Noah Maman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at B. Riley Wealth Management and National Securities Corporation. He is also involved in consulting with tax clients interested in wealth management and financial planning. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers various investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Robert Taglich is a financial advisor with Aegis Capital Corp., holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has been with Taglich Brothers, Inc. since 1992 and joined Aegis Capital Corp. in 2026. Aegis Capital Corp. offers investment advisory and related financial services to 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, with a notable focus on non-discretionary advisory relationships and active broker-dealer operations.

Joseph Johnson is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 41 years of industry experience. He has been with Vanderbilt Securities, LLC since 2011. Outside of his advisory role, Johnson works as a registered nurse for the Veterans Administration. 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 process incorporating fundamental, technical, and charting analysis, and is noted for its formal integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Donald Marcontell is a financial advisor at New Edge Wealth with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory work, he is involved in a real estate investment venture based in Westlake, Texas, focusing on residential property acquisitions. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, combining independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Christian Coratti is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. He holds the Series 65 designation and has previously worked at Vise, Bessemer Trust Company, and the University of Florida. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment approach and offers a customizable advisor-facing platform, managing a large scale of client accounts through multiple sub-advisory and affiliate relationships.

Peter Cook is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves as an administrative assistant for Essex Village Manor LLC, where he manages resident census and payroll duties remotely. 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.

Robert Cannon is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Franklin Managed Options Strategies and Fidelity Investments. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process rooted in empirical research and offers a customizable platform alongside managed options overlays.

Ryan Thiel is a financial advisor with The Pinnacle Financial Group in Smithtown, NY, holding a Series 63 designation and 14 years of industry experience. He has been associated with Ryan Thiel & Associates Inc., The Pinnacle Financial Group, and LPL Financial LLC since 2015. 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 employs a fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

James Arellano is a financial advisor with Vanderbilt Advisory Services, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Vanderbilt, he worked at The Retirement Optimization Group and has a background in education, having taught at The University of Tampa, Finger Lakes Community College, Victor Central High School, and Greece Athena High School. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach combined with fundamental, technical, and charting analysis.

James Piangozza is a CFP® and CFA® with 28 years of industry experience. He is currently with United Capital Financial Advisors and has previously worked at firms including Goldman Sachs and Total Financial Advisors. Piangozza is also a licensed insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams use client-specific financial plans to guide asset allocation and manager selection, offering customized solutions such as ESG and faith-based portfolios.

Robert Schpoont is an investment advisor representative at Composition Wealth, LLC with 23 years of industry experience. He previously spent 24 years at North Shore Asset Management, LLC and is currently dually registered with both firms during a transition period. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, supplemented by other asset types, and manages approximately $9.47 billion in discretionary assets.

Thomas Pekar is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of finance, he works as a freelance entertainer, performing as a singer, guitarist, and event MC. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and various wrap fee programs, utilizing a platform that supports discretionary and non-discretionary account management across multiple investment instruments.

Lenny Castagna is a financial advisor at O'Shaughnessy Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2008. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager that serves individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Young Choi is a ChFC® credentialed financial advisor with 23 years of industry experience, currently affiliated with Arete Wealth Advisors, LLC. His career includes 15 years at TIAA-CREF and a period at Microsoft. In addition to his advisory role, he is involved in tax preparation services as a partner at Saranac Tax Services LLC and offers fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a mix of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

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.

Widmayer Jacques is a financial advisor at Arete Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at National Securities Corp and Arete Wealth Management LLC prior to his current role. He is also involved with Jerusalem SDA, an organization he has been connected with since 2010. 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 manages assets primarily on a discretionary basis using advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

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.

William Phillips is a financial advisor at NewEdge Wealth with 18 years of industry experience. He holds the Series 66 designation and previously worked for JPMorgan Chase Bank NA and JPMorgan Securities LLC for 13 years. Phillips is also the managing member of Phoenix Capital Advisory, an LLC associated with NewEdge Wealth Income. 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 and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a range of strategies including proprietary solutions and alternative investments.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

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.