James Ahern is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Gladstone Wealth Partners, and Merrill Lynch. In addition to his advisory role, he serves as a police officer with the Nassau County Police Department and provides security presence for local schools, churches, and businesses through Upfront Security Associates, LLC. Bison Wealth serves a diverse client base including individuals, family offices, retirement plans, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, and provides a Turnkey Asset Management Platform to other registered investment advisers.

Carl Kirchner is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at American Portfolios for 19 years and OSAIC for 2 years before joining Ausdal Financial Partners. Outside of his advisory work, he coaches basketball. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored by individual advisors to meet clients’ objectives and risk tolerance.

Colin Moors is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Main Street Financial Solutions in 2023, he worked at American Portfolios Financial Services, Inc. from 2009 to 2023. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach focused on low-cost passive ETFs alongside active strategies, and provides a range of financial planning, wealth management, and retirement consulting services.

Charles Tamburello is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Lincoln Investment Planning Inc. since 2010 and has been affiliated with Hofstra University since 1983. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm utilizes both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary screening processes.

Deepa Gibbons is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and 65 licenses with 20 years of industry experience. Her previous roles include positions at HSBC Securities (USA) Inc. and several other financial firms. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment strategies and offers access to multiple custodial platforms and third-party managers.

Marc Silverstein is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 29 years of industry experience and has also worked with Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of advisory roles, he serves as president and agent at MAS Group, Inc., where he is involved in property and casualty sales and service. 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, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors as well as in-house discretionary investment management.

Mitat Lika is a financial advisor at Gradient Securities, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Gradient Securities since 2016 and AMG Wealth Management Inc. since 2012. Outside of his advisory role, he is the owner of AMG Wealth Management Inc., where he is involved in fixed insurance sales. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management to individuals, retirement plans, trusts, and business entities. The firm employs a non-discretionary approach, combining fundamental, technical, and cyclical analysis, and frequently works with third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing arrangements.

Vincent Tamburello is a Series 66-licensed advisor with Capital Analysts, bringing three years of industry experience. He also has a role at The Campbell Law Group, P.A., where he works on discovery matters. 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 through both discretionary and non-discretionary strategies, leveraging a proprietary mutual-fund screening process and collaborating with third-party managers.

Christopher Pollina is a CFP® with 29 years of experience in the financial services industry, currently serving at Portfolio Medics, LLC since 2021. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he owns and operates a healthy snacks vending business during evenings and weekends. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management combining fundamental, technical, and cyclical analysis, with a client focus on retail and small-business relationships.

Melissa Pavone is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Forefront and Mindful Financial Partners. She previously worked at Oppenheimer & Co for 11 years. Outside of her advisory work, Melissa is involved with Money Matters in Marriage, where she helps couples improve communication about finances, and she founded Mindful Divorce Partners, which focuses on divorce financial analysis. Forefront Wealth Partners is a team-based adviser serving individuals, business owners, and corporate clients through discretionary investment management and comprehensive financial planning. The firm offers customized portfolios and integrates related services such as tax and estate coordination to address a wide range of client needs.

Andrew Buttelman is a Series 63–licensed financial advisor with 43 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is the owner and sole officer of Lifestage Wealth Advisors Inc., a company focused on office leasing and marketing. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary strategies, supported by a proprietary mutual-fund screening process and a nationwide network of independent advisors.

Jacqueline Mallinson is a financial advisor with Verity Asset Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at The Leaders Group DBA Simplicity Investments and Prudential Insurance Company of America. Outside of finance, she operates Jackie’s Craft Room, a crafting business. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focusing on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Domingos Noya is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Lincoln Investment, Great American Advisors, Connecticut Mutual Life Insurance Company, and Employee Benefit Planners. He also works as an independent contractor selling fixed annuities and life insurance through several firms. Capital Analysts serves a range of retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Brian Gordon is a financial advisor with Capital Analysts in Bohemia, NY, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1981 to 2017. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers discretionary investment management via an in-house research team and non-discretionary options through advisors and third parties, utilizing a proprietary mutual fund screening process.

Paul Lorentzen is a CFP® professional with 33 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2020. His prior experience includes roles at Cardea Capital Advisors, Liberty Partners Financial Services, National Securities Corporation, National Asset Management, and extensive tenure at Lorentzen & Trifari CPA's and Linder Capital Advisors. Outside of his advisory work, he holds a president position at Lorentzen & Trifari, CPA's and Elite Wealth Management, though these roles are not investment related. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Nicholas Borkowski is a financial advisor with Capital Analysts in Holbrook, NY, holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Lincoln Investment Planning, Voya Financial Advisors, and TD Bank. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors. The firm manages investments both on a discretionary basis through its in-house Investment Management & Research team and on a non-discretionary basis via advisors and third-party managers.

James Mallinson is a financial advisor at Verity Asset Management with Series 66 credentials. He has one year of industry experience and has held roles at The Leaders Group Inc (DBA Simplicity Investments), Eastern Wholesale Fence, and Bethpage Federal Credit Union among others. Outside of financial services, he is involved with Redhead Marketing Group Inc., where he has been active since 2019. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base including individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process featuring tactical asset allocation across various asset classes and implements both internally managed specialty strategies and third-party models.

Matthew Pisani is a financial advisor with Capital Analysts, holding a Series 63 license and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Pisani co-wrote a children’s rhyming book titled "Nala The Bulldog" and serves as Executive Director of the nonprofit Clean Slate Living, where he speaks on topics including bullying and addiction. Capital Analysts serves retail and institutional clients including high-net-worth investors, trusts, foundations, and businesses. The firm provides portfolio management and retirement-plan advice through a combination of discretionary investment management and advisor-managed portfolios, supported by a proprietary mutual fund screening process and institutional relationships.

Kenneth King Jr. is a financial advisor with Capital Analysts and holds a Series 66 designation. He has eight years of industry experience, including roles at Lincoln Investment and Pasternak Baum & Co., Ltd. He is the owner of Kenny King Consulting Inc., an S Corporation focused on tax structuring and solo 401(k) plans for independent contractors. Capital Analysts serves a broad client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Valley National Bank. Verardi’s career includes roles at Lincoln Investment since 2017 alongside her current position at Capital Analysts. Capital Analysts serves a diverse client base ranging from individual investors to institutions and offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with advisor-managed solutions and emphasizes fiduciary responsibilities for retirement and tax-advantaged accounts.