Barry Goldstein is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Aegis Capital Corp. since 2010. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms.

Glenn Fiocca is a financial advisor at NFSG Corporation with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2007. Fiocca serves as president and owner of G. Fiocca Securities, LLC, and is a board member of Unsung Siblings' Foundations, a nonprofit supporting families with autistic children and veterans. NFSG Corporation is an SEC-registered investment adviser providing asset management and financial planning to individuals, institutions, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers, offering both discretionary and non-discretionary services.

Frank Finch is a financial advisor with TSA Management Inc. based in Glen Head, NY. He holds a Series 66 designation and has 25 years of industry experience. He has worked at HRC Investment Services since 2012 and Life Stages Financial Group since 2011. Outside of advising, he serves as a part-time instructor in financial literacy and adult and K-12 education, and acts as a trustee of an investment portfolio for a nonprofit organization. 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 portfolio management.

James Mctiernan is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at BNY Investment Center Inc. for 23 years and The Bank of New York for 30 years. Bison Wealth serves a wide range of clients including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm uses an outcome-focused investment process with multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Karsten Appel is a financial advisor with Aegis Capital Corp., holding a Series 66 designation and one year of industry experience. Prior to joining Aegis in 2025, he worked briefly at Equitable Advisors, LLC and has a background including positions at Stony Brook University and Colorado State University. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and occasional investment banking. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple platforms and sponsoring programs with a focus on non-discretionary advisory relationships.

William Brancaccio is a CFP®-credentialed advisor with 15 years of industry experience. He is currently affiliated with Moneco Advisors and has held roles at LPL Financial, Independent Advisor Alliance, and Independent Financial Partners. Outside of his advisory duties, he is involved in a property and casualty insurance agency and owns a real estate business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a broad range of portfolio management and retirement plan consulting services tailored to client goals through multiple custodial platforms.

Rebecca Pino is a financial advisor at TSA Management Inc with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Halliday Financial and Nostra. Outside of her advisory role, she is a co-owner of a financial media blog and the founder and CEO of Try Inertia LLC, a company developing an app focused on spending and budgeting insights. 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 diverse mix of securities while limiting aggressive tactics.

Barry Shapiro is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Strategic Blueprint in 2025, he has been involved with BShapiro Financial and Commonwealth Financial Network since 2011. He is the owner of BShapiro Financial Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, retirement plan consulting, family office services, and a subscription advisory program, using customized, goal-based strategies and ongoing client education.

Michael Romer is a financial advisor at TSA Management Inc with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Halliday Financial, LLC and Morgan Stanley Private Bank. Outside of his advisory role, Romer is involved in several business ventures, including part ownership in hospitality and consumer product companies and consulting activities. 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 for approximately 2,800 client relationships.

Steven Howe is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Vanderbilt Securities, LLC and Sterling Monroe Securities, LLC. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which is not investment-related. 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 proprietary model portfolios as well as access to independent third-party sub-advisors.

Gerald Fershtman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and associated with 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 diverse range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation across various platforms and third-party managers.

Elisa Verna Caspare is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at JPMorgan Securities LLC from 2013 to 2017. Caspare is also involved in a separate wealth strategies business for tax and investment purposes. 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 instruments, managing accounts primarily on a discretionary basis with regular reviews and the option to allocate to third-party managers.

Jason Konskier is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with NFSG Corporation and previously worked at Realta Investment Advisors, Realta Equities, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved with Simplicity, focusing on research and analysis related to potential insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management with a focus on diversified portfolios and utilizes an internal portfolio manager along with third-party asset managers to support its representatives.

Adanlys Santos Pichardo is a financial advisor with First Advisors National, LLC, holding a Series 63 designation and nine years of industry experience. Her work history includes roles at Teras Capital LLC, My Secure Advantage, and Primerica Advisors. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Michael Desmond is a financial advisor at Procyon with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Pivotal Planning Group. In addition to his advisory role, he is a partner at Procyon Tax, LLC, where he refers clients for tax services. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets and utilizes fundamental analysis with mutual funds, ETFs, individual equities, and fixed income, combining internal portfolio construction with access to independent managers and AI decision-support tools.

Mario Gabelli is a CFA® charterholder with 57 years of experience in the investment industry. He is affiliated with Gamco Asset Management Inc. and has held leadership roles in multiple entities, including serving as Chairman and CEO of various affiliated companies. Gabelli is also a director of the Foreign Policy Association, a nonprofit organization focused on U.S. foreign policy and global issues. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base that includes institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment approach grounded in bottom-up fundamental research and integrates both Private Market Value philosophy and top-down macro analysis across its strategies.

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 CFP® and ChFC® with 32 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Citi Private Advisory, Boston Private Wealth, SVB Wealth, and First Citizens Investor Services. He is also an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth provides investment management and financial planning services to a wide range of clients, including individuals, trusts, businesses, and retirement plans, employing a primarily long-term approach centered on diversified mutual funds and ETFs combined with fundamental and technical analysis.

Christopher Guarino is a CFP® professional with four years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, and manages approximately $9.47 billion in discretionary assets.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gladstone Wealth Partners since 2023, as well as Sequent Planning, LLC since 2020. Outside of his advisory roles, he serves as President of Senior Services of North America, where he manages operations and strategic planning. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisers. The firm offers discretionary portfolio management and financial planning, with investment approaches tailored at the representative level and supported by platform-level due diligence on sub-advisers and model providers.