Marshall Burroughs is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at RMR Wealth Builders, Inc. and previously worked at M&R Capital Management, Inc., Salesforce, and Deutsche Bank Securities Inc. Outside of advisory services, he is an independent insurance agent specializing in life, health, and disability insurance, and he is president of Burroughs Financial Planning, LLC. 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, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Matthew Cherashore is a financial advisor with Tocqueville Asset Management LP in New York, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at The Winchester Group Inc for 12 years before joining Tocqueville Securities L.P. in 2013, where he serves as a portfolio manager. Tocqueville Asset Management L.P. manages approximately $10.24 billion in assets and provides discretionary and non-discretionary portfolio management, sub-advisory services, and wrap account participation. The firm serves a diverse client base including individuals, institutions, ERISA accounts, sovereign wealth funds, and other investment advisers, employing a bottom-up, contrarian, value-oriented investment approach through independent Investment Teams.

Domenick Tibaldo is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Securities Corporation for nine years. He serves as president of the Nutley Historical Society & Museum and is treasurer of the Kiwanis Club of Belleville, NJ. B. Riley Wealth Advisors manages approximately $7 billion in client assets through a team of 274 advisors, providing a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Leith Harmon is a financial advisor with Wealthcare Advisory Partners LLC in New York, NY. She holds Series 63 and Series 65 credentials and has seven years of industry experience. Her prior firms include Merrill and Counsel Fiduciary, LLC, where she maintained a dual registration during a transitional period. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, combining passive and active investment strategies with dynamic rebalancing.

Douglas Roth is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked at RMR Wealth Builders since 1986, as well as at Calton & Associates, Inc. from 2012 to 2022. Outside of his advisory role, he is the owner of HR Ease LLC, a technology company providing benefits enrollment software services, and a member of Wealth Builders Ventures OC, LLC, an investment holding company. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individual, retirement plan, and institutional clients. The firm provides portfolio management, financial planning, retirement plan fiduciary services, sub-advisory services, and educational seminars, utilizing a variety of investment strategies and technology platforms.

Stephen Jones is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 65 and Series 66 licenses and has 24 years of industry experience, including 17 years at National Asset Management Inc and ongoing affiliation with National Securities Corp since 2002. Outside of his advisory work, he serves as a board member of Latsky Dance, Inc., a dance company. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm provides portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that integrates internal and external strategies, including international equity SMAs and sub-advisory relationships.

Brian Ycaza is a CFP® with eight years of industry experience, currently serving at Valley Wealth Managers, Inc. He has held roles at several firms, including Valley Financial Management, Inc., Valley National Bank, and Leumi Investment Services Inc. His background includes experience at Northwestern Mutual Investment Services LLC and multiple financial advisory practices. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm emphasizes a client-driven investment process and utilizes an investment committee to guide strategic and tactical allocations across equities, fixed income, and cash, often blending individual securities with mutual funds and ETFs.

James Noble is a CFP® professional with 28 years of experience in financial advising. He is affiliated with NPA Asset Management, LLC and has worked with Nationwide Planning Associates, Inc. since 2012. In addition to his advisory roles, he teaches continuing education courses on CFP ethics and participates in nonprofit financial literacy initiatives. He is also a musician who performs for senior care homes. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.

Dominic Aceto is a CFP® professional at RMR Wealth Builders, Inc. in Montclair, NJ, with seven years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. Dominic is also a member of Wealth Builders Ventures OC, LLC, a holding company involved with an investment in Orange Comet. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement fiduciary services, and specialist advisory options such as annuity management and digital asset programs.

John Delafield is a financial advisor at Tocqueville Asset Management LP with 17 years at the firm and four years of industry experience. He is based in New York, NY. Tocqueville Asset Management L.P. 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 bottom-up, value-oriented, and contrarian investment approach across multiple strategies and is noted for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Marian White is a CFP®-designated financial advisor with 34 years of industry experience, currently with Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, she worked at Lexco Wealth Management, Inc. and National Planning Corp. Outside of her advisory work, she is involved in community activities as a show producer and on-air personality for LMC Public Access TV and serves as a director of the Larchmont Rotary Club. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including multiple roles within Cantor Fitzgerald entities since 2015. Cantor Fitzgerald Investment Advisors, L.P. offers discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, institutions, and financial intermediaries. The firm employs proprietary ETF model portfolios and a multi-step asset allocation approach, managing a range of equity and fixed-income strategies while serving as advisor to various registered investment companies and private pooled funds.

Louis Goldman is a financial advisor at CreativeOne Securities, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Advisors, Inc., American Portfolios Financial Services, and Questar Capital Corporation. Outside of advising, he serves as president of Tax Depot NJ, LLC, and acts as a notary. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Edward Gardner Jr. is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses. He has been in the industry since 2015, with experience at Cyrus J. Lawrence, LLC and Empire Asset Management Company prior to joining Apollon. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base, including individuals, families, trusts, businesses, and insurance company clients. The firm offers financial planning and portfolio management services, employing a combination of centrally managed model strategies and locally managed portfolios across various investment vehicles.

Jordan Press is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for over two decades. Jordan holds a Series 65 designation. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm offers customized, team-based investment management and financial planning, utilizing internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

John Gavey is a CFP® with 32 years of experience in the financial services industry. He currently serves as an advisor at Citizens Private Wealth and previously worked at firms including First Republic Bank and Morgan Stanley. Outside of his advisory work, he acts as a FINRA arbitrator, mediating securities-related disputes. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and additional services including tax, estate structuring, and business consulting for multigenerational family and closely held business matters.

Kevin Kern is a financial advisor at Advisors Capital Management, LLC with 24 years of industry experience. He has been with Advisors Capital Management since 2004. Kern holds Series 65 and Series 66 credentials. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, combining top-down and bottom-up analysis across various asset classes.

Scott Brown Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2013. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Mark Lange is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial. Outside of advisory services, he is involved in financial education through My Secure Advantage. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.