John Brower is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 37 years of industry experience. He has been associated with J W Brower & Associates since 2009 and Vanderbilt Securities since 2003. Outside of his advisory work, he serves as president of the John Brower Jr. Foundation and leads JW Brower & Associates Inc., where he prepares income taxes. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms.

Zachary De Minno is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. He has one year of experience in financial advising and previously worked at firms including Cetera Wealth Services and Avantax Investment Services. Prior to his advisory career, he operated his own CPA firms and worked at Ernst & Young. 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 utilizes multiple analysis methods, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Carolyn Finer is a CFA® charterholder with 20 years of industry experience, currently serving at RBC Securities, Inc. She previously worked at City National Rochdale and City National Securities, Inc. Her credentials also include Series 63 and Series 65 licenses. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm combines discretionary portfolio management by an affiliated sub-advisor with custodial and cash-management features, operating within a broad financial services group that includes banking, trust, and municipal advisory services.

Fabian Ohore is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 credential and has worked with various firms since 2019. In addition to his advisory role, Mr. Ohore serves as a schoolteacher in the New York City School District and works as an independent insurance agent. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a variety of investment strategies, including mutual funds, ETFs, and independent managers, and combines fundamental, technical, and cyclical analysis within its portfolio management approach.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has five years of industry experience and previously worked at Thrivant Advisor Network, Purshe Kaplan Sterling Investments, and Sterling National Bank. Outside of his advisory work, he is involved as a brand ambassador for GHOST, LLC, engaging with local sports nutrition stores and running product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach and serves over 13,000 clients through a multi-office platform with roughly $15.7 billion in assets under management.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with six years of industry experience and a Series 66 designation. He has been with Douglas C. Lane & Associates since 2005 and has also worked at Merrill since 2003. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, and other institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.

Robert Sherman is a CFP® and PFS™ credentialed advisor with six years of industry experience. He has worked at several firms, including Gerstein Fisher, Boston Private Wealth LLC, SVB Wealth LLC, and currently at F L Putnam Investment Management Co., where he has been since 2023. F L Putnam serves a diverse client base that includes individuals, institutions, and high-net-worth clients, offering a range of investment management and financial planning services. The firm employs a strategic asset allocation framework incorporating both internally managed and third-party strategies across multiple asset classes, and is noted for its management of the AOG Institutional Fund and ownership of Darwin Trust Company.

Scott Mullady is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following prior roles including over a decade at Cetera Advisor Networks and ongoing ownership of Heritage Pension Advisors, a retirement plan administration firm he founded in 1995. Mullady is also an insurance agent selling life and annuities. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and a combination of fundamental, technical, and cyclical analysis.

Jason Jimenez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Insigneo. Outside of his advisory role, he manages an e-commerce business and operates multiple tutoring services focused on financial exam preparation and career coaching, including ownership of Exam Bootcamp LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations by individual advisors with firm-modeled multi-asset portfolios and employs third-party research and periodic reviews to monitor investments across a broad range of asset classes.

Thomas Palumbo is a financial advisor with Consolidated Portfolio Review Corp, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His career includes roles at 3 D Wealth Ria, LLC, Vanderbilt Securities, LLC, Sterling Monroe Securities, LLC, and Provident Mutual. He serves as President of 4 Anchorage Lane Owners, Inc., overseeing financial and operational matters for the cooperative. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs a tailored, advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across a broad range of securities.

Paul Mohammadi is a financial advisor at Tsa Management Inc with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 2012. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse range of clients, including individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion across about 2,566 clients, employing model allocations and emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing.

Russell Green is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wunderlich Securities, Inc. and RPG Wealth Management, Inc., among other firms. Outside of his advisory roles, Mr. Green serves as president of the Syosset Woodbury Chamber of Commerce and director of the Nassau County Council of Chambers of Commerce, and he operates an eBay store selling assorted household collectibles. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tailored strategies based on client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management.

Eric Serfaty is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at UBS Financial Services and Oppenheimer & Co. Inc. He is currently affiliated with both Insigneo Advisory Services LLC and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a process that combines individual advisor allocations with firm-modeled portfolios overseen by an Investment Committee.

Jeffrey Thure is a financial advisor with Aegis Capital Corp. in Melville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Aegis Capital Corp. since 2013. Outside of his advisory role, he serves as Managing Director for a restaurant ownership business. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and supports clients through financial planning and managed account programs via RBC and AXOS platforms.

Ian Cole is a financial advisor with Copper Financial in New York, NY, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Personal Capital Advisors, HSBC Bank USA, and UNFCU Advisors. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with individual and institutional clients and operates with a fiduciary approach, conducting due diligence on managers and providing ongoing advisory services.

Allen Cohen is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He previously worked at LPL Financial for 14 years before joining Vanderbilt Securities, LLC. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing fundamental, technical, and charting analysis to meet various client objectives.

Rosemary Terry is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Vanderbilt Advisory Services since 2016 and has also worked with Vanderbilt Securities, LLC since 2010. Outside of her advisory role, she serves as president of The Love, Joey Foundation, which donates to various qualified charities. 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 along with financial planning and consulting, using a strategic asset allocation approach supported by fundamental, technical, and charting analysis.

Joseph Giordano is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2016 and previously at MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Marc Milic is a CFP® professional at Douglas C. Lane & Associates with four years of industry experience. He has been with the firm since 2002. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and pension plans. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, supported by proprietary fundamental research and a flexible long-term investment approach.

Jason Mckenna is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with The Pinnacle Financial Group since 2013 and holds Series 63 and Series 65 licenses. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs both fundamental analysis and a blend of long-term and short-term trading strategies, managing accounts primarily on a discretionary basis with regular portfolio monitoring.