Joseph Disanza is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2015 and Richard's since 2004. In addition to his advisory work, he operates as an independent insurance broker specializing in homeowners insurance. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of discretionary and non-discretionary programs.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Gregory Domond is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Inc., MassMutual Life Insurance Company, and MML Investor Services. Outside of advising, he is co-owner of Red Door Learning Company, a preschool and therapy services provider, and founder and board member of the nonprofit organization United For More, which focuses on education, wellness, and community. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using a combination of discretionary management, advisor-specific strategies, and model portfolios that include passive, active, tactical, and ESG-oriented options.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior firms include Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment process focuses on outcome-oriented, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Krish Jain is a financial advisor with Kovack Advisors, Inc., holding a Series 65 designation and beginning his industry career in 2026. His work history includes roles at Kovack Advisors, McClintock Advisory, Beyond Wealth Management, and Salt Shack. Outside of finance, he has experience with Sportime LLC and has worked in education at SUNY New Paltz and Hicksville School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and government entities, using an Envestnet-supported workflow and a combination of internal and third-party investment models.

Kevin Murphy is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and Sterling National Bank. In addition to his advisory work, he is involved with Senior Services of North America, assisting seniors in comparing Medicare Advantage and Medigap plans. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and integrates retirement-plan consulting with advisory services through relationships with third-party administrators and affiliated broker-dealer platforms.

John Fenrich III is a financial advisor at Procyon with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Nationwide Mortgage Bankers and Intercontinental Capital Group. Outside of his advisory work, he is involved in residential mortgage banking as a sales manager, acts as a real estate agent, and holds a license in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, delivering primarily non-discretionary management through fundamental analysis using mutual funds, ETFs, equities, and fixed income.

Christopher Truncellito is a financial advisor at TSA Management Inc with four years of industry experience. He holds the Series 66 designation and has been with Halliday Financial, LLC since 2021. Prior to his advisory career, he was a full-time student at SUNY Oneonta. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Christopher Mcclure is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Westport Capital Markets and Vanderbilt Securities. Mcclure also serves as President of VFG Westport, LLC, a non-investment related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Linda Borst is a financial advisor with The Pinnacle Financial Group and holds the ChFC® and Series 63 designations. She has 41 years of industry experience, including prior roles at Wells Fargo Advisors and LPL Financial. She provides investment advisory services through The Pinnacle Financial Group, an independent registered investment advisor. The Pinnacle Financial Group offers 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 utilizes 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 reviews.

Martin Harper is a financial advisor at Kingsview Wealth Management, LLC with five years of industry experience. His work history includes roles at Kingsview Partners LLC, Resnik & Oppenheim CPAs, Broadway Financial Management LLC, and his own firm, Martin Harper LLC. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of internal strategies and third-party managers, including discretionary and non-discretionary advisory services.

Dylan Dubinsky is a financial advisor at Aegis Capital Corp. with two years of industry experience. He holds a Series 66 designation and has worked at Aegis Capital Corp. since 2023. Prior to his advisory role, he was employed at Surf Shack Restaurant and SUNY Cortland. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options, focusing on individual, corporate, and retirement plan business.

Jason Greenwood is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at KMS Financial Services, Inc. and Concert Wealth Management. Greenwood serves as a board member of the Kahuku Village Home Owner's Association. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across various securities and offers proprietary tactical ETF model portfolios alongside third-party manager recommendations.

Michael Brunell is a financial advisor with Tsa Management Inc who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MMB + Co since 2018 and Hrc Investment Services, Inc. since 2003, as well as over three decades at Tice, Brunell & Company, CPAs, PC. Outside of advisory work, he serves as treasurer of the Financial Planning Association of Northeastern New York and holds a treasurer position on the board of the Epilepsy Foundation of NENY Inc. TSA Portfolio Management provides investment supervisory services to individuals, retirement plans, and institutional accounts, utilizing a disciplined investment process focused on strategic asset allocation, quarterly rebalancing, and a mix of fundamental, qualitative, and technical analysis. The firm manages approximately $1.285 billion in assets across about 2,800 client relationships, emphasizing diversified portfolios with an emphasis on dividend-paying equities and limited use of aggressive strategies.

Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. 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 rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.

Ross Didia is a financial advisor with Vanderbilt Advisory Services and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Equitable Advisors, AXA Advisors, Douglas Elliman, The New York Racing Association, and Quest Capital Strategies. Outside of his advisory work, he is also active as a residential real estate salesperson in New York. 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, utilizing a strategic asset allocation approach with both fundamental and technical analysis, and maintains a distinctive integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. 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 various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.

Christopher Cornett is a CFP® with 14 years of experience in the financial services industry. He is currently with The Pinnacle Financial Group and has prior experience at Bank of America and Merrill. Cornett holds Series 63, 65, and 66 licenses. 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 and fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.