Scott Cantor is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management, National Securities Corp, and Sovereign Global Advisors. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management utilizing both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Zainur Rahman is a financial advisor at United Capital Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including JP Morgan Chase Bank, JP Morgan Securities LLC, Morgan Stanley, and Lion Street Financial. Rahman is also a registered representative and independent contractor of Integrity Alliance, LLC. United Capital Financial Advisors provides national financial planning and discretionary investment management to a broad range of clients, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions supported by a diverse affiliate network and a technology platform that serves other independent advisors.

Brett Ciarlo is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Brokers International Financial Services, and D.H. Hill Securities. Outside of advising, he is involved in real estate sales with Brown Harris Stevens and works as an independent insurance agent focused on fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning through customized portfolios, combining internal strategies with third-party managers and supporting a range of investment approaches from passive to tactical.

Carmine Passante is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 26 years of industry experience, including eight years with American Portfolios Advisors, Inc. and recent tenure at Ausdal Financial Partners. Outside of his advisory role, he provides insurance products to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion in assets through a large network of advisors. The firm offers a variety of investment advisory and brokerage services tailored to client objectives, utilizing multiple custodians and integrating third-party managers.

Michael Stanton is a financial advisor with TSA Management Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Halliday Financial, LLC, Mass Mutual Investors Services, and MSI Financial Services, Inc. Outside of his advisory work, he is the owner and member of Stanton Places, LLC, a residential property lessor. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions. The firm manages approximately $1.479 billion across 2,566 clients, utilizing model-based asset allocation and a mix of in-house and third-party management strategies.

Simon Chung is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY, holding a Series 63 designation and 44 years of industry experience. He has been with Bishop, Rosen & Co., Inc. since 2013. 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, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis in its investment approach.

Charles Pepe III is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome overlays, and alternative interval funds.

Christopher Wolfe is a financial advisor with Vanderbilt Advisory Services and holds a Series 63 designation. He has 25 years of industry experience, including roles at American Portfolios Financial Services, Inc., Park Avenue Securities, and Guardian Life Insurance Co. Outside of his advisory work, Wolfe is involved in insurance sales and marketing through his role as president of CJW Financial Associates and serves as an independent insurance agent. 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 combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Gurjot Waraich is a financial advisor at Aegis Capital Corp. with a Series 66 designation and one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including work at Postmates and Dunkin Donuts. 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. The firm offers both discretionary and non-discretionary account options and focuses on individual, corporate, and retirement plan business.

Michael Dowd is a financial advisor at Seacrest Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Seacrest since 2016. Prior to joining Seacrest, he spent three years at Purshe Kaplan Sterling Investments. He is also an independent insurance agent. Seacrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that incorporates both fundamental and technical analysis, using various investment vehicles and AI-supported decision tools.

Michael Porricelli is a financial advisor at NorthCoast Asset Management LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Kovitz Investment Group Partners, LLC, Connectus Wealth, and Ameriprise Financial Services, among others. Outside of his advisory role, he is a licensed real estate salesperson engaged in part-time, self-employed real estate activities in Connecticut for personal use only. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process that includes proprietary market-exposure and security-scoring models, offering a broad range of strategies from strategic asset allocation to options-defined outcome overlays and alternative interval funds.

Isaiah Aponte is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Arete Wealth Advisors since 2020, with prior experience at National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based model allocations while offering access to third-party money managers and acting as an ERISA fiduciary when applicable.

Christopher Arellano is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Arellano worked at Vanderbilt Securities, LLC and has experience in education and small business operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and digital platforms, and provides financial planning and consulting services.

Alyssa Kaiser is a financial advisor at New Edge Wealth with nine years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services. Her background includes serving ultra-high net worth individuals in investment-related roles. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior while tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions.

Andrew Dillon is a financial advisor at O'Shaughnessy Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eaton Vance Distributors, Inc. for 12 years. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside multiple sub-advisory and third-party managed options capabilities.

Chloe Reed is a financial advisor at NewEdge Wealth with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years before joining NewEdge in 2023. Outside of her advisory role, she is the CEO of THEPICURIST, LLC, where she writes personal restaurant reviews. 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 with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Douglas Jamieson is a financial advisor with Gamco Asset Management Inc. He holds a Series 63 designation and has 43 years of industry experience. His career includes roles at Associated Capital Group, Inc., Gabelli Funds Distributor, LLC, G.research, LLC, GAMCO Investors, Inc., and GAMCO Asset Management (UK) Limited. Gamco Asset Management Inc. provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, private clients, sovereign wealth funds, and other investment advisers. The firm employs a value-driven investment philosophy supported by fundamental research and offers a range of customized institutional separate-account composites.

Daniel Bredow is a financial advisor at Consolidated Portfolio Review Corp with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Vanderbilt Advisory Services. Outside of his advisory role, he is involved with True Gritt LTD, operating under the name Vanderbilt Financial Group, which focuses on marketing and payroll activities. Consolidated Portfolio Review Corp serves a diverse client base, including individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers tailored investment management and financial planning through a multi-advisor platform, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Michael Blueweiss is a financial advisor at Arete Wealth Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and National Asset Management. Outside of his advisory role, he volunteers as a charity advisor for The Coltrane Home of Dix Hills. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers discretionary portfolio management alongside comprehensive planning services.

Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Algonquin Advisors LLC for 10 years before joining Bank of America and Merrill in 2020. Farrelly serves as a board member of Fairfield County's Community Foundation, contributing to the Steering Committee focused on Women & Girls and participating in the Foundation’s investment or finance committee. Colter Lewis provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm employs an active asset allocation process and offers both discretionary and non-discretionary mandates, specializing in diversified portfolios across public and alternative asset classes.