Richard Fitzgerald is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Nationwide Planning Associates Inc since 2002. Outside of advisory services, he operates a tax preparation business. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Ted Brown is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Connecticut College, Joeb Moore and Partners, Stone Acres Farm, Rocky Point Club, and Greens Farms Academy. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements, proprietary due diligence, and comprehensive portfolio monitoring across public and private assets.

Anthony Ficorilli is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 16 years before joining Flagstar Advisors in 2023 and transitioning to Flagstar Securities in 2026. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages accounts primarily on a discretionary basis, utilizing a variety of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of December 31, 2025.

Skyler Kraemer is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at Mission Wealth Management, LP since 2019 and previously spent four years at Mercer Global Advisors Inc. based in New York, NY. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management using a range of investment strategies, including alternative assets and tax-aware trading.

Jonathan Roberts is a CFA® and CIC credentialed financial advisor with 20 years of industry experience. He has been with Klingenstein Fields Advisors and its predecessor entities since 2004, currently serving at Klingenstein, Fields & Co., L.P. in New York, NY. Klingenstein Fields Advisors provides discretionary portfolio management and related investment advice to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research process with a long-term orientation, combining a closed-architecture core equity strategy with an open-architecture asset allocation framework that includes external managers and funds.

Jesse Clinton is a CFP® with 23 years of industry experience. He has been with Snowden Lane Partners since 2014. Outside of his advisory role, he serves as an officer and director on the board of the Ardsley Country Club, where he advises on fund allocation, budgeting, and policy. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and frequently uses third-party managers while maintaining overall client oversight.

Christine Weston is a financial advisor at Ingalls Investment Management, LLC with 43 years of industry experience. She holds a Series 63 designation and has been with Ingalls & Snyder, LLC since 1982. Outside of her advisory role, she serves as a trustee for two client trusts, a position she has held since 2001. Ingalls Investment Management provides discretionary and non-discretionary advisory services to individuals, institutions, and various types of plans and organizations. The firm’s investment approach includes a range of asset-management styles, employing fundamental, technical, and cyclical analysis, and offers services such as financial planning, portfolio consulting, and management of private investment partnerships.

Natalia Markowycz is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at City National Bank, Rockrose Development, Extended Travel, and Stampede Consulting LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap‑fee investment advisory program. The firm offers financial planning and portfolio management, with investment strategies managed by its affiliated sub-advisor, RBC Rochdale.

Joel Kaufman is a financial advisor at Citizens Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase, First Republic, and UBS Financial Services. He is an owner of a credit shelter trust. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients with discretionary and non-discretionary investment management and comprehensive financial advisory services, including tax and estate structuring and business consulting. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and leverages its affiliation with Citizens Bank to provide additional product access and operational benefits.

Jermaine Guthrie is a financial advisor at Prosperity - An EisnerAmper Company with 21 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, Mariner Wealth Advisors, and TIAA. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification and utilizing both discretionary and non-discretionary management approaches.

Wendy Popowich is a financial advisor at Palisade Capital Management, LP with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Palisade Capital Management since 2004. Outside of her advisory role, she serves as a trustee for her son's trust. Palisade Capital Management offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach and maintains formal subadvisory relationships, including work with mutual funds and collective investment trusts.

Christopher D'agnes is a CFA® charterholder with three years of industry experience, currently serving at Hamlin Capital Management, LLC. He has been with Hamlin Capital Management since 2001. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, employing fundamental analysis and proprietary tools in its investment approach.

Ross Natoli is a financial advisor at Joel Isaacson & Co., LLC with four years of industry experience. He holds the CFP® and Series 65 designations. Prior to joining Joel Isaacson & Co., he worked at Betterment LLC and Anheuser Busch. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily to high net worth individuals, with offerings that include financial planning, tax and estate planning, and family office services. The firm emphasizes long-term investment strategies using mutual funds, ETFs, and private investment funds, and is part of the Focus Financial Partners network.

Ryan Casper is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2017 to 2023. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative process that includes goal setting, financial analysis, and periodic review. The firm employs third-party software and scenario-based modeling to assist planning but does not offer security-specific investment recommendations.

Todd Forgione is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He has previously held roles at Morgan Stanley, RBC Capital Markets Corporation, the U.S. Department of Education, and TF Advisory LLC. He serves on the boards of the Ronald McDonald House NYC and the Brian Forgione Foundation, both nonprofit organizations engaged in fundraising and strategic activities. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual and institutional investors. The firm utilizes proprietary ETF model portfolios and employs strategic and tactical asset allocation, primarily using index-based ETFs for diversification.

Graham Blackburn is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete Wealth Advisors in 2025, he worked at Golub Capital and Liberty Mutual Insurance. He also attended the University of Michigan from 2016 to 2020. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven allocation and proprietary model portfolios, and it incorporates affiliated financial businesses and product channels in its service offerings.

John Bruggemann is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2015. He also holds adjunct professorship positions at Ramapo College of New Jersey and the New Jersey Institute of Technology School of Management, where he teaches economics and international finance courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets.

Philip Rutigliano is a CFP® with 30 years of experience in the financial services industry. He currently works at NFSG Corporation and has prior experience at firms including Aurora Capital LLC, PNC Wealth Management, and Chase Investment Services Corp. He also provides financial and insurance services through his role at Mahoney Asset Management. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a variety of investment approaches and supports its advisors with internal portfolio management and third-party asset manager options.

Michael Weissman is a CFP® and holds a Series 65 designation with 24 years of experience in the financial services industry. He has been with Aspiriant, LLC in New York, NY since 2012. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm constructs customized investment programs using a variety of implementation options and provides an expanded suite of family office capabilities, including accounting, banking support, and targeted consulting.

Michael March is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at NPA Asset Management, LLC since 2010. He also operates a tax preparation business and runs Educational Literacy Services, which provides college funding strategies for parents. Additionally, he participates in the finance committee of a local church, advising on financial and operational matters without compensation. NPA Asset Management, LLC is an SEC-registered investment adviser managing approximately $1.01 billion in client assets. The firm offers managed-account programs to 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 third-party sub-advisors.