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.

Allen Cohen is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He previously worked at LPL Financial for 14 years before joining Vanderbilt Securities, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing fundamental, technical, and charting analysis to meet various client objectives.

Rosemary Terry is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Vanderbilt Advisory Services since 2016 and has also worked with Vanderbilt Securities, LLC since 2010. Outside of her advisory role, she serves as president of The Love, Joey Foundation, which donates to various qualified charities. 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 along with financial planning and consulting, using a strategic asset allocation approach supported by fundamental, technical, and charting analysis.

Joseph Giordano is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2016 and previously at MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Jason Mckenna is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with The Pinnacle Financial Group since 2013 and holds Series 63 and Series 65 licenses. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs both fundamental analysis and a blend of long-term and short-term trading strategies, managing accounts primarily on a discretionary basis with regular portfolio monitoring.

Moshe Alpert is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2026 and previously spent over a decade at Northwestern Mutual in various roles. 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, utilizes proprietary model portfolios and third-party sub-advisors, and integrates retirement-plan and benefits services through formal partnerships.

Brian Cohen is a financial advisor at Capitol Securities Management, Inc. in Melville, NY, with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Capitol Securities since 2016. Outside of his advisory role, Cohen is involved in various community and professional activities, including hosting a podcast, leading a public speaking club, facilitating support groups for the Crohn’s and Colitis Foundation, and participating on a nonprofit business foundation board. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering advisory programs through discretionary and non-discretionary portfolios, separately managed accounts, model portfolios, and third-party money managers.

Stephen Levine is a financial advisor at Latitude Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West 5 Boroughs, Inc. and Harbor Financial Inc., where he serves as president. Outside of his advisory role, Levine owns and operates Power Connections Network – Nassau County, a networking group focused on building relationships with accountants and prospective clients. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Edward Patrick Jr. is a financial advisor at Arete Wealth Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co and National Asset Management. 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 primarily manages assets 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.

Heather Mc Clintock is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and eight years of industry experience. She has worked at Kovack Advisors, Securities America, and Investacorp, and also maintains an ongoing affiliation with The Blair Financial Group. Outside of her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a structured investment process utilizing internal models, third-party managers, and ongoing portfolio monitoring.

Brian Alchermes is a financial advisor at Capital Analysts with 15 years of industry experience and holds a Series 63 designation. His prior work includes roles at Lincoln Investment, Mutual Inc., PlanMember Securities Corporation, and Bespoke Wealth Management. He is also owner of several related business entities involved in insurance sales and tax accounting. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary fund screening and offering access to third-party managers and retirement-plan advice.

Michael Taglich is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Taglich Brothers, Inc. for 35 years. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, including asset management, financial planning, brokerage, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a variety of advisory programs with a notable emphasis on non-discretionary client relationships.

John Raschella is a financial advisor at The Pinnacle Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with The Pinnacle Financial Group and LPL Financial since 2015. Outside of his advisory role, Raschella serves as an official for the National Junior Baseball League Umpire Association. 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 emphasizes fundamental analysis and customized Investment Policy Statements, managing accounts primarily on a discretionary basis with regular reviews and the potential use of third-party money managers.

Ira Katz is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Gladstone Wealth Partners and LPL Financial since 2017, following eight years at Merrill. Katz is involved with Gladstone Institutional Advisory, an independent registered investment advisor firm through which he provides advisory services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Michael Levin is a financial advisor at Vanderbilt Advisory Services with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services, Lincoln Investment, and PMG Securities Corp. Levin is also a partner in Preferred Financial Group, where he is involved in insurance sales and financial planning. 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, model portfolios, third-party sub-advisors, and digital platform access, emphasizing strategic asset allocation supported by fundamental and technical analysis.

Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Peter Marshall is a financial advisor at Arete Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and National Asset Management. He serves on the investment committee of St. John's of Lattingtown Episcopal Church. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Sean Clary is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. His prior roles include positions at Bridgeway Wealth Partners and TD Waterhouse Investor Services. He holds Series 63 and Series 66 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and oversight provided by an investment committee.

Henry Liu is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital since 2011. Outside of his advisory role, Liu is the sole owner of a real estate management company. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services along with access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Christopher Ortiz is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Arete in 2022, Ortiz worked at National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he is involved with Carol's Army Inc., a charitable organization. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its services.