Christopher Wolfe is a financial advisor with Vanderbilt Advisory Services and holds a Series 63 designation. He has 25 years of industry experience, including roles at American Portfolios Financial Services, Inc., Park Avenue Securities, and Guardian Life Insurance Co. Outside of his advisory work, Wolfe is involved in insurance sales and marketing through his role as president of CJW Financial Associates and serves as an independent insurance agent. 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 combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Gurjot Waraich is a financial advisor at Aegis Capital Corp. with a Series 66 designation and one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including work at Postmates and Dunkin Donuts. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and focuses on individual, corporate, and retirement plan business.

Michael Dowd is a financial advisor at SeaCrest Wealth Management, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2016. He also has experience as an independent insurance agent. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm takes a customized, long-term investment approach using fundamental and technical analysis and incorporates artificial intelligence tools to support decision-making.

Michael Porricelli is a financial advisor at NorthCoast Asset Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC, Connectus Wealth, and Ameriprise Financial Services, among others. Outside of his advisory role, he is a licensed real estate salesperson engaged in part-time, self-employed real estate activities in Connecticut for personal use only. 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 that includes proprietary market-exposure and security-scoring models, offering a broad range of strategies from strategic asset allocation to options-defined outcome overlays and alternative interval funds.

Isaiah Aponte is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at National Securities Corporation and Arete Wealth Management LLC. Outside of his advisory work, he is also an independent insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm emphasizes discretionary portfolio management supported by proprietary models, third-party managers, and regular account monitoring.

Christopher Arellano is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Arellano worked at Vanderbilt Securities, LLC and has experience in education and small business operations. 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 digital platforms, and provides financial planning and consulting services.

Douglas Jamieson is a financial advisor with Gamco Asset Management Inc. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Associated Capital Group, Inc., Gabelli Funds Distributor, LLC, G.research, LLC, GAMCO Investors, Inc., and GAMCO Asset Management (UK) Limited. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-driven investment philosophy supported by fundamental research and offers a range of customized institutional separate-account composites.

Daniel Bredow is a financial advisor at Consolidated Portfolio Review Corp with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Vanderbilt Advisory Services. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which focuses on marketing and payroll activities. Consolidated Portfolio Review Corp serves a diverse client base, including individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers tailored investment management and financial planning through a multi-advisor platform, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Michael Blueweiss is a financial advisor at Arete Wealth Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and National Asset Management. Outside of his advisory role, he volunteers as a charity advisor for The Coltrane Home of Dix Hills. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers discretionary portfolio management alongside comprehensive planning services.

Anthony Becker is a CFP® with 34 years of experience in the financial industry. He is currently with Lincoln Investment and has been there since 2010. In addition to his advisory work, Becker provides income tax preparation and fixed insurance services through his own businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through a proprietary mutual fund screening process and access to third-party managers, delivering services via a nationwide network of independent advisors and firm-managed programs.

Howard Ward is a CFA® charterholder with 44 years of industry experience, currently serving at GAMCO Asset Management Inc. He has held positions with Gabelli Funds, LLC, GAMCO Investors, Inc., and Teton Advisors, Inc. Ward is a board member and head of the asset management committee at Heartcare International and volunteers on the finance committee of the American Foundation for the Blind. GAMCO Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, including pension plans, endowments, and private investors. The firm employs a research-driven value approach supplemented by growth strategies and manages approximately $11.6 billion in assets, offering tailored portfolio management alongside sub-advisory and model portfolio services.

Byrke Sestok is a CFP® with 24 years of industry experience, currently serving as an advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of his advisory work, he is an artist designing enamel hat pins and teaches at the College for Financial Planning. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized investment programs that incorporate multiple analysis methods and a broad range of portfolio instruments. The firm operates at scale with multiple advisory teams and affiliated entities that provide additional financial services.

Zachary Nedell is a CFP® with two years of industry experience, currently affiliated with Aegis Capital Corp. He previously worked at Z Score Sports LLC, Cox Media Group, MAP 360 Collective, and Binghamton University. Nedell has been involved as a junior partner in Larchmont Wealth Management. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, and related services. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, with a focus on non-discretionary advisory relationships and an active broker-dealer business.

Nicole Lauria is a Series 66-licensed advisor with Vanderbilt Advisory Services in Woodbury, NY. She has been with Vanderbilt Securities, LLC and Vanderbilt Advisory Services since 2025 and has prior experience at J. Chite and Associates dating back to 2005. 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, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analysis techniques tailored to client objectives.

Michael Caputo is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to his advisory work, he serves as president of MAC Pension, Inc. and is a member of the Estate Planning Council of Westchester County. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Danny Sookram is a financial advisor at Aegis Capital Corp. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is president of Sookrams Ventur Inc., a company involved in property management. 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 services. The firm operates with both discretionary and non-discretionary client relationships and is notable for its active broker-dealer operations alongside advisory services.

Andre Renzo is a financial advisor at Aegis Capital Corp. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Aegis Capital since 2014. Outside of his advisory role, he is involved as a clerical member of a real estate holding company, MSA Unlimited LLC. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

John Marchisotta Jr. is a CFP® with five years of industry experience, currently serving as an advisor at Procyon. He previously spent 15 years with Pivotal Planning Group, LLC. Outside of advising, he acts as co-trustee and trustee for several family trusts and is a partner in Procyon Risk, LLC and Procyon Tax, LLC. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in client assets and employs both discretionary and primarily non-discretionary management strategies using mutual funds, ETFs, equities, and fixed income with a combination of internal portfolio construction and access to independent managers.

Frank Ingarra Jr. is a financial advisor at NorthCoast Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Connectus Wealth. He spent ten years at NorthCoast before joining Kovitz and returning to the firm following its reorganization. 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 quantitatively based, systematic investment processes using proprietary models, offering a range of strategies including strategic asset allocation, equity and fixed income, tactical equity, options-based overlays, and alternative interval funds.

Alexandria Ferrara is a financial advisor at Capital Analysts with 11 years of industry experience and holds a Series 66 designation. She has worked at Lincoln Investment and Danone North America and also provides tax accounting and insurance services as a Certified Public Accountant through A.T. Becker & Associates, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.