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.

Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Christopher Mcclure is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Westport Capital Markets and Vanderbilt Securities. Mcclure also serves as President of VFG Westport, LLC, a non-investment related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Linda Borst is a financial advisor with The Pinnacle Financial Group and holds the ChFC® and Series 63 designations. She has 41 years of industry experience, including prior roles at Wells Fargo Advisors and LPL Financial. She provides investment advisory services through The Pinnacle Financial Group, an independent registered investment advisor. The Pinnacle Financial Group offers 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 utilizes a written Investment Policy Statement for each client and applies fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Thomas Salotti is a financial advisor with Cantor Fitzgerald Investment Advisors and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including roles at Legg Mason and ClearBridge Investments. Salotti has been with Cantor Fitzgerald since 2018. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a strategic approach focused on proprietary ETF model portfolios, asset allocation, and macroeconomic research, and serves as an adviser to multiple registered investment companies and private pooled funds.

Jeffrey Kinney is a financial advisor at Cantor Fitzgerald Investment Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Cantor Fitzgerald & Co. and Realto Securities, LLC. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-strategy approach, prioritizing index-based ETFs and macroeconomic research to construct proprietary model portfolios and manage various registered investment companies.

Dylan Dubinsky is a financial advisor at Aegis Capital Corp. with two years of industry experience. He holds a Series 66 designation and has worked at Aegis Capital Corp. since 2023. Prior to his advisory role, he was employed at Surf Shack Restaurant and SUNY Cortland. 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 through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options, focusing on individual, corporate, and retirement plan business.

Jordan Press is a financial advisor with F L Putnam Investment Management Co., holding a Series 65 credential and four years of industry experience. He previously worked at MAI Capital Management for five years and JM Hartwell LP for 21 years. F L Putnam serves a diverse client base including individuals, institutions, and nonprofit organizations, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed strategies and third-party managers across various asset classes, with offerings such as Optimized Indexing and tax-aware fixed income strategies.

Jason Greenwood is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at KMS Financial Services, Inc. and Concert Wealth Management. Greenwood serves as a board member of the Kahuku Village Home Owner's Association. Consolidated Portfolio Review Corp 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 various securities and offers proprietary tactical ETF model portfolios alongside third-party manager recommendations.

Ross Didia is a financial advisor with Vanderbilt Advisory Services and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Equitable Advisors, AXA Advisors, Douglas Elliman, The New York Racing Association, and Quest Capital Strategies. Outside of his advisory work, he is also active as a residential real estate salesperson in New York. 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, utilizing a strategic asset allocation approach with both fundamental and technical analysis, and maintains a distinctive integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Daniel Meneses is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2017. Prior to this, he worked at Canaccord Genuity Inc. for one year. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension plans, and foundations. The firm emphasizes proprietary fundamental research and a flexible core investment strategy across various sectors and company sizes, offering customized portfolios and financial planning services without a fee for planning work.

Christopher Cornett is a CFP® with 14 years of experience in the financial services industry. He is currently with The Pinnacle Financial Group and has prior experience at Bank of America and Merrill. Cornett holds Series 63, 65, and 66 licenses. 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 and fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Jeffrey Higgs is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has worked at Sterling Monroe Securities, LLC since 2008. Outside of his advisory roles, he serves on the board of Wolfeboro School and is involved in insurance product sales and administration. Consolidated Portfolio Review 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 that integrates strategic asset allocation with fundamental and technical analysis across various securities.

Matias Mirvois is a financial advisor with Sowell Management in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at XP INVESTMENTS US, LLC and Icap Corporates LLC, and is a partner at Eagle Eye Advisors, LLC. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers a range of services including investment management, financial planning, and retirement-plan advisory.

Diana Palmieri is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt since 2013, as well as at Grove Point Investments LLC for multiple years. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services.

Matthew Senicola is a financial advisor with NBC Securities, Inc. in Massapequa, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with NBC Securities since 2015. In addition to his advisory role, he occasionally writes investment-related articles for Seeking Alpha. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering multiple fee-based advisory programs and managed account platforms that utilize discretionary manager selection, model portfolios, and overlay management.

Paul Messina is a financial advisor at Alexander Capital Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management since 2018. Prior to this, he worked at Alexander Capital, LP beginning in 2015. 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 manages discretionary accounts with both long- and short-term trading strategies.

Giuseppe Leone is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and four years of industry experience. His prior roles include positions at Infinex Investments, Apple Bank, Ameriprise Financial, and Yotel New York. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments via the CAIS platform. The firm’s advisory services are primarily delivered through a network of investment adviser representatives who provide both discretionary and non-discretionary portfolio management solutions.

Daniel Williams is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets Inc. since 2010 and holds Series 63 and Series 66 designations. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight, supporting bespoke solutions for high-net-worth and institutional clients.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.