Marc Shapiro is a financial advisor at Palisade Capital Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach with conviction-weighted portfolios and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Sharlene Jamison is a financial advisor at Vanderbilt Advisory Services with 13 years of industry experience. She holds a Series 63 designation and has previously worked with GWN Securities Inc. and The Meridian Financial Company. Outside of her advisory role, she is the founder of International Life Essentials, a coaching and consulting business serving professionals. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management with an investment approach that combines fundamental, technical, and charting analysis, supported by proprietary models, third-party sub-advisors, and digital platforms.

Panagiotis Ermogenous is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including CitiGroup, Wells Fargo Clearing, Capital One Advisors, and JP Morgan. He has been with Santander Securities and Santander Bank since 2023. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.

Brett Goldstein is a financial advisor at Vanderbilt Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Vanderbilt in 2019. Outside of his advisory role, he is an investor in a profit trust. 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 utilizing a mix of fundamental, technical, and charting analysis.

James Lee is a financial advisor at Level Four Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has worked at Mid-Atlantic Securities, Inc. for 18 years before joining Level Four Advisory Services and Level Four Financial in 2022. Lee has also been affiliated with Queens College since 2006. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and over 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing tailored model portfolios and integrated financial capabilities.

Benjamin Lathrop is a financial advisor at Bailard, Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Bailard in 2019, he worked at Franklin Templeton Investments and Newoak Capital Markets. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment, and serves clients including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

John Buser Jr. is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Pinnacle Financial Group and LPL Financial. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets with about 70 advisors and offers ETF-based strategic models, comprehensive and limited-scope financial planning, and retirement plan consulting services.

Renee Willett is a financial advisor at The Pinnacle Financial Group with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at LPL Financial LLC, Neuberger Berman, Watermill Institutional Trading, and LWPARTNERS. Outside of finance, she has experience as a performer in comedy and holds a real estate agent license. The Pinnacle Financial Group provides 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 uses 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 annual reviews.

John Vissicchio is a CFP® professional at Procyon with four years of experience in the financial industry. He is also a managing member of Richards, Vissicchio, & Poliseno CPAs PLLC, where he provides management consulting and tax services. Procyon serves a diverse client base including individuals, families, institutions, and registered investment advisors, offering investment management, financial planning, and retirement plan advisory services. The firm employs a fundamentally driven, customized investment approach utilizing both internal management and third-party strategies, and supports its processes with due diligence and AI tools.

Jillian Dragone is a CFA® charterholder with six years of industry experience. She is currently an advisor at United Capital Financial Advisors, having joined the firm in 2025 after nine years at Apexium Financial LP and one year at AllianceBernstein Investments, Inc. United Capital Financial Advisors serves a broad client base nationally, including individuals, corporations, retirement plans, and charitable organizations, offering financial planning and investment management through discretionary portfolio management, third-party managers, and customized strategies.

Amos Akinyooye is a financial advisor at Vanderbilt Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Equitable Advisors. Outside of his advisory role, he serves as president of Aston Consulting Group, a financial services firm. 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 combination of fundamental, technical, and charting analysis tailored to client objectives.

Lynne Ford is a financial advisor at Vanderbilt Advisory Services with a Series 66 designation and two years of industry experience. Prior to joining Vanderbilt Securities, LLC, she worked at JetBlue for 18 years. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis to manage portfolios tailored to client objectives, while also integrating retirement-plan and benefits services through partnerships with third-party administrators.

Narcisse Dargenson is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works with clients to help them pursue their investment goals through the development and implementation of financial plans tailored to different phases of their lives. He brings two decades of experience in the financial services industry. Prior to his current role, Narcisse served as a Senior Financial Consultant at TIAA from 2011 to 2020 and as an Internal Wholesaler at Evergreen Investments from 2005 to 2009. Outside of his professional work, Narcisse has personal interests that include spending time at the beach, fitness activities, and music.

Beverly Mingola is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and 42 years of industry experience. She has been with Vanderbilt Securities, LLC since 2005. Outside of her advisory role, she is involved as a distributor in a multi-level networking organization unrelated to investments. 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 financial planning services, with an investment approach that integrates strategic asset allocation and various analytical methods tailored to client objectives.

Peter Costa is a financial advisor at Santander Securities LLC with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Capital One Investing, Legend Securities, and Santander Bank. Costa is currently based in Flushing, NY. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

Audrey Sanders is a financial advisor at Wealthcare Capital Management LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Anthony Walley is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 credential and located in Brooklyn, NY. He has experience at J.O.Y. Wealth Partners and Charles River Laboratories, along with roles at Icahn School of Medicine at Mount Sinai and Umass Chan Medical School. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory styles and third-party manager relationships.

James Colavita is a CFP® with 15 years of experience in the financial services industry, currently serving as an advisor at GenTrust since 2012. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent with 1847 Financial, where he sells life, health, and long-term care insurance products. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional investors. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, and macroeconomic analysis with tailored portfolio construction and risk management.

Kathryn Buck Cannella is a Series 66-credentialed financial advisor with 26 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has worked at firms including Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Mass Mutual Life Insurance Company. Outside of advising, she serves as a notary public and assists with bookkeeping and maintenance for a rental property owned with her spouse. Concurrent Investment Advisors, LLC is an SEC-registered firm that provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, and has scaled quickly to serve over 13,000 clients across multiple offices.

Taylor Hogarth is a financial advisor with Cantor Fitzgerald Investment Advisors in New York, NY, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Cantor Fitzgerald Capital, Foreside Fund Services, Central Park Group, Lord Abbett, and Mass Mutual. Outside the financial sector, he worked at Ridgewood Country Club for four years. 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 employs ETF model portfolios driven by macroeconomic research and manages multiple registered investment companies and private funds.