Katelyn Della Porta is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles in catering and retail, as well as positions at Florida International University. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

David Gordon is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Trustmont since 2009. Outside of his advisory role, he owns and operates Gordon Wealth Inc., engaging in the sale of life, disability, and health insurance, as well as conducting financial education seminars through the American Financial Education Alliance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Mark Schrader is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked with National Asset Management and National Securities Corp. Outside of his advisory work, he serves as president of the board of directors for Island's End Golf & Country Club. 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 focuses on discretionary portfolio management using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Hillard Saveth is a financial advisor with The Pinnacle Financial Group in Dix Hills, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and also maintains a long-standing affiliation with LPL Financial 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 constructs written Investment Policy Statements for clients and applies fundamental analysis across a broad range of instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Ronald Rothchild is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Arete in 2022, he worked at National Asset Management and National Securities Corp from 2017 to 2022. Outside of his advisory role, he is involved with several related investment and insurance businesses under the Fincadia name. 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 manages assets primarily on a discretionary basis, using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Mark Knox is a CFP® with 40 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1983 and retired for two years between 2017 and 2019. He is currently affiliated with Capital Analysts, a multi-team firm based in Hauppauge, NY. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team that utilizes proprietary screening processes and provides customized investment solutions.

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.

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.

Beverly Mingola is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and 42 years of industry experience. She has been with Vanderbilt Securities, LLC since 2005. Outside of her advisory role, she is involved as a distributor in a multi-level networking organization unrelated to investments. 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, access to third-party sub-advisors, and financial planning services, with an investment approach that integrates strategic asset allocation and various analytical methods tailored to client objectives.

Kathryn Buck Cannella is a Series 66-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has worked at firms including Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Mass Mutual Life Insurance Company. Outside of advising, she serves as a notary public and assists with bookkeeping and maintenance for a rental property owned with her spouse. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, and has scaled quickly to serve over 13,000 clients across multiple offices.

Joseph Trifiletti is a financial advisor with Consolidated Portfolio Review Corp and holds a Series 66 designation. He has 18 years of industry experience and has worked with firms including ARK Global and Vanderbilt Securities, LLC. Outside of advising, he serves as Treasurer of Members Equity Insurance Company, a captive insurance agency. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process tailored to each client, combining various analytical methods and offering proprietary model portfolios alongside third-party manager options.

Thomas Kelly is a financial advisor with Vanderbilt Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach supplemented by fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms.

Gregory Owsiany is an advisor at Bison Wealth, LLC with securities licenses Series 65 and Series 63. He has one year of industry experience, including roles at BNY Mellon Securities Corporation and BNY. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm combines tactical and strategic allocations across liquid and private-market investments and provides option-based overlay strategies through an affiliated sub-adviser.