Giovanni Valle is a CFP® professional with two years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at multiple firms, including Cetera Wealth Services, Facet Wealth, Mariner Wealth Advisors, and Beacon Trust Company. Avantax Planning Partners, Inc. provides financial planning, portfolio management, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across 164 advisors as of year-end 2025.

Zachary Walsh is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2013. 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 managed account programs and applies both fundamental and technical analysis across multiple asset classes using various investment strategies.

Dustin Vancott is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Aegis Capital Corp and Fahnestock & Co. Inc. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other clients, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities alongside standard advisory services.

Brian Ream is a CFP® professional with 34 years of industry experience, currently serving as an advisor at SAX Wealth Advisors, LLC. He previously worked for CliftonLarsonAllen LLP and its wealth advisory affiliate for a combined total of ten years. In addition to his advisory role, he is a Principal of the parent accounting firm, CliftonLarsonAllen LLP. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive funds and supplements portfolios with customized fixed-income strategies, sub-advisers, and alternative investments.

Jason Plawner is a CFA® charterholder affiliated with Wealthcare Advisory Partners LLC. He has nine years of industry experience, including roles at Old City Investment Partners and Weizmann Global Endowment Management Trust. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active strategies with dynamic rebalancing.

Christopher Shagawat is a financial advisor at Beacon Trust with 13 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. He also maintains a role at Acertus Capital Management, LLC, where he has worked since 2013. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework that includes tax-aware management and loss harvesting.

Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Mark Feldman is a CFP® professional with 26 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. He is also an independent insurance agent providing fixed insurance and annuity advice. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Edward Majtenyi is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He has been with RMR Wealth Builders since 1986 and previously worked at Calton & Associates, Inc. for 10 years. Outside of advisory work, he owns HR Ease LLC, a technology company focused on software and services. RMR Wealth Builders is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, and specialized advisory programs including annuity management and digital asset management.

Brittany Halpern is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and eight years of industry experience. She has been with Summit Financial in various capacities since 2013 and concurrently associated with Purshe Kaplan Sterling Investments since 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Brian Toole is a CFP® and ChFC® with eight years of experience in financial advisory roles. He currently works at OnePoint BFG Wealth Partners and previously held positions at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners 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 utilizes a mix of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, with most assets managed on a discretionary basis.

Christo Terzidis is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at PFS Investment, Primerica Financial Services, and Ameriprise Financial Services. 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 over 1,000 clients using a combination of fundamental and technical analysis across a range of investment strategies and asset classes.

Juan Matallana is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at B. Riley Wealth Advisors, Inc. and National Securities Corporation. Outside of his advisory role, he serves as a board member and COO of SEFT FC Corporation, a 501(c)(3) nonprofit semi-professional soccer team. 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 primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels to support its advisory services.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and has experience at Hall Capital Partners LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income, and offers services including tax preparation, trustee duties, and ERISA retirement plan advisory.

Thomas Hagerstrom is a financial advisor at Robertson Stephens Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Haymarket Wealth Management LLC for 11 years. He serves on the board and as head of the investment committee for the Madison Area YMCA Association, where he helps create the investment policy statement. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

Julianna Roberto is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Northwestern Mutual Investment Management. OnePoint BFG Wealth Partners 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 combination of proprietary investment models, third-party managers, and custodian programs, with the majority of assets managed on a discretionary basis.

Michael Lee is a financial advisor with Compass Financial Management LLC in New York, NY, holding Series 65 and Series 66 registrations and 22 years of industry experience. He has worked at multiple firms, including Altium Wealth Management, Commonwealth Financial Network, and Tiger Wealth Management. Outside of advisory roles, Lee is a media commentator and speaker on economics, markets, and politics for outlets such as Fox Business and RFD-TV, and serves as CFO for Audiebant US, a technology reseller. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a combination of fundamental, technical, and cyclical analysis, using both third-party managers and internally managed model portfolios.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

James Barrett is a Series 63-licensed advisor with 43 years of industry experience. He is currently with RMR Wealth Builders, Inc., where he has worked for a combined total of over 40 years, and also spent time at Calton & Associates, Inc. Barrett's long tenure reflects extensive involvement in wealth advisory services. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with accounts managed through model-based allocations and a range of advisory program options.