Craig Lieber is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has been with Saxony Capital Management since 2006 and was previously with Saxony Securities, Inc. starting in 2005. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors across multiple offices and offers a range of investment strategies including discretionary asset management, third-party manager due diligence, and the use of technical and fundamental analysis.

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.

Ronald Bernstein is a CFP® with 33 years of industry experience, currently serving at Capital Analysts. He previously worked at Lincoln Investment for nine years and spent 17 years at Legend Advisory Corporation and 23 years at Legend Equities Corporation. Outside of his advisory role, he owns a tax preparation and planning business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and uses a proprietary screening process to build model portfolios.

Alexander Sikarevich is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Latitude Advisors since 2010 and concurrently operates AAS Accounting & Financial Services, providing tax and accounting services. Sikarevich is also the managing member of Pinpoint Forensic Accounting Services LLC, specializing in forensic accounting, business valuation, and expert witness services. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm constructs portfolios using a combination of client-specific factors and proprietary model strategies, emphasizing both valuation-driven and quantitative approaches, with continuous monitoring and rebalancing.

John Brower is a financial advisor at Vanderbilt Advisory Services with 38 years of industry experience. He holds a Series 63 designation and has worked at J W Brower & Associates since 2009, Vanderbilt Securities since 2003, and under his own name since 2001. Outside of his advisory role, he serves as president of the John Brower Jr. Foundation and also 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’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

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.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with Series 66 credentials and six years of industry experience. He has been with Douglas C. Lane & Associates since 2005 and previously worked at Merrill for two years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals and various institutions. The firm emphasizes customized portfolios focusing on individual equity securities and fixed income, utilizing proprietary fundamental research and a flexible core investment strategy.

Robert Sherman is a CFP® and PFS™ with six years of industry experience. He is currently with F L Putnam Investment Management Co., where he has worked since 2023. His prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, and Gerstein Fisher. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies with third-party managers across asset classes, integrating sustainable investing options and tax-aware rebalancing.

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.

Thomas Palumbo is a ChFC® credentialed financial advisor with 35 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has held positions at several firms including Sterling Monroe Securities, LLC and Diefendorf Planning Services. Outside of investment advising, he serves as president of 4 Anchorage Lane Owners, Inc., overseeing financial and operational matters for the cooperative. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party sub-advisors, employing strategic asset allocation supported by fundamental and technical analysis through a multi-team platform.

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.

Ian Cole is a financial advisor at Copper Financial with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Personal Capital Advisors, HSBC Bank USA, and UNFCU Advisors. Copper Financial primarily serves credit union members and institutional clients, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm operates with dual broker-dealer and SEC-registered investment adviser registrations and maintains ownership ties to CommunityAmerica Federal Credit Union.

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, holding Series 66 and Series 63 licenses and possessing 15 years of industry experience. He has been with Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and a digital platform, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Marc Milic is a CFP® professional at Douglas C. Lane & Associates with four years of industry experience. He has been with the firm since 2002. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and pension plans. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, supported by proprietary fundamental research and a flexible long-term investment approach.

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.

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.

Thomas Fredrickson is a CFP® with 10 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. He holds a Series 65 license and is a general partner at Fredin Associates, an investment-related business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a wide range of clients, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and offers educational workshops, real-time planning sessions, and pension consulting services.