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. Her prior experience includes roles at IDB Bank, IDB Lido Wealth, LLC, and GBS Finance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary strategies, often utilizing third-party managers and technology platforms.

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.

Brian Duarte is a financial advisor at Santander Securities LLC in Parsippany, NJ, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Santander Securities since 2017 and has worked at Santander Bank, NA since 2013. 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 provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily targeting individual, ERISA, IRA, and institutional clients.

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 currently works at Prosperity - An EisnerAmper Company and has previously held roles at Dai Securities, 1417 Capital, Bay Colony Advisors, Charles Schwab, UBS Financial Services, and Ameriprise. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and emphasizes asset allocation, diversification, and the use of third-party managers and technology platforms.

John Simon is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. Prior to joining Simon Quick Advisors in 2017, he worked at William E. Simon & Sons, LLC for 23 years. He serves as finance chair of the Arnold and Mabel Beckman Foundation, reflecting involvement in nonprofit finance. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocation to unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and it offers integrated tax and back-office services alongside sub-advisory relationships.

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 a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Capvision and Pulsafeeder. 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, and offers both advisory and broker-dealer services.

Jason Purvis is a CFP® with nine years of industry experience, currently serving at Simplicity Wealth. His prior roles include positions at Prudential Insurance Company of America and Bank of America, and he is also 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, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisors.

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, currently serving at Brookwood Investment Group. He has held roles at Redwood Private Wealth LLC, Protected Goals, LLC, and New Century Capital Management, LLC. Outside of his advisory work, he is president of Furraylogic, Ltd., a company specializing in the development and sale of customized software systems, and BFC Consultants, Ltd., which provides financial analysis and expert witness consulting for legal and accounting firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, employing tailored portfolios across passive, active, tactical, and blended strategies.

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.

Robert Sayre is a financial advisor at Simplicity Wealth with 23 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Cetera, Mid-Atlantic Wealth Advisory, Creative Planning Institutional Advisors, and Ameriprise. Outside of his advisory work, Sayre serves as president of Phyxius Capital Management and is involved as an insurance agent selling life, health, disability, annuities, and long-term care products. 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 employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with a focus on model portfolios monitored and rebalanced regularly, and offers advisory and operational services including a managed account platform for advisers.

Joseph Medina is a financial advisor at Infinity Financial Services Advisory with 26 years of industry experience. He has held positions at Newbridge Securities Corporation and Cetera Advisors LLC prior to joining Infinity in 2022. Outside of his advisory role, Medina works as a commercial and residential real estate agent and serves as an independent public notary. He is also a limited partner in several bars located in Brooklyn, NY. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for individual and high-net-worth clients. The firm employs a multi-method investment approach, utilizing techniques such as charting, fundamental and technical analysis, and modern portfolio theory, with strategies that include mutual funds, ETFs, options, and other complex investments.