Josh Frankel is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Capital Financial Services, Inc. and American Capital Partners, LLC. Outside of advising, he is involved in providing fixed insurance products through The Princeton Insurance Agency, Inc. Trustmont Advisory Group serves a diverse range of clients, including individuals, pension plans, trusts, charities, and corporations. The firm applies a long-term investment perspective using multiple public research sources and manages all accounts on a discretionary basis, with approximately $1.3 billion in assets under management as of December 31, 2025.

John Marchisotta Jr. is a CFP® professional with five years of experience, currently serving as an advisor at Procyon. He spent fifteen years at Pivotal Planning Group before joining Procyon in 2021. Marchisotta also acts as a co-trustee and trustee for several family trusts. Procyon provides investment management, financial planning, consulting, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and registered investment advisors. The firm emphasizes customized, fundamentally driven portfolios with a long-term orientation and operates a significant non-discretionary asset base alongside discretionary management.

Thomas Kuhn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, using a variety of securities and third-party managers, along with flexible engagement types.

Jason Weindorf is a financial advisor with Composition Wealth, LLC, holding a Series 65 designation and three years of industry experience. He is also a partner at Weindorf and Company CPAs, LLP, a CPA firm where he has performed administrative duties since 2005. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds and ETFs, individual stocks and bonds, and both fundamental and technical analysis.

Raymond Menna is a CFP® with 35 years of industry experience, currently serving as CEO and financial advisor at Menna Wealth Planning Group and affiliated with Verity Asset Management. His prior experience includes roles at Planmember Securities Corporation and MUTUAL, INC. / US Retirement Partners. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models.

Shaun Sterling is a financial advisor at The Pinnacle Financial Group with 14 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Lippencott Financial Group, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Sterling also provides investment advisory services through North Fork Wealth Management LLC, an independent investment advisor firm he founded in 2024. 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 written Investment Policy Statement for each client and applies fundamental analysis across a broad range of instruments, managing accounts primarily on a discretionary basis with regular reviews.

John Scala is a financial advisor with Gladstone Wealth Partners in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Gladstone Wealth Partners since 2017 and previously at Merrill from 2009 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through independent investment adviser representatives who customize strategies and monitor accounts regularly, offering access to third-party managers, model portfolios, and retirement-account technology.

Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Christopher Cannata is a financial advisor at Howard Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Square Real Estate Group, KBS Capital Markets Group LLC, Owl Rock Securities, and Carey Financial, LLC. He has been with Howard Capital Management since 2019. Howard Capital Management serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to manage client assets across various services such as discretionary portfolio management and sub-advisory arrangements.

Cari Walling is a financial advisor at Procyon with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Pivotal Planning Group and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers services such as investment management, financial planning, retirement plan advisory, and institutional consulting, employing a customized, fundamentally driven investment process with both discretionary and non-discretionary strategies.

Alan Lichtenstein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Concorde Asset Management since 2015 and is also involved in residential and commercial real estate sales through Charles Rutenberg Realty. Additionally, he provides continuing professional education credit courses to New York CPAs as an instructor with Alldeb Marketing LLC. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and proprietary and third-party platforms, and it provides ERISA retirement-plan advisory services and participant advice.

John Fenrich III is a financial advisor at Procyon with one year of industry experience. He holds a Series 65 credential and has previously worked at Intercontinental Capital Group and Nationwide Mortgage Bankers. Outside of advising, he is involved in residential mortgage banking and real estate brokerage, serving as a sales manager and real estate agent respectively, as well as licensed insurance sales. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and private funds. The firm focuses on customized, fundamentally driven portfolios using a mix of mutual funds, ETFs, individual equities, and fixed income, and offers a broad range of services from investment management to retirement-plan advisory and institutional consulting.

John Corcoran is a financial advisor at Beacon Trust with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform that includes in-house strategies, separately managed accounts, ETFs, and mutual funds, with a focus on risk diversification and tax-aware management.

John Caffrey Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Composition Wealth, LLC and has previously worked at Rosemark Advisors, Purshe Kaplan Sterling Investments, and Castle Asset Management. Outside of his advisory role, he serves on the board of the AMAC Foundation, where he assists with business planning and financial education. Composition Wealth provides discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, trusts, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and private funds, managing assets on a discretionary basis.

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Dianne Dittmar is a financial advisor at Equity Services, Inc. with 35 years of industry experience. She holds a Series 63 designation and has been with Equity Services and National Life since 2012. In addition to her advisory role, she is involved in insurance sales, including Medicare Advantage and supplement plans, as well as fixed insurance products covering life, health, disability, and long-term care. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Edwin Murphy Jr. is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 30 years of industry experience, including a concurrent role at National Life Insurance Co since 1995. Outside of his advisory work, he serves as president of Edwin J. Murphy Inc., a tax preparation and accounting services business. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Brandon Mangan is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2025, he worked at Bank of America N.A. and Merrill from 2021 to 2024. He also has experience in education and collegiate athletics, having worked at Island Trees High School and Major League Lacrosse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research, security pricing, and roles as a security-based swap dealer and futures commission merchant.

Brian Buglino is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds the Series 63 designation and has worked at National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. Buglino also sells fixed insurance products through various carriers as an agent with United Financial Alliance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a mix of third-party asset managers and model portfolios with both long-term and shorter-term strategies.

Angelo Buonomo is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has operated his own CPA practice focused on personal income tax preparation since 2010. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios to combine long-term strategies with options for shorter-term trading.