Steven Howe is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Vanderbilt Securities, LLC and Sterling Monroe Securities, LLC. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which is not investment-related. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios as well as access to independent third-party sub-advisors.

Avery Topkis is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 credential. He has been with the firm since 2022 and has four years of industry experience, following seven years as a student. Colter Lewis serves ultra‑high net worth and high net worth individuals, families, family offices, pension plans, and endowments, typically with a minimum client net worth of $25 million. The firm employs an active asset allocation strategy and manages diversified portfolios across public and alternative asset classes, with a significant portion of assets under non‑discretionary Advisory Mandates.

Gerald Fershtman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and associated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation across various platforms and third-party managers.

Elisa Verna Caspare is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at JPMorgan Securities LLC from 2013 to 2017. Caspare is also involved in a separate wealth strategies business for tax and investment purposes. 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 instruments, managing accounts primarily on a discretionary basis with regular reviews and the option to allocate to third-party managers.

James De Lucia is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Quest Capital & Risk Management, Inc. and related advisory businesses since 2023. Outside of his advisory roles, he was involved with Snapper Inn, LLC for three years. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing core and specialized model suites from providers such as BlackRock, Dimensional, and Vanguard, as well as advisor-directed and third-party sub-advised portfolios.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Berthel Fisher & Company Financial Services for 23 years. Greenberg also serves as a trustee for a life insurance trust and is the CFO of a venture equity fund. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, and ERISA plan advisory. The firm operates an open-architecture platform and incorporates affiliated financial entities and insurance-linked account management into its investment approach.

Michael Desmond is a financial advisor at Procyon with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Pivotal Planning Group. In addition to his advisory role, he is a partner at Procyon Tax, LLC, where he refers clients for tax services. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets and utilizes fundamental analysis with mutual funds, ETFs, individual equities, and fixed income, combining internal portfolio construction with access to independent managers and AI decision-support tools.

Anthony Garbarino is a financial advisor at O'Shaughnessy Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Ameriprise Financial Services, Inc. Outside of his advisory roles, he was involved with Grapes N' Hops, LLC from 2017 to 2020. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors, managing a large client base through a combination of direct and sub-advisory relationships.

Mario Gabelli is a CFA® charterholder with 57 years of experience in the investment industry. He is affiliated with Gamco Asset Management Inc. and has held leadership roles in multiple entities, including serving as Chairman and CEO of various affiliated companies. Gabelli is also a director of the Foreign Policy Association, a nonprofit organization focused on U.S. foreign policy and global issues. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base that includes institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-oriented investment approach grounded in bottom-up fundamental research and integrates both Private Market Value philosophy and top-down macro analysis across its strategies.

Tyler Woods is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential and two years of industry experience. Before joining NorthCoast in 2024, he worked at Apple from 2021 to 2023 and has an academic background from the University of Syracuse. NorthCoast Asset Management offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm uses a quantitatively based, systematic investment process supported by proprietary models and provides a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.

Justin Corbin is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory role, he is involved in music performance through a contracting position with Nik Entertainment Co. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach and integrates retirement-plan and benefits services with advisory and plan administration through formal partnerships.

Peter Laplaca is a CFP® and ChFC® with 32 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Citi Private Advisory, Boston Private Wealth, SVB Wealth, and First Citizens Investor Services. He is also an adjunct professor at Berkeley College, where he teaches a CFP course. Composition Wealth provides investment management and financial planning services to a wide range of clients, including individuals, trusts, businesses, and retirement plans, employing a primarily long-term approach centered on diversified mutual funds and ETFs combined with fundamental and technical analysis.

Andrew Clinton is a financial advisor at Clinton Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clinton Investment Management since 2007. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves clients primarily through separately managed accounts and sub-advisory services.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. Parker is also associated with LionSmith LLC, which formerly operated as Four Corners Private Wealth. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans with discretionary portfolio management, financial planning, and advisor support. The firm employs a multi-strategy investment approach and manages bespoke portfolios using a range of instruments alongside third-party manager integration.

Peter Marron is a CFA® charterholder with 19 years of industry experience. He has been with Pinnacle Associates, Ltd. since 1993. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term orientation and manages approximately $9.9 billion in discretionary assets across a range of equity and balanced strategies.

Christopher Guarino is a CFP® professional with four years of industry experience. He currently works at Composition Wealth, LLC and previously held roles at SVB Wealth LLC / First Citizens Bank and Bank of New York Mellon. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, and manages approximately $9.47 billion in discretionary assets.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sequent Planning, LLC. In addition to his advisory role, he is the president and principal of Senior Services of North America, a position he has held since 2008. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment advisory and financial planning services. The firm employs diverse investment strategies, including discretionary portfolio management and access to third-party manager solutions, while maintaining a focus on retirement-plan service integration and institutional manager relationships.

Eliyahu Mizrachi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2016 and previously at National Securities Corp for eight years. Mizrachi is involved in financial planning and insurance sales through affiliated activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple account structures and proprietary asset allocation models.

Richard Hollmann is a financial advisor at NewEdge Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining NewEdge in 2021. 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 that include wealth strategy, financial planning, and portfolio management, with an investment approach focused on asset allocation, investor behavior, and a combination of model strategies and alternative investments.

George Rioseco is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Summit Financial and its related firms since 2008 and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory role, he coaches youth lacrosse for the 2Way Lacrosse Club and participates as a vocalist and guitarist in a neighborhood band. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.