James Trudden is a financial advisor with The Pinnacle Financial Group and holds a Series 63 designation. He has 38 years of industry experience, including roles at LPL Financial and Wells Fargo Clearing. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm uses a combination of fundamental analysis and various trading strategies, managing portfolios typically on a discretionary basis with regular monitoring.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at National Asset Management, National Securities Corp, Oppenheimer, and Raymond James Financial. Abramowitz is also the owner of CARA Corp Capital One Bank for tax purposes, a non-investment related business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary model allocations.

Ian Millman is a financial advisor at Kingsview Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Merrill, and Morgan Stanley. Millman is also a partner in M&M Wealth Management, an advisory business LLC. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services through a combination of internal portfolio management and third-party strategies, including discretionary and non-discretionary advisory services.

Cari Walling is a financial advisor at Procyon with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Procyon Advisors, Procyon Institutional Partners, Pivotal Planning Group, and AXA Advisors. Walling is based in Melville, NY. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets and employs both discretionary and primarily non-discretionary management strategies using mutual funds, ETFs, equities, and fixed income.

Mark Egener is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, and LPL Financial. Outside of his advisory work, he is associated with Great Western Drilling Co., a non-investment-related business. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a focus on non-discretionary advisory relationships and multiple sponsored and third-party platform programs.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Mark Levin is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 22 years of industry experience, including roles at Lincoln Investment, Preferred Financial Group, and Park Avenue Securities. Levin is also the owner and president of Your Personal Broker, Inc., which provides insurance and investments sales. 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 through a combination of discretionary in-house management and non-discretionary advisory services, supported by proprietary screening tools and institutional relationships.

Joseph Waters is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and having 37 years of industry experience. His prior roles include positions at Cetera, GWN Securities, and Valic Financial Advisors. He is involved in servicing individual senior Medicare supplemental policies. Calton & Associates serves a diverse client base, including high-net-worth individuals and various entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products through its dually registered representatives.

John Fenrich III is a financial advisor at Procyon with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Nationwide Mortgage Bankers and Intercontinental Capital Group. Outside of his advisory work, he is involved in residential mortgage banking as a sales manager, acts as a real estate agent, and holds a license in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, delivering primarily non-discretionary management through fundamental analysis using mutual funds, ETFs, equities, and fixed income.

Linda Borst is a financial advisor at The Pinnacle Financial Group with the designations ChFC® and Series 63, and 41 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and LPL Financial. She provides investment advisory services through The Pinnacle Financial Group, an independent registered investment advisor. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting for a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm employs a documented investment policy, combining fundamental analysis with both long- and short-term trading strategies, typically managing portfolios on a discretionary basis with regular monitoring.

Michael Punturieri is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves retail and institutional clients nationwide, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with advisor-managed and third-party options, utilizing a proprietary mutual fund screening process called CAPSL.

John Corcoran is a financial advisor at Beacon Trust with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform that includes in-house strategies, separately managed accounts, ETFs, and mutual funds, with a focus on risk diversification and tax-aware management.

Martin Harper is a financial advisor at Kingsview Wealth Management, LLC with five years of industry experience. His work history includes roles at Kingsview Partners LLC, Resnik & Oppenheim CPAs, Broadway Financial Management LLC, and his own firm, Martin Harper LLC. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of internal strategies and third-party managers, including discretionary and non-discretionary advisory services.

Dylan Dubinsky is a financial advisor at Aegis Capital Corp. with two years of industry experience. He holds a Series 66 designation and has worked at Aegis Capital Corp. since 2023. Prior to his advisory role, he was employed at Surf Shack Restaurant and SUNY Cortland. 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 through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options, focusing on individual, corporate, and retirement plan business.

John Caffrey Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with Composition Wealth, LLC, where he has worked since 2021. His prior experience includes roles at Rosemark Advisors, Purshe Kaplan Sterling Investments, Castle Asset Management, and Castle Financial Advisors. Outside of his advisory work, Caffrey serves on the board of the AMAC Foundation, where he develops business plans and educates members on financial statement preparation. 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, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investments, and offers fiduciary retirement plan services.

Lorraine Rocamboli is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and over 43 years of industry experience. She has worked with Lincoln Investment since 2017 and previously spent eight years at Legend Advisory Corporation and 34 years at Legend Equities Corporation. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. 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 rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Dianne Dittmar is a financial advisor with Equity Services, Inc., holding a Series 63 license and 36 years of industry experience. She has been with Equity Services since 2012 and also has a concurrent role at National Life. Outside of her advisory work, Dianne is involved in insurance sales, including Medicare Advantage and supplement plans, as well as auto, home, commercial, and fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and combining primarily long-term strategies with options for shorter-term trading.

Stephan Coles is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 44 years of industry experience. Prior to joining VOYA in 2014, he worked at Charles W Cammack Associates, Inc. beginning in 1981. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed annuities and life insurance sales. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to implement recommendations, offering a mix of non-discretionary and discretionary account management through a large network of advisors.