Thomas Murray is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he teaches business education at Immaculata High School. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering a variety of investment programs and managing approximately $4.21 billion in assets through about 173 advisors.

John Spinelli is a CFP® professional with 26 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He also has a background as a CPA with over 30 years of experience leading his own CPA practice, John P Spinelli, CPA, which provides accounting services. 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, managing portfolios for both short-term and long-term objectives while integrating retirement-plan and benefits services.

John Palmer is a CFP® with 42 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has been since 2026. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing for a combined 18 years. Outside of his advisory role, Palmer serves as a FINRA arbitrator and is involved as co-general partner in family-related limited partnerships. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with a mix of discretionary and non-discretionary account management.

Lynn Williams is a CFP® with 36 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. His prior experience includes roles at Securities America Advisors, Securities Service Network, and Williams Capital Corporation. Outside of financial advising, he is an attorney handling estate planning and probate matters, owns a tax preparation and planning business, and teaches Zumba and group fitness classes. 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, offering both discretionary and non-discretionary portfolio management, as well as integrated retirement plan consulting and administration.

Dale Rippo is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Arete Wealth Management in 2025, he worked at Fincadia and National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing both advisor-driven and proprietary, rule-based model allocations, and integrates affiliated financial businesses and product channels as part of its operations.

Jack Chite is a CFP® with 42 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He has been self-employed since 1972 and operates J. Chite & Associates, Inc., a firm he founded in 1991. Outside of investment advisory, he is president of Vanderbilt Insurance, focusing on fixed-rate insurance products, and provides tax consulting services in collaboration with a CPA. 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 models, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical techniques tailored to client objectives.

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.

Timothy Pelan is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and no prior industry experience. His work background includes roles at Fincadia, Primerica, and American Beech, among others. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also using third-party sub-advisers and conducting regular account monitoring.

Bradley Cohen is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Outside of his advisory role, Cohen is a professor at SUNY Alfred State College. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Rick Sande is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is licensed as a life insurance agent and works as a producer/agent for an insurance general agency. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering advisory services through multiple platforms with both discretionary and non-discretionary options.

Michael Ward is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves on the board of the John Brower Jr. Foundation, where he is involved in fundraising efforts to combat opioid abuse on Long Island. 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 management alongside financial planning and consulting services.

Daniel Antenor, Jr is a financial advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has previously worked at firms including ARK Global, Vanderbilt Advisory Services, and Northeast Securities. He is also affiliated with True Gritt LTD, doing business as Vanderbilt Financial Group, which operates under a marketing name unrelated to investment advisory services. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, and access to third-party sub-advisors. The firm emphasizes strategic asset allocation supported by fundamental and technical analysis, offering a platform that integrates both in-house and independent third-party investment approaches.

Christopher Natale is a financial advisor at Consolidated Portfolio Review Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2018. Natale serves as treasurer for 3D Wealth Management Services, Inc., a non-investment-related entity. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Jonathan Millman is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2019. He is also a partner at M&M Wealth Management, an advisory business LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through investment adviser representatives and an in-house portfolio group, combining advisor-led planning with model-based and separately managed strategies.

Michael Dandrea is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sovereign Global Advisors, LLC. Outside of advisory work, he is the owner and president of Camille Inc., a bill-paying business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge Asset Management since 2016 and also has extensive tenure at Bisys dating back to 1996. Outside of advising, she is the founder and president of a nonprofit women's group called POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a mix of portfolio management approaches, including third-party models and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Michelle Perres is a financial advisor at Aegis Capital Corp. with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Aegis Capital Corp. since 2014. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm operates both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

David Lynn is a financial advisor at Arete Wealth Advisors, LLC with 57 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2023. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and due diligence in its investment approach.

Robert Cuccaro is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2011 to 2015. Cuccaro is the CEO and President of Integrarisk Corp., where he dedicates part of his time to hiring and training independent insurance representatives. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent financial advisors and an in-house Private Client Group. The firm employs diverse investment strategies and platforms, and operates as part of the larger StoneX Group, which provides integrated clearing, custody, and lending services.

Robert Skoff is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at Oppenheimer & Co for seven years before joining The Pinnacle Financial Group and LPL Financial in 2017. The Pinnacle Financial Group provides 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 constructs written Investment Policy Statements for clients and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.