Richard Russo Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Advisory Services Network. His prior experience includes long-term roles at Triad Financial Inc. and Montuori & Associates. Outside of advisory services, he oversees tax and accounting services at Long Island Financial Services Group and is a licensed independent insurance agent in New York. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances, utilizing diverse investment vehicles and flexible engagement models.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge Asset Management since 2016 and also has extensive tenure at Bisys dating back to 1996. Outside of advising, she is the founder and president of a nonprofit women's group called POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a mix of portfolio management approaches, including third-party models and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.

Erica Keane is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at American Portfolios and OSAIC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

James Ahern is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Gladstone Wealth Partners, and Merrill Lynch. In addition to his advisory role, he serves as a police officer with the Nassau County Police Department and provides security presence for local schools, churches, and businesses through Upfront Security Associates, LLC. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, and provides a Turnkey Asset Management Platform to other registered investment advisers.

Carl Kirchner is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at American Portfolios for 19 years and OSAIC for 2 years before joining Ausdal Financial Partners. Outside of his advisory work, he coaches basketball. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored by individual advisors to meet clients’ objectives and risk tolerance.

Charles Tamburello is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has been with Lincoln Investment Planning Inc. since 2010 and has been affiliated with Hofstra University since 1983. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and maintains institutional relationships that enhance its service offerings.

Marc Silverstein is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of advisory work, he is president of MAS Group, Inc., a property and casualty insurance business. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, customized portfolios, and retirement-plan advice through a network of independent advisors. The firm combines discretionary investment management by its in-house team with non-discretionary solutions and utilizes a proprietary mutual fund screening process called CAPSL.

Mitat Lika is a financial advisor at Gradient Securities, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Gradient Securities since 2016 and AMG Wealth Management Inc. since 2012. Outside of his advisory role, he is the owner of AMG Wealth Management Inc., where he is involved in fixed insurance sales. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management to individuals, retirement plans, trusts, and business entities. The firm employs a non-discretionary approach, combining fundamental, technical, and cyclical analysis, and frequently works with third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing arrangements.

Melissa Pavone is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Forefront and Mindful Financial Partners. She previously worked at Oppenheimer & Co for 11 years. Outside of her advisory work, Melissa is involved with Money Matters in Marriage, where she helps couples improve communication about finances, and she founded Mindful Divorce Partners, which focuses on divorce financial analysis. Forefront Wealth Partners is a team-based adviser serving individuals, business owners, and corporate clients through discretionary investment management and comprehensive financial planning. The firm offers customized portfolios and integrates related services such as tax and estate coordination to address a wide range of client needs.

Andrew Buttelman is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is the owner and sole officer of Lifestage Wealth Advisors Inc., which manages office leasing and related expenses. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment processes.

Domingos Noya is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and over 34 years of industry experience. He has worked at Lincoln Investment since 2010 and concurrently with Great American Advisors, Inc., Connecticut Mutual Life Insurance Company, and Employee Benefit Planners for several decades. Noya also works as an independent contractor involved in fixed annuities and life insurance with multiple firms. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Brian Gordon is a financial advisor at Capital Analysts with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following previous roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Paul Lorentzen is a CFP® professional with 33 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2020. His prior experience includes roles at Cardea Capital Advisors, Liberty Partners Financial Services, National Securities Corporation, National Asset Management, and extensive tenure at Lorentzen & Trifari CPA's and Linder Capital Advisors. Outside of his advisory work, he holds a president position at Lorentzen & Trifari, CPA's and Elite Wealth Management, though these roles are not investment related. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Nicholas Borkowski is a financial advisor at Capital Analysts with nine years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Investment Planning, LLC, and Voya Financial Advisors, Inc. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management and advisor-managed custom and model portfolios, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management and research team.

Matthew Pisani is a financial advisor with Capital Analysts, holding a Series 63 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, Pisani co-wrote a children's rhyming book titled "Nala The Bulldog" and serves as Executive Director of the nonprofit Clean Slate Living, where he speaks on topics such as bullying, toxic relationships, and addiction. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, and businesses. The firm provides portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kenneth King Jr. is a financial advisor with Capital Analysts, holding a Series 66 credential and eight years of industry experience. He previously worked at Lincoln Investment and Pasternak Baum & Co., Ltd. Outside of advising, King owns Kenny King Consulting Inc., an S Corporation focused on tax structure and solo 401(k) plans for independent contractors. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors, combining discretionary investment management with proprietary mutual fund screening and access to third-party managers.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Valley National Bank. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to his advisory role, he is licensed as an insurance agent/broker, providing health, life, disability, long-term care insurance, and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and internal investment management using proprietary screening and model portfolio construction.

Michael Punturieri is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves retail and institutional clients nationwide, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with advisor-managed and third-party options, utilizing a proprietary mutual fund screening process called CAPSL.