Patricia Vitale is a financial advisor with United Capital Financial Advisors in Bethpage, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Total Financial Advisors LLC and Total Financial Systems Inc. She is also a notary public, primarily for client-related documents. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary technology and a range of affiliated services.

Christopher Mcclure is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Westport Capital Markets and Vanderbilt Securities. Mcclure also serves as President of VFG Westport, LLC, a non-investment related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Linda Borst is a financial advisor with The Pinnacle Financial Group and holds the ChFC® and Series 63 designations. She has 41 years of industry experience, including prior roles at Wells Fargo Advisors and LPL Financial. She provides investment advisory services through The Pinnacle Financial Group, an independent registered investment advisor. The Pinnacle Financial Group offers 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 utilizes a written Investment Policy Statement for each client and applies fundamental analysis across various asset classes, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Louis Bell is a financial advisor with NewEdge Wealth in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Ubd Financial Services Inc. for nine years before joining NewEdge in 2022. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates model strategies, separately managed accounts, and proprietary solutions across various asset classes.

Martin Harper is a financial advisor at Kingsview Wealth Management, LLC with five years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2021 and has prior experience at Resnik & Oppenheim CPAs and Broadway Financial Management LLC. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various asset classes, with additional services such as retirement plan consulting and access to alternative investments.

Dylan Dubinsky is a financial advisor at Aegis Capital Corp. with two years of industry experience. He holds a Series 66 designation and has worked at Aegis Capital Corp. since 2023. Prior to his advisory role, he was employed at Surf Shack Restaurant and SUNY Cortland. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options, focusing on individual, corporate, and retirement plan business.

Jason Greenwood is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at KMS Financial Services, Inc. and Concert Wealth Management. Greenwood serves as a board member of the Kahuku Village Home Owner's Association. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across various securities and offers proprietary tactical ETF model portfolios alongside third-party manager recommendations.

Ryan Keaveney is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining CreativeOne Wealth, he worked with Harbor Asset Private Wealth and held roles in both the financial and nonprofit sectors. Keaveney volunteers at the St. Agnes Food Pantry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, and options.

John Caffrey Jr. is a CFP®-designated financial advisor with 34 years of industry experience. He currently works at Composition Wealth, LLC and has held prior roles at Rosemark Advisors, Inc., Purshe Kaplan Sterling Investments, Castle Asset Management, LLC, and Castle Financial Advisors. Outside of his advisory work, he serves as a board member of the AMAC Foundation, where he contributes to business plan development and financial education for foundation members. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by other securities and independent manager oversight within a multi-advisor structure managing billions in discretionary assets.

Michael Brunell is a financial advisor with Tsa Management Inc who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MMB + Co since 2018 and Hrc Investment Services, Inc. since 2003, as well as over three decades at Tice, Brunell & Company, CPAs, PC. Outside of advisory work, he serves as treasurer of the Financial Planning Association of Northeastern New York and holds a treasurer position on the board of the Epilepsy Foundation of NENY Inc. TSA Portfolio Management provides investment supervisory services to individuals, retirement plans, and institutional accounts, utilizing a disciplined investment process focused on strategic asset allocation, quarterly rebalancing, and a mix of fundamental, qualitative, and technical analysis. The firm manages approximately $1.285 billion in assets across about 2,800 client relationships, emphasizing diversified portfolios with an emphasis on dividend-paying equities and limited use of aggressive strategies.

Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.

Ross Didia is a financial advisor with Vanderbilt Advisory Services and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Equitable Advisors, AXA Advisors, Douglas Elliman, The New York Racing Association, and Quest Capital Strategies. Outside of his advisory work, he is also active as a residential real estate salesperson in New York. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing a strategic asset allocation approach with both fundamental and technical analysis, and maintains a distinctive integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Eric Chan is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo Clearing, Bank of America, and Merrill. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Euan Mackay is a CFA® charterholder with five years of industry experience. He has worked at O'Shaughnessy Asset Management, LLC since 2021 and previously spent seven years at Rosenberg Equities. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven approach based on empirical research and offers a customizable platform for advisers while managing multiple sub-advisory and affiliate relationships.

Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. 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 fundamental analysis across various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.

Roger Paradiso is a financial advisor at O'Shaughnessy Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Franklin Managed Options Strategies LLC, Fiduciary Trust Company International, Legg Mason & Co., and ClearBridge Investments. Paradiso serves as Chairman Emeritus on the Board of Governors of the Money Management Institute and is a board member of the Morgan Stanley Donor Advised Fund. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisers alongside sub-advisory and ETF management services.

Jeffrey Higgs is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has worked at Sterling Monroe Securities, LLC since 2008. Outside of his advisory roles, he serves on the board of Wolfeboro School and is involved in insurance product sales and administration. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across various securities.

Diana Palmieri is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt since 2013, as well as at Grove Point Investments LLC for multiple years. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services.

Joseph Giroux is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2023, having previously worked at Franklin Templeton. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.