Denis Moynihan is a financial advisor with Tsa Management Inc, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at HRC Services, Inc. since 1993 and HRC Financial Planners since 1985. Outside of his advisory work, he is a partner in two non-investment-related real estate holding companies. 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 blend of fundamental, qualitative, and technical analysis, managing a broad mix of securities with a focus on dividend-paying equities and diversified model allocations.

Gregory Kennedy is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Summit Brokerage/Cetera, and Atlantic Financial Group. Kennedy is also involved in providing investment advisory services through Atlantic Financial Group, a business he has been associated with since 2008. The Pinnacle Financial Group offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a written Investment Policy Statement tailored to each client and uses fundamental analysis across various investment instruments, managing accounts primarily on a discretionary basis with regular reviews.

Mathew Carrion is a financial advisor at Latitude Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Carrion, Do Carmo & Co since 2021. In addition to his advisory role, he is an accountant at a full-service accounting firm where he handles training, management, taxes, and review. Latitude Advisors serves individuals, high-net-worth clients, and a range of institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services, utilizing valuation-driven and momentum-based multi-asset models combined with continuous portfolio monitoring and rebalancing.

Christopher Stone is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and Winslow, Evans & Crocker, Inc. Stone serves on the co-op board for Appleby Arms Owners Corp in New York. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm provides a range of services including advisory programs, financial planning, retirement solutions, and access to third-party managers, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.

Jacob Saxton is a financial advisor with Advisors Capital Management, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Advisors Capital Management serves individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with customized private accounts, model strategies, and a self-directed brokerage solution, managing over $8 billion in discretionary assets across a broad range of equity and fixed-income approaches.

Dennis Mikhno is a financial advisor at Cantor Fitzgerald Investment Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Citadel Securities Americas LLC, Morgan Stanley & Co. LLC, and Barclays Capital Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios utilizing a process of asset allocation, portfolio construction, and rebalancing, and manages fixed-income and equity strategies across various registered investment companies and private pooled funds.

Noah Maman is a financial advisor at B. Riley Wealth Advisors, Inc., holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. He is involved in non-investment activities related to consulting with tax clients interested in wealth management or financial planning across multiple locations. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a variety of programs including Advisor-as-Portfolio-Manager services, third-party managed strategies via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in assets through a team of about 173 advisors.

Joseph Johnson is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 41 years of industry experience. He has been with Vanderbilt Securities, LLC since 2011. Outside of his advisory role, Johnson works as a registered nurse for the Veterans Administration. 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 process incorporating fundamental, technical, and charting analysis, and is noted for its formal integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Robert Shapiro is a financial advisor at Cannell & Spears LLC based in New York, NY, with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach focused on proprietary fundamental research and concentrated security selection.

Peter Cook is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Vanderbilt Securities, LLC since 2015. Outside of his advisory role, he serves as an administrative assistant for Essex Village Manor LLC, where he manages resident census and payroll duties remotely. 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 combining fundamental, technical, and charting analysis.

Robert Zola is a CFP® professional with 10 years of experience in financial advising. He currently works at Winthrop Wealth, where he has been since 2017, and previously was with LPL Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term investment approach with a four-step process and uses a combination of in-house management and third-party sub-advisers to implement tax-managed and options-based strategies.

James Arellano is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience that includes roles at The Retirement Optimization Group and positions in educational institutions such as The University of Tampa and Finger Lakes Community College. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a range of investment strategies incorporating fundamental, technical, and charting analysis, and offers portfolio management along with financial planning and consulting services.

James Piangozza is a CFP® and CFA® with 28 years of experience in financial advisory. He is currently with United Capital Financial Advisors and has prior experience at firms including Goldman Sachs and Total Financial Advisors. He is also licensed as an insurance agent for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions, technology platforms for independent advisors, and operates affiliated legal and trust entities.

Charles Bustin Jr. is a CFA® charterholder with 4 years of industry experience, currently serving as an advisor at Douglas C. Lane & Associates since 2010. He is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for a diverse client base, including high-net-worth individuals, families, trusts, endowments, and institutions. The firm emphasizes proprietary fundamental research and offers customized portfolios focused on individual equity securities and fixed income, alongside financial planning and access to third-party cash, credit, and insurance solutions.

Benjjamin Zales is a financial advisor with Wealth Watch Advisors, Inc, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Chelsea Financial Services Inc, IP Financial Advisory Services LLC, Innovation Partners LLC, and McRoberts Protective Agency. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment methods, utilizing third-party model managers and offering access to approved alternative private placements for eligible accredited investors.

Robert Schpoont is an investment advisor representative at Composition Wealth, LLC with 23 years of industry experience. He previously spent 24 years at North Shore Asset Management, LLC and is currently dually registered with both firms during a transition period. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, supplemented by other asset types, and manages approximately $9.47 billion in discretionary assets.

Falgun Jariwala is a financial advisor with The Pinnacle Financial Group, holding a Series 66 designation and 17 years of industry experience. He has been with The Pinnacle Financial Group since 2014 and also maintains a longstanding relationship with LPL Financial, LLC since 2008. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including 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 instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Scott Shames is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Alliance Global Partners since 2022, with prior experience at National Asset Management, Inc. and V-Finance. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Phillip Pedrena is a Series 66–registered advisor with Snowden Capital Advisors LLC, based in New York, NY. He has 19 years of industry experience and has worked at Snowden Lane Partners since 2014. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.