Mark Egener is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, and LPL Financial. Outside of his advisory work, he is associated with Great Western Drilling Co., a non-investment-related business. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing 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 advisory relationships and multiple sponsored and third-party platform programs.

Frank Nargentino is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022. He previously worked at National Asset Management and National Securities Corporation from 2015 to 2022. Outside of his advisory role, Nargentino is a board member and treasurer for Program Development Services, a nonprofit supporting individuals with developmental disabilities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Robert Longsworth is a financial advisor at Greenwich Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Greenwich Wealth Management since 2016, following a brief tenure at Private Client Services. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, using fundamental, technical, and macro analysis to tailor portfolios across a range of investment vehicles and strategies.

Michael Wolson is a financial advisor at Colter Lewis Investment Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has been with BBR Partners since 2016. Colter Lewis provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm employs an active asset allocation process and constructs diversified portfolios across public and alternative asset classes, focusing largely on non-discretionary advisory mandates.

William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Latitude Advisors since 2015 and concurrently operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

Kenneth Arellano is a financial advisor with Vanderbilt Advisory Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory work, he is involved in fixed insurance sales and serves as president of The Retirement Optimization Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a strategic asset allocation process that incorporates fundamental, technical, and charting analysis, and maintains formal integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Mark Levin is a financial advisor with Capital Analysts, holding a Series 63 designation and 22 years of industry experience. He has worked with Lincoln Investment, Preferred Financial Group, and Park Avenue Securities throughout his career. Levin is the owner and president of Your Personal Broker, Inc., a corporation involved in insurance and investment sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house research team and proprietary screening tools, and maintains affiliations with Lincoln Investment and Pershing/BNY to support its advisory services.

Gregory Domond is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., MML Investor Services, and MassMutual Life Insurance Company. Outside of advising, he is a co-owner of Red Door Learning Company, a preschool and therapy services provider, and founder of United For More, a nonprofit focused on education, wellness, and community. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Joseph Waters is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and GWN Securities. Waters is also involved in servicing individual senior Medicare supplemental policies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based and commissionable products and delivers tailored investment recommendations through multiple program structures and analytic approaches.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Bison Wealth serves a broad range of clients including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.

Kevin Murphy is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and Sterling National Bank. In addition to his advisory work, he is involved with Senior Services of North America, assisting seniors in comparing Medicare Advantage and Medigap plans. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and integrates retirement-plan consulting with advisory services through relationships with third-party administrators and affiliated broker-dealer platforms.

John Fenrich III is a financial advisor at Procyon with one year of industry experience. He holds a Series 65 credential and has previously worked at Intercontinental Capital Group and Nationwide Mortgage Bankers. Outside of advising, he is involved in residential mortgage banking and real estate brokerage, serving as a sales manager and real estate agent respectively, as well as licensed insurance sales. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and private funds. The firm focuses on customized, fundamentally driven portfolios using a mix of mutual funds, ETFs, individual equities, and fixed income, and offers a broad range of services from investment management to retirement-plan advisory and institutional consulting.

Jeff Medina is a financial advisor at Shelton Capital Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Terra Capital Markets, LLC from 2014 to 2017. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individuals. The firm employs an active, discipline-specific investment approach that incorporates fundamental, technical, and quantitative analysis, including options and derivatives strategies, ESG screening, and data-science techniques.

Christopher Truncellito is a financial advisor at TSA Management Inc with four years of industry experience. He holds the Series 66 designation and has been with Halliday Financial, LLC since 2021. Prior to his advisory career, he was a full-time student at SUNY Oneonta. 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.

Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Christopher Mcclure is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Westport Capital Markets and Vanderbilt Securities. Mcclure also serves as President of VFG Westport, LLC, a non-investment related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Linda Borst is a financial advisor with The Pinnacle Financial Group and holds the ChFC® and Series 63 designations. She has 41 years of industry experience, including prior roles at Wells Fargo Advisors and LPL Financial. She provides investment advisory services through The Pinnacle Financial Group, an independent registered investment advisor. The Pinnacle Financial Group offers 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 utilizes 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 reviews.

Martin Harper is a financial advisor at Kingsview Wealth Management, LLC with five years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2021 and has prior experience at Resnik & Oppenheim CPAs and Broadway Financial Management LLC. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various asset classes, with additional services such as retirement plan consulting and access to alternative investments.