Michael Amoroso is a financial advisor at Vanderbilt Advisory Services with two years of industry experience. He holds a Series 66 credential and has worked at several firms, including YourStake PBC and JSA Sustainable Wealth Management. Outside of his advisory role, he participates in compensated surveys related to financial advisor technology platforms. 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 planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Kevin Barletta is a financial advisor with International Assets Investment Management, LLC, holding Series 66 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at Royal Alliance Associates and LPL Financial. He is a passive investor in the multi-location restaurant chain Dig Inn. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and employs third-party money managers or wrap programs as appropriate.

Jon Tanner is a financial advisor at William Joseph Capital Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. He has worked with Summit Advisory Solutions, Ltd., Summit Advisory Solutions, Summit Financial Group, and McDonald & McDonald, Inc., where he provides bookkeeping services outside of investment activities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, offering customized strategies that include third-party sub-advisors accessed through the AssetMark platform.

Kyle Odell is a CFP® professional with 15 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. He previously worked at Fidelity Brokerage Services LLC for nine years before joining B. Riley in 2024. Odell also holds a senior vice president role at B. Riley Wealth Insurance, focusing on fixed insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing over $7 billion in client assets through approximately 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Hayden Peek is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Advisors for two years. His background includes education at New York University and positions at Choate Rosemary Hall and Trinity Pawling. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments, supported by AI tools and third-party analytics.

Denise Morgantini is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, model portfolios, and a range of traditional and alternative investments.

Alexander Frederick is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corporation. Outside of his advisory role, he is a partner and business manager at Prime Wealth Management, LLC, where he provides income tax planning and preparation services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Nicholas Galente is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and possessing 21 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, he is a co-owner of Ciao Puglia LLC in Millbrook, NY, and serves as an administrator or trustee for a family trust. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs a primarily discretionary investment approach utilizing model strategies, third-party platforms, and serves as a sub-adviser to multiple ETFs while providing access to alternative investments and annuity platforms.

Walter Murphy is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calamos Financial Services LLC, Charles Schwab, Harrisdirect LLC, and BNY Mellon Securities Corporation. AlphaCore Capital is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion, serving individuals, entities, and institutional investors. The firm combines alternative investments with traditional assets through fundamental and macro analysis, employing both in-house and external managers in multi-asset portfolios, and offers a range of services including financial planning, investment management, and retirement plan advisory.

Bryan Nicolaysen is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Redwood Private Wealth LLC and Brookstone Capital Management. He also operates a sole proprietorship focused on fixed insurance sales. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management.

Joseph Porcelli is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Bank of the Ozarks. Outside of finance, he coaches youth lacrosse through his sole proprietorship, Predator Lacrosse. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and external managers.

Frederico Rodriguez Jr is a financial advisor at Arax Advisory Partners with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a fiduciary approach with a mix of in-house and external portfolio management, combining traditional and alternative investments, and incorporates AI tools and third-party analytics in its processes.

Braedon Bayer is a financial professional at Arax Advisory Partners with six years of industry experience. He holds the Series 66 designation and has previously worked at Cetera, Omni Financial Advisory Group, Fidelity Investments, and Fortitude Systems. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, utilizing a combination of in-house and external managers along with traditional and alternative investments.

Daniel Short is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the finance committee of Grace Smith House and acts as power of attorney for his mother in New Hamburg, NY. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a range of investment strategies and utilizes both in-house and external portfolio management resources.

David Frederick is a CFP® and ChFC® with 43 years of industry experience. He has been with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management since 2022, following nine years at National Securities Corporation. Frederick is a managing partner and majority owner of Prime Wealth Management LLC, focusing on income tax planning and preparation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Zachary Herring is a CFP® and ChFC® with 16 years of experience in the financial services industry. He currently serves as an advisor at Arax Advisory Partners and has previous experience with Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities America Inc., UA Wealth, M&T Securities, Inc., and Morgan Stanley. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses, offering portfolio management, financial planning, retirement consulting, and private fund advisory through a multi-team platform with over 200 advisors.

Jeffrey Polanco is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual in various capacities from 2013 to 2021. Polanco is also involved in fixed insurance sales as a secondary business activity. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, employing a range of investment strategies including passive, active, tactical, and ESG-aware approaches.

Ryan Peek is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a partial owner in a thoroughbred stable. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

William Dunstan is a ChFC® with 39 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2022. His prior experience includes roles at National Securities Corporation and Asset & Financial Planning, Ltd. Outside of advisory work, he represents the Glatfelter Insurance Group, providing service and education for length-of-service awards programs for volunteer fire districts in Poughkeepsie, NY. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a range of programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets.

Jason Siegel is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as an advisory board member for the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, using a combination of in-house teams, independent managers, and alternative investments.