Christopher Hilla is a financial advisor at Aegis Capital Corp. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. Aegis Capital Corp. serves a diverse client base including both non‑high-net-worth and high-net-worth individuals as well as corporate clients. The firm offers investment advisory, financial planning, brokerage, annuities, insurance, and occasional investment banking services, with most assets managed on a non‑discretionary basis requiring client approval for trades.

Widmayer Jacques is a financial advisor at Arete Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at National Securities Corp and Arete Wealth Management LLC prior to his current role. He is also involved with Jerusalem SDA, an organization he has been connected with since 2010. 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 advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has five years of industry experience and previously worked at Thrivant Advisor Network, Purshe Kaplan Sterling Investments, and Sterling National Bank. Outside of his advisory work, he is involved as a brand ambassador for GHOST, LLC, engaging with local sports nutrition stores and running product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach and serves over 13,000 clients through a multi-office platform with roughly $15.7 billion in assets under management.

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.

Jason Mckenna is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with The Pinnacle Financial Group since 2013 and holds Series 63 and Series 65 licenses. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs both fundamental analysis and a blend of long-term and short-term trading strategies, managing accounts primarily on a discretionary basis with regular portfolio monitoring.

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 15 years of industry experience. His prior roles include positions at Lincoln Investment, Mutual Inc., PlanMember Securities Corporation, and Bespoke Wealth Management. Outside of advisory activities, he owns and operates several related businesses, including insurance agencies and entities used for tax and accounting purposes. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house investment management team and proprietary screening tools while offering flexible advisory arrangements and fiduciary oversight.

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.

John Raschella is a financial advisor at The Pinnacle Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with The Pinnacle Financial Group and LPL Financial since 2015. Outside of his advisory role, Raschella serves as an official for the National Junior Baseball League Umpire Association. 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 emphasizes fundamental analysis and customized Investment Policy Statements, managing accounts primarily on a discretionary basis with regular reviews and the potential use of third-party money managers.

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.

Thomas Quinn is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American Portfolios Financial Services Inc. and OSAIC prior to joining Ausdal. 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 advisory and brokerage services with investment strategies tailored at the advisor level to meet clients' objectives and risk profiles.

Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Peter Marshall is a financial advisor at Arete Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and National Asset Management. He serves on the investment committee of St. John's of Lattingtown Episcopal Church. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Sean Clary is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. His prior roles include positions at Bridgeway Wealth Partners and TD Waterhouse Investor Services. He holds Series 63 and Series 66 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and oversight provided by an investment committee.

Henry Liu is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital since 2011. Outside of his advisory role, Liu is the sole owner of a real estate management company. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services along with access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Christopher Ortiz is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Arete in 2022, Ortiz worked at National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he is involved with Carol's Army Inc., a charitable organization. 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 into its services.

Andrew Grossman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corp from 2015 to 2022. Grossman is also involved with North Shore Wealth Management, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Richard Spatola is a financial advisor at Arete Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Asset Management and National Securities Corp before joining Arete in 2022. Outside of his advisory work, he is the owner of a clothing recycling business and a partner in a recruitment firm. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. 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 within its service offerings.

Mario Molino is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and bringing 20 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and concurrently associated with LPL Financial since 2011. Outside of his advisory role, he is involved in business development and administration for Current Wireless Solutions LLC and Current Energy Solutions LLC. 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 fundamental analysis approach across a range of investment instruments and manages accounts primarily on a discretionary basis, with regular monitoring and annual reviews.