Christopher Guarino is a CFP® professional with four years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, and manages approximately $9.47 billion in discretionary assets.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sequent Planning, LLC. In addition to his advisory role, he is the president and principal of Senior Services of North America, a position he has held since 2008. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment advisory and financial planning services. The firm employs diverse investment strategies, including discretionary portfolio management and access to third-party manager solutions, while maintaining a focus on retirement-plan service integration and institutional manager relationships.

Emiliano Avalos Paiz is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete, he worked at Fincadia and has a background in education, having taught at various schools including W.C. Mepham High School and Monsignor McClancy Memorial High School. 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 manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Katelyn Della Porta is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has previous work experience that includes roles outside of finance, such as at Liz Schwind Catering and JD Sports. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its offerings.

David Gordon is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Trustmont since 2009. Outside of his advisory role, he owns and operates Gordon Wealth Inc., engaging in the sale of life, disability, and health insurance, as well as conducting financial education seminars through the American Financial Education Alliance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Mark Schrader is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked with National Asset Management and National Securities Corp. Outside of his advisory work, he serves as president of the board of directors for Island's End Golf & Country Club. 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 focuses on discretionary portfolio management using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Hillard Saveth is a financial advisor with The Pinnacle Financial Group in Dix Hills, NY, 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 also maintains a long-standing affiliation with LPL Financial since 2003. 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 a broad range of instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Ronald Rothchild is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Arete in 2022, he worked at National Asset Management and National Securities Corp from 2017 to 2022. Outside of his advisory role, he is involved with several related investment and insurance businesses under the Fincadia name. 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 manages assets primarily on a discretionary basis, using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Mark Knox is a CFP® with 40 years of experience in the financial advisory industry. He has been with Lincoln Investment Planning, Inc. since 1983 and is currently affiliated with Capital Analysts. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mary Tupper is a financial advisor at Bison Wealth, LLC in Huntington, NY, holding a Series 66 designation with 26 years of industry experience. Her prior roles include positions at Capital Group Private Client Services, Capital Bank & Trust Company, Wells Fargo Clearing Services, and Citigroup Global Markets. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that incorporate tactical and strategic allocations across liquid and private-market strategies.

Kenneth King Jr. is a financial advisor with Capital Analysts, holding a Series 66 credential and eight years of industry experience. He previously worked at Lincoln Investment and Pasternak Baum & Co., Ltd. Outside of advising, King owns Kenny King Consulting Inc., an S Corporation focused on tax structure and solo 401(k) plans for independent contractors. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors, combining discretionary investment management with proprietary mutual fund screening and access to third-party managers.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Valley National Bank. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Jillian Dragone is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. Her prior roles include positions at Apexium Financial, AllianceBernstein, and Morgan Stanley. United Capital Financial Advisors provides nationwide financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and supports other independent advisors through its technology platform, FinLife Partners.

Gene Panasenko is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and over 29 years of industry experience. His prior work includes roles at Landolt Securities, Moloney Securities Asset Management, LPL Financial, and HSBC Securities. Outside of advising, he hosts a YouTube channel where he interviews professionals about their life experiences. Alexander Capital Wealth Management LLC provides advisory services to individual, high-net-worth, and institutional clients, employing a top-down investment process that integrates proprietary technical analysis and fundamental review. The firm utilizes multiple advisory teams, discretionary management, sub-advisers, and model portfolios to implement strategies.

Scott Cantor is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at National Asset Management, National Securities Corp, and Sovereign Global Advisors. 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 employs both advisor-driven and proprietary model allocations for discretionary portfolio management and integrates affiliated financial businesses and product channels in its service offerings.

Carmine Passante is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 26 years of industry experience, including eight years with American Portfolios Advisors, Inc. and recent tenure at Ausdal Financial Partners. Outside of his advisory role, he provides insurance products to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion in assets through a large network of advisors. The firm offers a variety of investment advisory and brokerage services tailored to client objectives, utilizing multiple custodians and integrating third-party managers.

Gurjot Waraich is a financial advisor at Aegis Capital Corp. with a Series 66 designation and one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including work at Postmates and Dunkin Donuts. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and focuses on individual, corporate, and retirement plan business.

Isaiah Aponte is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Arete Wealth Advisors since 2020, including its predecessor entities, and previously at National Securities Corporation. Outside of his advisory role, he is also an independent insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Michael Blueweiss is a financial advisor at Arete Wealth Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and National Asset Management. Outside of his advisory role, he volunteers as a charity advisor for The Coltrane Home of Dix Hills. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers discretionary portfolio management alongside comprehensive planning services.

Danny Sookram is a financial advisor at Aegis Capital Corp. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is president of Sookrams Ventur Inc., a company involved in property management. 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 with both discretionary and non-discretionary client relationships and is notable for its active broker-dealer operations alongside advisory services.