Terron Tidwell is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and National Securities Corp. Outside of his advisory work, Tidwell owns a media business focused on speaking engagements, book publishing, and documentary distribution, and he consults with college athletes on NIL deals. 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, utilizes third-party sub-advisers, and offers comprehensive portfolio management and retirement plan services.

Brian Doughney is a CFP® and CFA® charterholder with 27 years of industry experience. He currently serves with Nations Financial Group, Inc. and has previously worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Ernst & Young Investment Advisers LLP, and Chase Investment Services Corp. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, model portfolios, and third-party manager programs, utilizing a range of investment strategies across multiple asset classes and risk profiles.

James Buchanan is a financial advisor at Hennion & Walsh Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2018. Prior to his advisory role, he was employed at McArthur Golf Club and the PGA Tour. 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 employs both discretionary and non-discretionary management strategies across a range of asset classes and offers several managed account programs alongside supervisory and consulting services.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered 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, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Angela Hopkins is a financial advisor with Capitol Securities Management, Inc. in Sparta, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Capitol Securities since 2009 and previously worked at Talbots from 2018 to 2020. Outside of her advisory role, she serves on the Membership Committee for BNI Business Developers, where she engages with and monitors membership. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios, with investment advice delivered by its network of representatives who manage accounts using a range of securities and strategies.

Michael Gabay is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY. He holds the Series 66 designation and has experience working at Gilder Gagnon Howe since 2026. His prior positions include roles at Binghamton University and Nationwide Mutual Insurance Company. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

William O’Brien Jr. is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 25 years before joining Summit Financial in 2018. He holds a Series 63 designation and is also licensed to offer insurance products through various companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment options.

Samuel Scheller is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 31 years of industry experience. He joined A.G.P. in 2019 after six years with Aegis Capital Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm’s investment approach includes discretionary and non-discretionary portfolio management with a focus on international investing, model portfolios, and separately managed accounts.

Jennifer Aimone Seiler is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RMR Wealth Builders in 2019, she worked at Calton & Associates, Inc. for 11 years and Cetera Wealth Services, LLC for 5 years. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Susan Hayes is a financial advisor at Beacon Trust with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fahnestock & Co., Inc. for 13 years before joining Beacon Trust in 2016. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform that emphasizes risk diversification, tax-aware management, and customization, supported by its affiliation with a chartered trust company and bank holding company.

Eoin Monahan is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Hennion & Walsh since 2006. 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 including wrap-fee portfolio management, personalized UMA programs, and managed accounts, employing both fundamental and technical analysis across multiple asset classes.

Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Brogan O'Connor is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He joined RMR Wealth Builders, Inc. in 2024 after spending 11 years at Sentinel Benefits & Financial Group. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Stephen Ong is a Series 65-registered financial advisor at Savvy with three years of industry experience. He has held positions at Ballentine Partners, Fidelity Investments, and Beach Point Capital Management, among others. Prior to entering finance, he was affiliated with Tufts University and worked in various roles outside the financial sector. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm creates customized plans using 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.

Rush James is a financial advisor at Bison Wealth, LLC with 10 years of industry experience. He previously worked at Advocacy Wealth Management, LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he acts as an agent for Forge Consulting LLC, an insurance agency affiliated with his former firm. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm employs an outcome-focused, multi-manager approach that combines tactical and strategic allocations across liquid and private-market strategies and provides turnkey platform services to other registered investment advisers.

Salvatore Benigno is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a mix of third-party managers, custodian platforms, and proprietary models to create client-specific portfolios and integrates technology and operational outsourcing into its service model.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

Gyssel Materon Arboleda is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Santander Securities, Arboleda worked at Hollister Co and has been involved in a photography business since 2022. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management and provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multiple investment strategy options through third-party managers.

Eric Passin is a financial advisor at Savvy with 33 years of industry experience, holding Series 63 and Series 66 licenses. His prior roles include positions at Farther Finance Advisors and Prudential Insurance Company of America. Outside of his advisory work, he is an insurance agent affiliated with DPL Financial Partners. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, providing a range of investment and financial planning services. The firm customizes investment plans based on client objectives and employs a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware strategies, and specialized sub-adviser solutions.

Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.