Paulo Aguilar is a financial advisor at Arkadios Wealth Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Inland Securities Corporation and Bluerock Capital Markets. Outside of his advisory role, he is a partner at Wealthstone Group, providing real estate consulting services related to market trends, investment analysis, and portfolio management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans delivered through various managed accounts and third-party managers. The firm uses a combination of fundamental, technical, and cyclical investment analysis and offers integration of alternative assets and consolidated reporting.

Denis O'kane II is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with Gilder Gagnon Howe & Co. since 2009. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2022. Prior to joining the firm, he worked at Kreative Displays and spent time as a full-time student. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Shaiza Rizavi is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. She has been with the firm since 1996. Rizavi serves on the boards of Columbia Business School and Vanderbilt University, and is involved with the Tamer Institute for Social Enterprise as well as the Beaverkill Valley Land Trust. She is also co-owner of a regenerative organic farm. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Roosevelt Investment Group and Unified Financial Securities. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining macroeconomic and security-level analysis across various asset classes.

Joseph Russo is a financial advisor at RMR Wealth Builders, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2004, with prior experience at Calton & Associates, Inc. from 2012 to 2023. Outside of his advisory role, he serves as a director for HR Ease, LLC, a benefit administration platform, and is president and director of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory program options.

Vijay Leventhal is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hennion & Walsh since 2005. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs such as wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary strategies across various asset classes.

Michael Cear is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Summit Financial in 2018, he worked at Summit Equities Inc and Summit Financial Resources, Inc. Mr. Cear also engages in insurance brokerage activities, earning compensation from the sale of insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicholas Giamarino is a financial advisor at Hennion & Walsh Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Merrill Lynch. Outside of his advisory work, he has ownership in a printing-related business entity. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Michael Doyle is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Cary Street Partners and Luxon Insurance Services since 2017 and was self-employed from 2011 to 2017. Outside of advisory work, he is a managing member and partner of DDGS Associates, LLC, a residential real estate investment partnership focused on acquisitions and rentals. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative and private funds, and integrated lending and insurance solutions, employing a range of traditional and alternative investment strategies.

Andrew Moss is a CFP® professional with 30 years of experience in the financial services industry. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for over two decades. Outside of his advisory work, Mr. Moss serves on the investment committee of the United Synagogue of Hoboken and manages financial duties for two commercial condominium associations in Hoboken, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client preferences.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

Jesse Christensen is a financial advisor with New Edge Wealth in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Chesapeake Asset Management and Cherry Lane Capital. Christensen is also associated with NewEdge Advisors, LLC, an investment advisory firm connected to Chesapeake Asset Management. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to drive returns, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary solutions supported by technology and AI-assisted analytics.

Karen Legotte Langdon is a financial advisor at Gilder Gagnon Howe & Co. LLC with 33 years of industry experience. She has been with the firm since 1991 and holds a Series 63 designation. Outside of her advisory role, she serves as Treasurer and on the Finance and Executive Committees of Concerned Citizens Of Montauk, a nonprofit organization. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focusing primarily on stocks and combines fundamental and technical research to manage separate client accounts.

Stephen Bene is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds the Series 66 designation and has previously worked with firms including C2P Capital Advisory Group and One Team Financial. In addition to his advisory role, he is involved in business health insurance services as a registered insurance agent. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

Christina Massalay is a CFP® with 12 years of industry experience. She currently works at Main Street Financial Solutions, LLC and previously spent 11 years at Credit Suisse Securities (USA) LLC. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while providing ERISA fiduciary consulting and institutional-level services.

Jeffrey Costello is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Leaders Group Inc and C2P Capital Advisory Group. Outside of advisory work, he owns and operates an employee benefits insurance agency that provides group health and dental insurance programs to companies. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed with ongoing monitoring and rebalancing. It also offers technology and operational support for other advisers through a managed account platform.

James Rabasca is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied for six years before joining Summit Financial in 2020. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through a team of 216 advisors. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities, operating both discretionary and consultative platforms.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Angelo Odore is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory work, he is a consultant and coach at MLL Consulting Inc., focusing on agency and distribution best practices and professional coaching. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, utilizing tailored, suitability-driven advice and multiple managed account programs.