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.

Cari Walling is a financial advisor at Procyon with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Procyon Advisors, Procyon Institutional Partners, Pivotal Planning Group, and AXA Advisors. Walling is based in Melville, NY. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets and employs both discretionary and primarily non-discretionary management strategies using mutual funds, ETFs, equities, and fixed income.

Reese Hughes is a financial advisor with Tsa Management Inc. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His work history includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Granite Investment Advisors, LLC. Tsa 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 client portfolios using model allocations, emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing, combining in-house and third-party management strategies.

Mark Egener is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, and LPL Financial. Outside of his advisory work, he is associated with Great Western Drilling Co., a non-investment-related business. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing 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, with a focus on non-discretionary advisory relationships and multiple sponsored and third-party platform programs.

Vereline Mcclaney is a Series 63 credentialed advisor with 28 years of industry experience, currently with Capital Analysts. She has held prior roles at Lincoln Investment and Legend Advisory Corporation. Outside of her advisory work, Mcclaney volunteers with several nonprofit organizations focused on youth sports and education, and serves as an adjunct professor and business counselor at Suffolk County Community College. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and a proprietary investment screening process.

Nicholas Iocco is a financial advisor at The Pinnacle Financial Group with 44 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1997 and at The Pinnacle Financial Group since 2016. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment process that includes written Investment Policy Statements and fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Frank Nargentino is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022. He previously worked at National Asset Management and National Securities Corporation from 2015 to 2022. Outside of his advisory role, Nargentino is a board member and treasurer for Program Development Services, a nonprofit supporting individuals with developmental disabilities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 license and bringing 24 years of industry experience. He has been with Latitude Advisors since 2015 and also operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of valuation-driven, momentum-based, and third-party model strategies to construct portfolios tailored to client goals and risk tolerance.

Ernest Schultz is a financial advisor at Latitude Advisors, LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he is involved in video production as a producer and owner of Clarkson Media and participates in advertising sales for MapToons, which creates business maps and directories for Chambers of Commerce in Nassau and Suffolk counties. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis and manages most new client relationships on a discretionary basis.

Kenneth Arellano is a financial advisor with Vanderbilt Advisory Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory work, he is involved in fixed insurance sales and serves as president of The Retirement Optimization Group. 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 strategic asset allocation process that incorporates fundamental, technical, and charting analysis, and maintains formal integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Joseph Disanza is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2015 and Richard's since 2004. In addition to his advisory work, he operates as an independent insurance broker specializing in homeowners insurance. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of discretionary and non-discretionary programs.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Mark Levin is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 22 years of industry experience, including roles at Lincoln Investment, Preferred Financial Group, and Park Avenue Securities. Levin is also the owner and president of Your Personal Broker, Inc., which provides insurance and investments sales. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house management and non-discretionary advisory services, supported by proprietary screening tools and institutional relationships.

Gregory Domond is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., MML Investor Services, and MassMutual Life Insurance Company. Outside of advising, he co-owns Red Door Learning Company, a preschool and therapy services provider, and founded a nonprofit focused on education and wellness. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, utilizing a blend of passive, active, tactical, and ESG-aware strategies, along with access to specialist third-party sub-advisors.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Joseph Waters is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and having 37 years of industry experience. His prior roles include positions at Cetera, GWN Securities, and Valic Financial Advisors. He is involved in servicing individual senior Medicare supplemental policies. Calton & Associates serves a diverse client base, including high-net-worth individuals and various entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products through its dually registered representatives.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Clearing, and Wachovia Bank. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

Kevin Murphy is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and Sterling National Bank. In addition to his advisory work, he is involved with Senior Services of North America, assisting seniors in comparing Medicare Advantage and Medigap plans. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and integrates retirement-plan consulting with advisory services through relationships with third-party administrators and affiliated broker-dealer platforms.

John Fenrich III is a financial advisor at Procyon with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Nationwide Mortgage Bankers and Intercontinental Capital Group. Outside of his advisory work, he is involved in residential mortgage banking as a sales manager, acts as a real estate agent, and holds a license in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, delivering primarily non-discretionary management through fundamental analysis using mutual funds, ETFs, equities, and fixed income.