Zachary De Minno is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. He has one year of experience in financial advising and previously worked at firms including Cetera Wealth Services and Avantax Investment Services. Prior to his advisory career, he operated his own CPA firms and worked at Ernst & Young. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach and utilizes multiple analysis methods, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

James Ahern is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Gladstone Wealth Partners, and Merrill Lynch. In addition to his advisory role, he serves as a police officer with the Nassau County Police Department and provides security presence for local schools, churches, and businesses through Upfront Security Associates, LLC. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, and provides a Turnkey Asset Management Platform to other registered investment advisers.

Carl Kirchner is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at American Portfolios for 19 years and OSAIC for 2 years before joining Ausdal Financial Partners. Outside of his advisory work, he coaches basketball. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored by individual advisors to meet clients’ objectives and risk tolerance.

Scott Mullady is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following prior roles including over a decade at Cetera Advisor Networks and ongoing ownership of Heritage Pension Advisors, a retirement plan administration firm he founded in 1995. Mullady is also an insurance agent selling life and annuities. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and a combination of fundamental, technical, and cyclical analysis.

Harold Rivenburgh is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and 42 years of industry experience. He has worked at The Pinnacle Financial Group and LPL Financial since 2017, and previously spent a decade with Raymond James Financial Services Advisors and Paul Louis Financial Management. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment approach with customized written Investment Policy Statements and manages portfolios using a range of instruments and strategies, often on a discretionary basis.

Thomas Palumbo is a ChFC® credentialed financial advisor with 35 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has held positions at several firms including Sterling Monroe Securities, LLC and Diefendorf Planning Services. Outside of investment advising, he serves as president of 4 Anchorage Lane Owners, Inc., overseeing financial and operational matters for the cooperative. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party sub-advisors, employing strategic asset allocation supported by fundamental and technical analysis through a multi-team platform.

Jeffrey Thure is a financial advisor with Aegis Capital Corp. in Melville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Aegis Capital Corp. since 2013. Outside of his advisory role, he serves as Managing Director for a restaurant ownership business. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and supports clients through financial planning and managed account programs via RBC and AXOS platforms.

Allen Cohen is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He previously worked at LPL Financial for 14 years before joining Vanderbilt Securities, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing fundamental, technical, and charting analysis to meet various client objectives.

Sal Disalvo is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include a decade at Cetera Advisor Networks and ownership of Quest Capital & Risk Management, LLC, which serves as the operating entity for his advisory and insurance activities. In addition to his advisory work, he is an author with book sales on Amazon. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm emphasizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing resources from providers such as BlackRock, Dimensional, and Vanguard, and offers specialized investment options through its platform.

Colin Moors is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Main Street Financial Solutions in 2023, he worked at American Portfolios Financial Services, Inc. from 2009 to 2023. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach focused on low-cost passive ETFs alongside active strategies, and provides a range of financial planning, wealth management, and retirement consulting services.

Rosemary Terry is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Vanderbilt Advisory Services since 2016 and has also worked with Vanderbilt Securities, LLC since 2010. Outside of her advisory role, she serves as president of The Love, Joey Foundation, which donates to various qualified charities. 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 along with financial planning and consulting, using a strategic asset allocation approach supported by fundamental, technical, and charting analysis.

Konstantinos Pagiazitis is a financial advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bridgeway Wealth Partners, TDAmeritrade, CitiGroup, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Joseph Giordano is a financial advisor with Vanderbilt Advisory Services, holding Series 66 and Series 63 licenses and possessing 15 years of industry experience. He has been with Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and a digital platform, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Moshe Alpert is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2026 and previously spent over a decade at Northwestern Mutual in various roles. 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, utilizes proprietary model portfolios and third-party sub-advisors, and integrates retirement-plan and benefits services through formal partnerships.

Brian Cohen is a financial advisor at Capitol Securities Management, Inc. in Melville, NY, with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Capitol Securities since 2016. Outside of his advisory role, Cohen is involved in various community and professional activities, including hosting a podcast, leading a public speaking club, facilitating support groups for the Crohn’s and Colitis Foundation, and participating on a nonprofit business foundation board. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering advisory programs through discretionary and non-discretionary portfolios, separately managed accounts, model portfolios, and third-party money managers.

Edward Patrick Jr. is a financial advisor at Arete Wealth Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co and National Asset Management. 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 using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Brian Alchermes is a financial advisor with Capital Analysts in Melville, NY, holding a Series 63 designation and over 15 years of industry experience. His career includes roles at Lincoln Investment, Mutual Inc., PlanMember Securities Corporation, and Bespoke Wealth Management. Outside of advisory work, he owns and operates several insurance and tax-related businesses. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice, with investment management delivered through both an in-house team and independent advisors.

Michael Taglich is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Taglich Brothers, Inc. for 35 years. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, including asset management, financial planning, brokerage, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a variety of advisory programs with a notable emphasis on non-discretionary client relationships.

Ira Katz is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Gladstone Wealth Partners and LPL Financial since 2017, following eight years at Merrill. Katz is involved with Gladstone Institutional Advisory, an independent registered investment advisor firm through which he provides advisory services. Gladstone Wealth Partners serves individuals, 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 tailored at the representative level and supported by platform-level due diligence.

Michael Levin is a financial advisor at Vanderbilt Advisory Services with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services, Lincoln Investment, and PMG Securities Corp. Levin is also a partner in Preferred Financial Group, where he is involved in insurance sales and financial planning. 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, model portfolios, third-party sub-advisors, and digital platform access, emphasizing strategic asset allocation supported by fundamental and technical analysis.