Justin Corbin is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory role, he is involved in music performance through a contracting position with Nik Entertainment Co. 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 integrates retirement-plan and benefits services with advisory and plan administration through formal partnerships.

Peter Laplaca is a financial advisor at Composition Wealth, LLC with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Citi Private Advisory, Boston Private Wealth, and SVB Wealth. Outside of advising, he serves as an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion through a multi-advisor platform. The firm offers investment management, comprehensive wealth management, and financial planning services to individuals, trusts, businesses, and retirement plans, using a long-term, asset-allocation driven approach with a variety of investment strategies and affiliated business lines.

Seth Hofstetter is a financial advisor with Copper Financial in New York, NY, holding a Series 66 license and six years of industry experience. His career includes roles at Copper Financial Network LLC, United Nations Federal Credit Union, and Prudential Insurance Company of America. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

Henry Ellis is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Maridea Wealth Management and Maridea Insurance Company, where he is also a licensed insurance agent. Prior to this, he held roles at OneDigital Investment Advisors, M Holdings Securities, and KB Financial Partners. In addition to his advisory work, Ellis operates as an independent digital marketing consultant, advising sales professionals on AI-enabled marketing strategies. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach centered on diversified, low-cost mutual funds and ETFs, with discretionary portfolio management and tailored planning.

Peter Levin is a financial advisor at Cantor Fitzgerald Investment Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages multiple registered investment funds, employing a strategic approach that incorporates macroeconomic research and primarily utilizes index-based ETFs.

Christopher Guarino is a CFP® professional with three years of industry experience. He is currently with Composition Wealth, LLC and previously worked at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual stocks and bonds.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and serves as president of Senior Services of North America, a role he has maintained since 2008. Battaglia has held positions at Sequent Planning, LLC since 2020 and joined Gladstone Wealth Partners in 2023. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers offering discretionary portfolio management and utilizes sub-advisers and third-party technology to support retirement accounts and qualified plans.

Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Renat Mamashev is a financial advisor with Cyndeo Wealth Partners, holding a Series 65 license and bringing two years of industry experience. He is also CEO and Athletes Agent at Bridge Sports & Entertainment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and consulting. The firm manages approximately $2.58 billion, using customized portfolios that incorporate firm-developed models, third-party managers, and a broad range of investment instruments.

James Besaw is a CFA® charterholder with 18 years of industry experience. He is a principal and the Chief Investment Officer at Gentrust, where he has worked since 2011, and also maintains a role at Old City Securities LLC. Besaw is involved with Catenary Asset Management, an affiliate of Gentrust that focuses on alternative investments. Gentrust provides wealth management, investment management, financial planning, consulting, and concierge services to high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in regulatory assets and employs a multi-team approach that combines fundamental, technical, and macroeconomic analysis with a focus on asset allocation and risk management.

Alex Rusinowitz is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 14 years of industry experience. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group. Rusinowitz is also associated with Monogram Wealth Partners, an entity involved in investment-related activities. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and combines fundamental, technical, and cyclical investment analysis methods.

Sharlene Jamison is a financial advisor at Vanderbilt Advisory Services with 13 years of industry experience. She holds a Series 63 designation and has previously worked with GWN Securities Inc. and The Meridian Financial Company. Outside of her advisory role, she is the founder of International Life Essentials, a coaching and consulting business serving professionals. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management with an investment approach that combines fundamental, technical, and charting analysis, supported by proprietary models, third-party sub-advisors, and digital platforms.

Panagiotis Ermogenous is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including CitiGroup, Wells Fargo Clearing, Capital One Advisors, and JP Morgan. He has been with Santander Securities and Santander Bank since 2023. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.

Brett Goldstein is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Vanderbilt in 2019. Outside of his advisory role, he is an investor in a profit trust. 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 utilizing a mix of fundamental, technical, and charting analysis.

James Lee is a financial advisor at Level Four Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has worked at Mid-Atlantic Securities, Inc. for 18 years before joining Level Four Advisory Services and Level Four Financial in 2022. Lee has also been affiliated with Queens College since 2006. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing tailored model portfolios and integrated financial capabilities.

John Buser Jr. is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Pinnacle Financial Group and LPL Financial. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets with about 70 advisors and offers ETF-based strategic models, comprehensive and limited-scope financial planning, and retirement plan consulting services.

Renee Willett is a financial advisor at The Pinnacle Financial Group with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at LPL Financial LLC, Neuberger Berman, Watermill Institutional Trading, and LWPARTNERS. Outside of finance, she has experience as a performer in comedy and holds a real estate agent license. 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 a written Investment Policy Statement for each client and applies fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

John Vissicchio is a CFP® professional at Procyon with four years of experience in the financial industry. He is also a managing member of Richards, Vissicchio, & Poliseno CPAs PLLC, where he provides management consulting and tax services. Procyon serves a diverse client base including individuals, families, institutions, and registered investment advisors, offering investment management, financial planning, and retirement plan advisory services. The firm employs a fundamentally driven, customized investment approach utilizing both internal management and third-party strategies, and supports its processes with due diligence and AI tools.

Amos Akinyooye is a financial advisor at Vanderbilt Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Equitable Advisors. Outside of his advisory role, he serves as president of Aston Consulting Group, a financial services firm. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of fundamental, technical, and charting analysis tailored to client objectives.

Lynne Ford is a financial advisor at Vanderbilt Advisory Services with a Series 66 designation and two years of industry experience. Prior to joining Vanderbilt Securities, LLC, she worked at JetBlue for 18 years. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis to manage portfolios tailored to client objectives, while also integrating retirement-plan and benefits services through partnerships with third-party administrators.