Elliot Ford is a financial advisor at Vanderbilt Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2020. Prior to that, he spent 11 years at KMS Financial Services and has been involved with Ark Financial since 2008. Outside of advising, Ford serves as the board president of Cascadia Music, a nonprofit organization that supports music education and performance in his community. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis. Vanderbilt is noted for its integration with retirement-plan and benefits firms, providing pension consulting and plan administration alongside advisory services.

Perry Teplitsky is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at SagePoint Financial for 15 years and OSAIC for three years. Outside of his advisory role, he is a partner in Talon Renovations, LLC, a company focused on acquiring and renovating properties. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, model portfolios, and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and integrates retirement-plan consulting and administration through relationships with benefits firms.

Gregory Mistovich is a financial advisor at Vanderbilt Advisory Services with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanderbilt since 2016. Outside of his advisory role, he is the owner of a fixed insurance sales business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory services.

Diana Fletcher is a Certified Financial Planner® at Vanderbilt Advisory Services with 34 years of industry experience. She has been with Vanderbilt Advisory Services since 2013 and also works with Vanderbilt Securities, LLC. Outside of her advisory role, she is a licensed agent involved in the sale of life insurance and fixed annuities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, employing a strategic investment process that integrates fundamental, technical, and charting analysis.

Daniel Morris is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior work includes roles at Westport Capital Markets and Oppenheimer. He is also involved in fixed insurance sales as an Investment Advisor Representative. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Joseph Johnson is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 41 years of industry experience. He has been with Vanderbilt Securities, LLC since 2011. Outside of his advisory role, Johnson works as a registered nurse for the Veterans Administration. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental, technical, and charting analysis, and is noted for its formal integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Timothy Moreno is a financial advisor at Vanderbilt Advisory Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors, Inc., Anthem Blue Cross, and World Financial Group, Inc. Outside of his advisory role, he is involved in sales and business development for a marketing agency and holds positions related to insurance and financial services with other organizations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering a range of management services and formal integration with retirement-plan and benefits firms.

Christopher Farmer is a financial advisor at Vanderbilt Advisory Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Fifth Third Securities. Outside of his advisory role, Farmer is a licensed social worker providing individual and family therapy, counseling, coaching, and mental health assessments through the Center for Family Resolution. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory offerings.

Brian Gardiner is a CFP® with 25 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. His prior roles include positions at Coastal Investment Advisors, Elite Estate Planners LLC, and Cabot Lodge Securities. Outside of advisory work, he is involved in selling life insurance and fixed annuities and provides tax preparation services. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, employing a strategic investment approach that integrates fundamental, technical, and charting analysis, and is noted for its formal integration with retirement-plan and benefits firms.

Peter Cook is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves as an administrative assistant for Essex Village Manor LLC, where he manages resident census and payroll duties remotely. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis.

Daniel Ward is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously held roles at Bankoh Investment Services, Inc. and Edward Jones. Outside of advisory work, he serves as an instructor at Honolulu Community College, teaching asynchronous work-study classes related to employment at Pearl Harbor. Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

James Arellano is a financial advisor at Vanderbilt Advisory Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at The Retirement Optimization Group and positions in education at the University of Tampa, Finger Lakes Community College, Victor Central High School, and Greece Athena High School. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management as well as financial planning and consulting services.

Thomas Johnson is a financial advisor with Vanderbilt Advisory Services in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at LPL Financial for 10 years and has been self-employed since 2000. Outside of advisory services, he owns Thomas W. Johnson Inc., which provides life insurance consulting, business health insurance consulting, and CPA-related accounting and tax planning services. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platforms, with an investment approach that integrates strategic asset allocation and multiple analytical techniques tailored to client objectives.

Anya Gage is a Series 65-licensed financial advisor with seven years of industry experience, currently with Vanderbilt Advisory Services in Minneapolis, MN. She has worked at Vanderbilt Advisory Services since 2019 and was previously with Nightingale from 2012 to 2018. Outside of her advisory role, she is a licensed agent assisting with fixed insurance needs and applications and also provides public notary services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of investment management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis to meet varying client objectives.

John Brower is a financial advisor at Vanderbilt Advisory Services with 38 years of industry experience. He holds a Series 63 designation and has worked at J W Brower & Associates since 2009, Vanderbilt Securities since 2003, and under his own name since 2001. Outside of his advisory role, he serves as president of the John Brower Jr. Foundation and also leads JW Brower & Associates Inc., where he prepares income taxes. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Zachary De Minno is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. He has one year of experience in financial advising and previously worked at firms including Cetera Wealth Services and Avantax Investment Services. Prior to his advisory career, he operated his own CPA firms and worked at Ernst & Young. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach and utilizes multiple analysis methods, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Shannon Cooper is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has five years of industry experience and has worked with Vanderbilt since 2021. In addition to her advisory role, she is also licensed as an insurance agent, involved in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process combining fundamental, technical, and charting analysis, and is notable for its formal integration with retirement-plan and benefits firms, supporting advisory, pension consulting, and plan administration services.

Lynn Kachel is a financial advisor with Vanderbilt Advisory Services in Rockville, VA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She previously worked at Commonwealth Financial Network for 16 years and has operated her own practice, Lynn M. Kachel, PC, since 1999. Outside of her advisory work, she is a beneficiary of family trusts that hold minority interests in a private beverage distributorship and other entities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services, and maintains formal integration with retirement-plan and benefits firms.

Stephen Swadley is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and NY Life. Vanderbilt Advisory Services serves a diverse clientele, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment process that combines strategic asset allocation and multiple analysis techniques tailored to client objectives.

Krikor Demirjian is a financial advisor at Vanderbilt Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Financial Group, Western International Securities, Inc., Financial West Group, and LPL Financial. Outside of advisory work, he serves as a caretaker for his elderly mother and is involved in insurance sales, including accident, health, life, variable, and fixed insurance products. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical methods tailored to client objectives.