Mario Didomenico is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously held roles at StockCross Financial Services and Summit Brokerage Services Inc. Since June 2024, he has also engaged in non-investment-related consulting through DiDomenico Associates, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform alongside third-party and independent managers, employing Modern Portfolio Theory within a wrap-fee structure and offering both discretionary and non-discretionary portfolio management.

Nathanael Mannone is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Management. His background includes roles in academia and international organizations prior to entering the financial sector. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Barbara Villella is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at firms including Muriel Siebert & Co., Inc., LV Capital Partners, and Peterson Investments. Outside of her advisory roles, she is a franchise owner of Dream Vacations and operates a cruise business through an LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform. The firm employs a range of strategies including Modern Portfolio Theory, sub-advisory solutions, and a mix of discretionary and non-discretionary portfolio management.

Christopher Toro is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Joseph Gunnar & Co., LLC for 11 years before joining Alliance Global Partners in 2025. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Stephen Decatur III is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services.

Dustin Vancott is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Aegis Capital Corp and Fahnestock & Co. Inc. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other clients, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities alongside standard advisory services.

Juan Matallana is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at B. Riley Wealth Advisors, Inc. and National Securities Corporation. Outside of his advisory role, he serves as a board member and COO of SEFT FC Corporation, a 501(c)(3) nonprofit semi-professional soccer team. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels to support its advisory services.

Michael Lee is a financial advisor with Compass Financial Management LLC in New York, NY, holding Series 65 and Series 66 registrations and 22 years of industry experience. He has worked at multiple firms, including Altium Wealth Management, Commonwealth Financial Network, and Tiger Wealth Management. Outside of advisory roles, Lee is a media commentator and speaker on economics, markets, and politics for outlets such as Fox Business and RFD-TV, and serves as CFO for Audiebant US, a technology reseller. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a combination of fundamental, technical, and cyclical analysis, using both third-party managers and internally managed model portfolios.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. 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 wide range of advisory and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

Raymond Adams is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Santander Securities since 2012 and has also been associated with Santander Bank, NA since 2006. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

James Engle is a financial advisor at John W. Bristol & Co., Inc. with six years of industry experience. He holds the CFA® and CIC designations, along with Series 63 and Series 65 licenses. James has been with John W. Bristol & Co., Inc. since 2000. John W. Bristol & Co., Inc. is an employee-owned investment adviser founded in 1937 that serves endowments, foundations, charitable organizations, pension and profit-sharing plans, corporate clients, and select high-net-worth individuals. The firm employs a research-intensive, fundamental, long-term investment approach focused on companies with durable competitive advantages, integrating equity and fixed-income analysis to manage volatility and pursue multi-year real return objectives.

Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. based in Brooklyn, NY, with 3 years of industry experience. She holds a Series 65 designation and has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and maintains a weekly investment committee for portfolio oversight.

Anna Levine is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds the Series 66 and Series 63 licenses. Her prior roles include positions at Aon Securities LLC, MUFG Bank, and PricewaterhouseCoopers, LLP. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm employs both valuation-driven and momentum-based multi-asset model strategies and generally manages accounts on a discretionary basis with ongoing monitoring and rebalancing.

Alexandra Stimpson is a financial advisor at Sapient Capital LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley & Co LLC, Corient Capital Partners, LLC, and Jump Investors. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds, as well as a sub-advisor to registered ETFs.

John Shall is a financial advisor with Cetera Planning Partners who holds a Series 63 designation and has 27 years of industry experience. Before joining Cetera Planning Partners, he worked at Avantax Advisory Services and 1st Global Advisors, among other firms. He serves as treasurer of the Staten Island Political Alliance and is a member of the executive committee for the North Shore Long Island Jewish Health Care System Board of Trustees. He is also chairman of the board of trustees at Staten Island University Hospital. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning services, emphasizing diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance.

Stephen Dean III is a CFA® charterholder with five years of experience in the financial industry. He is currently with Compound Planning, Inc. in New York, NY, and previously worked at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory role, he provides informal product strategy advice to two pre-revenue startups in the technology sector. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment process using fundamental, technical, and modern portfolio theory, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.

Matthew Schaeffer is a financial advisor at Zacks Investment Management, Inc. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2006. Outside of finance, Schaeffer owns and manages Schaeffer Studios, a photography business. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, including portfolio management for mutual funds and ETFs. The firm employs a combination of proprietary quantitative models and qualitative portfolio management across various strategies and offers services through wrap-fee and unified managed account programs.

Anthony Romano is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for six years. Outside of his advisory work, he is involved in a trucking business and a detox and inpatient addiction recovery company as a partner and co-owner, respectively. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services combined with brokerage and investment banking capabilities. The firm employs an open-architecture investment approach with an emphasis on international investing and manages assets through a mix of in-house and third-party managers while also maintaining an active broker-dealer business and involvement with pooled vehicle portfolios.

Prashant Mody is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Aegis Capital Corp. for ten years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and LPL Financial, LLC. Outside of his advisory role, he owns and operates a fixed insurance business focused on fixed annuities and insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies across a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and client education initiatives.