Justin Corbin is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory role, he is involved in music performance through a contracting position with Nik Entertainment Co. 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 integrates retirement-plan and benefits services with advisory and plan administration through formal partnerships.

Peter Laplaca is a CFP® and ChFC® with 32 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Citi Private Advisory, Boston Private Wealth, SVB Wealth, and First Citizens Investor Services. He is also an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth provides investment management and financial planning services to a wide range of clients, including individuals, trusts, businesses, and retirement plans, employing a primarily long-term approach centered on diversified mutual funds and ETFs combined with fundamental and technical analysis.

Christopher Guarino is a CFP® professional with four years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, and manages approximately $9.47 billion in discretionary assets.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sequent Planning, LLC. In addition to his advisory role, he is the president and principal of Senior Services of North America, a position he has held since 2008. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment advisory and financial planning services. The firm employs diverse investment strategies, including discretionary portfolio management and access to third-party manager solutions, while maintaining a focus on retirement-plan service integration and institutional manager relationships.

Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

George Rioseco is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Summit Financial and its related firms since 2008 and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he coaches youth lacrosse for the 2Way Lacrosse Club and participates as a vocalist and guitarist in a neighborhood band. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Emiliano Avalos Paiz is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Arete, he worked at Fincadia and has a background in education, having taught at various schools including W.C. Mepham High School and Monsignor McClancy Memorial High School. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Katelyn Della Porta is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has previous work experience that includes roles outside of finance, such as at Liz Schwind Catering and JD Sports. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its offerings.

David Gordon is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Trustmont since 2009. Outside of his advisory role, he owns and operates Gordon Wealth Inc., engaging in the sale of life, disability, and health insurance, as well as conducting financial education seminars through the American Financial Education Alliance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach informed by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Mark Schrader is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked with National Asset Management and National Securities Corp. Outside of his advisory work, he serves as president of the board of directors for Island's End Golf & Country Club. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels within its service offerings.

Ronald Rothchild is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Arete in 2022, he worked at National Asset Management and National Securities Corp from 2017 to 2022. Outside of his advisory role, he is involved with several related investment and insurance businesses under the Fincadia name. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Altin Tirana is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Gladstone in 2020. Outside of his advisory role, he is the managing partner of Altin Tirana LLC, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Jane Ircha is a financial advisor with Aegis Capital Corp. in Bronxville, NY, holding Series 63, 65, and 66 designations and 26 years of industry experience. She has been with Aegis Capital Corp. since 2012 and also works with Milton Skinner LLC since 2010. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through multiple programs with a focus on non-discretionary advisory relationships.

Mary Tupper is a financial advisor at Bison Wealth, LLC in Huntington, NY, holding a Series 66 designation with 26 years of industry experience. Her prior roles include positions at Capital Group Private Client Services, Capital Bank & Trust Company, Wells Fargo Clearing Services, and Citigroup Global Markets. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that incorporate tactical and strategic allocations across liquid and private-market strategies.

Alex Rusinowitz is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 14 years of industry experience. He is currently with Arkadios Wealth Advisors and has previously worked at Commonwealth Financial Network and RCA Capital Group. Rusinowitz is also associated with Monogram Wealth Partners, an entity involved in investment-related activities. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and combines fundamental, technical, and cyclical investment analysis methods.

Philip Winters is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Alexander Capital Wealth Management LLC and Alexander Capital LP since 2012 and has also worked at Morgan Stanley Smith Barney since 2010. 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 uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Sharlene Jamison is a financial advisor at Vanderbilt Advisory Services with 13 years of industry experience. She holds a Series 63 designation and has previously worked with GWN Securities Inc. and The Meridian Financial Company. Outside of her advisory role, she is the founder of International Life Essentials, a coaching and consulting business serving professionals. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management with an investment approach that combines fundamental, technical, and charting analysis, supported by proprietary models, third-party sub-advisors, and digital platforms.

Panagiotis Ermogenous is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including CitiGroup, Wells Fargo Clearing, Capital One Advisors, and JP Morgan. He has been with Santander Securities and Santander Bank since 2023. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.

Brett Goldstein is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Vanderbilt in 2019. Outside of his advisory role, he is an investor in a profit trust. 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 utilizing a mix of fundamental, technical, and charting analysis.

James Lee is a financial advisor at Level Four Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has worked at Mid-Atlantic Securities, Inc. for 18 years before joining Level Four Advisory Services and Level Four Financial in 2022. Lee has also been affiliated with Queens College since 2006. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing tailored model portfolios and integrated financial capabilities.