Denise Morgantini is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management strategies and offers a range of advisory services, including financial planning and retirement plan consulting.

Nicholas Galente is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and possessing 21 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, he is a co-owner of Ciao Puglia LLC in Millbrook, NY, and serves as an administrator or trustee for a family trust. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs a primarily discretionary investment approach utilizing model strategies, third-party platforms, and serves as a sub-adviser to multiple ETFs while providing access to alternative investments and annuity platforms.

Walter Murphy is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calamos Financial Services LLC, Calamos Wealth Management LLC, and Charles Schwab. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with wealth planning, trustee services, and ERISA retirement plan advisory, managing accounts with an emphasis on multi-asset diversification and the use of third-party sub-advisers when appropriate.

Joseph Porcelli is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Arax, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he coaches youth lacrosse through his sole proprietorship, Predator Lacrosse. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives while maintaining compliance oversight.

Frederico Rodriguez Jr is a financial advisor with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting with a blend of internal and external investment strategies.

Braedon Bayer is a financial advisor at Arax Advisory Partners with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Fidelity Investments and Cetera. Outside of his advisory role, he was involved in Syracuse Men's Basketball for two years. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services with a combination of internal and third-party investment strategies.

Daniel Short is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and its related entities from 2009 to 2026. Outside of his advisory role, he serves on the finance committee of Grace Smith House, a nonprofit organization in Poughkeepsie, NY. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management strategies and offers a range of financial planning and advisory services, including performance-based fee arrangements and active insurance brokerage through affiliated entities.

Zachary Herring is a CFP® and ChFC® credentialed advisor with 16 years of industry experience. He currently works at Arax Advisory Partners and previously held roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, M&T Securities, Securities America Inc., and UA Wealth. Outside of advisory work, he serves as an executor for an estate-related matter. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest structures for certain investors and private funds.

Jeffrey Polanco is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2013 to 2021. At Fortis, he also engages in fixed insurance sales. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies, including discretionary management and ESG options, and manages over $1.6 billion in discretionary assets.

Ryan Peek is a financial advisor with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and is noted for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Jason Siegel is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and its affiliated entities for over 17 years. He is an advisory board member of the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Michael Kirtio is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Advisors and its related entities from 2009 to 2026. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans by combining internal portfolio management, third-party models, and tailored asset-allocation strategies.

John Hackney is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at A.G.P. / Alliance Global Partners and several healthcare companies. He also serves as a Field Agent for Knights of Columbus Insurance, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services that combine strategic and tactical approaches across a variety of portfolios and asset types.

Joseph Sciabica is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently associated with Guardian Life and Park Avenue Securities, where he has worked since 1999. In addition to his advisory role, he teaches the LBS Fundamental curriculum to financial representatives and coordinates volunteer and fundraising activities for Regis High School's alumni association. He is also a founding member of the Beacon Collaborative networking group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory services, utilizing model portfolios from in-house and third-party managers.

Christopher Tucciariello is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Eagle Strategies since 2012 and operates under the DBA T&B Wealth Strategies, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Diane Matelsky Lieberman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and SSN Advisory, Inc. She is involved in life insurance and annuities sales through a separate business she owns. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans nationwide through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Antonio Piccolino is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Infinex Investments, Rhinebeck Bank, LPL Financial, Sterling National Bank, Citigroup, CCO Investment Services, M&T Securities, and HSBC Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer model.

Dennis Arnold is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of his advisory role, he manages rental property holdings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital program using ETF-based portfolios and a managed account program, while operating as both a broker-dealer and insurance agency.

Nicolas Dufresne is a financial advisor at HSBC Securities (USA) Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley. Outside of his advisory role, he is the owner of a real estate condo property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions supported by a multi-profile asset allocation and fund due diligence process.

Maria Sciuto is a CFP® professional with over 13 years of experience in the financial industry, currently affiliated with Concurrent Investment Advisors, LLC. Her prior roles include positions at Spire Wealth Management and Forte Capital LLC. Outside of finance, she works as a group exercise instructor at Gold's Gym. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by integrated operational tools and affiliated sub-advisory arrangements.