Sarah White is a financial advisor at Sapient Capital LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for 20 years at J.P. Morgan Securities. 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 employs a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Nicholas Caradonna is a financial advisor with Advisors Capital Management, LLC and holds Series 66 and Series 63 designations. He has 21 years of industry experience, including roles at Wunderlich Securities, Inc. and LPL Enterprise LLC. Outside of his advisory work, he is involved in non-variable insurance and real estate rental activities. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, offering discretionary portfolio management through customized private accounts and model strategies. The firm integrates top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8.1 billion of discretionary assets.

Paul Morse is a CFP® with 33 years of experience in the financial services industry. He has worked at A.G.P. / Alliance Global Partners since 2020 and previously spent four years at both Gladstone Wealth Group and LPL Financial, llc. He is based in New York, NY. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm follows an open-architecture investment approach with a focus on international investing and combines in-house management with third-party and sub-advisers to implement various strategies.

George Kuruvilla is a financial advisor at Virtue Capital Management, LLC with 43 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Kuruvilla’s prior experience includes roles at Center Street Advisors, Inc. and Lifemark Securities Corp. He is also an independent insurance agent specializing in life and health insurance. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven investment approach with active management and quantitative optimization.

Christy Matzen is a CFP® and Series 66-licensed financial advisor at Sapient Capital LLC with 10 years of industry experience. Her prior roles include positions at Northstar Investment Advisory, JP Morgan Chase, Zoe Financial, Goldman Sachs, and The AYCO Company, L.P./Mercer Allied. 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 employs a long-term investment process that combines fundamental and technical analysis to build diversified portfolios, and it serves as both adviser and sponsor to private funds and registered ETFs.

Melissa Shaw Patino is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman for five years before joining Arete Wealth Management and Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Michelle Mc Kinnon is a CFP® with 11 years of industry experience. She has been with Klingman and Associates, LLC since 2019 and previously worked at Payne Capital Management, LLC from 2012 to 2019. Klingman and Associates provides wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm manages approximately $4.84 billion in assets through a disciplined investment process grounded in Modern Portfolio Theory, utilizing a range of investment vehicles including mutual funds, ETFs, separate accounts, and alternative investments.

William Houck is a CFP® and ChFC® with 21 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and specialized strategies.

Molly Rimes is a CFP® with four years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Her prior work includes roles at Insmmed Insurance Agency and positions in education at Florida State University and Fort Myers High School. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration upon client request.

Thomas Valenzuela is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Ingalls Investment Management, LLC and has prior experience at Spouting Rock Asset Management, L / Stewart Asset Management, LLC, and WPS Advisers, Inc. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies from long-term equity holdings to shorter-term trading and other specialized approaches.

Brian Doughney is a CFP® and CFA® with 27 years of industry experience. He is currently with Nations Financial Group, Inc. and previously worked for Fidelity Investments and its affiliates for ten years. Outside of his advisory role, he is the owner of Fortress Wealth Planning, where he provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and various model portfolios employing a mix of fundamental, technical, and tactical investment strategies.

Caribel Colon is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, and Francis Financial. She also works part-time with Aetna Health Insurance. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides fiduciary portfolio management tailored to client goals, utilizing multiple platform relationships and combining retirement plan consulting with licensed insurance activities.

Eric Strominger is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at A.G.P. since 2021, following six years at Aegis Capital Corp. Outside of his advisory role, he is a member of CRAZMINDs LLC, a consumer products business. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and offers a variety of portfolio management and financial planning services alongside brokerage and capital markets capabilities.

David Burch is a financial advisor with Maxim Financial Advisors LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Maxim Financial Advisors since 2017 and has been with its affiliated firm, Maxim Group LLC, since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs various investment vehicles and analytical methods, serves both retail and institutional clients, and reported assets under management of approximately $386 million as of December 31, 2024.

Craig Kaufman is a financial advisor at Citizens Private Wealth with 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and UBS Financial Services. He serves on the Board of Trustees for Temple Emanuel of the Pascack Valley. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and consulting services.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Arvind Rangaraj is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Allen Investment Management, LLC since 2022. His prior roles include positions at Children's Healthcare of Atlanta, Emory Investment Management, and QIEF Management Corp/Quantum Advisors. Allen Investment Management, LLC provides customized wealth management and portfolio management services to high-net-worth individuals, family offices, and other accredited investors. The firm emphasizes long-only equity strategies and combines tailored investment programs with third-party manager allocations and ongoing due diligence.

John Rochford is a Series 66-licensed financial advisor at Tocqueville Asset Management LP with seven years of industry experience. He joined Tocqueville in 2019 after seven years at Inverness Counsel LLC. 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 is notable for its involvement with investment companies, private pooled vehicles, and Qualified Opportunity Funds.

Stephanie Fagenson is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and National Securities Corp. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering a range of advisory and brokerage services. The firm emphasizes international investing through its EPC Advisors Group and provides access to various investment strategies, third-party managers, and financial products beyond standard advisory services.

Paul Kleinschmidt is a financial advisor at Tocqueville Asset Management LP with 15 years of industry experience. He has been with Tocqueville Securities L.P. since 2010 and serves as President, CEO, and Portfolio Manager at Tocqueville Asset Management. Tocqueville Asset Management 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 through multiple specialized investment teams.