Anthony Acosta is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Santander Securities and Santander Bank since 2017 and previously at TD Bank. Outside of his advisory role, he is involved with Lake Mohawk Country Club. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans, offering wrap-fee advisory programs and financial planning services. The firm utilizes a managed-account platform with third-party investment managers and provides ongoing suitability reviews and compliance oversight.

Maria Millner is a financial advisor at Arax Advisory Partners in Madison, NJ, with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is also a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and distinguishes itself through performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.

Brian Mcgann is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Beacon Investment Advisory Services, Inc. since 2017 and previously worked at UBS from 2015 to 2017. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and delivers investment advice through an open-architecture platform that combines in-house strategies, factor-based models, and independent managers with an emphasis on tax awareness and customized fixed-income portfolios.

Angelo Guerriero is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Muriel Siebert & Co., Inc. since 1999. 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 portfolio management platform with access to third-party and independent managers, using a mix of Modern Portfolio Theory, fundamental and technical strategies, and sub-advised solutions.

Amadeus Christian Wijatkowski is a financial advisor with Arete Wealth Advisors, LLC based in New York, NY. He holds a Series 66 designation and has been in the industry for less than a year, with prior experience at firms including Fincadia LLC, Langham Hall LLC, and Quaan Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily manages discretionary portfolios using advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while fulfilling ERISA fiduciary responsibilities when applicable.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Mark Ramos is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior work includes roles at LPL Financial, Principal Securities, Principal Life Insurance Company, and several other firms dating back to 2016. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combined fundamental and technical analysis approach, managing diversified portfolios tailored to clients’ risk tolerance and time horizons.

Roshan Patel is a Series 65 licensed financial advisor with Jordan Park Group LLC, based in New York, NY, and has four years of industry experience. His prior roles include positions at Alesco Advisors LLC, Citigroup Inc., and Manning & Napier Advisors. Outside of finance, he holds an administrative director role at Best Western Victor Inn and Suites, where he collaborates on project evaluations. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a customized, committee-driven investment process and offers a range of services including family-office support and capital-markets advisory.

Rhonda Pirvulescu is a CFP®-designated financial advisor at MissionSquare Retirement with 23 years of industry experience. Her career includes roles at Merrill, M&T Bank, LPL Financial, and Bank of America. She is currently based in New York, NY, and holds Series 63 and Series 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management, delivered through various channels to more than 40,000 participants.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. 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 and offers both discretionary portfolio management and standalone financial planning engagements.

Carey Gertler is a CFP® at Prosperity - An EisnerAmper Company with one year of experience in the financial industry. He has been associated with EisnerAmper LLP since 2014 and Eisner Advisory Group LLC since 2021. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support its service offerings.

Adam Scharf is a financial advisor at RMR Wealth Builders, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Hightower Advisors. Prior to his financial career, he spent over a decade with Stern Keiser & Panken LLP in the legal sector. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through various program options.

Emilio Alix Brantley is a financial advisor at Aspiriant, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Goldman Sachs & Co. Prior to joining Aspiriant in 2024, his roles spanned wealth management and private banking. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs incorporating various asset classes and utilizes AI tools to support client communications and analyses.

Peter Sosnowski is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked extensively with Muriel Siebert & Co., Inc. and its affiliates since 1999. Sosnowski divides his time equally 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 employs a Modern Portfolio Theory–based platform combined with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Keith Stecker is a financial advisor at RMR Wealth Builders, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including OppenheimerFunds and Brookfield Oaktree Wealth Solutions. RMR Wealth Builders, Inc. is a multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory, and educational seminars.

Michele Hom is a CFP® professional at Jordan Park Group LLC with four years of industry experience. Prior to joining Jordan Park Group in 2022, she worked at Hillcrest Wealth Advisors LLC from 2018 to 2022 and has a background in education from The College of New Jersey. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, advising clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, capital markets advice, and tailored family office services, utilizing a range of investment vehicles and incorporating ESG and impact considerations when requested.

Ryan Edwards is a CFP® with 16 years of industry experience. He has been with Intrua Financial since 2021, following seven years at Intrua Advisory Group LLC and a 16-year tenure at LPL Financial. Edwards is involved in 836 Wealth Management, a non-investment related business entity for tax and investment purposes. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and provides various portfolio management and financial planning services.

Mark Malek is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with 16 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and holds Series 63 and Series 65 credentials. Malek divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm offers a web-based platform that uses Modern Portfolio Theory and risk-tolerance questionnaires to build and rebalance ETF/ETN-based portfolios, combining automated solutions with fundamental, technical, and sub-advised strategies.