Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves multiple private pooled investment vehicles for qualified investors.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Yousef Khan is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with OnePoint BFG Wealth Partners and has held roles at firms including LPL Financial and Northwestern Mutual. Outside of his advisory work, he serves as a notary, providing notarization services to clients at no charge. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, with most assets managed on a discretionary basis, and incorporates AI-assisted tools to document client interactions.

Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cantella & Co., Inc. from 2015 to 2022. He serves as a board member of the North Shore Child and Family Guidance Center. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of investment strategies including separately managed accounts and third-party manager programs.

Hugh McDonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016. Outside of his advisory work, he serves as president and owner of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic strategies alongside quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. 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 utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

Meghan Lee is a CFP® professional with three years of industry experience, currently affiliated with CW Advisors, LLC in New York, NY. She previously worked at Congress Wealth Management LLC for seven years and held positions at Boston Private. Her background also includes four years at Babson College. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and business entities, providing wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other advisors.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial, LLC since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, offering discretionary portfolio management and access to third-party managers and model portfolios.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.

Robert Peller is a financial advisor with The AmeriFlex Group in New York, NY, holding a Series 63 designation and 26 years of industry experience. His prior work includes long tenures at Cetera and Kestra, as well as a position at Premier Exhibitions Inc. Outside of his advisory role, he serves as treasurer for the Peller Family Foundation, a 501(c)(3) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services Inc. and PNC Investments LLC. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach with a risk-first framework and provides integrated trust and banking referral capabilities through its affiliation with a chartered trust company and bank holding company.

James Deutsch is a financial advisor at Gilder Gagnon Howe & Co. LLC with 24 years of industry experience. He has been with the firm since 2000. Outside of his advisory role, he serves as a trustee on the investment committee at Trinity School and is a board member on the investment committee for the NYU Law Foundation. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, charitable organizations, corporations, and retirement plans through multiple independent portfolio managers who employ an active, growth-oriented equity strategy. The firm operates as both a registered investment adviser and broker-dealer, offering client brokerage accounts with distinctive trading flexibility and transaction-based commissions on non-retirement accounts.

Michael Mac Dougal is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. Outside of advising, Mr. Mac Dougal sells firewood through a farmland property he owns in Hampton, NJ. 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 advisory and portfolio management programs with both discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Tara Shulman is a financial advisor at Compound Planning, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Janney Montgomery Scott, and Compound Advisers, Inc. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Lawrence Bell is a CFP® with 34 years of industry experience and is currently with Summit Financial, LLC. He has held positions at Summit Financial since 2018, and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1991 to 2018. Outside of his advisory work, he serves as president of the Delbarton Athletic Boosters, a high school athletic booster program. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Gavin Charlton is a financial advisor at SAX Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining SAX Wealth Advisors, he worked at Regency Wealth Management, Murphy Capital Management Inc, Peapack-Gladstone Bank, and Beacon Wealth Management, LLC. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, and offers specialized consulting including employee benefit plans, real estate exchanges, and alternative investments.

Andrea Paragas is a financial advisor at Gilder Gagnon Howe & Co. LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2020. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion, offering differentiated portfolios and frequent trading activity.