William Mc Enroe III is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has prior experience with firms including NYLIFE Securities LLC and the Center for Wealth Preservation. Outside of his advisory role, he serves as a police officer and is a board member of The Paige Keely Foundation, a charity focused on raising awareness for Arteriovenous Malformation (AVM). Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome‑focused, multi‑manager model portfolios that incorporate both tactical and strategic allocations across liquid and private-market strategies.

Scott Cantor is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 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, and charitable organizations. The firm employs discretionary portfolio management utilizing both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

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 with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at National Securities Corporation and Arete Wealth Management LLC. Outside of his advisory work, he is also an independent insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm emphasizes discretionary portfolio management supported by proprietary models, third-party managers, and regular account monitoring.

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.

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.

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.

John Marchisotta Jr. is a CFP® with five years of industry experience, currently serving as an advisor at Procyon. He previously spent 15 years with Pivotal Planning Group, LLC. Outside of advising, he acts as co-trustee and trustee for several family trusts and is a partner in Procyon Risk, LLC and Procyon Tax, LLC. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in client assets and employs both discretionary and primarily non-discretionary management strategies using mutual funds, ETFs, equities, and fixed income with a combination of internal portfolio construction and access to independent managers.

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 has worked at Miracle Mile Advisors, LLC since 2022 and is a partner at Weindorf and Company CPAs, LLP, a CPA firm where he has had administrative duties since 2005. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Raymond Menna is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently associated with Verity Asset Management and has held roles with Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. His career includes nearly two decades at MUTUAL, INC. / US Retirement Partners and nine years at Planmember Securities Corporation. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and other advisers. The firm utilizes a model-based investment process with tactical asset allocation across diverse asset classes, offering portfolio management, retirement plan consulting, and sub-advisory services.

Michael Aniello is a financial advisor with The Pinnacle Financial Group in Melville, NY, holding a Series 63 designation and 26 years of industry experience. He has been with The Pinnacle Financial Group since 2016 and also has an affiliation with LPL Financial dating back to 2015. Outside of advisory services, he is licensed as an insurance agent specializing in health, dental, and vision insurance. 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 employs a written Investment Policy Statement for each client and uses fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

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, 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 spent eight years at Merrill. Gladstone Wealth Partners serves individuals—including high-net-worth clients—corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches customized at the representative level and supported by platform-level due diligence.

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.

Henry Nunez is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds the Series 65 and Series 66 licenses. Prior to joining Aegis in 2025, he worked at Apple Bank and Infinex Investments, among other firms. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. offers investment advisory and financial services to both individual and corporate clients, providing a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable focus on non-discretionary advisory relationships.

Christopher Cannata is a financial advisor at Howard Capital Management, LLC in Melville, NY, with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Howard Capital Management in 2019, he worked at Penn Square Real Estate Group, KBS Capital Markets Group LLC, Owl Rock Securities, and Carey Financial, LLC. Howard Capital Management serves a diverse client base, including individuals, institutions, trusts, estates, and charitable organizations. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to deliver discretionary portfolio management and other investment services.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including National Asset Management, Oppenheimer, and Raymond James Financial. Outside of his advisory role, he is the owner of CARA Corp Capital One Bank for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, utilizing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Ian Millman is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kingsview in 2019. Millman is also a partner in M&M Wealth Management, an advisory business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.