Zainur Rahman is a financial advisor at United Capital Financial Advisors with six years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including JP Morgan Chase Bank, JP Morgan Securities, Morgan Stanley, and Lion Street Financial. Rahman is also a registered representative and independent contractor of Integrity Alliance, LLC. United Capital provides national financial planning and discretionary investment management services to individual and high-net-worth clients, retirement plans, and institutional accounts. The firm supports customizable investment solutions and operates a technology platform, FinLife Partners, which serves independent advisors.

Carmine Passante is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 26 years of industry experience, including eight years with American Portfolios Advisors, Inc. and recent tenure at Ausdal Financial Partners. Outside of his advisory role, he provides insurance products to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion in assets through a large network of advisors. The firm offers a variety of investment advisory and brokerage services tailored to client objectives, utilizing multiple custodians and integrating third-party managers.

Simon Chung is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 44 years of industry experience. He has been with Bishop, Rosen & Co., Inc. since 2013. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis in its investment approach.

Christopher Wolfe is a financial advisor with Vanderbilt Advisory Services and holds a Series 63 designation. He has 25 years of industry experience, including roles at American Portfolios Financial Services, Inc., Park Avenue Securities, and Guardian Life Insurance Co. Outside of his advisory work, Wolfe is involved in insurance sales and marketing through his role as president of CJW Financial Associates and serves as an independent insurance agent. 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 combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Gurjot Waraich is a financial advisor at Aegis Capital Corp. with a Series 66 designation and one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including work at Postmates and Dunkin Donuts. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and focuses on individual, corporate, and retirement plan business.

Isaiah Aponte is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Arete Wealth Advisors since 2020, including its predecessor entities, and previously at National Securities Corporation. Outside of his advisory role, he is also an independent insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Christopher Arellano is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Arellano worked at Vanderbilt Securities, LLC and has experience in education and small business operations. 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 model portfolios, access to third-party sub-advisors and digital platforms, and provides financial planning and consulting services.

Alyssa Kaiser is a financial advisor at New Edge Wealth with nine years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services. Her background includes serving ultra-high net worth individuals in investment-related roles. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior while tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Chloe Reed is a Series 66-licensed financial advisor with 18 years of industry experience. She is currently with New Edge Wealth and previously worked at UBS Financial Services for 10 years. Outside of her advisory role, she is the CEO of THEPICURIST, LLC, where she writes personal restaurant reviews. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services that include wealth strategy, portfolio management, and consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by technology and AI-assisted analytics.

Daniel Bredow is a financial advisor at Consolidated Portfolio Review Corp with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Vanderbilt Advisory Services. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which focuses on marketing and payroll activities. Consolidated Portfolio Review Corp serves a diverse client base, including individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers tailored investment management and financial planning through a multi-advisor platform, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Michael Blueweiss is a financial advisor at Arete Wealth Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and National Asset Management. Outside of his advisory role, he volunteers as a charity advisor for The Coltrane Home of Dix Hills. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers discretionary portfolio management alongside comprehensive planning services.

Josh Frankel is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Capital Financial Services, Inc. and American Capital Partners, LLC. Outside of advising, he is involved in providing fixed insurance products through The Princeton Insurance Agency, Inc. Trustmont Advisory Group serves a diverse range of clients, including individuals, pension plans, trusts, charities, and corporations. The firm applies a long-term investment perspective using multiple public research sources and manages all accounts on a discretionary basis, with approximately $1.3 billion in assets under management as of December 31, 2025.

Burton Hilton IV is a CFP® with over 31 years of industry experience. He is currently with NewEdge Wealth and NewEdge Securities LLC and has a background that includes more than a decade at Morgan Stanley Private Bank. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Thomas Desiderio is a financial advisor at Clinton Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Resolute Investment Distributors, Foreside Funds Distributors LLC, and Gotham Asset Management, LLC. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, and intermediaries. The firm employs an active, research-based investment approach focused on after-tax total return and serves as sub-adviser to several MassMutual municipal funds.

Nicole Lauria is a Series 66-licensed advisor with Vanderbilt Advisory Services in Woodbury, NY. She has been with Vanderbilt Securities, LLC and Vanderbilt Advisory Services since 2025 and has prior experience at J. Chite and Associates dating back to 2005. 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 model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analysis techniques tailored to client objectives.

Danny Sookram is a financial advisor at Aegis Capital Corp. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is president of Sookrams Ventur Inc., a company involved in property management. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates with both discretionary and non-discretionary client relationships and is notable for its active broker-dealer operations alongside advisory services.

John Marchisotta Jr. is a CFP® with five years of industry experience, currently serving as an advisor at Procyon. He previously spent 15 years with Pivotal Planning Group, LLC. Outside of advising, he acts as co-trustee and trustee for several family trusts and is a partner in Procyon Risk, LLC and Procyon Tax, LLC. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in client assets and employs both discretionary and primarily non-discretionary management strategies using mutual funds, ETFs, equities, and fixed income with a combination of internal portfolio construction and access to independent managers.

Thomas Kuhn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, using a variety of securities and third-party managers, along with flexible engagement types.

Jason Weindorf is a financial advisor with Composition Wealth, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Miracle Mile Advisors, LLC since 2022 and is a partner at Weindorf and Company CPAs, LLP, a CPA firm where he has had administrative duties since 2005. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Robert Mann is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Maxim Group LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for around 16,821 clients. The firm provides a range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various program structures, including proprietary asset allocation models and third-party sub-advisers.