Annalisa Clifford Gold is a Series 66-registered advisor at Vanderbilt Advisory Services with 5 years of industry experience. She has worked with Vanderbilt Securities, LLC since 2017 and with IPAM Inc dba Centered Wealth since 2016. Outside of her advisory role, she serves as a committee member of Iowa WINS and is an active member of Rotary Club International. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes strategic asset allocation and a combination of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Harrison Wustefeld is a financial advisor at Vanderbilt Advisory Services with a Series 65 credential and one year of industry experience. His prior work includes roles at Vanderbilt Securities, LLC and the University of Vermont, as well as experience in local business and community settings. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process combined with fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Aaron Delsignore is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Merrill, Stifel Nicolaus & Co Inc, and Kestra Advisory. Outside of his advisory work, he owns and operates a fixed indexed annuity sales business. 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 using fundamental, technical, and charting analysis, and integrates retirement-plan consulting and administration with its advisory services.

Theodore Hirsch is a Series 65-licensed financial advisor with six years of industry experience, currently with Vanderbilt Advisory Services since 2020. He has also operated Hirsch Associates Inc. since 2012. Outside of his primary roles, Hirsch serves as an investment researcher and consultant for several firms and holds a board position overseeing investment strategy for a charitable foundation. 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 using fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Brian Altounian is a financial advisor at Vanderbilt Advisory Services in Calabasas, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he focuses on insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services, supported by an integrated advisory and retirement-plan administration platform.

Allen Cohen is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He previously worked at LPL Financial for 14 years before joining Vanderbilt Securities, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing fundamental, technical, and charting analysis to meet various client objectives.

Rosemary Terry is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Vanderbilt Advisory Services since 2016 and has also worked with Vanderbilt Securities, LLC since 2010. Outside of her advisory role, she serves as president of The Love, Joey Foundation, which donates to various qualified charities. 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 along with financial planning and consulting, using a strategic asset allocation approach supported by fundamental, technical, and charting analysis.

Hillary Brevig is a CFP® professional with seven years of experience in financial advising, currently with Vanderbilt Advisory Services. She has worked at several financial firms, including Vanderbilt Securities, Summit Advisors NW, and Consolidated Portfolio Review Corp. Outside of advising, she is involved in freelance writing, financial software product consulting, and facilitates money coaching classes based on the program "Wild Money: A Creative Journey to Financial Wisdom." Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, 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 alongside integrated retirement-plan consulting and administration services.

Mark Miller is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. His prior roles include positions at Ultimate Home Lending, LLC and Grove Point Advisors, LLC. Outside of finance, he has worked as an actor in television, film, and theatre. 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 utilizing a blend of fundamental, technical, and charting analysis.

Carl Holly is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He has been with Vanderbilt Advisory Services since 2016 and has held a position at Vanderbilt Securities since 2002. He holds a Series 63 designation. 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.

Joseph Giordano is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with Vanderbilt Securities, LLC for 10 years and previously with MML Investors Services and Mass Mutual Life Insurance Company for three years each. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, access to proprietary and third-party model portfolios, and financial planning services, with an investment process that combines strategic asset allocation and multiple analysis methods tailored to client objectives.

Erik Hayden is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is president and sole proprietor of Skye Harbor Financial. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates retirement-plan consulting with advisory services through formal partnerships with benefits firms.

Moshe Alpert is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2026 and previously spent over a decade at Northwestern Mutual in various roles. 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, utilizes proprietary model portfolios and third-party sub-advisors, and integrates retirement-plan and benefits services through formal partnerships.

Heather Grubbs is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, OneAmerica Securities, and American United Life. Outside of her advisory role, she is a published author, speaker, and mentor involved in nonprofit work with teen girls. 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, employing a strategic asset allocation approach and integrating retirement-plan consulting and administration alongside advisory services.

William Adamski Jr. is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He previously worked at New England Securities for 15 years before joining Vanderbilt in 2020. Outside of advisory services, Adamski is also an insurance agent specializing in fixed insurance and 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 provides both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with strategic asset allocation, and integrates retirement-plan consulting and administration services alongside its advisory offerings.

James Deminno is a financial advisor with Vanderbilt Advisory Services in Boca Raton, FL, holding the PFS™ and Series 63 credentials and bringing 24 years of industry experience. He previously worked with firms including Cetera Wealth Services, Avantax Insurance Agency, and CETERA Financial Specialists. In addition to his advisory role, Deminno is a shareholder of The DeMinno CPA Firm PC, which provides tax planning, preparation, accounting, and consulting services to approximately 2,000 clients. 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 options and financial planning services, emphasizing strategic asset allocation and integrating pension consulting through its relationships with retirement-plan and benefits firms.

Richard De Bono is a financial advisor with Vanderbilt Advisory Services in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at NEXT Financial Group, Ameritas Life Insurance Corp, Brown Robello Capital Management, and Avisen Securities. Outside of advising, he serves as a Volunteer Ambassador for the Roseville Area Chamber of Commerce and is involved in fixed insurance sales and health and dental plan marketing. 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, utilizing a strategic asset allocation approach and integrating retirement-plan and benefits consulting through formal relationships with third-party administrators.

David Way is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Vanderbilt in 2020, he worked for four years at the Norfolk District Attorney's Office. He is also licensed as an insurance producer, providing fixed insurance products to clients. Vanderbilt Advisory Services serves a broad range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms.

Michael Amoroso is a financial advisor at Vanderbilt Advisory Services with two years of industry experience. He holds a Series 66 credential and has worked at several firms, including YourStake PBC and JSA Sustainable Wealth Management. Outside of his advisory role, he participates in compensated surveys related to financial advisor technology platforms. 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 planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Suzan Luna Jaffe is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. She has worked with Vanderbilt Advisory Services since 2020 and previously spent a decade at Kms Financial Services, Inc. Outside of her advisory role, she provides grief coaching through one-on-one and group sessions and is an author with a Substack newsletter, planning to launch a new book. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.