Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and Hall Capital Partners LLC for one year. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion, serving individuals, entities, and institutional investors. The firm combines allocation to alternative investments with traditional equities and fixed income, employing fundamental and qualitative macro analysis and a manager due-diligence process to construct multi-asset portfolios that include both liquid and illiquid private market commitments.

Michael Lee is a financial advisor with Compass Financial Management LLC in New York, NY, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and several wealth management firms. Outside of advisory work, he is a media commentator and speaker on economics, markets, and politics, appearing on outlets such as Fox Business and RFD-TV, and serves as CFO for a technology reseller company. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting through a multi-advisor team managing roughly $894 million. The firm’s approach incorporates a range of asset classes and analytical methods, including proprietary model portfolios and selective use of third-party managers.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

James Engle is a financial advisor at John W. Bristol & Co., Inc. with six years of industry experience. He holds the CFA® and CIC designations, along with Series 63 and Series 65 licenses. James has been with John W. Bristol & Co., Inc. since 2000. John W. Bristol & Co., Inc. is an employee-owned investment adviser founded in 1937 that serves endowments, foundations, charitable organizations, pension and profit-sharing plans, corporate clients, and select high-net-worth individuals. The firm employs a research-intensive, fundamental, long-term investment approach focused on companies with durable competitive advantages, integrating equity and fixed-income analysis to manage volatility and pursue multi-year real return objectives.

Kenny Avenil is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own CPA firm for 25 years. His background includes roles at GWN Securities Inc and consulting for small businesses on managerial and cost-saving matters. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage portfolios, primarily on a discretionary basis.

Edmond Sukalic is a financial advisor with Perigon Wealth Management, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at Purshe Kaplan Sterling Investment, Dinami Partners, Inc., LPL Financial, and Prager Metis CPAs LLC, where he worked in tax preparation and accounting. He also supervises tax advisory work at Dinami Partners, Inc. alongside his advisory duties. Perigon Wealth Management offers 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, regular monitoring, and acts as sponsor and overseer of wrap and sub-advisor programs.

Edward Mercier is a financial advisor at Simplicity Wealth with 39 years of industry experience. He holds a Series 65 designation and has previously worked at Charles Schwab, Portsmouth Financial Services, and Retireone Investment Services. Mercier has been with Simplicity Wealth since 2026. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers model portfolios monitored with ongoing rebalancing, alongside services such as tax optimization and customized investment screening.

Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. She has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across a range of asset classes, with portfolios overseen by a weekly investment committee.

Peter Rodick is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts, Lincoln Investment, and Bergin Agency. Outside of advisory roles, he has experience assisting clients and managing branch operations at Bergin Agency. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through proprietary investment processes and third-party managers, operating a nationwide network of independent advisors and providing both discretionary and non-discretionary investment services.

Stephen Dean III is a CFA® charterholder based in New York, NY, with five years of industry experience. He currently works at Compound Planning, Inc. and has previous experience at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory role, he provides informal product strategy advice to two pre-revenue startups in technology unrelated to investments. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with fiduciary, goals-based investment management. The firm offers a range of strategies including alternative investments, employs technology-driven portfolio oversight, and provides both discretionary and non-discretionary engagement options.

Anthony Romano is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He previously worked at Aegis Capital Corp for six years before joining his current firm in 2021. Outside of advising, Romano is involved in a trucking business where he handles accounting and finance duties and is a co-owner of a detox and inpatient addiction recovery center. A.G.P. / Alliance Global Partners is a dually registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicles and private funds.

Prashant Mody is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Aegis Capital Corp. for 10 years before joining A.G.P. in 2021. 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 offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and various investment strategies implemented through model portfolios and separately managed accounts.

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. Prior to joining AlphaCore in 2026, he spent 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm with roughly 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Timothy Piacentini is a CFA® charterholder with 13 years of industry experience, currently serving at Pinnacle Associates, Ltd. since 2002. He holds a Series 63 license and is based in Holmdel, NJ. Pinnacle Associates, Ltd. is an investment management firm that serves individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored equity and balanced strategies alongside fixed income and option overlays for non-institutional clients.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Kestra Financial Services, and Massachusetts Mutual Life Insurance Company. He is a board member of the Westfield Area YMCA, where he also chairs the Property and Investment Committees. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through a combination of internal investment teams and third-party managers, offering both discretionary and non-discretionary accounts.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and LPL Financial, LLC. Outside of his advisory role, he owns and operates a fixed insurance business focused on fixed annuities and insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies across a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and client education initiatives.

Mark Spooner is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Simplicity Wealth and has previously held roles at firms including The Leaders Group Inc, Investacorp Inc, and Securities America, Inc. He is also involved with the Simplicity Group as a Senior Planning Specialist focusing on life insurance support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing a range of advisory and managed account services combined with technology and operational support for other advisors.

Joseph Amato is a financial advisor with Alexander Capital Wealth Management LLC in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital and its affiliated entities since 2012 and previously worked at Gunnallen Financial, Inc. and Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in various holding companies and partnerships unrelated to investment advisory services. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, offering investment advisory and capital markets/M&A advisory services. The firm employs a combination of proprietary technical analysis and fundamental review to implement discretionary management strategies through multiple advisory teams and third-party platforms.

Roman Moldavsky is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities. Moldavsky has been associated with various Fortis entities since 2016. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, employing a range of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors and specialist approaches.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.