Mary Tupper is a Series 66 licensed financial advisor with 26 years of industry experience. She currently works at Bison Wealth, LLC and previously held positions at Capital Group Private Client Services, Capital Bank & Trust Company, and Wells Fargo Clearing. Bison Wealth serves a diverse range of clients including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, multi-manager investment solutions, and access to alternative investments, utilizing a tactical and strategic allocation approach across liquid and private markets.

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.

Benjamin Lathrop is a financial advisor at Bailard, Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Bailard in 2019, he worked at Franklin Templeton Investments and Newoak Capital Markets. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment, and serves clients including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

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.

Jillian Dragone is a CFA® charterholder with six years of industry experience. She is currently an advisor at United Capital Financial Advisors, having joined the firm in 2025 after nine years at Apexium Financial LP and one year at AllianceBernstein Investments, Inc. United Capital Financial Advisors serves a broad client base nationally, including individuals, corporations, retirement plans, and charitable organizations, offering financial planning and investment management through discretionary portfolio management, third-party managers, and customized strategies.

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.

Peter Costa is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Capital One Investing, Legend Securities, and Santander Bank. Costa is currently based in Flushing, NY. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

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.

Patrick Haggerty is a financial advisor with Aegis Capital Corp. in Larchmont, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aegis Capital Corp. since 2015. Outside of his advisory role, he serves as a board member for the Larchmont Volunteer Ambulance Corp. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

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.

Juan Romero is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Encompass More, he worked at Income Lab and TD Bank, and has experience in education at John Jay College of Criminal Justice and the High School for Arts and Business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and select digital-asset exposures.

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.