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.

Bryan Nicolaysen is a financial advisor at Brookwood Investment Group with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Redwood Private Wealth LLC and Brookstone Capital Management. He also operates a sole proprietorship focused on fixed insurance sales. Brookwood Investment Group serves individual investors, businesses, and retirement plans with portfolio management and financial planning services, utilizing a range of investment strategies tailored to client objectives. The firm offers both discretionary and non-discretionary management and supports its clients through ongoing monitoring and due diligence across various investment options.

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 at Arax Advisory Partners with Series 63 and Series 65 designations and 42 years of industry experience. He has worked at various Wells Fargo entities since 2012, including Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves a diverse client base, including high-net-worth individuals, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management with third-party 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 26 years of industry experience. He previously worked at Wells Fargo Advisors and its affiliated entities from 2009 to 2026. Outside of his advisory role, he serves on the finance committee of the nonprofit Grace Smith House and acts as a power of attorney for his mother. 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 combines internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

David Frederick is a CFP® and ChFC® with 43 years of industry experience. He has been with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management since 2022, following nine years at National Securities Corporation. Frederick is a managing partner and majority owner of Prime Wealth Management LLC, focusing on income tax planning and preparation. 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 wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

David Speranza is a financial advisor at Spire Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Compass Asset Management and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as an NCAA baseball umpire. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-led and model portfolio solutions utilizing tactical, active, and passive strategies tailored to client objectives.

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.

Ashley Squillace is a financial advisor at Spire Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Compass Asset Management Group, LLC since 2014. In addition to her advisory role, she works part-time as a fixed insurance sales agent. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.

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.

William Dunstan is a financial advisor with B. Riley Wealth Advisors, Inc., holding ChFC® and Series 63 designations and bringing 38 years of industry experience. His prior roles include nine years at National Securities Corporation. Outside of his advisory work, he is involved with the Glatfelter Insurance Group, where he provides service and education related to length of service awards programs for volunteer fire districts. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through a team of 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, third-party manager access, financial planning, and retirement solutions.

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.

Deborah Dulaney is a Series 65-licensed advisor with Fifth Third Wealth Advisors LLC, based in Cornwall, NY, and has two years of industry experience. She previously worked at BNY Mellon for 33 years. Dulaney serves as a trustee of the Hudson Highlands Nature Museum, participating in board and committee meetings for a nature-based education nonprofit. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources across affiliated entities.

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.

Jeremy Ziemba is a financial advisor at Spire Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at Spire Securities, LLC and HVSP Enterprises, as well as eight years with the Department of Homeland Security. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a variety of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions, and offers access to specialized model portfolios and alternative investments.

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.