Carmine Demaio is a financial advisor at TD Private Client Wealth LLC with a Series 66 license and four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he worked at Monmouth University and Rix Pool & Spa. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and custodians like Pershing.

Nancy Greene is a financial advisor with Money Concepts Capital Corp in Ringwood, NJ, holding a Series 63 designation and over 30 years of industry experience. She has been with Money Concepts Capital Corp since 1995. Outside of her advisory role, she serves as Vice President and Secretary of LCG Tax Services, LLC, and is involved in non-investment-related businesses including group health insurance and payroll services as well as Medicare supplement and Medicare Advantage insurance through Integrity Family Resources Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Vivian Cohn is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2003. Prior to that, she worked at Henes Floretti Associates starting in 1997. She is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, offering operational and investment platform support while allowing advisors discretion in portfolio construction.

Allen Herskowitz is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 23 years of experience at Money Concepts Capital Corp and has also served as president of his own CPA firm, Allen B. Herskowitz, CPA, PC, since 1991. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

John Traut is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Oppenheimer & Co., Merrill, and Bank of America. Outside of his advisory role, he serves as a firefighter with the New York Fire Department. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and features specialized planning services.

Christopher Judge is a financial advisor at SPC with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining SPC and Sigma Financial Corp in 2025, he spent 27 years with Commonwealth Financial Network and Commonwealth Equity Services, Inc. He also conducts limited fixed insurance sales at a branch location. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and provides tailored, discretionary investment advice through various account programs and strategic partnerships.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Tyler Albolino is a financial advisor at Money Concepts Capital Corp with a Series 65 credential and no prior industry experience. His work history includes positions at Investors' Advantage Portfolios and roles outside finance such as at Mercedes Benz of Nanuet and in retail. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets and employs model-driven, asset-allocation approaches combined with third-party managers and technology platforms to deliver both discretionary and non-discretionary portfolio programs.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Anthony Pirro is a financial advisor with Money Concepts Capital Corp in Scarsdale, NY, holding a Series 66 designation and over 14 years of industry experience. He also operates Anthony G. Pirro CPA PC, providing accounting and bookkeeping services since 2011. Pirro has been affiliated with Money Concepts Capital Corp since 2006 and has offered accounting and tax services through his own practice since 1981. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory.

James Sahagian is a CFP® with 27 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, he is involved as an LLC member in a Unishippers franchise operated by his son, providing financial guidance for the business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base, including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options and partners with multiple custodians and third-party managers.

Margot Tubul is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and JPMorgan Securities LLC. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap programs with custodial and trade execution services, integrating with KeyCorp affiliates for additional financial services.

Salvatore Leone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a director at Apex Petrochemical, Inc. and is a board member of Saker Energy Systems Incorporated, both in the energy sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, with custodial and advisory platforms provided by Pershing and Envestnet.

Daniel Steinberg is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY, and has one year of industry experience. He has worked with Commonwealth and affiliated firms since 2025. Outside of his advisory role, he is a partial owner and manager of a family LLC that serves as an investment ownership vehicle, where he reviews tax filings and facilitates payments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Elise Lam is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Advisors Financial Network and Chase Investment Services Corp. among other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail US clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Angelo Petito Jr. is a financial advisor with Money Concepts Capital Corp in Chester, NY, holding a Series 63 designation and over 33 years of industry experience. He has worked at Money Concepts Capital Corp since 2003 and has prior experience with McCall Abstract Corp. and Bears Stearns and Company. Outside of his advisory role, he owns Hudson Valley Accounting, Inc., a tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, third-party sub-advisers, and ongoing financial planning to serve its approximately 14,700 clients.

Douglas Strahle is a Series 66-registered financial advisor with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities and has prior experience at LPL Enterprise, Pruco Securities, and New York Life affiliates. Outside of finance, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and institutions. The firm offers both advisor-led discretionary and model-based investment strategies, supported by proprietary programs and third-party platforms.

Yanbin Linsim is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Michael Mendez is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and custody services through a combination of affiliated and third-party sub-managers and uses a percentage-of-AUM wrap fee model.

Darien Dacosta is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas entities in various capacities since 2006. Outside of his advisory role, he provides photography services primarily at events. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm emphasizes model-based portfolio construction, utilizes multiple program platforms, and maintains a structure affiliated with insurance and broker-dealer entities.