Edmond Sukalic is a financial advisor with Perigon Wealth Management, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at Purshe Kaplan Sterling Investment, Dinami Partners, Inc., LPL Financial, and Prager Metis CPAs LLC, where he worked in tax preparation and accounting. He also supervises tax advisory work at Dinami Partners, Inc. alongside his advisory duties. Perigon Wealth Management offers 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 emphasizes individualized portfolio construction, regular monitoring, and acts as sponsor and overseer of wrap and sub-advisor programs.

Edward Mercier is a financial advisor at Simplicity Wealth with 39 years of industry experience. He holds a Series 65 designation and has previously worked at Charles Schwab, Portsmouth Financial Services, and Retireone Investment Services. Mercier has been with Simplicity Wealth since 2026. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers model portfolios monitored with ongoing rebalancing, alongside services such as tax optimization and customized investment screening.

Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. She has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across a range of asset classes, with portfolios overseen by a weekly investment committee.

Peter Rodick is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts, Lincoln Investment, and Bergin Agency. Outside of advisory roles, he has experience assisting clients and managing branch operations at Bergin Agency. 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 through proprietary investment processes and third-party managers, operating a nationwide network of independent advisors and providing both discretionary and non-discretionary investment services.

Rahul Sarin is a financial advisor at Savvy in New York, NY, holding Series 65 and Series 63 licenses with five years of industry experience. He previously worked at Avendus Capital Inc. and Avendus Wealth Management Private Limited and has been associated with multiple firms including Risa Advisory, Stonehaven, and SP Asset Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans with a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Stephen Dean III is a CFA® charterholder based in New York, NY, with five years of industry experience. He currently works at Compound Planning, Inc. and has previous experience at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory role, he provides informal product strategy advice to two pre-revenue startups in technology unrelated to investments. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with fiduciary, goals-based investment management. The firm offers a range of strategies including alternative investments, employs technology-driven portfolio oversight, and provides both discretionary and non-discretionary engagement options.

Paul Criscitiello is a financial advisor at Savvy in New York, NY, holding a Series 65 designation. He has worked in the financial industry since 2019, with prior roles at Trillium Trading and Brown Brothers Harriman. Savvy provides customized discretionary and non-discretionary investment and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Matthew Schaeffer is a financial advisor at Zacks Investment Management, Inc. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2006. Outside of finance, Schaeffer owns and manages Schaeffer Studios, a photography business. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, including portfolio management for mutual funds and ETFs. The firm employs a combination of proprietary quantitative models and qualitative portfolio management across various strategies and offers services through wrap-fee and unified managed account programs.

Anthony Romano is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He previously worked at Aegis Capital Corp for six years before joining his current firm in 2021. Outside of advising, Romano is involved in a trucking business where he handles accounting and finance duties and is a co-owner of a detox and inpatient addiction recovery center. A.G.P. / Alliance Global Partners is a dually registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicles and private funds.

Prashant Mody is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Aegis Capital Corp. for 10 years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/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 various investment strategies implemented through model portfolios and separately managed accounts.

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. Prior to joining AlphaCore in 2026, he spent 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm with roughly 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Kestra Financial Services, and Massachusetts Mutual Life Insurance Company. He is a board member of the Westfield Area YMCA, where he also chairs the Property and Investment Committees. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through a combination of internal investment teams and third-party managers, offering both discretionary and non-discretionary accounts.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and LPL Financial, LLC. Outside of his advisory role, he owns and operates a fixed insurance business focused on fixed annuities and insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies across a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and client education initiatives.

Mark Spooner is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Simplicity Wealth and has previously held roles at firms including The Leaders Group Inc, Investacorp Inc, and Securities America, Inc. He is also involved with the Simplicity Group as a Senior Planning Specialist focusing on life insurance support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing a range of advisory and managed account services combined with technology and operational support for other advisors.

Bryan Cass is a CFP® professional with three years of industry experience. He is currently with Laird Norton Wetherby Wealth Management, LLC, where he has worked since 2025. Prior to this, he held positions at Wetherby Asset Management and BNY Mellon Wealth Management. Laird Norton Wetherby Wealth Management provides wealth planning and investment management services primarily to high-net-worth individuals and related entities. The firm employs a customized investment approach emphasizing strategic asset allocation, global diversification, and a core-satellite strategy that includes active management and alternative investments.

Joseph Amato is a financial advisor with Alexander Capital Wealth Management LLC in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital and its affiliated entities since 2012 and previously worked at Gunnallen Financial, Inc. and Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in various holding companies and partnerships unrelated to investment advisory services. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, offering investment advisory and capital markets/M&A advisory services. The firm employs a combination of proprietary technical analysis and fundamental review to implement discretionary management strategies through multiple advisory teams and third-party platforms.

Roman Moldavsky is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities. Moldavsky has been associated with various Fortis entities since 2016. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, employing a range of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors and specialist approaches.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.

I came to the U.S. from the Dominican Republic when I was 11 years old. As an immigrant, I had to learn two languages: English, and money. I did not learn personal finance concepts at home or in school, so I can relate to professionals who are advancing in their careers as they plan for their futures, yet feel a certain inadequacy around money. Seeing my parents' journey to create a better life for us inspired me to do better, not only for myself, but for others looking to build a better financial future for themselves. I personally observed how much harder it can be for women. My mother had to do very physical jobs her whole life, while also raising 6 kids (me, my brother, and four sisters) and taking care of elderly parents. She also outlived my dad, which further compounded the need for her financial security. I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help other First Gen wealth creators like myself pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future. I look forward to meeting you and learning more about your goals and aspirations. Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

Anthony Rossi is a financial advisor at Simplicity Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Leaders Group Inc and in various roles outside finance, including positions at NYU College of Dentistry, Mount Sinai’s Ichan School of Medicine, and UNICEF. Rossi is also involved with Simplicity Group as a Senior IR Analyst and IT support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside technology and operational services for advisers.