Noah Maman is a financial advisor at B. Riley Wealth Advisors, Inc., holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. He is involved in non-investment activities related to consulting with tax clients interested in wealth management or financial planning across multiple locations. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a variety of programs including Advisor-as-Portfolio-Manager services, third-party managed strategies via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in assets through a team of about 173 advisors.

Robert Taglich is a financial advisor with Aegis Capital Corp., holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked at Taglich Brothers, Inc. since 1992 and joined Aegis Capital Corp. in 2026. Aegis Capital Corp. offers investment advisory and financial services to individual and corporate clients, including asset management, financial planning, brokerage, and occasional investment banking. The firm provides both discretionary and non-discretionary advisory relationships and is notable for its active broker-dealer operations alongside its SEC registration.

Joseph Johnson is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 41 years of industry experience. He has been with Vanderbilt Securities, LLC since 2011. Outside of his advisory role, Johnson works as a registered nurse for the Veterans Administration. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental, technical, and charting analysis, and is noted for its formal integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Peter Cook is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves as an administrative assistant for Essex Village Manor LLC, where he manages resident census and payroll duties remotely. 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 combining fundamental, technical, and charting analysis.

Ryan Thiel is a financial advisor with The Pinnacle Financial Group in Smithtown, NY, holding a Series 63 designation and 14 years of industry experience. He has been associated with Ryan Thiel & Associates Inc., The Pinnacle Financial Group, and LPL Financial LLC since 2015. 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 employs a fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

James Arellano is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience that includes roles at The Retirement Optimization Group and positions in educational institutions such as The University of Tampa and Finger Lakes Community College. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a range of investment strategies incorporating fundamental, technical, and charting analysis, and offers portfolio management along with financial planning and consulting services.

James Piangozza is a CFP® and CFA® with 28 years of experience in financial advisory. He is currently with United Capital Financial Advisors and has prior experience at firms including Goldman Sachs and Total Financial Advisors. He is also licensed as an insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions, technology platforms for independent advisors, and operates affiliated legal and trust entities.

Thomas Pekar is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of finance, he works as a freelance entertainer, performing as a singer, guitarist, and event MC. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and various wrap fee programs, utilizing a platform that supports discretionary and non-discretionary account management across multiple investment instruments.

Young Choi is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation, as well as Series 65 and Series 63 licenses. Prior to joining Arete Wealth Advisors in 2024, Mr. Choi worked at TIAA-CREF for 15 years and has additional experience at Microsoft and InterGen Data. Outside of his advisory role, he is involved in fixed insurance products and partners in tax preparation services. Arete Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of advisor-driven and proprietary rule-based portfolio allocations and integrates affiliated financial businesses and product channels into its service model.

Christopher Hilla is a financial advisor at Aegis Capital Corp. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. Aegis Capital Corp. serves a diverse client base including both non‑high-net-worth and high-net-worth individuals as well as corporate clients. The firm offers investment advisory, financial planning, brokerage, annuities, insurance, and occasional investment banking services, with most assets managed on a non‑discretionary basis requiring client approval for trades.

Widmayer Jacques is a financial advisor at Arete Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at National Securities Corp and Arete Wealth Management LLC prior to his current role. He is also involved with Jerusalem SDA, an organization he has been connected with since 2010. 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 integrates affiliated financial businesses and product channels in its service offerings.

John Brower is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 37 years of industry experience. He has been associated with J W Brower & Associates since 2009 and Vanderbilt Securities since 2003. Outside of his advisory work, he serves as president of the John Brower Jr. Foundation and leads JW Brower & Associates Inc., where he prepares income taxes. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms.

Zachary De Minno is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. He has one year of experience in financial advising and previously worked at firms including Cetera Wealth Services and Avantax Investment Services. Prior to his advisory career, he operated his own CPA firms and worked at Ernst & Young. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach and utilizes multiple analysis methods, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

James Ahern is a financial advisor with Bison Wealth, LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, Gladstone Wealth Partners, and Merrill Lynch. Outside of finance, he serves as a police officer with the Nassau County Police Department and provides security presence for schools, churches, and businesses through Upfront Security Associates, LLC. Bison Wealth serves a diverse client base including individuals, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across various asset types, including alternatives and private-market strategies.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.

Scott Mullady is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following prior roles including over a decade at Cetera Advisor Networks and ongoing ownership of Heritage Pension Advisors, a retirement plan administration firm he founded in 1995. Mullady is also an insurance agent selling life and annuities. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and a combination of fundamental, technical, and cyclical analysis.

Harold Rivenburgh is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and 42 years of industry experience. He has worked at The Pinnacle Financial Group and LPL Financial since 2017, and previously spent a decade with Raymond James Financial Services Advisors and Paul Louis Financial Management. 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 employs a disciplined investment approach with customized written Investment Policy Statements and manages portfolios using a range of instruments and strategies, often on a discretionary basis.

Thomas Palumbo is a financial advisor with Consolidated Portfolio Review Corp, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His career includes roles at 3 D Wealth Ria, LLC, Vanderbilt Securities, LLC, Sterling Monroe Securities, LLC, and Provident Mutual. He serves as President of 4 Anchorage Lane Owners, Inc., overseeing financial and operational matters for the cooperative. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs a tailored, advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across a broad range of securities.

Russell Green is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wunderlich Securities, Inc. and RPG Wealth Management, Inc., among other firms. Outside of his advisory roles, Mr. Green serves as president of the Syosset Woodbury Chamber of Commerce and director of the Nassau County Council of Chambers of Commerce, and he operates an eBay store selling assorted household collectibles. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tailored strategies based on client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management.

Jeffrey Thure is a financial advisor with Aegis Capital Corp. in Melville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Aegis Capital Corp. since 2013. Outside of his advisory role, he serves as Managing Director for a restaurant ownership business. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and supports clients through financial planning and managed account programs via RBC and AXOS platforms.