Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. 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.

Douglas Moxham is a CFP® with 20 years of experience in the financial industry. He currently works at Citizens Private Wealth and Citizens Securities, Inc., having previously held roles at PNC Investments and PNC Bank. He serves as a trustee for the Mullins Family Trust, managing an irrevocable trust on behalf of a family member. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, leveraging its affiliation with Citizens Bank to offer banking-related features and specialized business consulting services.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at UBS Financial Services Inc for 12 years and more recent positions with Raymond James Financial Services and Four Corners Private Wealth. Harriet is also associated with LionSmith LLC, a registered corporation with no active daily operations. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a diverse investment approach combining fundamental, technical, and macro analysis across various instruments and manages both discretionary and non-discretionary portfolios.

Lissett Hernandez is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing, as well as positions within various Insigneo entities since 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates third-party macroeconomic research and global asset classes to align investments with client objectives and risk tolerances, and maintains cross-border capabilities through affiliated entities.

Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She holds the Series 66 and Series 63 credentials and has previously worked at Ameriprise and AXA Advisors. Additionally, she is an owner and advisor of Alphera Wealth Advisors, LLC, a wealth advisory business. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. 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 securities, and selected independent managers.

Seth Hofstetter is a financial advisor with Copper Financial in New York, NY, holding a Series 66 license and six years of industry experience. His career includes roles at Copper Financial Network LLC, United Nations Federal Credit Union, and Prudential Insurance Company of America. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.

Michael Paton is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Tocqueville Asset Management since 2004. Tocqueville Asset Management L.P. is a registered investment adviser managing approximately $10.24 billion in assets, serving a diverse client base including individuals, institutional investors, and private investment vehicles. The firm employs a bottom-up, contrarian, value-oriented investment approach across multiple strategies and offers tailored portfolio management services.

Mariana Isabel Muro Riveiro is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Intercam Advisors, Inc. and Jefferies LLC. Outside of her advisory role, she is an assistant designer and co-owner of Vana Accessories LLC, a fashion business. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, using a customized and collaborative planning process supported by third-party financial planning software.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

Richard Petrosky is a financial advisor at Flagstar Securities, Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. He has previously worked at various HSBC entities for over a decade and currently serves as Regional Market Executive and Executive Vice President at Flagstar Bank, N.A. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts using a range of investment vehicles and third-party managers, with approximately $784 million in assets under management as of December 31, 2025.

Rohan Motwani is a CFA® charterholder with four years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Greenwich Strategy and Apollo Global Management. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Thomas Alonso is a CFA® charterholder with four years of experience in the financial industry. He is currently with Hallmark Capital Management and has prior experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Alonso is associated with Valley Wealth Managers, Inc., a firm that manages approximately $2.69 billion for a mix of individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. Valley Wealth Managers uses a client-driven investment process with a focus on strategic and tactical allocations across equities, fixed income, and cash, supported by an investment committee and third-party services.

Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Matthew Stroup Sr. is a CFP® with 46 years of experience in the financial industry. He is currently with NPA Asset Management, LLC and has been with Nationwide Planning Associates, Inc. since 2010. Outside of his advisory role, he is the CEO and majority owner of 401 K Retirement Partners, LLC, a firm providing 401(k) consulting services. 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 utilizing third-party sub-advisors for day-to-day trading.

Michael De Pol is a financial advisor at Blue Point Strategic Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Point since 2012. De Pol is also an independent insurance agent affiliated with various agencies. Blue Point Strategic Wealth Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs model portfolios across multiple strategies and integrates both fundamental and technical analysis in managing client assets.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. 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 individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Eric Cohen is a financial advisor at StoneX Advisors Inc. in New York, NY, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX and its affiliates since 2015, with prior experience at New England Securities from 2002 to 2015. Outside of his advisory role, Cohen is an independent insurance agent and serves as a trustee for a life insurance trust. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and third-party managers to offer both discretionary and non-discretionary solutions tailored to client needs.

Mitchell Lui is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and two years of industry experience. He previously worked at Banco Santander SA and held roles at Jefferies LLC and several other organizations. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a collaborative planning process tailored to client goals and uses third-party software to deliver comprehensive financial plans without offering security-specific investment recommendations.