James Cantela is a CFP® professional at MissionSquare Retirement with 14 years of industry experience. His career includes roles at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways provides discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, with investment advice and model portfolios developed by Morningstar Investment Management.

Robert Kleinschmidt is a financial advisor at Tocqueville Asset Management L.P. in New York, NY, with 47 years of industry experience. He has been with Tocqueville since 1991 and holds the Series 63 designation. Kleinschmidt serves as Chief Investment Officer and Executive Chairman of the general partner at Tocqueville Management Corp. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a multi-team, bottom-up, value-oriented, and contrarian investment approach across various equity and fixed-income strategies, and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Margaret Rivera is a financial advisor with Insigneo Advisory Services, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment solutions across various asset classes, utilizing both proprietary and third-party strategies.

Joshua Abercrombie is a financial advisor at Cantor Fitzgerald Investment Advisors with 20 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Cantor Fitzgerald since 2022. Prior to that, he was with Brighthouse Financial and Griffin Capital Securities. Outside of his advisory role, he is the founder and sole proprietor of Denovo Ventures LLC, which acquires, renovates, and sells residential properties in the Phoenix area. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm utilizes a research-driven approach primarily focused on index-based ETFs and offers proprietary model portfolios alongside active value and income strategies.

William Butler is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Beacon Trust in New York, NY. He has been with Tirschwell & Loewy, a division of Beacon Trust, since 2007. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach using an open-architecture platform and offers integrated trust and banking referral capabilities through its affiliated trust company and bank holding company.

Michael Luis is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Calton & Associates, Inc. for eight years. He has been associated with RMR Wealth Builders for multiple periods since 2011. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

James Freda is a financial advisor at Hennion & Walsh Asset Management, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with Hennion & Walsh since 2023. Prior to that, he worked briefly at Charles Grotyohann and has experience in contracting and landscaping. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, offering multiple program structures and employing a combination of fundamental and technical analysis across various asset classes.

John Higgins VII is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. His prior experience includes roles at Personal CFO Solutions LLC, Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and consulting, with investment strategies executed by independent advisors using a variety of asset allocation and analysis techniques.

Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Lissett Hernandez is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing, as well as positions within various Insigneo entities since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates third-party macroeconomic research and global asset classes to align investments with client objectives and risk tolerances, and maintains cross-border capabilities through affiliated entities.

Steven Lieberman is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Merit Financial Advisors since 2026. His prior roles include eight years at Summit Financial, LLC and Purshe Kaplan Sterling Investments, and 27 years at Summit Equities, Inc. and Summit Financial Resources, Inc. He is also involved in financial planning and wealth management through a partnership at Summit Financial, LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, with options for customized portfolio management.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected independent managers.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.

Michael Paton is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Tocqueville Asset Management since 2004. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies and offers tailored portfolio management services.

Mariana Isabel Muro Riveiro is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Intercam Advisors, Inc. and Jefferies LLC. Outside of her advisory role, she is an assistant designer and co-owner of Vana Accessories LLC, a fashion business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized and collaborative planning process supported by third-party financial planning software.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

David Gottlieb is a financial advisor with Savvy in West Orange, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at EisnerAmper Wealth Management, Ameriprise Financial Services, and APW Capital, Inc. He also provides fixed insurance and annuity products through Advisors Excel. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach 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 a proprietary technology platform and external sub-advisers.

Rohan Motwani is a CFA® charterholder with four years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Greenwich Strategy and Apollo Global Management. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Thomas Alonso is a CFA® charterholder with four years of experience in the financial industry. He is currently with Hallmark Capital Management and has prior experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Alonso is associated with Valley Wealth Managers, Inc., a firm that manages approximately $2.69 billion for a mix of individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. Valley Wealth Managers uses a client-driven investment process with a focus on strategic and tactical allocations across equities, fixed income, and cash, supported by an investment committee and third-party services.

Joseph Spada is a CFP® professional with 42 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously spent 35 years with Summit Equities, Inc. and Summit Financial Resources. Outside of his advisory role, Mr. Spada is involved in nonprofit work, serving as chairman of the Tri County Scholarship Fund and as a board member of Several Sources Shelters, both organizations supporting community and social causes. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan services, combining discretionary and consultative approaches to portfolio management.