Kenneth Hartos is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Thrivent Financial, among other firms. Outside of his advisory role, he operates a small eBay business specializing in retro video games and collectibles. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels.

Mc Clain Bishop is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for seven years each. Outside of his advisory role, he is a minority partner in HGC Investments, LLC, a holding company for investments, and participates in charitable activities through the R and H H Foundation. 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 administrative services. The firm uses a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases and sponsoring multiple pooled investment vehicles.

Nicholas Caradonna is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior work includes roles at Wunderlich Securities, Inc. and LPL Enterprise LLC, as well as a period as a stay-at-home professional. Advisors Capital Management serves a diverse client base, including high-net-worth individuals and employee benefit plans, providing discretionary portfolio management with a mix of fundamental, quantitative, and qualitative investment strategies. The firm manages over $8.1 billion in assets and acts as an outsourced sub-advisor for unaffiliated broker-dealers and registered investment advisers.

Paul Morse is a CFP® professional with 33 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2020. His prior experience includes roles at Gladstone Wealth Group, LPL Financial, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes a range of investment strategies, including international investing via the EPC Advisors Group, and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.

George Kuruvilla is a financial advisor with Virtue Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has previously worked at Center Street Advisors, Inc. and Lifemark Securities Corp. Outside of his advisory role, he is an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches, with oversight from an investment committee conducting due diligence on third-party managers and model strategies.

William Houck is a CFP® and ChFC® with 21 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and specialized strategies.

Molly Rimes is a CFP® with four years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Her prior work includes roles at Insmmed Insurance Agency and positions in education at Florida State University and Fort Myers High School. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration upon client request.

Brian Doughney is a CFP® and CFA® charterholder with 27 years of industry experience. He currently serves with Nations Financial Group, Inc. and has previously worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Ernst & Young Investment Advisers LLP, and Chase Investment Services Corp. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, model portfolios, and third-party manager programs, utilizing a range of investment strategies across multiple asset classes and risk profiles.

Caribel Colon is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, and Francis Financial. She also works part-time with Aetna Health Insurance. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance activities.

Eric Strominger is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes prior roles at Aegis Capital Corp, Oppenheimer, Maxim Financial Advisors LLC, MSI Financial Services, and Eastbrook Capital Group. Outside of his advisory work, he is involved with CRAZMinds LLC, a consumer products business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and model portfolios.

Craig Kaufman is a financial advisor at Citizens Private Wealth with 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and UBS Financial Services. He serves on the Board of Trustees for Temple Emanuel of the Pascack Valley. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and consulting services.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Luke Fenker is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Guardian Life and North Florida Financial. Fenker’s background includes four years at Florida State University and five years in secondary education prior to entering finance. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients, including individuals, trusts, and charitable organizations. The firm uses a collaborative planning process supported by third-party software and focuses on customized financial planning without offering security-specific investment recommendations.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.

John Rochford is a financial advisor at Tocqueville Asset Management LP with eight years of industry experience. He holds a Series 66 designation and has worked at Tocqueville since 2019. Prior to this, he held positions at Inverness Counsel LLC, J.P. Morgan Securities Inc., and Chase Investment Services Corp. Tocqueville Asset Management is a registered investment adviser managing over $10 billion in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and employer-sponsored ERISA accounts. The firm follows a bottom-up, contrarian, value-oriented investment approach and offers tailored portfolio management and advisory services across multiple asset classes.

Stephanie Fagenson is a financial advisor at A.G.P. / Alliance Global Partners with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp, B. Riley Wealth Management, and B. Riley Wealth Advisors. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, including high-net-worth households, retirement plans, and pooled/institutional vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution, with a notable focus on international investing through its EPC Advisors Group division.

Paul Kleinschmidt is a financial advisor at Tocqueville Asset Management LP with 15 years of industry experience. He has been with Tocqueville Securities L.P. since 2010 and serves as President, CEO, and Portfolio Manager at Tocqueville Asset Management. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach through multiple specialized investment teams.

Jennifer Aimone Seiler is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RMR Wealth Builders in 2019, she worked at Calton & Associates, Inc. for 11 years and Cetera Wealth Services, LLC for 5 years. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Jay Shah is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Outside of his advisory work, he consults on business development for 360EMED LLC, an online medical appointment scheduling company. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of investment strategies with a focus on international investing through its EPC Advisors Group division, alongside discretionary portfolio management, financial and estate planning, and brokerage services.

Matthew Smith is a CFA® charterholder with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc., having worked with affiliated entities since 2016. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.