Yaroslav Faybishenko is a financial advisor at Gilder Gagnon Howe & Co. LLC with 20 years of industry experience. He has been with the firm since 2005 and holds a Series 63 designation. Outside of his advisory role, Faybishenko serves as a trustee on the Board of Trustees, Investment Committee, and Academic Affairs Committee at the Jewish Theological Seminary of America, a nonprofit academic and spiritual center in New York City. 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 combines fundamental and technical research across separately managed accounts.

Timothy Scherwa is a financial advisor at Capitol Securities Management, Inc. with 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he serves as president of a local homeowner's association and is a board member of the Rockaway Township Zoning Board of Adjusters. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various managed programs and separately managed accounts.

Michael Caterina is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and UBS Financial Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, and institutional investors. The firm employs a proprietary investment process that combines quantitative and qualitative analysis across multiple strategies and operates both as a direct manager and a provider of indices, model portfolios, and alternative funds.

Marcel Hillary Smith is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Santander Securities since 2013 and is also associated with Santander Bank, NA since 2012. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm provides access to various investment strategies and maintains affiliated banking relationships integrated with its advisory services.

Christopher Marrone is a CFP® with eight years of industry experience and currently works with Forefront Wealth Partners in New York, NY. His prior roles include positions at New York Life and Origin Financial, and he also owns Marrone Wealth Management. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm constructs customized portfolios using client-specific policies and third-party managers, while offering services that include business planning, tax and estate coordination, and special-needs planning.

John Voigt Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. He also provides fixed insurance advice in addition to his financial advisory services. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models with a focus on discretionary portfolio management and uses technology tools to support client service and recordkeeping.

Richard Wright Jr. is a CFP® professional with 36 years of experience in the financial services industry. He currently works at OnePoint BFG Wealth Partners and has held previous roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, managing the majority of client assets on a discretionary basis with formal monitoring and rebalancing processes.

Kevin Ocana is an investment advisor representative at Siebert AdvisorNXT, LLC with 10 years of industry experience. He has worked previously at Merrill, Morgan Stanley, UBS Financial Services, and Muriel Siebert & Co., LLC. He holds Series 63 and Series 66 designations. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Steven Heinowitz is a financial advisor at Calton & Associates, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Wellington Shields & Co. LLC, Citigroup Global Markets Inc, and Morgan Stanley. Heinowitz is also the owner of Castle Point Advisors LLC, a personal limited liability company with no business operations. Calton & Associates is a multi-team registered investment adviser serving individuals, retirement plans, trusts, estates, and other business entities. The firm offers fee-based portfolio management and financial planning and combines RIA, broker-dealer, and insurance registrations to provide a range of investment and insurance products.

Lawrence Bogar is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Advisory Services Network since 2018. He previously worked at Wunderlich Securities, Inc. from 2016 to 2017. Outside of advising, he serves in leadership roles with the Exit Planning Institute and the National Association of Estate Planners and Councils, including committee and board positions focused on business succession and exit planning. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored investment strategies across a broad range of asset classes.

Francis Gargano is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc and Ameritas Investment Corp. Gargano is also the president and owner of Financial Independence Network LLC, where he provides insurance and investment product sales and advisory services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, incorporating modern portfolio theory and other analytical methods.

Brooke Hardiman is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Private Advisor Group and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a variety of portfolio management models and integrates technology and operational outsourcing into its service delivery.

Michael Shimkin is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 65 and Series 66 licenses and previously worked for Bank of America Private Bank for ten years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model with oversight from an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.

Abhishek Sheth is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with 22 years of industry experience. He has previously worked at National Asset Management, Inc. and National Securities Corporation. Sheth holds Series 63 and Series 65 licenses. 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 while integrating affiliated financial businesses and product channels.

Ryan Curran is a CFP® and Series 66-registered advisor at OnePoint BFG Wealth Partners with four years of industry experience. Prior to joining the firm, he worked at Bank of America and Merrill. Ryan has a background that includes experience at Rutgers University and service at Rockaway River Country Club. OnePoint BFG Wealth Partners serves a broad client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides customized financial planning and wealth management through a combination of proprietary models, third-party managers, and custodian platforms.

Laurence Sobin is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 17 years with Packerland. Sobin also operates Sobin Financial Group as a financial consultant, focusing on life, health, long-term care, disability insurance, fixed and indexed annuities, and Medicare supplements. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party money managers and advisory programs on the Hilltop-environment platform.

Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

David Mandelbaum is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bleakley Financial Group, Private Advisor Group, and Omega Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Kenneth Robinson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with SAX Wealth Advisors, LLC since 2024, following a 19-year tenure at Practical Financial Planning Inc, formerly known as The Kenneth Robinson Co. SAX Wealth Advisors provides comprehensive financial planning, investment management, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

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.