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 CFP® with 32 years of experience in the financial services industry. He currently serves as an advisor at Citizens Private Wealth and previously worked at firms including First Republic Bank and Morgan Stanley. Outside of his advisory work, he acts as a FINRA arbitrator, mediating securities-related disputes. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and additional services including tax, estate structuring, and business consulting for multigenerational family and closely held business matters.

Ryan Keaveney is a financial advisor with CreativeOne Wealth, LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Harbor Asset Private Wealth and Quinnipiac University. Outside of his advisory work, he volunteers at the St. Agnes Food Pantry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, including ETFs, mutual funds, and select private investments.

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 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vertigo Capital Management, LLC for over two decades, where he remains a partner. His prior experience includes roles at Vertigo Strategies, LLC and JAWS Capital Partners, LLC. Calydon Capital provides portfolio management, sub-advisory, and private fund management services to high-net-worth individuals, pooled investment vehicles, and other advisers. The firm employs a proprietary screening and factor model targeting high-quality, dividend-oriented equities combined with credit underwriting for municipal strategies.

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 at Kovack Advisors, Inc. with 32 years of industry experience. He has held roles at Kovack Advisors and Kovack Securities since 2008 and previously worked at First Montauk Securities Corp. from 2005 to 2008. Outside of his advisory work, he serves as a trustee and coach for the Park Ridge Athletic Association, organizing and coaching youth sports programs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, offering portfolio management, financial planning, and sub-advisory services through a mix of internally created models and third-party managers.

George Russell is a financial advisor at A.G.P. / Alliance Global Partners with over 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Aegis Capital Corp, National Asset Management, Inc., and Cetera Wealth Services, LLC. Outside of his advisory work, he operates a tax preparation business as a sole proprietor. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving high-net-worth individuals, retirement plans, and pooled/institutional accounts through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services alongside 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 a Series 66 designation and four years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company 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 hosting quarterly meetings. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers customized financial planning and investment management using proprietary and third-party platforms, combining advisor-led discretionary management with model-based strategies.

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.

Stephen Falgoust is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 credential and has worked with Guardian Life and Northeast Financial Network. Outside of his advisory role, he also engages in independent insurance activities. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party solutions, and a digital advisory platform.

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.

Vanessa Aulestia is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Guardian Life Insurance, Park Avenue Securities, and Northeast Financial Network. Prior to her financial career, she spent six years at Chip n Dipped Chocolatier. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a variety of financial planning and consulting services tailored to client needs.

Joseph Biegel is a CFP® with 21 years of industry experience, currently advising at Guardian Life and Park Avenue Securities. He has worked with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory role, he is involved in financial book publishing and marketing and serves as a volunteer advisory board member for OBS Financial Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary and third-party platforms, and a range of integrated lending and alternative investment options.

Miles Arvidson is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at firms including Aegis Capital Corp. and A.G.P. / Alliance Global Partners. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments through its connection with Guardian Life.