Stephen Distante is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He holds a Series 63 designation and has held roles at multiple financial entities, including ARK Global and Consolidated Portfolio Review Corp. Outside of his advisory work, he is active as a documentary film producer, book author, and is involved in entrepreneurial initiatives such as creating a platform that connects investors and entrepreneurs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning services. The firm’s investment approach involves strategic asset allocation and a combination of fundamental, technical, and charting analysis, supporting a range of client objectives and integrating plan administration with advisory services.

Vincent Famulari is a CFP® professional with 30 years of industry experience. He is currently with The Pinnacle Financial Group, where he has worked since 2018, and has been associated with LPL Financial since 2002. 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 uses fundamental analysis across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

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.

Andrew Buttelman is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is the owner and sole officer of Lifestage Wealth Advisors Inc., which manages office leasing and related expenses. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment processes.

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.

Israel Harman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to offer a comprehensive range of solutions.

Dianne Larson is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. Her prior roles include positions at National Asset Management and Oppenheimer. Outside of her advisory work, she owns Helm Private Client Group, a pass-through entity for tax purposes. 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 it integrates affiliated financial businesses and product channels as part of its service offering.

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.

Domingos Noya is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and over 34 years of industry experience. He has worked at Lincoln Investment since 2010 and concurrently with Great American Advisors, Inc., Connecticut Mutual Life Insurance Company, and Employee Benefit Planners for several decades. Noya also works as an independent contractor involved in fixed annuities and life insurance with multiple firms. 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, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Anthony Soldano is a financial advisor at William Joseph Capital Management, Inc. with 20 years of experience, holding a Series 65 designation. He has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2006. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting along with fee-based insurance product services.

Brian Gordon is a financial advisor at Capital Analysts with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following previous roles at Legend Advisory Corporation and 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, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Barry Goldstein is a financial advisor with Aegis Capital Corp., holding Series 65 and Series 63 credentials and 25 years of industry experience. He has been with Aegis Capital Corp. since 2010. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm serves clients through multiple platforms and emphasizes a mix of discretionary and non-discretionary advisory relationships.

Thomas Randello is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Kovack Advisors since 2007 and Kovack Securities since 2005. In addition to his advisory role, Randello works as an enrolled agent providing accounting and tax preparation services and is involved in fixed insurance and annuities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a risk-based investment approach supported by both internally developed models and third-party managers.

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.

Paul Lorentzen is a CFP® professional with 33 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2020. His prior experience includes roles at Cardea Capital Advisors, Liberty Partners Financial Services, National Securities Corporation, National Asset Management, and extensive tenure at Lorentzen & Trifari CPA's and Linder Capital Advisors. Outside of his advisory work, he holds a president position at Lorentzen & Trifari, CPA's and Elite Wealth Management, though these roles are not investment related. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Barry Shapiro is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes positions at Commonwealth Financial Network and operating his own firm, Bshapiro Financial. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars through a network of independent advisory representatives.

Steven Howe is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Vanderbilt Securities, LLC and Sterling Monroe Securities, LLC. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which is not investment-related. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios as well as access to independent third-party sub-advisors.

Nicholas Borkowski is a financial advisor at Capital Analysts with nine years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Investment Planning, LLC, and Voya Financial Advisors, Inc. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management and advisor-managed custom and model portfolios, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management and research team.