Matthew Pascarella is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2020, following seven years at Founders Financial Securities, LLC. Outside of his advisory role, he serves as a director at Woods End Merchants Services, LLC, a merchant services firm. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors and serves individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Arash Ganjian is a financial advisor at Gilder Gagnon Howe & Co. LLC with 19 years of industry experience. He has been with the firm since 2004. Ganjian holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and manages both wrap-fee retirement programs and transaction-based non-retirement accounts.

David Howe is a financial advisor with Gilder Gagnon Howe & Co. LLC, holding a Series 63 designation and bringing 50 years of industry experience. He has been with the firm since 1978. Outside of finance, Howe is the founder and owner of 601Artspace, a private non-commercial exhibition space on the Lower East Side, and also operates David Howe Studio, where he maintains an active art practice. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, pension plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research with independently managed client accounts.

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.

Nicole Wegman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2023. Her prior experience includes roles at Element Financial Group, Commonwealth Financial Network, and UBS FS. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth 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 incorporates tax planning and trust-related services for some clients.

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.

Joseph Petracca is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities, Santander Bank, Bank of America, and Merrill. Santander Securities LLC provides investment advisory and related services to a broad mix of clients, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting supported by its clearing custodian.

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.

Kimberly Viggiano is a financial advisor at Gilder Gagnon Howe & Co. LLC with 21 years of industry experience. She has been with Gilder Gagnon Howe since 2009. Kimberly holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading primarily in stocks, combining fundamental and technical research while managing separate client accounts.

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.

William Conger is a financial advisor at Simon Quick Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Red Hook Management for 14 years before joining Simon Quick Advisors in 2022. Outside of his advisory role, he serves as chairman of the Raptor Trust, a non-investment related position. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services alongside its investment management.

Eric Mangold is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Minnesota Life Insurance Co, Securian Financial Services Inc, Allied Wealth Partners, and First Allied Advisory Services. Outside of his advisory role, he volunteers with the Leukemia and Lymphoma Society. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, alongside financial planning and retirement plan advisory.

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.

Caitlin De Groat is a CFP® with six years of industry experience currently with Cary Street Partners. She previously worked for Beacon Trust Company for 13 years. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers various portfolio management and financial planning services, utilizing proprietary strategies, sub-advisers, and AI tools to support investment decisions.

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.

Kyle Wesley is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Emilio Rivera is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at Simplicity Investments, MassMutual Investors Services, New York Life Insurance Company, and AXA Advisors. Rivera is President and CEO of E. Rivera & Associates and serves as a board member for the Staten Island University/Northwell Hospital Foundation, participating in fundraising activities. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice through discretionary management, advisor-specific styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.

Jamahl Mahmood is a CFP® and ChFC® with 24 years of industry experience. He has been with Main Street Financial Solutions, LLC since 2017 and previously worked at Purshe Kaplan Sterling Investments and Access Wealth Planning, LLC. Outside of his advisory work, Mahmood serves as a wedding officiant and holds board positions with the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on mutual funds and low-cost passive ETFs while also utilizing actively managed funds and alternative investments.

Gregg Heller is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs featuring both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Ira Menkes is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with B. Riley Wealth Management since 2015 and joined B. Riley Wealth Advisors in 2022. Menkes serves as a director of the Congregation Emanu-El Men's Club, where he helps organize seminars and charitable events. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.