Matthew Nurnberger is a financial advisor with Santander Securities LLC based in Bronx, NY. He holds a Series 66 designation and has three years of industry experience. His prior work includes positions at The Village Bank and LPL Financial. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, and delivers investment management primarily through the FMAX wrap-fee platform with third-party discretionary managers.

Moshe Alpert is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He has worked at Vanderbilt Advisory Services since 2026 and previously spent over a decade at Northwestern Mutual in various roles. 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, utilizes proprietary model portfolios and third-party sub-advisors, and integrates retirement-plan and benefits services through formal partnerships.

Stephen Levine is a financial advisor at Latitude Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West 5 Boroughs, Inc. and Harbor Financial Inc., where he serves as president. Outside of his advisory role, Levine owns and operates Power Connections Network – Nassau County, a networking group focused on building relationships with accountants and prospective clients. Latitude Advisors serves individual and business clients, offering 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, managing most client relationships on a discretionary basis.

Thomas Fredrickson is a CFP® with 10 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. He holds a Series 65 license and is a general partner at Fredin Associates, an investment-related business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a wide range of clients, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, and offers educational workshops, real-time planning sessions, and pension consulting services.

Tomas McMillan II is a financial advisor at Dynamic with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for the New York City Department of Education for sixteen years. In addition to his advisory role, he also sells life insurance. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, with a focus on customized, long-term investment strategies.

Heather Mc Clintock is a financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She holds a Series 66 credential and has worked at several firms, including Securities America Advisors, Investacorp Inc., and The Blair Financial Group, where she is a partner. In addition to her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and governmental entities, employing both model-based and advisor-managed investment solutions across multiple custodians.

Lindsay Cherashore is a Series 65-licensed financial advisor at Circle Wealth Management, LLC, with eight years of industry experience. She has been with Circle Wealth Management since 2013. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, and related entities. The firm focuses on clients with around $50 million in investable assets and emphasizes a tailored investment approach supported by proprietary due diligence and comprehensive portfolio monitoring.

Michael Taglich is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Taglich Brothers, Inc. for 35 years. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, including asset management, financial planning, brokerage, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a variety of advisory programs with a notable emphasis on non-discretionary client relationships.

Michael Fleming is a financial advisor with TSA Management Inc. based in Glen Head, NY, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with TSA Management since 2009. Fleming also owns a non-investment-related law firm providing legal advice on trusts and estates, and serves as trustee for multiple trust accounts. TSA Portfolio Management Inc. offers investment supervisory and portfolio management services to individuals, high-net-worth clients, retirement plans, foundations, and institutions. The firm manages approximately $1.479 billion across about 2,566 clients, emphasizing asset allocation, tax-aware security selection, and a combination of in-house and third-party management.

Gregory Ferguson is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Marathon (a subsidiary of Stadion Money Management), and InvestX Capital Ltd. prior to joining Cantor Fitzgerald. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a wide range of clients, including individuals, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach incorporating strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

Matthew Monk is a financial advisor at TSA Management Inc with a Series 66 designation and two years of industry experience. He has been with Halliday Financial, LLC since 2023. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts through discretionary and non-discretionary portfolio management. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a broad mix of securities including mutual funds, ETFs, individual equities, and fixed income.

Jorge Oliveira is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Oppenheimer & Co., Inc and Morgan Stanley Private Bank. Insigneo Advisory Services, LLC offers investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm combines customized allocations by individual advisors with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and strategies tailored to client needs.

Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

John Raschella is a financial advisor at The Pinnacle Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with The Pinnacle Financial Group and LPL Financial since 2015. Outside of his advisory role, Raschella serves as an official for the National Junior Baseball League Umpire Association. 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 emphasizes fundamental analysis and customized Investment Policy Statements, managing accounts primarily on a discretionary basis with regular reviews and the potential use of third-party money managers.

Michael Feiler is a financial advisor at Palisade Capital Management, LP with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 1995. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios across various equity and bond strategies, serving both institutional and private wealth clients.

Benjamin Dzialo is a CFA® charterholder with 20 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Alt Fund Distributors, Abbey Capital (US) LLC, and Help To Retire Group. In addition to his advisory role, he acts as an insurance agent for Combined Benefits United. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and discretionary authority through a broad network of affiliated advisers.

Lorraine Salvo is a CFP® professional with 13 years of industry experience, currently serving at Palisade Capital Management, LP. She has worked at Massey, Quick & Co. LLC since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios across various strategies and serves as sub-adviser to mutual funds and investment adviser to collective investment trust vehicles.

Michael Levin is a financial advisor at Vanderbilt Advisory Services with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services, Lincoln Investment, and PMG Securities Corp. Levin is also a partner in Preferred Financial Group, where he is involved in insurance sales and financial planning. 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, model portfolios, third-party sub-advisors, and digital platform access, emphasizing strategic asset allocation supported by fundamental and technical analysis.

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has worked within various Cantor Fitzgerald entities since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm specializes in ETF model portfolios, strategic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

James Pino is a financial advisor with TSA Management Inc. in Glen Head, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at HRC Services, Inc. since 1997. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, emphasizing strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis. The firm manages a diverse range of securities and serves approximately 2,800 client relationships with a team of five advisors.