Marc Silverstein is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 29 years of industry experience, including roles at Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of his advisory work, he is president of MAS Group, Inc., which is involved in property and casualty insurance sales and service. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm provides both discretionary and non-discretionary investment management and employs a proprietary mutual-fund screening process for portfolio construction.

Mitat Lika is a financial advisor at Gradient Securities, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Gradient Securities since 2016 and AMG Wealth Management Inc. since 2012. Outside of his advisory role, he is the owner of AMG Wealth Management Inc., where he is involved in fixed insurance sales. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management to individuals, retirement plans, trusts, and business entities. The firm employs a non-discretionary approach, combining fundamental, technical, and cyclical analysis, and frequently works with third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing arrangements.

Christopher Pollina is a CFP® with 29 years of experience in the financial services industry, currently serving at Portfolio Medics, LLC since 2021. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he owns and operates a healthy snacks vending business during evenings and weekends. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management combining fundamental, technical, and cyclical analysis, with a client focus on retail and small-business relationships.

Andrew Buttelman is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also the owner and sole officer of Lifestage Wealth Advisors Inc., a business involved in office leasing and related administrative activities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and its in-house Investment Management & Research team.

Jacqueline Mallinson is a financial advisor with Verity Asset Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at The Leaders Group DBA Simplicity Investments and Prudential Insurance Company of America. Outside of finance, she operates Jackie’s Craft Room, a crafting business. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focusing on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Paul Lorentzen is a CFP® professional with 33 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2020. His prior experience includes roles at Cardea Capital Advisors, Liberty Partners Financial Services, National Securities Corporation, National Asset Management, and extensive tenure at Lorentzen & Trifari CPA's and Linder Capital Advisors. Outside of his advisory work, he holds a president position at Lorentzen & Trifari, CPA's and Elite Wealth Management, though these roles are not investment related. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Nicholas Borkowski is a financial advisor at Capital Analysts with nine years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, LLC, Voya Financial Advisors, Inc., and TD Bank. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Mallinson is a financial advisor at Verity Asset Management with Series 66 credentials. He has one year of industry experience and has held roles at The Leaders Group Inc (DBA Simplicity Investments), Eastern Wholesale Fence, and Bethpage Federal Credit Union among others. Outside of financial services, he is involved with Redhead Marketing Group Inc., where he has been active since 2019. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base including individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process featuring tactical asset allocation across various asset classes and implements both internally managed specialty strategies and third-party models.

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.

Matthew Pisani is a financial advisor with Capital Analysts in Bohemia, NY, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he co-wrote a children’s rhyming book titled "Nala The Bulldog" and serves as Executive Director of the nonprofit Clean Slate Living, where he is also a motivational speaker on topics such as bullying, toxic relationships, and addiction. Capital Analysts serves both retail and institutional clients, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers discretionary investment management via its in-house team using a proprietary fund screening process, alongside non-discretionary services through advisors and third-party managers.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Valley National Bank. Her current role includes tenure at both Capital Analysts and Lincoln Investment since 2020. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Eric Weschke is a financial advisor at Coppell Advisory Solutions LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Kalos Capital for 11 years. Outside of his advisory role, he serves as president of Advanced Folio Capital Management. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and employs a broad investment toolkit across tailored, discretionary strategies using both fundamental and technical analysis.

Gene Panasenko is a financial advisor at Alexander Capital Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Landolt Securities, Moloney Securities Asset Management LLC, Moloney Securities Co., Inc., Rutenberg Realty, and LPL Financial LLC. Outside of his advisory role, Panasenko operates a YouTube channel where he interviews professionals about their life experiences. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and offers both discretionary and non-discretionary accounts.

William Mc Enroe III is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has prior experience with firms including NYLIFE Securities LLC and the Center for Wealth Preservation. Outside of his advisory role, he serves as a police officer and is a board member of The Paige Keely Foundation, a charity focused on raising awareness for Arteriovenous Malformation (AVM). Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome‑focused, multi‑manager model portfolios that incorporate both tactical and strategic allocations across liquid and private-market strategies.

Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to advisory work, Maeder is active as an insurance agent and broker, specializing in health insurance, fixed annuities, disability insurance, long-term care, and life insurance. Capital Analysts serves a diverse client base ranging from individual investors to institutional entities such as trusts, foundations, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a combination of discretionary and non-discretionary investment solutions supported by an in-house research team.

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.

Raymond Menna is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently associated with Verity Asset Management and has held roles with Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. His career includes nearly two decades at MUTUAL, INC. / US Retirement Partners and nine years at Planmember Securities Corporation. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and other advisers. The firm utilizes a model-based investment process with tactical asset allocation across diverse asset classes, offering portfolio management, retirement plan consulting, and sub-advisory services.

Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Alan Lichtenstein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Concorde Asset Management since 2015 and is also involved in residential and commercial real estate sales through Charles Rutenberg Realty. Additionally, he provides continuing professional education credit courses to New York CPAs as an instructor with Alldeb Marketing LLC. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and proprietary and third-party platforms, and it provides ERISA retirement-plan advisory services and participant advice.

Michael Punturieri is a financial advisor with Capital Analysts in Bohemia, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.