Anthony Cirieco is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has 16 years of industry experience and has previously worked at Morgan Stanley Private Bank and The Windmill Group. Outside of his advisory role, Cirieco serves as a councilman on the Somers Town Board, participating in local government decision-making on public health, safety, land use, and budgets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Ian Millman is a financial advisor at Kingsview Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors, Merrill, and Morgan Stanley. Millman is also a partner in M&M Wealth Management, an advisory business LLC. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services through a combination of internal portfolio management and third-party strategies, including discretionary and non-discretionary advisory services.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has held positions at Cohen & Steers Capital Management, Torchlight Investors, and Bear Stearns Asset Management. 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 investment approach across multiple equity and bond strategies and serves as sub-adviser to mutual funds and collective investment trusts.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Donna Clemente is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at M Holdings Securities since 2008 and has extensive history with Chernoff Diamond and Comprehensive Actuarial Services. Outside of her advisory roles, she serves as a board member of the Art League of Long Island. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Konstantin Prives is a financial advisor with RBC Securities, Inc. in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Flagstar Advisors/Flagstar Bank and Signature Securities Group Corp./Signature Bank. He also serves as Group Director Investments - Senior Vice President at New York Community Bancorp. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services within a banking-affiliated group and delegates investment management to its sub-advisor, RBC Rochdale.

Reese Hughes is a financial advisor with Tsa Management Inc. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His work history includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, Inc., and Granite Investment Advisors, LLC. Tsa Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages client portfolios using model allocations, emphasizing asset allocation, tax-aware security selection, and quarterly rebalancing, combining in-house and third-party management strategies.

Mark Egener is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, and LPL Financial. Outside of his advisory work, he is associated with Great Western Drilling Co., a non-investment-related business. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing 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, with a focus on non-discretionary advisory relationships and multiple sponsored and third-party platform programs.

Frank Nargentino is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022. He previously worked at National Asset Management and National Securities Corporation from 2015 to 2022. Outside of his advisory role, Nargentino is a board member and treasurer for Program Development Services, a nonprofit supporting individuals with developmental disabilities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Jose Cao Alvira is a CFP® professional with one year of experience at Gradient Advisors, LLC. He previously worked at Foundations Investment Advisors and owns Murray Hill Planning and Consulting, where he provides consulting services and life insurance products. He is also a finance professor at Barnard College and Lehman College. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities through a network of Investment Advisor Representatives and third-party money managers.

William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 license and bringing 24 years of industry experience. He has been with Latitude Advisors since 2015 and also operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of valuation-driven, momentum-based, and third-party model strategies to construct portfolios tailored to client goals and risk tolerance.

Kenneth Arellano is a financial advisor with Vanderbilt Advisory Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory work, he is involved in fixed insurance sales and serves as president of The Retirement Optimization Group. 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 strategic asset allocation process that incorporates fundamental, technical, and charting analysis, and maintains formal integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Joseph Disanza is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2015 and Richard's since 2004. In addition to his advisory work, he operates as an independent insurance broker specializing in homeowners insurance. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of discretionary and non-discretionary programs.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Gregory Domond is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., MML Investor Services, and MassMutual Life Insurance Company. Outside of advising, he co-owns Red Door Learning Company, a preschool and therapy services provider, and founded a nonprofit focused on education and wellness. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, utilizing a blend of passive, active, tactical, and ESG-aware strategies, along with access to specialist third-party sub-advisors.

Ryan Bass is a financial advisor at Portside Wealth Group, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at TownSquare Capital, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance and financial planning contracting through Suncrest Advisors LLC. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and a combination of fundamental, technical, and modern portfolio theory in its investment approach, while also offering related legal and accounting services through affiliated professionals.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Clearing, and Wachovia Bank. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, including alternatives and options-based overlay strategies.

Krish Jain is a financial advisor with Kovack Advisors, Inc., holding a Series 65 designation and beginning his industry career in 2026. His work history includes roles at Kovack Advisors, McClintock Advisory, Beyond Wealth Management, and Salt Shack. Outside of finance, he has experience with Sportime LLC and has worked in education at SUNY New Paltz and Hicksville School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and government entities, using an Envestnet-supported workflow and a combination of internal and third-party investment models.

Erik Metviner is a financial advisor at SeaCrest Wealth Management, LLC, holding a Series 65 credential with 13 years of industry experience. He has been with SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both internal and third-party artificial-intelligence tools in decision-making.