Shinaola Atoro is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth Management, Atoro held positions at Walmart and IBM. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing a blend of internal management and select third-party sub-advisors.

Linda Hilton is a CFP® with six years of industry experience, currently serving at Simplicity Wealth. She has prior experience at LifePro Asset Management and maintains ongoing roles in tax and accounting as a CPA, including ownership of a tax and accounting practice and involvement in a tax planning and litigation firm. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers through its managed account platform.

Alexander Salton is a CFP® with 16 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. His prior roles include positions at Raymond James Financial Services and Legg Mason Asset Management. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with offerings that include specialist advisory options such as annuity management and a discretionary Digital Asset management program.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at IDB Lido Wealth, IDB Bank, GBS Finance, and Merrill. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and consulting services. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios as part of its investment approach.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC. He holds the Series 66 designation and has three years of industry experience, all with Muriel Siebert & Co. and Siebert AdvisorNXT. 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.

Clifford Brockmann is a CFP® with eight years of industry experience, currently affiliated with Core Planning. His prior roles include positions at Fidelity Investments, The Vanguard Group, Tapfin, and Edward Jones. Outside of finance, he worked as a self-employed videographer while attending Montclair State University. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory for qualified plans. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies and oversee asset allocation.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

Justin Shure is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has worked previously at firms including Charles Schwab and Bay Colony Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

John Simon is a financial advisor at Simon Quick Advisors, LLC with nine years of industry experience. Prior to joining Simon Quick Advisors, he worked for 23 years at William E. Simon & Sons, LLC. Outside of his advisory role, John serves as the finance chair of the Arnold and Mabel Beckman Foundation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm combines proprietary quantitative analysis with in-person due diligence to allocate assets across independent managers, mutual funds, ETFs, and private investment funds, offering both discretionary and non-discretionary account management.

Christopher Cella is a financial advisor at OnePoint BFG Wealth Partners with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves on the board of Core Media Systems Inc., a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a blend of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Andrew Chang is an advisor at Gilder Gagnon Howe & Co. LLC with two years of industry experience. He holds a Series 66 designation and has worked at Capvision and Pulsafeeder prior to joining Gilder Gagnon Howe & Co. Andrew’s background includes roles outside of finance, such as work with party rentals and a dumpling house. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion and may engage in frequent trading and the use of margin, short sales, and limited options or fixed-income exposure.

Jason Purvis is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently affiliated with Simplicity Wealth and owns Next Phase Money Management. Outside of his advisory roles, he is involved in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors, offering financial planning, portfolio management, and managed account services. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and selected securities, and provides technology and operational platforms for other advisers.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. 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 focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

Daniel Otoole is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Meeder Investment Management, Quasar Distributors, Horizon Investments, and Assetmark, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

Arthur Grutt Jr. is a financial advisor with Capitol Securities Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capitol Securities in 2019, he worked at LPL Financial and has been involved with Cambridge Life Brokerage LLC since 2006, where he serves as president overseeing employee benefits brokerage operations. Capitol Securities Management provides brokerage and advisory services to individuals, corporate and charitable clients, trustees, and plan sponsors. The firm offers comprehensive financial planning, pension consulting, insurance products, and manages assets through various programs including separately managed accounts and third-party money managers.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience. He is currently with Brookwood Investment Group and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, among others. Outside of his advisory role, he serves as president of Furraylogic, Ltd., a company specializing in customized software development, and BFC Consultants, Ltd., which provides financial analysis and expert witness services. Brookwood Investment Group serves individual investors, businesses, and retirement plans by offering customized portfolio management and financial planning using a combination of passive, active, and tactical strategies. The firm supports both discretionary and non-discretionary management and provides ongoing due diligence and access to various investment instruments.

Christopher Stappas is a financial advisor with Summit Financial, LLC, holding CFP® and Series 63 designations and bringing 35 years of industry experience. He has been with Summit Financial and related Summit entities since 1991 and also serves as managing member of CGS Financial, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Arthur Ferreri is a financial advisor at Gilder Gagnon Howe & Co. LLC with 30 years of industry experience. He has been with the firm since 2000. Ferreri holds a Series 63 designation. 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.

Brian Keller is a financial advisor at Summit Financial, LLC in Parsippany, NJ, holding a Series 66 credential with five years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Bank of America, Merrill, and Recordati Rare Diseases. Keller is a minority owner of R.B.S. Harrison, LLC, a rental property management company, though he is not involved in its operations. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan services through both discretionary and consultative approaches.