Eric Goldstein is a CFP®-certified financial advisor with 33 years of industry experience, currently with Latitude Advisors, LLC. He has held roles at GWN Securities Inc. since 2014 and operates Eric W. Goldstein, CPA P.C., a full-service accounting firm where he serves as president. Goldstein is also involved with EMG Partners, LLC, focusing on financial planning and insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional and corporate clients. The firm offers financial planning, discretionary portfolio management with multi-asset tactical and quantitative model strategies, third-party manager selection, and pension consulting services.

Andrew Grossman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corp from 2015 to 2022. Grossman is also involved with North Shore Wealth Management, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Ryan Herits is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, PlanMember Securities Corporation, and Mutual Inc. Outside of advisory work, he owns GMT Partners, LLC, which buys and sells sports cards, and serves as president of RHYNO Consulting, LLC, a business management consulting firm. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and nonprofit entities. The firm offers discretionary and non-discretionary portfolio management through proprietary model portfolios, third-party managers, and ERISA advisory services, supported by an in-house investment management and research team.

Sandy Siff is a CFP® with 38 years of experience in the financial industry. She is affiliated with Tsa Management Inc and has worked with HRC Services, Inc. and HRC Financial Services since the late 1980s and early 1990s. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis in its portfolio construction.

Richard Spatola is a financial advisor at Arete Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Asset Management and National Securities Corp before joining Arete in 2022. Outside of his advisory work, he is the owner of a clothing recycling business and a partner in a recruitment firm. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Mario Molino is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and bringing 20 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and concurrently associated with LPL Financial since 2011. Outside of his advisory role, he is involved in business development and administration for Current Wireless Solutions LLC and Current Energy Solutions LLC. The Pinnacle Financial Group provides investment advisory and financial planning services to 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 a range of investment instruments and manages accounts primarily on a discretionary basis, with regular monitoring and annual reviews.

Louis Rusinowitz is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group, LLC. Rusinowitz is president and owner of LMR Planning Services, Inc., a personal tax planning firm. Arkadios Wealth Advisors delivers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers comprehensive financial planning and reporting solutions.

David Silberg is a financial advisor at Aegis Capital Corp. with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at several firms including Newbridge Securities Corporation and Allied Millennial Partners. Outside of his advisory role, Silberg serves on the Board of Trustees for the Port Jewish Center, where he is involved with the budget committee. 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 provides both discretionary and non-discretionary account options and offers trade execution, clearing, custody, and reporting services.

Daniel Mcnicholas is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 14 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, and previously at Bank of America and Merrill Lynch from 2011 to 2017. Outside of his advisory role, he has also been employed in non-investment related positions, including hospitality and other part-time work. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who employ discretionary portfolio management and may use third-party managers and model portfolios.

Frank Guiffre is a CFP® with 20 years of industry experience, currently serving as an advisor at Tsa Management Inc in Glen Head, NY. He has been associated with Hrc Investment Services since 2005 and is involved with the Saratoga Triathlon Club. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary management. The firm emphasizes strategic asset allocation, diversified portfolios, and a combination of fundamental, qualitative, and technical analysis, managing approximately $1.285 billion in assets across 2,800 client relationships.

Paul Carmichael is a financial advisor with The Pinnacle Financial Group in Melville, NY, holding a Series 63 designation and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2015 and has worked with United Benefit Pension Inc. since 2003. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement for each client and uses fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Daryll Ganz is a financial advisor at Vanderbilt Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and Vanderbilt Securities. Ganz is also a partner at Fixed Income Management Group and is a licensed independent insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Kenneth Bonal is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Asset Management and National Securities Corp. Outside of his advisory role, he is involved as an independent insurance agent and contractor for several registered investment advisory firms. 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 employs a combination of advisor-driven and proprietary, rule-based model allocations, uses third-party sub-advisers, and offers comprehensive portfolio management with regular account monitoring.

David Bock is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Vanderbilt Securities, LLC since 2012. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach, combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Timothy Archard is a CFA® charterholder with 11 years of industry experience. He is currently with The Pinnacle Financial Group and previously worked at NFP Retirement, Inc., American Funds, and Capital Group Companies. The Pinnacle Financial Group serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, applying fundamental analysis and a range of investment strategies to meet client objectives.

Stephen Distante is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He holds a Series 63 designation and has held roles at multiple financial entities, including ARK Global and Consolidated Portfolio Review Corp. Outside of his advisory work, he is active as a documentary film producer, book author, and is involved in entrepreneurial initiatives such as creating a platform that connects investors and entrepreneurs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning services. The firm’s investment approach involves strategic asset allocation and a combination of fundamental, technical, and charting analysis, supporting a range of client objectives and integrating plan administration with advisory services.

Vincent Famulari is a CFP® professional with 30 years of industry experience. He is currently with The Pinnacle Financial Group, where he has worked since 2018, and has been associated with LPL Financial since 2002. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

Scott Gerham is a financial advisor with Capitol Securities Management, Inc. in Massapequa, NY, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Capitol Securities & Associates, Inc. since 2010. Outside of his advisory role, he is also a broker involved in insurance sales and marketing through Waterview Business Partners. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account platforms and utilizing a diverse range of investment instruments.

Michael Zappier is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2008. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis across a range of securities.

Gary Lofgren is a CFP® with 43 years of industry experience. He is associated with TSA Management Inc and has been with HRC Financial Planners and HRC Services, Inc. since 1986. Lofgren serves as president and 50% owner of ELH Associates, Inc., an investment-related business, and acts as co-trustee for multiple charitable and living trusts with investment responsibilities. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts. The firm emphasizes strategic asset allocation, diversified portfolios, and a disciplined investment approach, managing approximately $1.285 billion in assets across five advisors.