Frankie Brin is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having joined both firms in 2023. Prior to that, he worked for eight years at International Assets Advisory. Outside of his advisory role, Brin owns Brin Financial and serves as an appointed agent for fixed insurance products through multiple agencies. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering an integrated advisory, brokerage, and plan-administration structure.

Milan Madhani is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Vanderbilt Advisory Services and related entities since 2020 and previously spent several years with HD Vest Insurance Agency and affiliated firms. Outside of his advisory role, he owns and operates Vimlan Tax Services, LLC, providing tax, accounting, and payroll 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 both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with access to proprietary and third-party investment solutions, alongside integrated retirement-plan consulting and administration services.

Thomas Kachel Jr. is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously spent 21 years with Commonwealth Financial Network and Commonwealth Equity Services. He is a partner and 50% owner of Wealth Management Strategies, LLP, a private Virginia limited liability partnership operating as a branch office in the securities industry. 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.

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. 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 and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Paul Costadina is a financial advisor with Vanderbilt Advisory Services in Forked River, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial and Grove Point Advisor, LLC, alongside over two decades with Two River Mortgage & Investment, Inc. He also operates a mortgage and real estate services business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits consulting with advisory services through relationships with specialized third parties.

Israel Harman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to offer a comprehensive range of solutions.

Adam Woolston is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. Outside of his advisory work, he is also involved with Bowman's Market in a stocking role. Vanderbilt Advisory Services serves a diverse client base, including individuals, charities, trusts, estates, businesses, and retirement plans. The firm offers various management and consulting services, emphasizing strategic asset allocation and integrating retirement-plan and benefits firms to provide combined advisory and plan-administration solutions.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.

Michael Applebaum is a Series 63 licensed advisor with 39 years of industry experience. He currently works at Vanderbilt Advisory Services and has prior experience at Janney Montgomery Scott. 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, and it offers a range of portfolio management and financial planning services alongside a unique integration with retirement-plan and benefits firms.

David Litras is a financial advisor with Vanderbilt Advisory Services in Melbourne, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2018 and previously spent 11 years at LPL Financial. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and multiple forms of analysis tailored to client objectives.

Deanna O'neal is a financial advisor at Vanderbilt Advisory Services with Series 63 and Series 65 qualifications and three years of industry experience. She has worked previously with Transamerica Financial Advisors, Inc. and has been involved with KI Financial, LLC as a financial coach and educator, where she teaches money management and budgeting and assists clients with debt reduction and financial challenges. Vanderbilt Advisory Services serves a diverse clientele including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and integrates strategic asset allocation with fundamental and technical analysis, supported by a unique combination of advisory, plan administration, and brokerage services.

Max Mintz is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017, following a year at Sagepoint Financial, Inc. Mintz has served as a consultant providing expert guidance on the Independent Broker/Dealer space and is an independent life insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach combined with fundamental, technical, and charting analysis. Vanderbilt’s integration with retirement-plan and benefits firms, along with its affiliated broker-dealer and multiple platform options, distinguishes it within the enterprise advisory sector.

Thomas Jack is a financial advisor with Vanderbilt Advisory Services in San Diego, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He joined Vanderbilt in 2018 after working at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is also a musician, engaging in singing, songwriting, and guitar playing, with some sales of CDs and digital music. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis within its investment approach, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services in Weston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ark Global, LLC since 2015. Loeber is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation business unrelated to investment management. 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, financial planning, and consulting, employing a strategic asset allocation process combined with fundamental, technical, and charting analysis.

Emmett Newton III is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 17 years. Outside of his advisory role, he serves as a notary in Denville, NJ. 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, utilizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Justin Corbin is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory role, he is involved in music performance through a contracting position with Nik Entertainment Co. 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 integrates retirement-plan and benefits services with advisory and plan administration through formal partnerships.

Michael Smith is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017. Outside of his advisory role, he has been involved with Swift Textile Metalizing, LLC since 1999. 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 employing multiple analytical approaches, while maintaining formal integration with retirement-plan and benefits firms to provide combined advisory and plan administration services.

Earl Good is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. Before joining Vanderbilt in 2021, he was affiliated with Reutemann Financial Solutions, Research Financial Strategies, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is chairman and co-owner of Bill Good Marketing, a marketing firm he has managed since 1977, and earns royalties from published books. 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 that combines fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, providing a comprehensive advisory and plan administration offering.

Joshua Helvie is a financial advisor with Vanderbilt Advisory Services in Zionsville, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at LPL Financial for 18 years before joining Vanderbilt in 2026. He also operates a business under the name Helvie Financial Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and 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.

Sam Kodari is a financial advisor with Vanderbilt Advisory Services in Frisco, TX, holding a Series 63 designation and over 30 years of industry experience. He has been with Vanderbilt Securities, LLC since 2018 and previously worked at Signator Investors, Inc. Sam also owns Integrated Planning Services and is involved in health and life insurance sales for individuals and businesses. 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, third-party sub-advisors, and a digital platform, employing a strategic asset allocation approach with both short- and long-term investment management options.