Susan Brewer is a financial advisor at Crestwood Advisors with 28 years of industry experience. She holds a Series 65 designation and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for 10 years before joining Crestwood in 2019. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by offering investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

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 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including AXA Advisors and Pivotal Planning Group prior to joining Procyon. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental analysis driven, utilizing a mix of mutual funds, ETFs, equities, and fixed income, with an emphasis on non-discretionary mandates and the use of third-party platforms and AI tools alongside human oversight.

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.

Frank Nargentino is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022. He previously worked at National Asset Management and National Securities Corporation from 2015 to 2022. Outside of his advisory role, Nargentino is a board member and treasurer for Program Development Services, a nonprofit supporting individuals with developmental disabilities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

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.

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.

Joseph Waters is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and GWN Securities. Waters is also involved in servicing individual senior Medicare supplemental policies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based and commissionable products and delivers tailored investment recommendations through multiple program structures and analytic approaches.

John Fenrich III is a Series 65 licensed financial advisor with Procyon, bringing one year of industry experience. Prior to joining Procyon, he worked at Intercontinental Capital Group and is currently involved in residential mortgage banking and real estate brokerage. He also holds a license as an insurance agent. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm employs a tailored, long-term investment approach focused on fundamental analysis, managing portfolios through a mix of mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary services.

Linda Borst is a financial advisor with The Pinnacle Financial Group and holds the ChFC® and Series 63 designations. She has 41 years of industry experience, including prior roles at Wells Fargo Advisors and LPL Financial. She provides investment advisory services through The Pinnacle Financial Group, an independent registered investment advisor. 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 utilizes 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 reviews.

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. He has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2021 and has prior experience at Resnik & Oppenheim CPAs and Broadway Financial Management LLC. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various asset classes, with additional services such as retirement plan consulting and access to alternative investments.

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 34 years of industry experience. He currently works at Composition Wealth, LLC and has held prior roles at Rosemark Advisors, Inc., Purshe Kaplan Sterling Investments, Castle Asset Management, LLC, and Castle Financial Advisors. Outside of his advisory work, he serves as a board member of the AMAC Foundation, where he contributes to business plan development and financial education for foundation members. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by other securities and independent manager oversight within a multi-advisor structure managing billions in discretionary assets.

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.

Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. 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 instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.