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.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Kaitlin Weidner is a CFA® charterholder based in New York, NY, with 3 years of industry experience. She has been with Douglas C. Lane & Associates since 2013. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a proprietary fundamental research approach and offers customized portfolios with a focus on individual equity securities and fixed income, alongside financial planning and access to third-party investment solutions.

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.

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.

Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. She has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across a range of asset classes, with portfolios overseen by a weekly investment committee.

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.

Robert Burke is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Inland Securities Corporation and Avian Capital Markets, LLC. He has been with Cantor Fitzgerald since 2019. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation, primarily using index-based ETFs for diversification.

Matthew Vetto is a CFA® charterholder and holds a Series 63 license. He has been with Douglas C. Lane & Associates since 2005, accumulating 21 years of industry experience. Matthew is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, institutions, and retirement plans. The firm focuses on customized portfolios with an emphasis on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

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.

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.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Donna Clemente is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at M Holdings Securities since 2008 and has extensive history with Chernoff Diamond and Comprehensive Actuarial Services. Outside of her advisory roles, she serves as a board member of the Art League of Long Island. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Richard Lahn Jr. is a financial advisor with The Pinnacle Financial Group, holding a Series 66 credential and 19 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and has worked concurrently with LPL Financial since 2012. Lahn is also an author of *The Original Money Book* and engages in the sale of fixed life and health insurance products. The Pinnacle Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing both long-term and short-term strategies with a variety of investment vehicles.

Konstantin Prives is a financial advisor with RBC Securities, Inc. in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services within a banking-affiliated group and delegates investment management to its sub-advisor, RBC Rochdale.