Michael Spero is a financial advisor with RFG Advisory, LLC and holds the Series 66 designation. He has 17 years of industry experience, having previously worked at Equitable Advisors and Axa Advisors, LLC. RFG Advisory serves 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 offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing various model strategies and technology platforms.

Kavian Burke is a financial advisor at B. Riley Wealth Advisors, Inc. with nine years of industry experience. He previously worked at LPL Financial, LLC and Hudson Valley Credit Union. Burke holds the Series 63 designation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Anthony Barrese is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Cambridge Investment Research, LPL Financial, Cadaret, Grant & Co., and Equitable Advisors. Barrese has also operated Anthony Barrese Asset Management since 2008. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting with customized strategies and model asset allocations delivered through various platforms and discretionary manager relationships.

Seth Stammler is a CFP® and CFA® with 11 years of industry experience. He has worked at Forum Financial Management, LP since 2018 and previously held roles at Bluestone Financial Management, LLC and Morgan Stanley & Co. LLC. Stammler is based in Rhinebeck, NY. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for independent RIAs, implementing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Alex Barrese is a financial advisor with The AmeriFlex Group in New Paltz, NY. He holds a Series 66 designation and has six years of industry experience. Prior to joining AmeriFlex, he worked at Cadaret Grant & Co., Inc. and LPL Financial. He is also involved with Anthony Barrese Asset Management, an independent business he has operated since 2018. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and consulting services, utilizing various asset allocation models and manager relationships.

Anthony Wojda is a financial advisor with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 10 years. Outside of his advisory role, he has partial ownership in Oak Group Wealth Management LLC, where he also serves as a trustee. Arax Advisory Partners provides wealth management and advisory services to individuals, 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 both traditional and alternative investments supported by in-house and external portfolio teams.

Sarah Babcock is a financial advisor at RFG Advisory, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Carlos Perez and Equitable Advisors, among others. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms.

Irene Monck is a financial advisor with B. Riley Wealth Advisors, Inc. and holds a Series 66 credential. She has 19 years of industry experience with prior roles at National Securities Corporation and Gilman Ciocia, Inc. Monck is also active in community service as the president of the Poughkeepsie Arlington Rotary Club. B. Riley Wealth Advisors provides investment advice and portfolio management to individual, pension, trust, charitable, and corporate clients. The firm employs a variety of programs including Advisor-as-Portfolio-Manager, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Gary Ben Ezra is a CFA® charterholder with 21 years of industry experience. He is currently with Arax Advisory Partners and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds a 50% ownership in Dexter & Benjamin LLC, a thoroughbred stable in Poughkeepsie, 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 offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing a mix of traditional and alternative investments supported by AI tools and third-party analytics.

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.

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 with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026 before joining Arax Advisory Partners in 2026. Arax Advisory Partners serves a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, managing assets on a fiduciary basis through a combination of in-house teams, independent managers, 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.

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.