Nilos Sakellariou is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Glen Eagle Wealth, Arete Wealth Advisors, and Arete Wealth Management. Outside of advisory work, he is a licensed insurance agent providing reviews, advice, and sales of fixed life and long-term care insurance products. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Tucker Sandercock is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Chatham Wealth Management and Wells Fargo Clearing Services, LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with both internally managed and third-party strategies, offering a range of account options and investment customization through its network of advisers.

Abhishek Vakil is a financial advisor at Perennial Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase for nine years before joining Perennial and LPL Financial in 2025. Outside of advisory work, he is involved with Perennial Investment Advisors, LLC, an independent registered investment advisor firm. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities while combining ERISA retirement plan consulting with licensed insurance activities.

Bernadette Strout is a CFP® with 22 years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. Her prior roles include positions at Cetera and First Allied Securities. In addition to her advisory work, she provides financial education as an instructor with Kaplan. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and supervises portfolios using core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

James Culp III is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related entities since 2022. Prior to that, he spent 11 years with National Asset Management, Inc. and National Securities Corp. Outside of his advisory role, he provides consulting services to help individuals and families organize their financial accounts and assets related to estate matters. 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 model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended investments.

Ronald Orr is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He previously worked at Oppenheimer & Co for 13 years and Aegis Capital Corp for 2 years. He holds a Series 63 designation and is based in New York, NY. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA‑member broker‑dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi‑team platform. The firm emphasizes international investing and offers a range of portfolio management services including discretionary and non‑discretionary strategies, model portfolios, and third-party sub‑advisory arrangements.

Kevin Roche is a financial advisor at Leo Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is Deputy Mayor and Commissioner responsible for Revenue and Finance in the Borough of Haddonfield. Leo Wealth serves high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Gregg Buxton is a CFP®-credentialed financial advisor with 36 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has been affiliated with LPL Financial since 2016. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, supporting a network of approximately 190 advisors.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He previously worked at Palmerston Group Advisors LLC for 28 years and is a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., firms affiliated with his prior employer. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory and administrative services.

Kevin Cave is a financial advisor at Santander Securities LLC with 10 years of industry experience. He holds a Series 66 designation and has worked within the Santander organization since 2016. Outside of his advisory role, he serves as Treasurer of the Great Dane Club of Raritan Valley, a local dog club. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products, primarily leveraging third-party discretionary managers and the FMAX wrap-fee platform.

Matthew Cilento is a financial advisor at Chelsea Advisory Services, Inc. with four years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on a fundamental, long-term investment approach with diversified portfolios and generally manages accounts on a discretionary basis.

Daniel Bodnar is a financial advisor at A.G.P. / Alliance Global Partners with four years of industry experience. He holds the Series 66 designation. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has held positions in several companies including GE and various pharmaceutical firms. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services across its multi-team platform.

Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.

Darren Castillo is a financial advisor with Flagstar Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for seven years and has been with the Flagstar organization since 2023. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporations. The firm manages portfolios on a discretionary basis and utilizes third-party managers and Envestnet PMC for due diligence and recommendations.

Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at CitiGroup, Wells Fargo Clearing, and Prudential Equity Group. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving individual and high-net-worth clients, as well as intermediaries, through comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach combined with behavioral economics and offers access to institutional-quality alternatives and precious metals custody services.

Anthony Walley is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 credential and located in Brooklyn, NY. He has experience at J.O.Y. Wealth Partners and Charles River Laboratories, along with roles at Icahn School of Medicine at Mount Sinai and Umass Chan Medical School. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory styles and third-party manager relationships.

Ronan Cox is a financial advisor with Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Asset Management, Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. He serves as a director for Clothes for Kids to Fairfield County, a nonprofit organization providing clothing to impoverished children. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies and integrates affiliated financial businesses and product channels in its service offerings.

Edward Ruja is a financial advisor at Simplicity Wealth with Series 66 credentials and has been in the industry since 2026. Prior to joining Simplicity Wealth, he held positions at several firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, his work history includes roles in the service industry and country club management. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside managing a TAMP platform with model portfolios and third-party managers.

Ronald Roberts is a Series 63-licensed financial advisor with 36 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 18 years at Stockcross, Inc. Roberts divides his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform leveraging Modern Portfolio Theory to build and periodically rebalance ETF/ETN-based portfolios alongside fundamental and technical strategies, offering both discretionary and non-discretionary engagement options.

Stuart Steinberg is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. He has worked at LPL Financial for 17 years and operates Erock Tax & Financial Planning LLC, where he provides tax preparation, planning, and advocacy services. In addition to his advisory role, he maintains licenses as a life and disability insurance agent. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement consulting, typically allocating assets among diversified mutual funds and ETFs, supplemented by individual securities and independent managers.