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.

Hillard Saveth is a financial advisor with The Pinnacle Financial Group in Dix Hills, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and also maintains a long-standing affiliation with LPL Financial since 2003. 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 constructs written Investment Policy Statements for clients and applies fundamental analysis across a broad range of instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

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.

Mark Knox is a CFP® with over 40 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1983 and retired from active practice between 2017 and 2019. Knox is currently affiliated with Capital Analysts in Hauppauge, NY. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches supported by a proprietary mutual fund screening process and maintains institutional relationships that enhance its product offerings.

Mary Tupper is a financial advisor at Bison Wealth, LLC in Huntington, NY, holding a Series 66 designation with 26 years of industry experience. Her prior roles include positions at Capital Group Private Client Services, Capital Bank & Trust Company, Wells Fargo Clearing Services, and Citigroup Global Markets. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that incorporate tactical and strategic allocations across liquid and private-market strategies.

Kenneth King Jr. is a financial advisor with Capital Analysts and holds a Series 66 designation. He has eight years of industry experience, including roles at Lincoln Investment and Pasternak Baum & Co., Ltd. He is the owner of Kenny King Consulting Inc., an S Corporation focused on tax structuring and solo 401(k) plans for independent contractors. Capital Analysts serves a broad client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Sharlene Jamison is a financial advisor at Vanderbilt Advisory Services with 13 years of industry experience. She holds a Series 63 designation and has previously worked with GWN Securities Inc. and The Meridian Financial Company. Outside of her advisory role, she is the founder of International Life Essentials, a coaching and consulting business serving professionals. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management with an investment approach that combines fundamental, technical, and charting analysis, supported by proprietary models, third-party sub-advisors, and digital platforms.

Brett Goldstein is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Vanderbilt in 2019. Outside of his advisory role, he is an investor in a profit trust. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and utilizing a mix of fundamental, technical, and charting analysis.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Valley National Bank. Verardi’s career includes roles at Lincoln Investment since 2017 alongside her current position at Capital Analysts. Capital Analysts serves a diverse client base ranging from individual investors to institutions and offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with advisor-managed solutions and emphasizes fiduciary responsibilities for retirement and tax-advantaged accounts.

John Vissicchio is a CFP® and financial advisor at Procyon with five years of industry experience. He is also the managing member of Richards, Vissicchio, & Poliseno CPAs PLLC, where he provides management consulting and tax services. Procyon offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, utilizing a mix of mutual funds, ETFs, individual equities, and fixed income with a focus on fundamental analysis and combines internal portfolio construction with access to independent managers and technology-driven decision support.

Jillian Dragone is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. Her prior roles include positions at Apexium Financial, AllianceBernstein, and Morgan Stanley. United Capital Financial Advisors provides nationwide financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and supports other independent advisors through its technology platform, FinLife Partners.

Amos Akinyooye is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 18 years of industry experience. He previously worked at Equitable Advisors and Cetera before joining Vanderbilt. Outside of advising, he is president of Aston Consulting Group, a financial services firm. Vanderbilt Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, charitable organizations, and retirement plans. The firm uses a strategic asset allocation approach and combines fundamental, technical, and charting analysis, supporting a range of investment time horizons and integrating retirement-plan and benefits services alongside advisory offerings.

Lynne Ford is a financial advisor at Vanderbilt Advisory Services with a Series 66 designation and two years of industry experience. Prior to joining Vanderbilt Securities, LLC, she worked at JetBlue for 18 years. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis to manage portfolios tailored to client objectives, while also integrating retirement-plan and benefits services through partnerships with third-party administrators.

Beverly Mingola is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and 42 years of industry experience. She has been with Vanderbilt Securities, LLC since 2005. Outside of her advisory role, she is involved as a distributor in a multi-level networking organization unrelated to investments. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that integrates strategic asset allocation and various analytical methods tailored to client objectives.

Gene Panasenko is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and over 29 years of industry experience. His prior work includes roles at Landolt Securities, Moloney Securities Asset Management, LPL Financial, and HSBC Securities. Outside of advising, he hosts a YouTube channel where he interviews professionals about their life experiences. Alexander Capital Wealth Management LLC provides advisory services to individual, high-net-worth, and institutional clients, employing a top-down investment process that integrates proprietary technical analysis and fundamental review. The firm utilizes multiple advisory teams, discretionary management, sub-advisers, and model portfolios to implement strategies.

Joseph Trifiletti is a Series 66-credentialed financial advisor with 19 years of industry experience. He is associated with Consolidated Portfolio Review Corp and has held roles with Vanderbilt Securities, LLC, Vanderbilt Advisory Services, ImpactU.Investments, LLC, and ARK Global. Outside of advisory work, he serves as treasurer and partial owner of Members Equity Insurance Company, a captive insurance agency. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, financial planning, and access to sub-advisors, utilizing a network of affiliated financial entities and a platform that supports both in-house and third-party managed portfolios.

Thomas Kelly is a financial advisor with Vanderbilt Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach supplemented by fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms.

Scott Rochlin is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Maxim Financial Advisors since 2006 and is also affiliated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm manages assets using various investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Scott Cantor is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management, National Securities Corp, and Sovereign Global Advisors. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management utilizing both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.