Patrick Bergin is a CFP® with 36 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment Planning, Inc. and Biehl & Bergin Agency, Inc. throughout his career. Outside of advising, he owns and manages an independent financial services office and is involved in health insurance referrals. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Nathanael Mannone is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Management. His background includes roles in academia and international organizations prior to entering the financial sector. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Barbara Villella is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at firms including Muriel Siebert & Co., Inc., LV Capital Partners, and Peterson Investments. Outside of her advisory roles, she is a franchise owner of Dream Vacations and operates a cruise business through an LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform. The firm employs a range of strategies including Modern Portfolio Theory, sub-advisory solutions, and a mix of discretionary and non-discretionary portfolio management.

Lisa Colletti is a CFP® and Series 65 professional advisor at Aspiriant, LLC with 17 years of industry experience. She has worked at Aspiriant in various roles since 2015. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and specialty financial consulting.

Samuel Swenson is a financial advisor at Range Advisory, LLC in New York, NY, holding the CFP®, CFA®, and Series 66 designations with eight years of industry experience. His prior roles include positions at Range Finance Inc, CGN Advisors, Wells Fargo Advisors, and Credit Suisse Securities. Outside of his advisory role, he operates SKS Advisory Services, providing accounting and light financial planning on a freelance basis. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to proprietary model portfolios alongside third-party strategies, incorporating AI tools to support client service and portfolio management.

Edward Hoffman is a financial advisor with Perigon Wealth Management, LLC in Edison, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. He is also involved in insurance sales and policy design through licensed activities with Vanderbilt Insurance Services, CEC Benefits, and Simplicity Group. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction with regular monitoring and serves as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Victoria Stout is a financial advisor at Simplicity Wealth with four years of industry experience. She holds a Series 65 credential and has worked in financial advisory roles at Simplicity Wealth and Roseland Retirement Planning since 2021. Additionally, she is a licensed real estate agent with Keller Williams Suburban Realty, where she has been active since 2010. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside a technology-driven managed account platform for advisers.

Christopher Toro is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His previous roles include positions at Joseph Gunnar & Co., LLC and B. Riley Wealth Advisors, Inc. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled vehicles.

Stephen Decatur III is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman. Moors & Cabot serves both retail and high-net-worth individuals, as well as institutional clients, offering investment management, financial planning, and consulting services. The firm employs a range of strategies tailored to client objectives and risk tolerances, managing accounts on discretionary or non-discretionary terms and providing “advice-only” arrangements for assets held elsewhere.

Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.

Dustin Vancott is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Aegis Capital Corp and Fahnestock & Co. Inc. 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 offers a range of portfolio management and financial planning services, with a focus on international investing and a combination of discretionary and non‑discretionary strategies.

Joseph Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC, where he has worked since 2021. His prior experience includes roles at Laidlaw & Company, Laidlaw Wealth Management, and HSBC Bank USA. Outside of his advisory work, he is involved with Stonebriar Investments, LLC, an advisory business for which he holds life and health insurance licenses. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options, supported by a network of approximately 153 investment adviser representatives.

Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Juan Matallana is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Securities Corporation, and Katerra. Outside of his advisory role, Matallana serves as a board member and COO of SEFT FC Corporation, a nonprofit semi-professional soccer team. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary rule-based model allocations, combining third-party sub-advisers and ongoing account monitoring.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and Hall Capital Partners LLC for one year. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion, serving individuals, entities, and institutional investors. The firm combines allocation to alternative investments with traditional equities and fixed income, employing fundamental and qualitative macro analysis and a manager due-diligence process to construct multi-asset portfolios that include both liquid and illiquid private market commitments.

Michael Lee is a financial advisor with Compass Financial Management LLC in New York, NY, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and several wealth management firms. Outside of advisory work, he is a media commentator and speaker on economics, markets, and politics, appearing on outlets such as Fox Business and RFD-TV, and serves as CFO for a technology reseller company. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting through a multi-advisor team managing roughly $894 million. The firm’s approach incorporates a range of asset classes and analytical methods, including proprietary model portfolios and selective use of third-party managers.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. 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 offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

James Engle is a financial advisor at John W. Bristol & Co., Inc. with six years of industry experience. He holds the CFA® and CIC designations, along with Series 63 and Series 65 licenses. James has been with John W. Bristol & Co., Inc. since 2000. John W. Bristol & Co., Inc. is an employee-owned investment adviser founded in 1937 that serves endowments, foundations, charitable organizations, pension and profit-sharing plans, corporate clients, and select high-net-worth individuals. The firm employs a research-intensive, fundamental, long-term investment approach focused on companies with durable competitive advantages, integrating equity and fixed-income analysis to manage volatility and pursue multi-year real return objectives.

Kenny Avenil is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own CPA firm for 25 years. His background includes roles at GWN Securities Inc and consulting for small businesses on managerial and cost-saving matters. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage portfolios, primarily on a discretionary basis.