Benjamin Lathrop is a financial advisor with Bailard, Inc. He holds Series 66, Series 63, and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Newoak Capital Markets, Franklin Templeton Investments, Citigroup Global Markets, and Bear Stearns Asset Management. Bailard provides wealth management and asset management services to a variety of individual and institutional clients, offering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm employs an active, multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment, and it serves clients including high-net-worth individuals, endowments, foundations, pension plans, and pooled investment vehicles.

John Buser Jr. is a financial advisor at The Pinnacle Financial Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sequent Planning, LPL Financial, J.P. Morgan Securities, and Chase Investment Services. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a range of clients including individuals, trusts, charitable organizations, and business entities. The firm uses an investment approach based on documented client objectives and fundamental analysis, managing portfolios with a mix of mutual funds, equities, bonds, ETFs, and alternative investments.

Renee Willett is a financial advisor at The Pinnacle Financial Group with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at LPL Financial LLC, Neuberger Berman, Watermill Institutional Trading, and LWPARTNERS. Outside of finance, she has experience as a performer in comedy and holds a real estate agent license. 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 for each client and applies fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and annual reviews.

John Vissicchio is a CFP® and financial advisor at Procyon with five years of industry experience. He is also the managing member of Richards, Vissicchio, & Poliseno CPAs PLLC, where he provides management consulting and tax services. Procyon offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, utilizing a mix of mutual funds, ETFs, individual equities, and fixed income with a focus on fundamental analysis and combines internal portfolio construction with access to independent managers and technology-driven decision support.

Jillian Dragone is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors. Her prior roles include positions at Apexium Financial, AllianceBernstein, and Morgan Stanley. United Capital Financial Advisors provides nationwide financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and supports other independent advisors through its technology platform, FinLife Partners.

Amos Akinyooye is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 18 years of industry experience. He previously worked at Equitable Advisors and Cetera before joining Vanderbilt. Outside of advising, he is president of Aston Consulting Group, a financial services firm. Vanderbilt Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, charitable organizations, and retirement plans. The firm uses a strategic asset allocation approach and combines fundamental, technical, and charting analysis, supporting a range of investment time horizons and integrating retirement-plan and benefits services alongside advisory offerings.

Lynne Ford is a financial advisor at Vanderbilt Advisory Services with a Series 66 designation and two years of industry experience. Prior to joining Vanderbilt Securities, LLC, she worked at JetBlue for 18 years. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis to manage portfolios tailored to client objectives, while also integrating retirement-plan and benefits services through partnerships with third-party administrators.

Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.

Beverly Mingola is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and 42 years of industry experience. She has been with Vanderbilt Securities, LLC since 2005. Outside of her advisory role, she is involved as a distributor in a multi-level networking organization unrelated to investments. 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, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that integrates strategic asset allocation and various analytical methods tailored to client objectives.

Peter Costa is a financial advisor with Santander Securities LLC in Forest Hills, NY, holding Series 63 and Series 65 designations and 16 years of industry experience. His career includes roles at Santander Bank, NA and Capital One Investing, LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports individuals, ERISA and IRA accounts, and institutional clients, and offers investment management primarily through the FMAX wrap-fee platform with multiple third-party discretionary managers.

Daniel Yankovich is an advisor at B. Riley Wealth Advisors, Inc. with the Series 66 designation and recently began his career in financial advising. Prior to joining B. Riley, he has held roles outside the industry, including work at Oh Baby Games and the New Jersey Institute of Technology. B. Riley Wealth Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets. The firm offers various investment programs and financial planning services through a team of about 173 advisors.

Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at CitiGroup, Wells Fargo Clearing, and Prudential Equity Group. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser serving individual and high-net-worth clients, as well as intermediaries, through comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, evidence-based investment approach combined with behavioral economics and offers access to institutional-quality alternatives and precious metals custody services.

Anthony Walley is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 credential and located in Brooklyn, NY. He has experience at J.O.Y. Wealth Partners and Charles River Laboratories, along with roles at Icahn School of Medicine at Mount Sinai and Umass Chan Medical School. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory styles and third-party manager relationships.

Patrick Haggerty is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aegis since 2015. Outside of his advisory work, he serves as a board member for the Larchmont Volunteer Ambulance Corps. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering 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 client relationships and a combination of advisory and broker-dealer revenue sources.

Joseph Trifiletti is a Series 66-credentialed financial advisor with 19 years of industry experience. He is associated with Consolidated Portfolio Review Corp and has held roles with Vanderbilt Securities, LLC, Vanderbilt Advisory Services, ImpactU.Investments, LLC, and ARK Global. Outside of advisory work, he serves as treasurer and partial owner of Members Equity Insurance Company, a captive insurance agency. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, financial planning, and access to sub-advisors, utilizing a network of affiliated financial entities and a platform that supports both in-house and third-party managed portfolios.

Mier Wang is a financial advisor at Maridea Wealth Management with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Silver Point Capital and MGG Investment Group. Outside of finance, he owns multiple restaurants in New York City through AYS Noodle Company LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $2 billion in client assets using diversified, tax-aware portfolios primarily composed of low-cost mutual funds and ETFs, and incorporates AI tools to support research and administrative tasks under human oversight.

Juan Romero is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Encompass More, he worked at Income Lab and TD Bank, and has experience in education at John Jay College of Criminal Justice and the High School for Arts and Business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and select digital-asset exposures.

Thomas Kelly is a financial advisor with Vanderbilt Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach supplemented by fundamental and technical analysis, and is noted for its integration with retirement-plan and benefits firms.

Gregory Owsiany is an advisor with Bison Wealth, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at BNY Mellon Securities Corporation and BNY. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs an outcome-focused investment approach using multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Scott Rochlin is a financial advisor with Maxim Financial Advisors LLC and holds Series 63 and Series 65 registrations. He has 27 years of industry experience, including over 20 years with Maxim Financial Advisors LLC and 24 years with Maxim Group LLC. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base that includes individuals, trusts, estates, corporations, retirement accounts, sovereign wealth funds, and government entities. The firm’s representatives customize investment advice and may manage accounts directly or utilize third-party platforms and strategies combining mutual funds, ETFs, equities, fixed income, and other investment vehicles.