Charles Bustin Jr. is a CFA® charterholder with 4 years of industry experience, currently serving as an advisor at Douglas C. Lane & Associates since 2010. He is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for a diverse client base, including high-net-worth individuals, families, trusts, endowments, and institutions. The firm emphasizes proprietary fundamental research and offers customized portfolios focused on individual equity securities and fixed income, alongside financial planning and access to third-party cash, credit, and insurance solutions.

Benjjamin Zales is a financial advisor at Wealth Watch Advisors, INC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Chelsea Financial Services Inc, IP Financial Advisory Services LLC, Innovation Partners LLC, and Voya Financial Advisors. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment methods and offers portfolio management through third-party model managers, financial planning, and consulting services.

Falgun Jariwala is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 17 years of industry experience. He has been with The Pinnacle Financial Group since 2014 and also maintains a longstanding relationship with LPL Financial, LLC since 2008. 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 uses a written Investment Policy Statement for each client and applies fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Daniel Nessim is a financial advisor at IHT Wealth Management LLC with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Advisor Group, LPL Financial, and Ameritas Life Insurance Corp of New York. Nessim also has a background with A & C Management Group, where he was involved for over a decade. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach, managing approximately $9.8 billion in assets through a large network of advisors.

Craig Hassel is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with The Pinnacle Financial Group since 2014 and also spent time with LPL Financial starting in 2022. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, and corporate entities. The firm uses fundamental analysis and a combination of long- and short-term trading strategies, typically managing accounts on a discretionary basis with regular portfolio monitoring.

Michael Jeff is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Latitude Advisors and GWN Securities Inc. since 2010. Additionally, he owns and operates Taxation & Management Consultants Inc., an accounting and tax practice he has managed since 1993. 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.

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® professional with 33 years of industry experience, currently serving at Capital Analysts. He has held roles at Lincoln Investment since 2017 and previously worked with Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory work, he owns a tax preparation and planning business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes an in-house investment management and research team for discretionary portfolio management and offers various advisory services supported by proprietary mutual-fund screening and automated rebalancing tools.

Alexander Sikarevich is a financial advisor at Latitude Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors and GWN Securities since 2010. Sikarevich is also the owner and accountant at AAS Accounting & Financial Services, where he provides tax and accounting services, and serves as managing member of Pinpoint Forensic Accounting Services LLC, offering forensic accounting, business valuation, and expert witness services. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

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 experience in accounting through his work with his own CPA firms and Ernst & Young prior to joining the financial industry. His background includes both accounting and wealth management 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 using a range of investment strategies and integrates retirement-plan consulting and administration within its advisory services.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has five years of industry experience and previously worked at Thrivant Advisor Network, Purshe Kaplan Sterling Investments, and Sterling National Bank. Outside of his advisory work, he is involved as a brand ambassador for GHOST, LLC, engaging with local sports nutrition stores and running product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach and serves over 13,000 clients through a multi-office platform with roughly $15.7 billion in assets under management.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with six years of industry experience and a Series 66 designation. He has been with Douglas C. Lane & Associates since 2005 and has also worked at Merrill since 2003. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, and other institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.

Robert Sherman is a CFP® and PFS™ credentialed advisor with six years of industry experience. He has worked at several firms, including Gerstein Fisher, Boston Private Wealth LLC, SVB Wealth LLC, and currently at F L Putnam Investment Management Co., where he has been since 2023. F L Putnam serves a diverse client base that includes individuals, institutions, and high-net-worth clients, offering a range of investment management and financial planning services. The firm employs a strategic asset allocation framework incorporating both internally managed and third-party strategies across multiple asset classes, and is noted for its management of the AOG Institutional Fund and ownership of Darwin Trust Company.

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 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.

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 with Copper Financial in New York, NY, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Personal Capital Advisors, HSBC Bank USA, and UNFCU Advisors. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with individual and institutional clients and operates with a fiduciary approach, conducting due diligence on managers and providing ongoing advisory services.

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.