Kathleen Allen is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has been with M Holdings Securities, Inc. since 2020 and previously worked at Foresters Financial Services and Foresters Advisory Services LLC. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Timothy Hermann is a CFP® with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and has held prior roles at CI Roosevelt Private Wealth, The Roosevelt Investment Group, and Fisher Investments. Advisors Capital Management serves a broad mix of clients, including high-net-worth individuals and employee benefit plans, offering discretionary portfolio management with customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in assets, primarily acting as an outsourced sub-advisor to broker-dealers and RIAs.

Andrew Benet is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including H.D. Vest Advisory Services and Innovation Partners LLC. In addition to advisory work, he owns Benet and Associates LLC, which provides tax preparation and accounting services, and he operates as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with insurance consulting and enterprise risk management.

Francis Capella is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He has held his current role at Wedbush Securities since 2007 and holds Series 63 and Series 66 licenses. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including wealth management, fixed income, commodities, and institutional research.

Steven Dym is a financial advisor with Advisory Services Network, holding a Series 65 designation and bringing eight years of industry experience. He has worked at Advisory Services Network since 2017 and previously operated Steve I. Dym and Co. from 2011 to 2017. Outside of his advisory role, he serves as a professor of finance at Rutgers University and is a published author. Additionally, he is the rabbi of Congregation Boruch Taam, where he teaches and lectures. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and investment consulting using a variety of investment strategies and implementation options tailored to client objectives.

Ronald Deramon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at First Advisors National since 2018 and previously spent nine years with H.D. Vest Insurance and Investment Services. In addition to his advisory role, Deramon operates an accounting practice and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and monitoring, supplemented by fundamental analysis and tailored client reviews.

David Cleary is a CFA® charterholder with 27 years of experience in the investment industry. He is currently with Fortis Capital Advisors, LLC and also serves as president and CCO of Timber Pointe Capital Management. His prior experience includes roles at Lazard Asset Management, Crow Point Partners, and IPI Wealth Management. Outside of investment management, he is president of Beechmont Holding Corp, a holding company for other business ventures. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management and financial planning, using a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors and specialist approaches.

Daniel Gwizdak is a CFP® with 18 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has previously worked at Creative Financial Planning, Inc. and Commonwealth Financial Network. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios based on individual objectives and risk tolerance, and utilizes independent managers or turnkey asset management programs when appropriate.

Douglas Solinsky is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Benchmark Investments, Inc. and NewBridge Securities Corporation. Outside of his advisory role, Solinsky hosts the Wall and Main Podcast, where he engages in discussions with guests and promotes the show. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, providing portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside traditional investment advice.

Gregory Scrydloff is a financial advisor at B. Riley Wealth Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors and its affiliated firms since 2014, as well as National Securities Corporation from 2013 to 2022. In addition to his advisory role, he operates a tax preparation business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through proprietary models and third-party sub-advisers.

Miriam Abraham is a Series 65 licensed financial advisor with Integrity Advisory Solutions and has two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she serves as an operations leader at Haas & Zaltz, LLP, overseeing workflow and training, and is a member of both the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches supported by third-party platforms and affiliated program sponsorships.

Stephanie Hayes is a CFP® and ChFC® with 42 years of experience in the financial services industry. She has worked at Perigon Wealth Management, LLC since 2024 and previously spent over 16 years with Commonwealth Financial Network and three decades at Creative Financial Planning, Inc. Outside of advisory work, she is also an insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and formal annual reviews.

Steven Smith is a financial advisor at The AmeriFlex Group with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co., Inc., Northeast Securities, Inc., LPL Financial, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Dariya Rentuk is a financial advisor at Ally Invest Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities since 2021. Prior to that, she was employed at Wells Fargo Clearing and Wells Fargo Bank, NA. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, combining automated algorithms with supervised monitoring to manage allocations and rebalancing.

Yechiel Roth is a CFP® and PFS™ credentialed advisor at Archer Investment Corporation with one year of industry experience. He has owned and operated YH Roth CPA PC since 2013, providing accounting and tax services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes customized portfolio management based on comprehensive financial assessments and diversified allocations across multiple asset classes.

Frank Vallorosi is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2007, including a role at Focus Financial since 2021. Vallorosi also performs compliance-related activities as a Compliance Specialist. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers, utilizing advanced portfolio management tools and providing access to multiple custodial platforms and third-party managers.

Fernando Ascenso is a financial advisor at Osaic Institutions, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and HSBC Securities. Outside of his advisory role, he manages bank accounts as a general partner in a family real estate venture. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Jennifer Uzzi is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

James Licata is a financial advisor at Private Advisor Group, LLC with nine years of industry experience. He holds the Series 66 and Series 65 credentials and has held prior roles at firms including LPL Financial, Mass Mutual Life Insurance Company, Pruco Securities, and Axa Advisors. Licata is also involved with Aging Issues Management LLC, reflecting a focus on aging-related financial concerns. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and managed account solutions using both proprietary platforms and third-party managers.

Christopher Tucciariello is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Eagle Strategies since 2012 and operates under the DBA T&B Wealth Strategies, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.