Michael Lieberman is a Series 66-credentialed financial advisor with 22 years of experience at Advisors Capital Management, LLC, where he has worked since 2004. He is based in Ridgewood, NJ. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection using fundamental, quantitative, and qualitative methods across various asset classes, managing over $8 billion in discretionary assets.

David Taylor is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics tailored to individual client portfolios.

John Bruce is a CFA® charterholder with 39 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 36 years at Flippin, Bruce & Porter, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a three-step approach to ETF model portfolios involving asset allocation, portfolio construction, and periodic rebalancing, and manages various registered investment companies and private funds.

Brennen Ramos is a CFP® with nine years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior roles include positions at Commonwealth Financial Network, Longwave Financial, Lazard Asset Management, Bank of America, and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside advisory services.

Richard Lovett is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation and Morgan Stanley DW Inc. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, combining discretionary and non-discretionary portfolio management with clearing and prime services.

Thomas Metzger is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities, and Wells Fargo Clearing. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations, offering discretionary and non-discretionary investment management within an open-architecture framework. The firm integrates quantitative and qualitative research across various asset classes and provides additional services such as tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Arturo Padilla is a CFA® charterholder and holds the Series 66 designation with 18 years of industry experience. He is currently with Jefferies Investment Advisers LLC and has prior experience at HSBC Private Bank and HSBC Securities (USA) Inc. Outside the financial sector, he is a supporter of RAYFORCE LLC, an athletic equipment import and e-commerce business owned by his wife. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and Monte Carlo simulations, while maintaining a distinct separation between fiduciary planning and implementation.

Mathew Carrion is a financial advisor at Latitude Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. In addition to his advisory role, he is an accountant at a full-service accounting firm where he handles training, management, taxes, and review. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services, utilizing valuation-driven and momentum-based multi-asset models combined with continuous portfolio monitoring and rebalancing.

Christopher Stone is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and Winslow, Evans & Crocker, Inc. Stone serves on the co-op board for Appleby Arms Owners Corp in New York. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm provides a range of services including advisory programs, financial planning, retirement solutions, and access to third-party managers, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Gregory Cantone is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, Signature Securities Group, and Flagstar Advisors. Outside of his advisory role, he serves on the UCP Golf Outing Committee, helping to organize an annual fundraiser. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, along with business consulting services for multigenerational families and closely held businesses.

Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.

David Baum is a financial advisor at Lifemark Securities Corp. with 24 years of industry experience. He holds a Series 63 designation and has previously worked with Prudential Insurance Company of America, Pruco Securities, LLC, and Massachusetts Mutual Life Insurance Company. His other business activity includes the occasional sale of fixed insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. 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, annuity services, and digital-asset management.

John Petrides is a financial advisor at Tocqueville Asset Management LP with six years of industry experience. He has been with Tocqueville since 2019 and previously worked at Point View Wealth Management from 2015 to 2019. He holds Series 63 and Series 65 licenses. Tocqueville Asset Management 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, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Mathew Shaggura is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Wells Fargo Clearing, and Leucadia Asset Management. Outside of finance, he is involved in banquet and catering services as a part-time employee at Surf Club on the Sound. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses through a customized, collaborative planning process. The firm offers a wide range of planning topics and uses third-party software and simulations to support its recommendations.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

Christopher Martin is a CFA® charterholder with 11 years of industry experience. He is currently with Jefferies Investment Advisers LLC, having joined in 2023. His prior experience includes roles at JPMorgan Chase and Rochdale Investment Management. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and uses third-party financial planning software to support scenario analysis and goal-based recommendations.

Alyssa Cortelyou is a CFP® professional with nine years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2019. She previously worked at Calton & Associates, Inc. from 2016 to 2023. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm provides portfolio management, financial planning, retirement plan services, and educational seminars, employing both traditional and specialist investment strategies.

Matthew Mc Hale is a Series 65 licensed advisor at RMR Wealth Builders, Inc. in Montclair, NJ, where he has worked since 2023. Prior to joining RMR, he was employed at Becton Dickinson in 2022 and attended Loyola University Maryland from 2019 to 2023. 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, annuity services, and digital-asset management.

Lester Kuan is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that includes balance sheet and cash flow reviews, tax and estate planning, executive compensation analysis, and philanthropic planning.