Anna Levine is a financial advisor at Latitude Advisors, LLC, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Aon Securities LLC, MUFG Bank, N.A., PricewaterhouseCoopers, LLP, and The AYCO Company, L.P. Latitude Advisors serves individuals, high-net-worth clients, and institutional and corporate clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a range of model portfolio strategies, including valuation-driven and momentum-based approaches, and manages most accounts on a discretionary basis with continuous monitoring and rebalancing.

Rabin Kaydanian is a financial advisor with The Partners Wealth Management in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include a 13-year tenure at American Portfolios Financial Services, Inc. and positions with OSAIC and Osaic Advisory Services. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans through a multi-team advisor structure, offering comprehensive investment management and financial planning. The firm employs customized portfolio strategies using internally developed and third-party models, with discretionary authority commonly granted by clients.

Randall Diamond is a financial advisor at Tsa Management Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he works as a youth soccer coach and trainer with Super Soccer Stars. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional clients, focusing on strategic asset allocation and diversified portfolios managed through discretionary and non-discretionary approaches. The firm manages a mix of securities and emphasizes tax considerations, with a team of five advisors overseeing approximately $1.285 billion in assets.

Howard Douglas is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, having previously worked at firms including Equitable Advisors and American Portfolios Financial Services. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary model portfolios and access to independent third-party sub-advisors.

Valentina Solomita is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2013 and is also the owner of American Centurion Financial LLC, a registered investment advisor. Outside of her advisory roles, she is involved in several entrepreneurial ventures focused on regional economic growth and job creation, including founding VS Global Financial Solutions and Pure Hedge, LLC. Vanderbilt Advisory Services serves a broad mix of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Ian Millman is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kingsview in 2019. Millman is also a partner in M&M Wealth Management, an advisory business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

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 Cherry Bekaert Benefits and Comprehensive Actuarial Services, Inc., and serves as an executive co-managing life insurance and retirement plan services at Chernoff Diamond through USI Consulting Group. Additionally, she is a board member of the Art League of Long Island. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services, including investment management, retirement plan consulting, financial planning, and insurance advisory services, operating through a network of independent Financial Professionals and affiliated advisers.

Richard Lahn Jr. is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 18 years of industry experience. He has worked with The Pinnacle Financial Group since 2013 and has been affiliated with LPL Financial since 2012. In addition to his advisory roles, Lahn is an author of *The Original Money Book*. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis across multiple asset classes and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

Konstantin Prives is a financial advisor with RBC Securities, Inc. in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services within a banking-affiliated group and delegates investment management to its sub-advisor, RBC Rochdale.

Cari Walling is a financial advisor at Procyon with 25 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Pivotal Planning Group and AXA Advisors. 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 offers services such as investment management, financial planning, retirement plan advisory, and institutional consulting, employing a customized, fundamentally driven investment process with both discretionary and non-discretionary strategies.

Reese Hughes is a financial advisor with Tsa Management Inc. holding Series 65 and Series 63 licenses and has 14 years of industry experience. He has worked at Halliday Financial, LLC since 2017 and previously held positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion for about 2,566 clients, utilizing model allocations, asset allocation strategies, and tax-aware security selection.

George Crowley III is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 credentials. He has 32 years of industry experience and has previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Ameriprise Financial Services. Crowley is also involved with Flurry Associates LLC as an equity owner and manager. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, employing a long-term investment approach with a range of portfolio options including ETFs, mutual funds, individual securities, and alternative investments.

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 financial advisor with Capital Analysts and holds a Series 63 designation. She has 28 years of industry experience, including roles at Lincoln Investment and Legend Advisory Corporation. Outside of her advisory work, Mcclaney volunteers with youth programs such as the Big Brothers Basketball Association and serves as an adjunct professor teaching business classes at Suffolk County Community College. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and foundations. The firm utilizes an in-house investment management team and proprietary tools to offer discretionary and non-discretionary portfolio management, with services tailored through custom portfolios, model portfolios, and third-party managers.

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 designation and 23 years of industry experience. He has worked at Latitude Advisors since 2015 and concurrently operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

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.