Paul Carrano is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018 and Ameriprise Financial Services from 2010 to 2018. Outside of advising, he is involved with Certainty Tax Advisors, LLC, a tax preparation and accounting business. The Pinnacle Financial Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm uses fundamental analysis and combines long-term and short-term trading strategies, managing portfolios primarily on a discretionary basis with regular monitoring.

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.

Albert Velez is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Advisors and StoneX Securities since 2019. Outside of his advisory role, he serves as CFO-Treasurer for PNV Industries LLC, a commercial general contracting firm, and as a Medicare/MLTC Benefits Advisor for MetroPlus Health Plan. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

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.

Ronald Birnbaum is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Maxim Financial Advisors LLC and its affiliated firm, Maxim Group LLC, since 2005. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, managing assets through direct management or allocation to external managers, and also serves institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Ryan Schechner is an advisor at B. Riley Wealth Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at Batting 1000 and B. Riley Wealth Management. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including internally managed models and third-party managed solutions, managing approximately $4.21 billion in client assets through about 173 advisors.

Irene Lam is a financial advisor at Core Planning with a Series 65 designation and over a decade of industry experience, including 12 years at Intesa Sanpaolo IMI Securities and shorter tenures at BBVA and other firms. She joined Core Planning in 2026. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses a tailored investment approach with model portfolios and rule-based rebalancing tools to manage client accounts.

Kenneth Mcdonald is a financial advisor at Maxim Financial Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maxim Financial Advisors since 2006, also working at affiliated 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 diverse client base, including individuals, trusts, corporations, and institutional entities. The firm’s advisors tailor investment strategies that incorporate mutual funds, ETFs, individual equities, fixed income, and alternative investments, using both proprietary and third-party research.

Dianne Larson is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at National Asset Management, National Securities Corp, and Oppenheimer. 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.

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.

Barry Goldstein is a financial advisor at Aegis Capital Corp. with 25 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Aegis Capital since 2010. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms, with advisory relationships that may be discretionary or non-discretionary.

Zachary Eisner is a CFP® with six years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. He has previously worked at UBS Financial Services and Merrill Lynch, Bank of America. Eisner is also president and part-owner of Ship Has Risen Inc., a real estate investment company. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets through 274 advisors, offering a range of services including financial planning, retirement solutions, and advisory programs for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm provides multiple program structures and uses both proprietary and third-party asset allocation models.

Glenn Fiocca is a financial advisor at NFSG Corporation with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2007. Fiocca serves as president and owner of G. Fiocca Securities, LLC, and is a board member of Unsung Siblings' Foundations, a nonprofit supporting families with autistic children and veterans. NFSG Corporation is an SEC-registered investment adviser providing asset management and financial planning to individuals, institutions, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers, offering both discretionary and non-discretionary services.

James Mctiernan is a financial advisor at Bison Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked for BNY Investment Center Inc. and The Bank of New York, where he accumulated over 50 years of combined experience. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

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.

Barry Shapiro is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Strategic Blueprint in 2025, he has been involved with BShapiro Financial and Commonwealth Financial Network since 2011. He is the owner of BShapiro Financial Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, retirement plan consulting, family office services, and a subscription advisory program, using customized, goal-based strategies and ongoing client education.

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.

Gerald Fershtman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and associated 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 diverse range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation across various platforms and third-party managers.

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.