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.

James De Lucia is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at Quest Capital & Risk Management, Inc and C2P Capital Advisory Group, LLC. Outside of advisory work, he was involved with Snapper Inn, LLC from 2020 to 2023. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Michael Desmond is an advisor at Procyon with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Procyon Advisors, LLC since 2021 following prior roles at Procyon Institutional Partners, LLC and Pivotal Planning Group, LLC. He is a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm provides investment management, financial planning, retirement plan advisory, institutional consulting, and model-portfolio delivery services with a focus on customized, fundamentally driven portfolios using a mix of mutual funds, ETFs, individual equities, and fixed income.

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 financial advisor at Composition Wealth, LLC with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Citi Private Advisory, Boston Private Wealth, and SVB Wealth. Outside of advising, he serves as an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion through a multi-advisor platform. The firm offers investment management, comprehensive wealth management, and financial planning services to individuals, trusts, businesses, and retirement plans, using a long-term, asset-allocation driven approach with a variety of investment strategies and affiliated business lines.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at UBS Financial Services Inc for 12 years and more recent positions with Raymond James Financial Services and Four Corners Private Wealth. Harriet is also associated with LionSmith LLC, a registered corporation with no active daily operations. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a diverse investment approach combining fundamental, technical, and macro analysis across various instruments and manages both discretionary and non-discretionary portfolios.

Christopher Guarino is a CFP® professional with three years of industry experience. He is currently with Composition Wealth, LLC and previously worked at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual stocks and bonds.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and serves as president of Senior Services of North America, a role he has maintained since 2008. Battaglia has held positions at Sequent Planning, LLC since 2020 and joined Gladstone Wealth Partners in 2023. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers offering discretionary portfolio management and utilizes sub-advisers and third-party technology to support retirement accounts and qualified plans.

Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Emiliano Avalos Paiz is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete, he worked at Fincadia and has a background in education, having taught at various schools including W.C. Mepham High School and Monsignor McClancy Memorial High School. 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, employing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Katelyn Della Porta is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles in catering and retail, as well as positions at Florida International University. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

David Gordon is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Trustmont since 2009. Outside of his advisory role, he owns and operates Gordon Wealth Inc., engaging in the sale of life, disability, and health insurance, as well as conducting financial education seminars through the American Financial Education Alliance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Mark Schrader is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked with National Asset Management and National Securities Corp. Outside of his advisory work, he serves as president of the board of directors for Island's End Golf & Country Club. 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 focuses on discretionary portfolio management using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Hillard Saveth is a financial advisor with The Pinnacle Financial Group in Dix Hills, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and also maintains a long-standing affiliation with LPL Financial since 2003. 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 constructs written Investment Policy Statements for clients and applies fundamental analysis across a broad range of instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Ronald Rothchild is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Arete in 2022, he worked at National Asset Management and National Securities Corp from 2017 to 2022. Outside of his advisory role, he is involved with several related investment and insurance businesses under the Fincadia name. 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 model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Mark Knox is a CFP® with 40 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1983 and retired for two years between 2017 and 2019. He is currently affiliated with Capital Analysts, a multi-team firm based in Hauppauge, NY. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house Investment Management & Research team that utilizes proprietary screening processes and provides customized investment solutions.

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.

Philip Winters is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Alexander Capital Wealth Management LLC and Alexander Capital LP since 2012 and has also worked at Morgan Stanley Smith Barney since 2010. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

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.