Isaiah Aponte is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Arete Wealth Advisors since 2020, with prior experience at National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based model allocations while offering access to third-party money managers and acting as an ERISA fiduciary when applicable.

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.

Alyssa Kaiser is a financial advisor at New Edge Wealth with nine years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services. Her background includes serving ultra-high net worth individuals in investment-related roles. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior while tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Andrew Dillon is a financial advisor at O'Shaughnessy Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eaton Vance Distributors, Inc. for 12 years. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside multiple sub-advisory and third-party managed options capabilities.

Chloe Reed is a financial advisor at NewEdge Wealth with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years before joining NewEdge in 2023. Outside of her advisory role, she is the CEO of THEPICURIST, LLC, where she writes personal restaurant reviews. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

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.

Josh Frankel is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Capital Financial Services, Inc. and American Capital Partners, LLC. Outside of advising, he is involved in providing fixed insurance products through The Princeton Insurance Agency, Inc. Trustmont Advisory Group serves a diverse range of clients, including individuals, pension plans, trusts, charities, and corporations. The firm applies a long-term investment perspective using multiple public research sources and manages all accounts on a discretionary basis, with approximately $1.3 billion in assets under management as of December 31, 2025.

Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Algonquin Advisors LLC for 10 years before joining Bank of America and Merrill in 2020. Farrelly serves as a board member of Fairfield County's Community Foundation, contributing to the Steering Committee focused on Women & Girls and participating in the Foundation’s investment or finance committee. 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 offers both discretionary and non-discretionary mandates, specializing in diversified portfolios across public and alternative asset classes.

Burton Hilton IV is a CFP® with over 31 years of industry experience. He is currently with NewEdge Wealth and NewEdge Securities LLC and has a background that includes more than a decade at Morgan Stanley Private Bank. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a range of strategies including proprietary investment solutions and alternative exposures.

Thomas Desiderio is a financial advisor at Clinton Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Resolute Investment Distributors, Foreside Funds Distributors LLC, and Gotham Asset Management, LLC. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, and intermediaries. The firm employs an active, research-based investment approach focused on after-tax total return and serves as sub-adviser to several MassMutual municipal funds.

Louis Ciliberti is a CFP® and ChFC® with 34 years of industry experience. He is currently a financial advisor at Concurrent Investment Advisors, LLC and has previously worked with Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and operated his own advisory practice. Outside of his advisory work, he serves on the board of the NYS Troopers Memorial Fund, a nonprofit organization involved in local charitable activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

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.

Thomas Canals is a financial advisor at O'Shaughnessy Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Distributors, Dimensional Fund Advisors, and Vise. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform, combining scale in advisor headcount with multiple sub-advisory and affiliate relationships.

Danny Sookram is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Aegis Capital Corp. and Equitable Advisors during his career. Outside of his advisory role, he serves as president of Sookrams Ventur Inc. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering 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.

John Marchisotta Jr. is a CFP® professional with five years of experience, currently serving as an advisor at Procyon. He spent fifteen years at Pivotal Planning Group before joining Procyon in 2021. Marchisotta also acts as a co-trustee and trustee for several family trusts. Procyon provides investment management, financial planning, consulting, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and registered investment advisors. The firm emphasizes customized, fundamentally driven portfolios with a long-term orientation and operates a significant non-discretionary asset base alongside discretionary management.

Patrick Mcstay is a financial advisor at O'Shaughnessy Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been associated with both O'Shaughnessy Asset Management and Quasar Distributors, LLC since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside sub-advisory and mutual fund management services.

Thomas Kuhn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, using a variety of securities and third-party managers, along with flexible engagement types.

Jason Weindorf is a financial advisor with Composition Wealth, LLC, holding a Series 65 designation and three years of industry experience. He is also a partner at Weindorf and Company CPAs, LLP, a CPA firm where he has performed administrative duties since 2005. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds and ETFs, individual stocks and bonds, and both fundamental and technical analysis.

Katherine Stein is a financial advisor with Tsa Management Inc, holding a Series 66 designation and 15 years of industry experience. She has worked at Hrc Investment Services since 2013 and The Family Finances since 2010. Outside of advising, she owns and operates a tax preparation business, KPS Planning Inc. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diversified mix of securities through discretionary and non-discretionary portfolio management.