Richard Gustafson is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Beneficial Wealth, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory role, he is an Assistant Director of Divorce Professionals of Ft. Lauderdale, a networking organization supporting professionals assisting clients with divorce-related services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing as well as technology and operational support for advisers through its managed account platform.

Alec Stevenson is an investment advisor at Siebert AdvisorNXT, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2020. Alec divides his time between these affiliated firms under the common ownership of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through a web-based platform and managed programs that incorporate Modern Portfolio Theory, third-party managers, and both discretionary and non-discretionary portfolio management strategies.

Lauren Feuer is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience and a Series 65 credential. Prior to her current role, she worked at Spire Investment Partners and Marche Wealth. Outside of her advisory work, she serves as a Project Analyst for Atrium Housing, a 501(c)(3) nonprofit, assisting with applications for low-income housing tax credits and government funding. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive platform integrations and affiliated sub-advisory arrangements.

Dean Bantis is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Spartan Capital Securities LLC since 2017 and previously at Dawson James Securities. Bantis splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Reagan Meyer is a financial advisor with Jordan Park Group LLC in New York City, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Jordan Park Group, he worked at Goldman Sachs for three years and has experience with Strong Wings Adventure Camp and Morgan Stanley. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, generally managing multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, utilizing customized investment guidelines, alternative strategies, and integrating ESG considerations when requested.

Marina Ditommaso is a financial advisor at Arax Advisory Partners with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Fidelity Brokerage Services. Outside of her advisory role, she is a co-founder and manages day-to-day operations of Ravello Intimates LLC, an online retail business. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Zohaib Tariq is a financial advisor at Cape Investment Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at firms including American Global Wealth Management, Citigroup, JPMorgan Chase Bank, and Spartan Capital Securities. Cape Investment Advisory, Inc. serves individuals and various entities with discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s investment approach incorporates personalized financial assessments and uses historical data and optimization software to guide asset allocation, with portfolio management conducted by in-house advisors, sub-managers, or recommended external managers.

Matthew Kasper is a CFP® certified financial advisor with 16 years of industry experience. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and Cohn Financial Group, where he serves as a director and insurance producer, providing insurance consulting for corporations and high net worth clients. Kasper's prior experience includes roles at Citigroup Inc. and PriceWaterhouseCoopers LLP. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Daniel Song is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Westfield, NJ. His prior experience includes roles at Westfield Financial Planning and Newbridge Securities. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.

Jeremy Vidaic is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC and B. Riley Wealth Management. His background also includes roles outside the financial sector, such as work at Rutgers University and the UPS Store. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of models and platforms, offering a broad range of investment instruments and strategies.

William Lalor is a CFP® professional at Simon Quick Advisors, LLC with 13 years of industry experience. He has been with Simon Quick Advisors since 2011. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diverse investment approach including unaffiliated independent managers, mutual funds, ETFs, affiliated private investment funds, and offers integrated tax and back-office services.

Hans Christian Winkler is a CFP® professional with 28 years of industry experience, currently serving at Compound Planning, Inc. He has held advisory roles at Atomi Financial Group, Winkler Wealth, and Claraphi Advisory Network. Outside of financial advising, he is president of JAC Towers, Inc., a cooperative in Jackson Heights, NY. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm emphasizes customized, risk-based investment strategies using a combination of fundamental, technical, and modern portfolio theory, supported by various third-party models and technology partnerships.

Matthew Nugent is a CFP® professional with 19 years of experience in the financial services industry. He has been with Chelsea Advisory Services, Inc. for 10 years and holds Series 63 and Series 65 registrations. Outside of his advisory role, Nugent is involved in fixed life insurance and fixed annuity sales through the Palermo Insurance Agency. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach with discretionary portfolio management, focusing on diversified holdings across equities, fixed income, mutual funds, and ETFs.

Mario Didomenico is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously held roles at StockCross Financial Services and Summit Brokerage Services Inc. Since June 2024, he has also engaged in non-investment-related consulting through DiDomenico Associates, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform alongside third-party and independent managers, employing Modern Portfolio Theory within a wrap-fee structure and offering both discretionary and non-discretionary portfolio management.

Juan Giraldo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes multiple roles within Santander Securities and Santander Bank, as well as positions at Provident Bank and Cetera Investment Services. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors with minimums such as $25,000 for its Fund Strategist programs.

Nathanael Mannone is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Management. His background includes roles in academia and international organizations prior to entering the financial sector. 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 employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Barbara Villella is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at firms including Muriel Siebert & Co., Inc., LV Capital Partners, and Peterson Investments. Outside of her advisory roles, she is a franchise owner of Dream Vacations and operates a cruise business through an LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform. The firm employs a range of strategies including Modern Portfolio Theory, sub-advisory solutions, and a mix of discretionary and non-discretionary portfolio management.

Patrick Murphy is a CFP® with 16 years of industry experience, currently serving at Simon Quick Advisors, LLC since 2026. His prior roles include positions at Bessemer Trust and Bank of America, N.A. He holds the Series 66 designation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and various administrative services. The firm employs a diversified investment approach that includes proprietary quantitative analysis, due diligence, and ongoing monitoring, managing accounts through both discretionary and non-discretionary strategies.

John Sharkey is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and CFA® designations and has 22 years of industry experience. His prior roles include long tenure at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, as well as positions at MassMutual and Equitable Advisors. Outside of his advisory work, he serves on the Finance Committee at the Church of Saint Leo the Great. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Edward Hoffman is an investment advisor representative at Perigon Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at Vanderbilt Securities, LLC, Triad Advisors, Inc., and Gitterman Wealth Management. Hoffman is also involved in insurance services, designing insurance policies and annuity products through licensed agencies. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as sponsor and overseer of wrap and sub-advisor programs.