Jack Chite is a CFP® with 42 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He has been self-employed since 1972 and operates J. Chite & Associates, Inc., a firm he founded in 1991. Outside of investment advisory, he is president of Vanderbilt Insurance, focusing on fixed-rate insurance products, and provides tax consulting services in collaboration with a CPA. 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 models, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical techniques tailored to client objectives.

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He has been with Cantor Fitzgerald since 2021 and previously worked at SC Distributors. Reinhart holds Series 63 and Series 65 licenses. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Nicholas Bozek is a financial advisor with F.L. Putnam Investment Management Co., holding a Series 65 credential and seven years of industry experience. Prior to joining F.L. Putnam in 2019, he worked at Timberland and has a background that includes four years at Rollins College. F.L. Putnam serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, and consulting services. The firm employs a strategic asset allocation framework and combines internally managed strategies with third-party managers across multiple asset classes.

Nicholas Weiss is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has held prior roles at Commonwealth Financial Network, Monogram Wealth Partners, Kuttin Wealth Management, and Aflac. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical investment analysis.

Richard Pascale is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has served as an independent insurance agent and co-owner of Classic Benefit Planners, Ltd. since 2005. At Classic Benefit Planners, he manages sales and accounting duties related to life, health, and accident insurance. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized, suitability-driven advice and manages accounts using various portfolio programs with both discretionary and non-discretionary options.

Bradley Cohen is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Outside of his advisory role, Cohen is a professor at SUNY Alfred State College. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, 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.

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

Rick Sande is a financial advisor at Aegis Capital Corp. with 21 years of industry experience, including 16 years at his current firm. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is also a life insurance agent affiliated with American National Insurance Company and acts as a producer/agent for ACC Agency, Inc. Aegis Capital Corp. offers investment advisory and financial services to both individual and corporate clients, providing 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, delivering services through multiple platforms and maintaining a notable focus on non-discretionary asset management.

Raymond Donnelly is a financial advisor with Capital Analysts based in Garden City, NY, holding a Series 63 designation and bringing 39 years of industry experience. His work history includes tenures at Lincoln Investment since 2010 and Massmutual Life Insurance Company since 2009. Donnelly is also the owner of Advisors Resource Group, Ltd., which focuses on life and health insurance sales, and he serves on the Board of Directors for the South Shore Child Guidance Center. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides both discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Michael Ward is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves on the board of the John Brower Jr. Foundation, where he is involved in fundraising efforts to combat opioid abuse on Long Island. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary management alongside financial planning and consulting services.

Hadley Smith is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Circle Wealth Management, he worked at Commonfund OCIO and has a background in education at Trinity College and St. George's School. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, typically with around $50 million in investable assets. The firm develops written Investment Policy Statements tailored to each client and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Daniel Antenor, Jr is a financial advisor at Consolidated Portfolio Review Corp with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including ARK Global, Vanderbilt Advisory Services, and Mass Mutual Investors Services. He is also involved with True Gritt LTD, operating under the marketing name Vanderbilt Financial Group. Consolidated Portfolio Review Corp is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, utilizing strategic asset allocation and both fundamental and technical analysis through a network of affiliated financial entities and service providers.

Christopher Natale is a financial advisor at Consolidated Portfolio Review Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2018. Natale serves as treasurer for 3D Wealth Management Services, Inc., a non-investment-related entity. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Richard Campo Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Lincoln Investment since 2010. In addition to his advisory work, he operates a legal practice and holds officer and member positions in other non-investment related businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment management team that utilizes proprietary screening processes and provides various portfolio customization options.

Mark Neely is a financial advisor at GenTrust with one year of industry experience. He holds a Series 65 designation and previously worked at EIF Capital LLC for twelve years. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets with a team of about 20 advisors, employing a strategy that integrates fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 15 years of industry experience. He has held previous roles at Griffin Capital Securities, Merrill, and SourceOne Dental. Collier holds Series 63, Series 65, and Series 66 designations. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm uses proprietary ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation primarily through index-based ETFs.

Michelle Perres is a financial advisor at Aegis Capital Corp. with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Aegis Capital Corp. since 2014. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm operates both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS, NewEdge Advisors, and Periscope Wealth Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios with a focus on strategic and tactical asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

Larry Mazzoni is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Maxim Financial Advisors since 2017 and at National Securities Corporation since 2013. 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, and institutional entities. The firm uses various investment vehicles and analytical methods, manages accounts directly or through external managers, and serves some less common institutional client types such as other investment advisers and sovereign wealth funds.

Monroe Diefendorf is a ChFC® with 51 years of industry experience, currently serving at Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC. His career includes long-term roles at Provident Mutual Life Insurance Company and his own firms, including Diefendorf Planning Services, Ltd. He is an adjunct professor at Mitchell Hamline School of Law and serves on the Board of Directors for the International Association of Registered Financial Consultants. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.