Warren Raum is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. Outside of his advisory work, he is involved in management consulting, executive coaching, writing, game development, and nonprofit strategic planning and fundraising. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Ryan Gregory is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. His background includes roles outside finance in the hospitality and cruise industries. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals and institutional clients, using a quantitatively based, systematic investment approach that incorporates proprietary models and a wide range of strategies including options-defined outcome overlays and alternative interval funds.

Henry Nunez is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds the Series 65 and Series 66 licenses. Prior to joining Aegis in 2025, he worked at Apple Bank and Infinex Investments, among other firms. Outside of his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. offers investment advisory and financial services to both individual and corporate clients, providing a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable focus on non-discretionary advisory relationships.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and has worked at Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, corporations, and institutional investors. The firm’s investment approach involves customized advice and a blend of mutual funds, ETFs, equities, fixed income, options, and active reallocation, utilizing both individual advisor styles and third-party research.

Stephanie O'Donnell is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. She has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, and Axiom Investors. O'Donnell holds a Series 65 credential. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.

Christopher Cannata is a financial advisor at Howard Capital Management, LLC in Melville, NY, with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Howard Capital Management in 2019, he worked at Penn Square Real Estate Group, KBS Capital Markets Group LLC, Owl Rock Securities, and Carey Financial, LLC. Howard Capital Management serves a diverse client base, including individuals, institutions, trusts, estates, and charitable organizations. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to deliver discretionary portfolio management and other investment services.

Howard Kibrick is a CFP® with 29 years of industry experience, currently affiliated with TSA Management Inc. He has worked at HRC Investment Services since 2007 and Grant Wilfley Casting since 2026. Howard serves as President of the NENY Financial Planning Association Chapter and holds leadership roles at the Sidney Albert JCC of Albany, including assistant treasurer and treasurer on the finance committee. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, managing approximately $1.479 billion for around 2,566 clients across 31 advisors.

Joseph Tedeschi is a financial advisor at TSA Management Inc with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with HRC Investment Services, Inc. since 2012. Outside of his advisory role, he is a 50% owner of Primo Property Development, where he spends a few hours weekly involved in property development activities. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities through discretionary and non-discretionary portfolios.

Kerim Tulun is a CFP® professional with 14 years of industry experience, currently serving at Vanderbilt Advisory Services since 2018. Prior to that, he worked at UBS Financial Services from 2014 to 2018. He is also the founder of KT Wealth Management and serves as a board member of the Warwick Valley Chamber of Commerce. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Peyton Iott is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Kovitz Investment Group Partners, Connectus DBA NorthCoast Asset Management, Hippo Technologies, the University of New Haven, and Seymour High School. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary market-exposure and security-scoring models and offers a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Matthew Rendell is a CFP® professional with seven years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He previously worked at Deloitte & Touche for eight years and is also associated with Vanderbilt Securities, LLC. Rendell serves as a board member of the Glen Cove Chamber of Commerce. Consolidated Portfolio Review Corp 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 discretionary and non-discretionary managed accounts alongside proprietary model portfolios.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including National Asset Management, Oppenheimer, and Raymond James Financial. Outside of his advisory role, he is the owner of CARA Corp Capital One Bank for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, utilizing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Patrick Jamin is a CFA® charterholder with 14 years of experience in investment management. He is currently with Kovitz Investment Group Partners, LLC, having previously worked for Connectus Wealth and spent nine years at NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary models and offers a diverse range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.

Artem Davletshin is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Kovitz Investment Group Partners, Connectus Wealth, Columbia University, Waldron Rand, and Merchant & Scholar. He is currently affiliated with NorthCoast Asset Management LLC in Greenwich, CT. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a range of strategies, including equity and fixed income, options overlays, and alternative interval funds.

Xiaoyong Wang is a CFP® professional with 18 years of experience in the financial industry, currently serving at Consolidated Portfolio Review Corp. His prior experience includes roles at Vanderbilt Financial Group, Spire Investment Partners, and Morgan Stanley. Outside of finance, he is the Executive Director of CHESSanity Inc., an organization that promotes chess through tournaments, and he provides college admissions consulting through Pick-A-Path Edvice LLC. Consolidated Portfolio Review Corp offers 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, employing both proprietary model portfolios and third-party sub-advisors.

George Drakos is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services tailored to client objectives.

Eric Goodman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. He previously worked at Equity Services, Inc. for 11 years and has been affiliated with National Life for 13 years. Outside of advisory roles, he is involved in fixed insurance sales and works as a broker focusing on fixed life insurance and annuity products. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Carlton Anderson is a financial advisor at Savvy with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Dowling Group Wealth Management, Newman and Associates, Ameriprise Financial Services, Janney Montgomery Scott, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Randall Diamond is a financial advisor at Tsa Management Inc with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he is involved in youth sports coaching as a trainer for Super Soccer Stars. Tsa Management Inc provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across 2,566 clients, employing model-based portfolio construction with an emphasis on asset allocation, tax-aware security selection, and quarterly rebalancing.