Michael Stanton is a financial advisor with TSA Management Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, and MSI Financial Services, Inc. Outside of his advisory work, he is the owner and member of Stanton Places, LLC, a residential property lessor. 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 manages approximately $1.479 billion across 2,566 clients, utilizing model-based asset allocation and a mix of in-house and third-party management strategies.

Simon Chung is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 44 years of industry experience. He has been with Bishop, Rosen & Co., Inc. since 2013. 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 combining fundamental, technical, and charting analysis in its investment approach.

Christopher Wolfe is a financial advisor with Vanderbilt Advisory Services and holds a Series 63 designation. He has 25 years of industry experience, including roles at American Portfolios Financial Services, Inc., Park Avenue Securities, and Guardian Life Insurance Co. Outside of his advisory work, Wolfe is involved in insurance sales and marketing through his role as president of CJW Financial Associates and serves as an independent insurance agent. 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 combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Gurjot Waraich is a financial advisor at Aegis Capital Corp. with a Series 66 designation and one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including work at Postmates and Dunkin Donuts. 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. The firm offers both discretionary and non-discretionary account options and focuses on individual, corporate, and retirement plan business.

Isaiah Aponte is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Arete Wealth Advisors since 2020, with prior experience at National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based model allocations while offering access to third-party money managers and acting as an ERISA fiduciary when applicable.

Daniel Bredow is a financial advisor at Consolidated Portfolio Review Corp with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Vanderbilt Advisory Services. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which focuses on marketing and payroll activities. Consolidated Portfolio Review Corp serves a diverse client base, including individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers tailored investment management and financial planning through a multi-advisor platform, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Michael Blueweiss is a financial advisor at Arete Wealth Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and National Asset Management. Outside of his advisory role, he volunteers as a charity advisor for The Coltrane Home of Dix Hills. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers discretionary portfolio management alongside comprehensive planning services.

Louis Ciliberti is a CFP® and ChFC® with 34 years of industry experience. He is currently a financial advisor at Concurrent Investment Advisors, LLC and has previously worked with Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and operated his own advisory practice. Outside of his advisory work, he serves on the board of the NYS Troopers Memorial Fund, a nonprofit organization involved in local charitable activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Zachary Nedell is a CFP® with two years of industry experience, currently affiliated with Aegis Capital Corp. He previously worked at Z Score Sports LLC, Cox Media Group, MAP 360 Collective, and Binghamton University. Nedell has been involved as a junior partner in Larchmont Wealth Management. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, and related services. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, with a focus on non-discretionary advisory relationships and an active broker-dealer business.

Nicole Lauria is a Series 66-licensed advisor with Vanderbilt Advisory Services in Woodbury, NY. She has been with Vanderbilt Securities, LLC and Vanderbilt Advisory Services since 2025 and has prior experience at J. Chite and Associates dating back to 2005. 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, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analysis techniques tailored to client objectives.

Danny Sookram is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Aegis Capital Corp. and Equitable Advisors during his career. Outside of his advisory role, he serves as president of Sookrams Ventur Inc. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer.

John Marchisotta Jr. is a CFP® professional with five years of experience, currently serving as an advisor at Procyon. He spent fifteen years at Pivotal Planning Group before joining Procyon in 2021. Marchisotta also acts as a co-trustee and trustee for several family trusts. Procyon provides investment management, financial planning, consulting, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and registered investment advisors. The firm emphasizes customized, fundamentally driven portfolios with a long-term orientation and operates a significant non-discretionary asset base alongside discretionary management.

Katherine Stein is a financial advisor with Tsa Management Inc, holding a Series 66 designation and 15 years of industry experience. She has worked at Hrc Investment Services since 2013 and The Family Finances since 2010. Outside of advising, she owns and operates a tax preparation business, KPS Planning Inc. 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 diversified mix of securities through discretionary and non-discretionary portfolio management.

Robert Mann is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Maxim Group LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for around 16,821 clients. The firm provides a range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various program structures, including proprietary asset allocation models and third-party sub-advisers.

Syed Mohsin is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with PFG Investments, LLC and Vanderbilt Securities since 2003. Outside of his advisory work, Mohsin is involved in insurance sales and serves as president of MillanUS.com, which organizes matrimonial events for Muslim singles. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Corwin is a financial advisor at TSA Management Inc with a Series 66 designation and no prior industry experience. His work history includes roles at Halliday Financial, Cushman & Wakefield, Craftsman Fence, Landsend, Clare Rose, SUNY Geneseo, Sayville Yacht Club, and Sayville School District. 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.

Dawn Bressingham is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and bringing 10 years of industry experience. She has worked with LPL Financial LLC and LifePlan Wealth Management Group, among others, and is also the owner of Priority Pension Services, providing third-party administration and actuarial support. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes documented client objectives, uses both fundamental analysis and trading strategies, and manages portfolios primarily on a discretionary basis with regular monitoring.

Samantha Lompado is a financial advisor at Consolidated Portfolio Review Corp with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, Northwestern Mutual, and Sii. Outside of her advisory role, she founded The Celebration Mission, a charity focused on supporting homeless and at-risk youth through birthday parties and fundraising efforts, and serves as a volunteer board member for Friends of the Oratory. Consolidated Portfolio Review 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 a range of securities and includes proprietary model portfolios and third-party manager recommendations.

Brian Early is a CFP® professional with 32 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Mid Atlantic Securities, Inc. for 25 years and Brown & Overton for over 30 years. Outside of advisory work, he is also licensed as an insurance agent, focusing on life, disability, and fixed and variable insurance products. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving individual investors, retirement plans, corporations, and nonprofit entities. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of direct management and sub-advisory relationships.

Xhordi Xhokola is a financial advisor at The Pinnacle Financial Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including First Trust Portfolios L.P. and International Assets Advisory, LLC. Xhokola is also involved with International Assets Investment Management, LLC and Main Street Wealth Management, LLC in advisory roles. The Pinnacle Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management and financial planning, employing a range of investment strategies and products while documenting client objectives through Investment Policy Statements.