Nicholas Weiss is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has held prior roles at Commonwealth Financial Network, Monogram Wealth Partners, Kuttin Wealth Management, and Aflac. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical investment analysis.

Richard Pascale is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has served as an independent insurance agent and co-owner of Classic Benefit Planners, Ltd. since 2005. At Classic Benefit Planners, he manages sales and accounting duties related to life, health, and accident insurance. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized, suitability-driven advice and manages accounts using various portfolio programs with both discretionary and non-discretionary options.

Raymond Donnelly is a financial advisor with Capital Analysts, holding a Series 63 designation and 39 years of industry experience. He has been associated with Lincoln Investment since 2010 and Massmutual Life Insurance Company since 2009. Donnelly is also the owner of Advisors Resource Group, Ltd., a life and health insurance sales business, and serves on the Board of Directors for the South Shore Child Guidance Center. Capital Analysts serves a diverse range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors and its in-house Investment Management & Research team, utilizing proprietary fund screening and model portfolio strategies.

Richard Campo Jr. is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including 16 years at Lincoln Investment and three years at MM Ascend Life Investor Services. Outside of his advisory role, he operates a legal practice and holds positions in insurance and other non-investment-related businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house investment management and non-discretionary advisory relationships, utilizing proprietary screening processes and maintaining institutional partnerships.

Joseph Esposito is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and has also worked at LPL Financial since 2002. Outside of his advisory role, he is involved in property management through Securities Reality LLC. The Pinnacle Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Paul Hellman is a CFP® professional with 11 years of experience in the financial services industry. He currently works at MissionSquare Retirement and MissionSquare Investment Services and has held positions at Northwestern Mutual and Ernst and Young. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management, supporting over 40,000 participants through a multi-team advisory structure.

Jason Weisfeld is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation. He has experience at multiple firms, including Chase Instrument Company and CPEX Real Estate, prior to joining Arkadios Capital and Arkadios Wealth Advisors in 2025. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans and a variety of portfolio management options, combining fundamental, technical, and cyclical investment analysis.

Noah Maman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at B. Riley Wealth Management and National Securities Corporation. He is also involved in consulting with tax clients interested in wealth management and financial planning. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers various investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Robert Zola is a CFP® professional with 10 years of experience in financial advising. He currently works at Winthrop Wealth, where he has been since 2017, and previously was with LPL Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term investment approach with a four-step process and uses a combination of in-house management and third-party sub-advisers to implement tax-managed and options-based strategies.

James Piangozza is a CFP® and CFA® with 28 years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Goldman Sachs and Total Financial Advisors. Piangozza is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams use client-specific financial plans to guide asset allocation and manager selection, offering customized solutions such as ESG and faith-based portfolios.

Falgun Jariwala is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 17 years of industry experience. He has been with The Pinnacle Financial Group since 2014 and also maintains a longstanding relationship with LPL Financial, LLC since 2008. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement for each client and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Craig Hassel is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with The Pinnacle Financial Group since 2014 and has worked at LPL Financial since 2022. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages accounts primarily on a discretionary basis, using a combination of fundamental analysis and various investment vehicles including mutual funds, equities, bonds, and ETFs.

Michael Jeff is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Latitude Advisors and GWN Securities Inc. since 2010. Additionally, he owns and operates Taxation & Management Consultants Inc., an accounting and tax practice he has managed since 1993. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Craig Lieber is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has been with Saxony Capital Management since 2006 and was previously with Saxony Securities, Inc. starting in 2005. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors across multiple offices and offers a range of investment strategies including discretionary asset management, third-party manager due diligence, and the use of technical and fundamental analysis.

Jason Mckenna is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with The Pinnacle Financial Group since 2013 and holds Series 63 and Series 65 licenses. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs both fundamental analysis and a blend of long-term and short-term trading strategies, managing accounts primarily on a discretionary basis with regular portfolio monitoring.

Stephen Levine is a financial advisor at Latitude Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West 5 Boroughs, Inc. and Harbor Financial Inc., where he serves as president. Outside of his advisory role, Levine owns and operates Power Connections Network – Nassau County, a networking group focused on building relationships with accountants and prospective clients. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Heather Mc Clintock is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and eight years of industry experience. She has worked at Kovack Advisors, Securities America, and Investacorp, and also maintains an ongoing affiliation with The Blair Financial Group. Outside of her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a structured investment process utilizing internal models, third-party managers, and ongoing portfolio monitoring.

John Raschella is a financial advisor at The Pinnacle Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with The Pinnacle Financial Group and LPL Financial since 2015. Outside of his advisory role, Raschella serves as an official for the National Junior Baseball League Umpire Association. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing accounts primarily on a discretionary basis with regular reviews and the potential use of third-party money managers.

Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Louis Rusinowitz is a CFP® professional with 30 years of industry experience. He is currently with Arkadios Wealth Advisors and has held positions at Monogram Wealth Partners, RCA Capital Group, Commonwealth Financial Network, and Equitable Advisors. He is president and owner of LMR Planning Services, Inc., a private entity focused on personal tax planning. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and third-party managers, employing fundamental, technical, and cyclical investment analysis.