Edward Gardner Jr. is a financial advisor with Apollon Wealth Management, LLC in New York, NY. He holds Series 65 and Series 63 licenses and has experience with Cyrus J. Lawrence, LLC and Empire Asset Management Company. Gardner has been with Apollon Wealth Management since 2025. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled vehicles. The firm combines centralized investment strategies with locally managed portfolios, offering a range of services including financial planning, portfolio management, and advisory roles for private and pooled funds.

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 Tevnan IV is a CFP®-certified financial advisor with nine years of industry experience. He is currently with SAX Wealth Advisors, LLC and previously worked at Revolve Wealth Partners and John Hancock. SAX Wealth Advisors serves a diverse clientele including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized consulting services. The firm employs a long-term, evidence-based approach focusing on low-cost, passively managed funds supplemented with customized fixed-income strategies and alternative investments.

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.

Dennis Mancuso is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Regal, he worked at Regulus Financial Group and has been involved with entrepreneurial ventures including Mancuso Fitness LLC and Mangia Pizza & Pasta. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Michele Cleary is a financial advisor at Cannell & Spears LLC with eight years of industry experience. She holds a Series 63 designation and has worked at Cannell & Spears since 2013, concurrently serving at Foreside Fund Services, LLC since 2017. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Karen Ma is a financial advisor at Williams Jones Wealth Management, LLC with four years of industry experience. She has been with Williams Jones Wealth Management since 2019 and previously worked at Williams Jones & Associates from 2006 to 2019. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity approach on mid- to large-cap businesses, and active intermediate-term fixed-income management, often constructing concentrated portfolios of about 30 positions.

Mark O’Leary is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his advisory role, he is involved in insurance brokerage through affiliated companies and manages an investment advisory LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Jonathan Guerrieri is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advising, he assists with payroll and bookkeeping for a family waste management business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, proprietary models, and custodian platforms to implement client-specific investment strategies.

Erin Slocum is a CFP® professional based in New York, NY, with three years of industry experience. She has been with Simon Quick Advisors, LLC since 2022 and previously worked at BNY Mellon for 14 years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a diverse range of investment and financial services.

Robert Raich is a financial advisor with Cannell & Spears LLC, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Abacus and Associates Inc. since 2001 and serves as president and portfolio manager of Spears Abacus Advisors LLC. Additionally, he is an advisory board member for First Spring Trust Company, advising on family trusts and asset allocation. Cannell & Spears provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Justin Yoon is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience, having worked at the firm since 1999. He holds the Series 63 and Series 65 designations. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across various asset classes and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.

Constance Herrstrom is a CFP® with 15 years of industry experience, currently serving at Premier Financial Planning, Inc. in Princeton, NJ. She has been with Premier Financial Planning since 1994 and also worked at SAX Wealth Advisors, LLC. Premier Financial Planning, Inc. provides financial planning and investment supervisory services to individuals, families, trusts, estates, and charitable organizations. The firm manages a small client base with a fee-only model, employing a strategic investment approach based on Modern Portfolio Theory and a core-and-satellite methodology.

David Weiner is a financial advisor at Calydon Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Vertigo Strategies, LLC and JAWS Capital Partners, LLC. In addition to his role at Calydon Capital, he serves as a partner of Vertigo Capital Management, LLC, dedicating approximately 10 hours per week to this activity. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high-quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting, while managing both discretionary and non-discretionary mandates.

Gabriela Villar is a CFP® professional at Modera Wealth Management, LLC with experience in the financial industry since 2016. She previously worked at Financial Decisions, LLC, Locker Financial Services LLC, and M. Moskowitz & Co. PA. Modera Wealth Management, LLC serves individuals, high-net-worth clients, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates investment management with accounting, tax, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

William Roll III is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he serves as a soccer goalie coach at Brewster High School in New York. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Robert Stewart Jr. is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He has held roles at Kovack Advisors and Kovack Securities since 2008 and previously worked at First Montauk Securities Corp. from 2005 to 2008. Outside of his advisory work, he serves as a trustee and coach for the Park Ridge Athletic Association, organizing and coaching youth sports programs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, offering portfolio management, financial planning, and sub-advisory services through a mix of internally created models and third-party managers.

Stuart Simchowitz is a financial advisor with RMR Wealth Builders, Inc. holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at RMR Wealth Builders since 2020 and has been involved with Sammax Consultants, Ltd. as Owner, President, and CEO since 1996, managing bookkeeping and administration. RMR Wealth Builders is an SEC-registered multi-team advisory firm with 52 advisors managing approximately $2.9 billion. The firm serves individuals, retirement plans, and institutional accounts through portfolio management, financial planning, fiduciary services, and specialist advisory programs including digital asset management and annuity management.