Joseph Esposito is a financial advisor at The Pinnacle Financial Group with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial industry, he spent 15 years at Assumption College. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and trading strategies to manage portfolios primarily on a discretionary basis.

Henry Nunez is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds the Series 65 and Series 66 licenses. Prior to joining Aegis in 2025, he worked at Apple Bank and Infinex Investments, among other firms. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. offers investment advisory and financial services to both individual and corporate clients, providing a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable focus on non-discretionary advisory relationships.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and institutional investors. The firm’s investment approach involves customized advice and a blend of mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.

Christopher Cannata is a financial advisor at Howard Capital Management, LLC in Melville, NY, with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Howard Capital Management in 2019, he worked at Penn Square Real Estate Group, KBS Capital Markets Group LLC, Owl Rock Securities, and Carey Financial, LLC. Howard Capital Management serves a diverse client base, including individuals, institutions, trusts, estates, and charitable organizations. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to deliver discretionary portfolio management and other investment services.

Howard Kibrick is a CFP® with 29 years of industry experience, currently affiliated with TSA Management Inc. He has worked at HRC Investment Services since 2007 and Grant Wilfley Casting since 2026. Howard serves as President of the NENY Financial Planning Association Chapter and holds leadership roles at the Sidney Albert JCC of Albany, including assistant treasurer and treasurer on the finance committee. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, managing approximately $1.479 billion for around 2,566 clients across 31 advisors.

James Trudden is a financial advisor at The Pinnacle Financial Group with 38 years of industry experience. He has held positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. 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 fundamental analysis across a broad range of investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and annual reviews.

Joseph Tedeschi is a financial advisor at TSA Management Inc with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with HRC Investment Services, Inc. since 2012. Outside of his advisory role, he is a 50% owner of Primo Property Development, where he spends a few hours weekly involved in property development activities. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities through discretionary and non-discretionary portfolios.

Kerim Tulun is a CFP® professional with 14 years of industry experience, currently serving at Vanderbilt Advisory Services since 2018. Prior to that, he worked at UBS Financial Services from 2014 to 2018. He is also the founder of KT Wealth Management and serves as a board member of the Warwick Valley Chamber of Commerce. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Matthew Rendell is a CFP® professional with seven years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He previously worked at Deloitte & Touche for eight years and is also associated with Vanderbilt Securities, LLC. Rendell serves as a board member of the Glen Cove Chamber of Commerce. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts alongside proprietary model portfolios.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including National Asset Management, Oppenheimer, and Raymond James Financial. Outside of his advisory role, he is the owner of CARA Corp Capital One Bank for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, utilizing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Blake Spencer is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding a Series 63 designation and eight years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2018. Outside of his advisory role, he is involved with Alphastrat Wealth Inc., a business entity established for tax and investment purposes. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm uses a combination of fundamental analysis and both long- and short-term trading strategies, managing accounts generally on a discretionary basis with regular portfolio monitoring.

Xiaoyong Wang is a CFP® professional with 18 years of experience in the financial industry, currently serving at Consolidated Portfolio Review Corp. His prior experience includes roles at Vanderbilt Financial Group, Spire Investment Partners, and Morgan Stanley. Outside of finance, he is the Executive Director of CHESSanity Inc., an organization that promotes chess through tournaments, and he provides college admissions consulting through Pick-A-Path Edvice LLC. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, employing both proprietary model portfolios and third-party sub-advisors.

George Drakos is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services tailored to client objectives.

Eric Goodman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. He previously worked at Equity Services, Inc. for 11 years and has been affiliated with National Life for 13 years. Outside of advisory roles, he is involved in fixed insurance sales and works as a broker focusing on fixed life insurance and annuity products. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Anna Levine is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Aon Securities, Aon Reinsurance Solutions, MUFG Bank, and PricewaterhouseCoopers. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients with financial planning, discretionary portfolio management, and pension consulting services. The firm uses a mix of valuation-driven and momentum-based multi-asset model strategies, along with third-party managers, to tailor portfolios according to client goals and risk tolerance.

Rabin Kaydanian is a financial advisor at The Partners Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes over a decade at American Portfolios Financial Services, Inc., and roles at OSAIC and Osaic Advisory Services. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both internal and third-party models and managers.

Randall Diamond is a financial advisor at Tsa Management Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he works as a youth soccer coach and trainer with Super Soccer Stars. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional clients, focusing on strategic asset allocation and diversified portfolios managed through discretionary and non-discretionary approaches. The firm manages a mix of securities and emphasizes tax considerations, with a team of five advisors overseeing approximately $1.285 billion in assets.

Howard Douglas is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, having previously worked at firms including Equitable Advisors and American Portfolios Financial Services. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary model portfolios and access to independent third-party sub-advisors.

Valentina Solomita is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2013 and is also the owner of American Centurion Financial LLC, a registered investment advisor. Outside of her advisory roles, she is involved in several entrepreneurial ventures focused on regional economic growth and job creation, including founding VS Global Financial Solutions and Pure Hedge, LLC. Vanderbilt Advisory Services serves a broad mix of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Ian Millman is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kingsview in 2019. Millman is also a partner in M&M Wealth Management, an advisory business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.