 and previously spent three years at Cetera Wealth Services, LLC. Rosenkranz has served as president of the PWN Account Association Tri-State and as auditor of the Kindoreno USA Association. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a network of 51 advisors managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

Nicholas Pirrotta is a CFP® with five years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. He has been with Citizens Private Wealth since 2005 and has worked at affiliated entities including Citizens Bank and Citizens Securities, Inc. He serves on the boards of Greater Mental Health of NY and the Mental Health Association of Westchester, chairing the audit committees for both organizations. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and a range of institutional clients. The firm focuses on long-term, customized asset allocation within an open-architecture framework and offers discretionary portfolio management, tax and estate structuring, and business consulting services, leveraging its affiliation with Citizens Bank for additional product and operational features.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Garrett Wells is a CFP® with nine years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he worked at First Derivatives and was a full-time student for four years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, as well as tax planning, compliance, and administrative services. The firm employs proprietary quantitative analysis combined with due diligence and monitoring to allocate assets across various investment vehicles and operates several affiliated pooled investment funds.

Lydia Nunez Ferrari is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has previously worked at Merrill and Morgan Stanley. She serves as secretary on the board of Milagros Hope, a nonprofit focused on providing financial assistance to high school students pursuing college or vocational training. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm provides a customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.

Evelyn Benbrahim is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 18 years. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a customized investment process supported by a dedicated Investment Committee and offers a range of managed accounts, third-party manager oversight, and proprietary private placement vehicles.

Ruth Mejia is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at Jefferies LLC, Leucadia Asset Management LLC, and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative process that includes a range of planning topics such as tax and estate planning, executive compensation, and philanthropic planning.

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Brian Furleiter is a CFP®-credentialed financial advisor with Citizens Private Wealth in Tarrytown, NY, bringing seven years of industry experience. He previously worked at Clarfeld Financial Advisors, LLC for nine years and AXA Advisors, LLC for two years. Outside of his advisory role, Furleiter is a co-creator of a self-published book on basketball available through Amazon. Citizens Private Wealth primarily serves high-net-worth individuals and families, along with various institutional clients, providing discretionary and non-discretionary investment management within an open-architecture framework. The firm is affiliated with Citizens Bank, N.A., offering clients access to banking products alongside its investment and consulting services.