Isaiah Aponte is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Arete Wealth Advisors since 2020, with prior experience at National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based model allocations while offering access to third-party money managers and acting as an ERISA fiduciary when applicable.

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 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Aegis Capital Corp. and Equitable Advisors during his career. Outside of his advisory role, he serves as president of Sookrams Ventur Inc. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering 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.

John Marchisotta Jr. is a CFP® professional with five years of experience, currently serving as an advisor at Procyon. He spent fifteen years at Pivotal Planning Group before joining Procyon in 2021. Marchisotta also acts as a co-trustee and trustee for several family trusts. Procyon provides investment management, financial planning, consulting, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and registered investment advisors. The firm emphasizes customized, fundamentally driven portfolios with a long-term orientation and operates a significant non-discretionary asset base alongside discretionary management.

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 CFP® with 35 years of industry experience, currently serving as CEO and financial advisor at Menna Wealth Planning Group and affiliated with Verity Asset Management. His prior experience includes roles at Planmember Securities Corporation and MUTUAL, INC. / US Retirement Partners. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models.

Jeremy Isleman is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Portfolio Medics in 2024, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He also operates as an independent insurance agent, transacting insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm constructs customized portfolios using a range of investment vehicles and employs a variety of analytical and trading strategies tailored to clients' objectives and risk tolerance.

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 credentials. Prior to joining Aegis in 2025, he worked at Apple Bank and Infinex Investments, Inc. for seven years each, among other roles. Nunez is also involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual and corporate clients with a range of financial services including asset management, financial planning, brokerage, annuities, and insurance. The firm combines SEC-registered investment advisory and broker-dealer operations, offering both discretionary and non-discretionary advisory relationships.

Christopher Cannata is a financial advisor at Howard Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Square Real Estate Group, KBS Capital Markets Group LLC, Owl Rock Securities, and Carey Financial, LLC. He has been with Howard Capital Management since 2019. Howard Capital Management serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to manage client assets across various services such as discretionary portfolio management and sub-advisory arrangements.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He has previously worked at National Asset Management, National Securities Corp, and Oppenheimer. Outside of his advisory role, Abramowitz is the owner of CARA Corp for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and due diligence in its investment approach.

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.

Cari Walling is a financial advisor at Procyon with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Pivotal Planning Group and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers services such as investment management, financial planning, retirement plan advisory, and institutional consulting, employing a customized, fundamentally driven investment process with both discretionary and non-discretionary strategies.

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.

Alan Lichtenstein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Concorde Asset Management since 2015 and is also involved in residential and commercial real estate sales through Charles Rutenberg Realty. Additionally, he provides continuing professional education credit courses to New York CPAs as an instructor with Alldeb Marketing LLC. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and proprietary and third-party platforms, and it provides ERISA retirement-plan advisory services and participant advice.