James Mallinson is a financial advisor at Verity Asset Management with Series 66 credentials. He has one year of industry experience and has held roles at The Leaders Group Inc (DBA Simplicity Investments), Eastern Wholesale Fence, and Bethpage Federal Credit Union among others. Outside of financial services, he is involved with Redhead Marketing Group Inc., where he has been active since 2019. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base including individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process featuring tactical asset allocation across various asset classes and implements both internally managed specialty strategies and third-party models.

Leonard Marzigliano III is a financial advisor at The Pinnacle Financial Group with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for 14 years. Marzigliano is also affiliated with LPL Financial. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm integrates fundamental analysis with both long-term and short-term trading strategies, managing accounts primarily on a discretionary basis.

George Folias is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2014. 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 offers discretionary portfolio management and employs fundamental analysis across various investment instruments, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Michael Desmond is an advisor at Procyon with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Procyon Advisors, LLC since 2021 following prior roles at Procyon Institutional Partners, LLC and Pivotal Planning Group, LLC. He is a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. 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 provides investment management, financial planning, retirement plan advisory, institutional consulting, and model-portfolio delivery services with a focus on customized, fundamentally driven portfolios using a mix of mutual funds, ETFs, individual equities, and fixed income.

Peter Laplaca is a CFP® and ChFC® with 32 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Citi Private Advisory, Boston Private Wealth, SVB Wealth, and First Citizens Investor Services. He is also an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth provides investment management and financial planning services to a wide range of clients, including individuals, trusts, businesses, and retirement plans, employing a primarily long-term approach centered on diversified mutual funds and ETFs combined with fundamental and technical analysis.

Christopher Guarino is a CFP® professional with four years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. 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, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, and manages approximately $9.47 billion in discretionary assets.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gladstone Wealth Partners since 2023, as well as Sequent Planning, LLC since 2020. Outside of his advisory roles, he serves as President of Senior Services of North America, where he manages operations and strategic planning. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers discretionary portfolio management and financial planning, with investment approaches tailored at the representative level and supported by platform-level due diligence on sub-advisers and model providers.

Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Emiliano Avalos Paiz is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete, he worked at Fincadia and has a background in education, having taught at various schools including W.C. Mepham High School and Monsignor McClancy Memorial High School. 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.

Katelyn Della Porta is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles in catering and retail, as well as positions at Florida International University. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets primarily 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.

David Gordon is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Trustmont since 2009. Outside of his advisory role, he owns and operates Gordon Wealth Inc., engaging in the sale of life, disability, and health insurance, as well as conducting financial education seminars through the American Financial Education Alliance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Mark Schrader is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked with National Asset Management and National Securities Corp. Outside of his advisory work, he serves as president of the board of directors for Island's End Golf & Country Club. 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 focuses on discretionary portfolio management using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Ronald Rothchild is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Arete in 2022, he worked at National Asset Management and National Securities Corp from 2017 to 2022. Outside of his advisory role, he is involved with several related investment and insurance businesses under the Fincadia name. 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 model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Alex Rusinowitz is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 14 years of industry experience. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group. Rusinowitz is also associated with Monogram Wealth Partners, an entity involved in investment-related activities. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and combines fundamental, technical, and cyclical investment analysis methods.

Panagiotis Ermogenous is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including CitiGroup, Wells Fargo Clearing, Capital One Advisors, and JP Morgan. He has been with Santander Securities and Santander Bank since 2023. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.

John Buser Jr. is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Pinnacle Financial Group and LPL Financial. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets with about 70 advisors and offers ETF-based strategic models, comprehensive and limited-scope financial planning, and retirement plan consulting services.

Renee Willett is a financial advisor at The Pinnacle Financial Group with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at LPL Financial LLC, Neuberger Berman, Watermill Institutional Trading, and LWPARTNERS. Outside of finance, she has experience as a performer in comedy and holds a real estate agent license. 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 a written Investment Policy Statement for each client and applies fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

John Vissicchio is a CFP® professional at Procyon with four years of experience in the financial industry. He is also a managing member of Richards, Vissicchio, & Poliseno CPAs PLLC, where he provides management consulting and tax services. Procyon serves a diverse client base including individuals, families, institutions, and registered investment advisors, offering investment management, financial planning, and retirement plan advisory services. The firm employs a fundamentally driven, customized investment approach utilizing both internal management and third-party strategies, and supports its processes with due diligence and AI tools.

Kathryn Buck Cannella is a Series 66-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has worked at firms including Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Mass Mutual Life Insurance Company. Outside of advising, she serves as a notary public and assists with bookkeeping and maintenance for a rental property owned with her spouse. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, and has scaled quickly to serve over 13,000 clients across multiple offices.

Gregory Owsiany is an advisor at Bison Wealth, LLC with securities licenses Series 65 and Series 63. He has one year of industry experience, including roles at BNY Mellon Securities Corporation and BNY. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm combines tactical and strategic allocations across liquid and private-market investments and provides option-based overlay strategies through an affiliated sub-adviser.