Brian Ycaza is a CFP® with seven years of industry experience, currently serving as a financial advisor at Valley Wealth Managers, Inc. He has held prior roles at Leumi Investment Services Inc. and Northwestern Mutual Investment Services LLC, among others. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm provides discretionary investment management and financial planning, employing a client-driven process that allocates among equities, fixed income, and cash, with portfolio management supported by an investment committee and third-party services.

James Noble is a CFP® professional with 28 years of experience in financial advising. He is affiliated with NPA Asset Management, LLC and has worked with Nationwide Planning Associates, Inc. since 2012. In addition to his advisory roles, he teaches continuing education courses on CFP ethics and participates in nonprofit financial literacy initiatives. He is also a musician who performs for senior care homes. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Marian White is a CFP®-designated financial advisor with 34 years of industry experience, currently with Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, she worked at Lexco Wealth Management, Inc. and National Planning Corp. Outside of her advisory work, she is involved in community activities as a show producer and on-air personality for LMC Public Access TV and serves as a director of the Larchmont Rotary Club. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Louis Goldman is a financial advisor at CreativeOne Securities, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Advisors, Inc., American Portfolios Financial Services, and Questar Capital Corporation. Outside of advising, he serves as president of Tax Depot NJ, LLC, and acts as a notary. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

John Gavey is a financial advisor with Citizens Private Wealth, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at JP Morgan Chase Bank, First Republic Bank, and Citizens Private Wealth. Since 2012, he has also served as a FINRA arbitrator, mediating FINRA cases. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Ryan Keaveney is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining CreativeOne Wealth, he worked with Harbor Asset Private Wealth and held roles in both the financial and nonprofit sectors. Keaveney volunteers at the St. Agnes Food Pantry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, and options.

Matthew Foss is a CFP® professional with 13 years of industry experience. He is currently an advisor at Citizens Private Wealth and has previously worked for RBC Capital Markets for 10 years. Outside of his advisory role, Foss serves as a junior varsity lacrosse coach for a high school team. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as institutions such as pension plans, trusts, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture investment framework, combining discretionary portfolio management with quantitative and qualitative research.

Michael Brunell is a financial advisor with Tsa Management Inc who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MMB + Co since 2018 and Hrc Investment Services, Inc. since 2003, as well as over three decades at Tice, Brunell & Company, CPAs, PC. Outside of advisory work, he serves as treasurer of the Financial Planning Association of Northeastern New York and holds a treasurer position on the board of the Epilepsy Foundation of NENY Inc. TSA Portfolio Management provides investment supervisory services to individuals, retirement plans, and institutional accounts, utilizing a disciplined investment process focused on strategic asset allocation, quarterly rebalancing, and a mix of fundamental, qualitative, and technical analysis. The firm manages approximately $1.285 billion in assets across about 2,800 client relationships, emphasizing diversified portfolios with an emphasis on dividend-paying equities and limited use of aggressive strategies.

David Weiner is a financial advisor at Calydon Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Vertigo Strategies, LLC and JAWS Capital Partners, LLC. In addition to his role at Calydon Capital, he serves as a partner of Vertigo Capital Management, LLC, dedicating approximately 10 hours per week to this activity. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high-quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting, while managing both discretionary and non-discretionary mandates.

Gabriela Villar is a CFP® professional at Modera Wealth Management, LLC with experience in the financial industry since 2016. She previously worked at Financial Decisions, LLC, Locker Financial Services LLC, and M. Moskowitz & Co. PA. Modera Wealth Management, LLC serves individuals, high-net-worth clients, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates investment management with accounting, tax, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

William Roll III is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he serves as a soccer goalie coach at Brewster High School in New York. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform, serving 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.

Robert Stewart Jr. is a financial advisor with Kovack Advisors, Inc. in Park Ridge, NJ, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2008. Outside of his advisory role, Stewart is a trustee and coach for the Park Ridge Athletic Association, where he supports youth sports programs. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party asset manager recommendations and financial planning services.

George Russell is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Aegis Capital Corp and National Asset Management, Inc. In addition to his advisory work, Russell operates a tax preparation business as a sole proprietor. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and combines advisory recommendations with brokerage and insurance products.

Anthony Caputo is a Series 65 licensed advisor at Pallas Capital Advisors, LLC with experience at several firms including PEAK Event Services, Teresas Prime, and Fresh Kitchen / College Fresh, Inc. He has also worked with Capco Craine & Hoist, Inc. and the University of Michigan. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management using a range of investments and provides family office services, retirement plan fiduciary offerings, and investment consulting to third-party advisors.

Mandie Evans is a financial advisor at Citizens Private Wealth with 15 years of industry experience. She holds a Series 66 designation and previously worked for 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Jennifer Mc Grogan is a financial advisor at Guardian Life with the Series 66 designation and three years of industry experience. She previously worked at Park Avenue Securities and has been involved with both Guardian Life and Park Avenue Securities since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and meetings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios and hybrid digital advisory solutions.

Allen Mena is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and four years of industry experience. He has been with D.A. Davidson since 2021 and previously worked at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Louis Lo Grasso is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. He has been with Janney Montgomery Scott since 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Joseph Biegel is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 21 years of industry experience. He has worked at Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of advisory work, he is involved in financial book publishing and marketing and serves on the advisory board of OBS Financial Services. Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Miles Arvidson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Aegis Capital Corp. and A.G.P. / Alliance Global Partners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs with discretionary and non-discretionary options.