Beverly Mingola is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and 42 years of industry experience. She has been with Vanderbilt Securities, LLC since 2005. Outside of her advisory role, she is involved as a distributor in a multi-level networking organization unrelated to investments. 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, access to third-party sub-advisors, and financial planning services, with an investment approach that integrates strategic asset allocation and various analytical methods tailored to client objectives.

Erica Weiser is a financial advisor with New Edge Wealth, holding Series 63, 65, and 66 credentials and 27 years of industry experience. Her prior firms include Mercer Global Advisors, LPL Financial, and Mariner Wealth Advisors. Outside of finance, she is involved with Weiser Wellness, a natural health company offering vitamins and skincare products. New Edge Wealth serves ultra-high-net-worth individuals, families, and institutional clients, providing wealth strategy, portfolio management, and consulting services. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and advanced technology tools.

Jonathan Bell is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation with one year of industry experience. His background includes roles at NewEdge Securities Inc. and iNDEMAND, as well as experience outside finance in the hospitality sector. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, providing a variety of advisory services focused on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary solutions alongside AI-assisted analytics to tailor portfolios for its clients.

Kathryn Buck Cannella is a Series 66-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has worked at firms including Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Mass Mutual Life Insurance Company. Outside of advising, she serves as a notary public and assists with bookkeeping and maintenance for a rental property owned with her spouse. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, and has scaled quickly to serve over 13,000 clients across multiple offices.

Gene Panasenko is a financial advisor at Alexander Capital Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Landolt Securities, Moloney Securities Asset Management LLC, Moloney Securities Co., Inc., Rutenberg Realty, and LPL Financial LLC. Outside of his advisory role, Panasenko operates a YouTube channel where he interviews professionals about their life experiences. 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 offers both discretionary and non-discretionary accounts.

Shivani Singh is a CFA® charterholder with two years of industry experience. She is currently with Clinton Investment Management, LLC and previously worked for 13 years at S&P Global Ratings. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return, offering discretionary portfolio management and sub-advisory services, including management of multiple MassMutual municipal funds.

William Mc Enroe III is a financial advisor at Bison Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history that includes roles at NYLIFE Securities LLC and the Center for Wealth Preservation. In addition to his advisory work, Mc Enroe serves as a police officer with the Hempstead Village Police Department and is a board member of The Paige Keely Foundation, a charity focused on raising awareness for Arteriovenous Malformation (AVM). Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advice, and a turnkey asset management platform for unaffiliated advisers. The firm emphasizes outcome-focused model portfolios that incorporate both liquid and private-market investments and provides distinctive services such as option-based overlay strategies through affiliated sub-advisers.

Joseph Trifiletti is a financial advisor with Consolidated Portfolio Review Corp and holds a Series 66 designation. He has 18 years of industry experience and has worked with firms including ARK Global and Vanderbilt Securities, LLC. Outside of advising, he serves as Treasurer of Members Equity Insurance Company, a captive insurance agency. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process tailored to each client, combining various analytical methods and offering proprietary model portfolios alongside third-party manager options.

James Patrick is a financial advisor with NewEdge Wealth in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Edge Capital Group, LLC and Edge Advisers. Outside of his advisory role, he has ownership in a winery, Isenhower Cellars. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions.

Thomas Kelly is a financial advisor with Vanderbilt Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach supplemented by fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms.

Scott Rochlin is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Maxim Financial Advisors since 2006 and is also affiliated 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 range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm manages assets using various investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Scott Cantor is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management, National Securities Corp, and Sovereign Global Advisors. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management utilizing both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Zainur Rahman is a financial advisor at United Capital Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including JP Morgan Chase Bank, JP Morgan Securities LLC, Morgan Stanley, and Lion Street Financial. Rahman is also a registered representative and independent contractor of Integrity Alliance, LLC. United Capital Financial Advisors provides national financial planning and discretionary investment management to a broad range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions supported by a diverse affiliate network and a technology platform that serves other independent advisors.

Carmine Passante is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 26 years of industry experience, including eight years with American Portfolios Advisors, Inc. and recent tenure at Ausdal Financial Partners. Outside of his advisory role, he provides insurance products to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion in assets through a large network of advisors. The firm offers a variety of investment advisory and brokerage services tailored to client objectives, utilizing multiple custodians and integrating third-party managers.

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.

Alyssa Kaiser is a financial advisor at New Edge Wealth with nine years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services. Her background includes serving ultra-high net worth individuals in investment-related roles. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior while tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Andrew Dillon is a financial advisor at O'Shaughnessy Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eaton Vance Distributors, Inc. for 12 years. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside multiple sub-advisory and third-party managed options capabilities.