Louis Rusinowitz is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group, LLC. Rusinowitz is president and owner of LMR Planning Services, Inc., a personal tax planning firm. Arkadios Wealth Advisors delivers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers comprehensive financial planning and reporting solutions.

David Silberg is a financial advisor at Aegis Capital Corp. with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at several firms including Newbridge Securities Corporation and Allied Millennial Partners. Outside of his advisory role, Silberg serves on the Board of Trustees for the Port Jewish Center, where he is involved with the budget committee. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and offers trade execution, clearing, custody, and reporting services.

Daniel Mcnicholas is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 15 years of industry experience. Prior to joining Gladstone Wealth Partners in 2017, he worked at Bank of America, N.A. and Merrill Lynch Pierce, Fenner & Smith, Inc. He is also currently employed outside the investment industry in a non-investment role. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment and financial planning services, with investment approaches tailored at the representative level and supported by platform-level due diligence performed by its Investment Committee.

Paul Carmichael is a financial advisor with The Pinnacle Financial Group in Melville, NY, holding a Series 63 designation and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2015 and has worked with United Benefit Pension Inc. 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 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.

Kenneth Bonal is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Asset Management and National Securities Corp. Outside of his advisory role, he is involved as an independent insurance agent and contractor for several registered investment advisory firms. 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 employs a combination of advisor-driven and proprietary, rule-based model allocations, uses third-party sub-advisers, and offers comprehensive portfolio management with regular account monitoring.

Timothy Archard is a CFA® charterholder with 11 years of industry experience. He is currently with The Pinnacle Financial Group and previously worked at NFP Retirement, Inc., American Funds, and Capital Group Companies. The Pinnacle Financial Group serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, applying fundamental analysis and a range of investment strategies to meet client objectives.

Scott Gerham is a financial advisor with Capitol Securities Management, Inc. in Massapequa, NY, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Capitol Securities & Associates, Inc. since 2010. Outside of his advisory role, he is also a broker involved in insurance sales and marketing through Waterview Business Partners. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account platforms and utilizing a diverse range of investment instruments.

Hector Crespo Jr. is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Aegis Capital Corp. since 2011. Outside of his advisory role, Crespo is active as a life insurance agent with John Hancock and MetLife and is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program offerings.

Paul Carrano is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018 and Ameriprise Financial Services from 2010 to 2018. Outside of advising, he is involved with Certainty Tax Advisors, LLC, a tax preparation and accounting business. The Pinnacle Financial Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm uses fundamental analysis and combines long-term and short-term trading strategies, managing portfolios primarily on a discretionary basis with regular monitoring.

Edward Wells is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Since 2015, he has been associated with NBC Securities, Inc. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets and offers advisory services through multiple advisor teams and various program-based accounts.

Jacqueline Mallinson is a financial advisor with Verity Asset Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at The Leaders Group DBA Simplicity Investments and Prudential Insurance Company of America. Outside of finance, she operates Jackie’s Craft Room, a crafting business. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focusing on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Ryan Schechner is an advisor at B. Riley Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Batting 1000 and B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including internally managed models and third-party managed solutions, managing approximately $4.21 billion in client assets through about 173 advisors.

Dianne Larson is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at National Asset Management, National Securities Corp, and Oppenheimer. 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.

Stanley Goldring is a financial advisor at Arete Wealth Advisors, LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ladenburg Thalmann & Co. Inc. and National Asset Management. Goldring serves as a trustee managing investment and administrative decisions for two personal trusts. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers and due diligence processes for recommended managers and private investments.

Barry Goldstein is a financial advisor at Aegis Capital Corp. with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Aegis Capital since 2010. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms, with advisory relationships that may be discretionary or non-discretionary.

Zachary Eisner is a CFP® with six years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. He has previously worked at UBS Financial Services and Merrill Lynch, Bank of America. Eisner is also president and part-owner of Ship Has Risen Inc., a real estate investment company. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets through 274 advisors, offering a range of services including financial planning, retirement solutions, and advisory programs for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm provides multiple program structures and uses both proprietary and third-party asset allocation models.

Thomas Randello is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of experience in the industry. He has worked with Kovack Advisors since 2007 and Kovack Securities since 2005. In addition to his advisory work, he is an enrolled agent providing accounting and tax preparation services. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, while also recommending third-party managers and offering financial planning and account aggregation services.

James Mctiernan is a financial advisor at Bison Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked for BNY Investment Center Inc. and The Bank of New York, where he accumulated over 50 years of combined experience. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Karsten Appel is a financial advisor with Aegis Capital Corp., holding a Series 66 designation and one year of industry experience. Prior to joining Aegis in 2025, he worked briefly at Equitable Advisors, LLC and has a background including positions at Stony Brook University and Colorado State University. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and occasional investment banking. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple platforms and sponsoring programs with a focus on non-discretionary advisory relationships.

Barry Shapiro is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Strategic Blueprint in 2025, he has been involved with BShapiro Financial and Commonwealth Financial Network since 2011. He is the owner of BShapiro Financial Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, retirement plan consulting, family office services, and a subscription advisory program, using customized, goal-based strategies and ongoing client education.