James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten 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 distinctive service mix.

Alina Miska is a financial advisor at Cannell & Spears LLC in New York, NY, holding a Series 63 designation with five years of industry experience. She has worked at Cannell & Spears since 2016 and previously at Foreside Fund Services LLC. Miska serves as a Client Service and Planning Manager, focusing on marketing, financial planning, client reporting, client services, and operations. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on fundamental research and concentrated security selection, customizing asset allocation and security choices to client objectives.

Stephan Wessels is a financial advisor at Vontobel Swiss Financial Advisers with 21 years of industry experience. He previously worked at Deutsche Bank Trust Company Americas and Citigroup. Vontobel Swiss Financial Advisers provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers discretionary and non-discretionary mandates managed by an in-house Investment Committee and is notable for its Swiss principal office, FINMA licensing, and affiliation with the Vontobel Group.

Owen Pardo is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Shephard Capital Management, LPL Financial, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Joshua Lewis is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 12 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Lewis provides investment advisory services through Bleakley Financial Group, an independent investment advisory firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a client-specific approach with a combination of proprietary models, third-party managers, and custodian platforms, supported by technology and operational outsourcing.

Gerald Ariyan is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Raymond James & Associates and serves as Chief Executive Officer of Arax Investment Partners. Ariyan is also active as an independent director and chairman of the investment committee at Mass Mutual Trust Co. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team-based approach and offers a variety of program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

John Crowe is a financial advisor with Avantax Planning Partners, Inc. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with multiple firms including Headquarters Advisory Group, LLC and 1st Global Advisors, Inc. His career includes roles at Avantax entities and Cetera affiliates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages roughly $7.57 billion in assets across about 164 advisors and 7,500 clients, delivering tax-intelligent investment strategies and utilizing firm-designed style allocation models overseen by an investment advisory committee.

Stephen Stone is a ChFC® credentialed financial advisor with 43 years of industry experience. He currently works at OnePoint BFG Wealth Partners and previously held positions at LPL Financial and Private Advisor Group, LLC. Stone has maintained a personal business entity for tax and investment purposes since 1982. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific portfolios using a combination of third-party managers, proprietary models, and custodian platforms, supported by technology and operational outsourcing.

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sapient Capital, Eckrich worked at Bofa Securities, Inc. and Plan Forward. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment process combining fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds and as a sub-advisor to registered ETFs.

Victoria Jung is a CFP® professional with three years of industry experience, currently serving as an advisor at Robertson Stephens. She has held roles at multiple related entities within Robertson Stephens since 2022 and previously worked at CommunityAmerica Financial Solutions, United Nations Federal Credit Union Advisors, and State Farm Mutual Insurance Company. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a rental property management business. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Joshua Bergman is a CFA® charterholder with one year of experience in the financial industry. He currently works at Savvy and previously held positions at Allen & Company and Curtis, Mallet-Prevost, Colt & Mosle LLP. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, incorporating third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Joseph Piropato is a financial advisor at Tocqueville Asset Management LP in New York, NY, with 19 years at the firm and four years of industry experience. He holds a Series 63 designation. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs a bottom-up, value-oriented, and contrarian investment approach across multiple asset classes and maintains distinct governance and operational practices.

Libertad Rosenkranz is a financial advisor at NPA Asset Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Planning Associates, Inc. since 2010. Rosenkranz serves as president of the PWN Account Association Tri-State and has experience as an independent insurance agent. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Stephen Goldenring is a financial advisor at OnePoint BFG Wealth Partners with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group LLC, LPL Financial, LLC, Private Advisor Group, LLC, and Newark Academy. OnePoint BFG Wealth Partners offers 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 range of proprietary and third-party investment models, with most assets managed on a discretionary basis, and employs AI-assisted tools for client meeting documentation and portfolio monitoring.

Anthony Blasi III is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Hennion & Walsh since 2007 and is also associated with R3Ventures since 2004. 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 through a team of 73 advisors, employing a range of investment strategies across various asset classes and offering multiple program structures.

Garrett Wells is a CFP® professional with four years of industry experience, currently serving at Simon Quick Advisors, LLC since 2017. Prior to joining Simon Quick, he worked briefly at First Derivatives in 2017. 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 uses a combination of unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services, including proprietary tax reporting tools.

Thomas Enriquez is a financial advisor at McAdam LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Brooks Quayle Global Resourcing, where he serves as a consultant in executive search. Outside of finance, Enriquez is involved in property management through his roles at Seven Hedges Property Management and Fifteen Hedges Property Management. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.