John Scala is a financial advisor with Gladstone Wealth Partners in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Gladstone Wealth Partners since 2017 and previously at Merrill from 2009 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through independent investment adviser representatives who customize strategies and monitor accounts regularly, offering access to third-party managers, model portfolios, and retirement-account technology.

Thomas Ames is a financial advisor at NewEdge Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Lyft, Uber Technologies, and Kamylon Holdings. 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 that emphasizes asset allocation and investor behavior, using a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Warren Raum is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. Outside of his advisory work, he is involved in management consulting, executive coaching, writing, game development, and nonprofit strategic planning and fundraising. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ehren Stanhope is a CFA® charterholder with 15 years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC, where he has worked since 2010, following a seven-year tenure at Quasar Distributors, LLC. Stanhope serves on the board of the Builders Institute, a nonprofit focused on promoting financial literacy, and is a member of the investment committee for the Sigma Phi Epsilon fraternity's national nonprofit organization. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm offers a customizable platform and manages mutual funds, ETFs, and sub-advisory relationships across a broad client base.

Ryan Gregory is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Kovitz Investment Group Partners and Connectus Wealth. His background includes roles outside finance in the hospitality and cruise industries. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals and institutional clients, using a quantitatively based, systematic investment approach that incorporates proprietary models and a wide range of strategies including options-defined outcome overlays and alternative interval funds.

Henry Nunez is a financial advisor at Aegis Capital Corp. with 17 years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to joining Aegis in 2025, he worked at Apple Bank and Infinex Investments, Inc. for seven years each, among other roles. Nunez is also involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual and corporate clients with a range of financial services including asset management, financial planning, brokerage, annuities, and insurance. The firm combines SEC-registered investment advisory and broker-dealer operations, offering both discretionary and non-discretionary advisory relationships.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Maxim Financial Advisors since 2017 and has been affiliated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs various investment vehicles and analytical methods to tailor advice and manage portfolios, serving both individual and institutional clients.

Lisa Rossi is a CFP® professional with 33 years of industry experience, currently serving at Gladstone Wealth Partners since 2021. Her prior experience includes roles at Stratos Wealth Partners and LPL Financial. Rossi also manages a consulting business, Kipps Consulting LLC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and model portfolios.

Stephanie O'Donnell is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. She has worked at Kovitz Investment Group Partners, Connectus Wealth, NorthCoast Asset Management, and Axiom Investors. O'Donnell holds a Series 65 credential. 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 using proprietary models and offers a range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative interval funds.

Christopher Cannata is a financial advisor at Howard Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Square Real Estate Group, KBS Capital Markets Group LLC, Owl Rock Securities, and Carey Financial, LLC. He has been with Howard Capital Management since 2019. Howard Capital Management serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to manage client assets across various services such as discretionary portfolio management and sub-advisory arrangements.

Howard Kibrick is a CFP® with 29 years of industry experience, currently affiliated with TSA Management Inc. He has worked at HRC Investment Services since 2007 and Grant Wilfley Casting since 2026. Howard serves as President of the NENY Financial Planning Association Chapter and holds leadership roles at the Sidney Albert JCC of Albany, including assistant treasurer and treasurer on the finance committee. 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 emphasizes asset allocation, tax-aware security selection, and quarterly rebalancing, managing approximately $1.479 billion for around 2,566 clients across 31 advisors.

Carlos Mejia is an investment advisor representative with Seacrest Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Seacrest Wealth Management since 2015. Outside of advisory services, he also provides life insurance solutions through Crump Life Insurance Services. Seacrest Wealth Management is a multi-advisor wealth management firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that integrates fundamental and technical analysis and employs both internal and third-party artificial intelligence tools.

Michael Luther is a CFA® charterholder at O'Shaughnessy Asset Management, LLC with six years of industry experience. Prior to joining OSAM in 2020, he worked at Boston College and The Hartford. O'Shaughnessy Asset Management is a quantitative institutional investment manager serving individual investors, financial advisers, and institutional clients through systematic, model-driven equity strategies. The firm also offers a customizable advisor-facing platform and manages mutual funds and ETFs, supporting a broad distribution model with multiple sub-advisory relationships.

Joseph Tedeschi is a financial advisor at TSA Management Inc with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with HRC Investment Services, Inc. since 2012. Outside of his advisory role, he is a 50% owner of Primo Property Development, where he spends a few hours weekly involved in property development activities. TSA Portfolio Management provides investment supervisory services to individuals, including high-net-worth clients, as well as retirement and institutional accounts. The firm emphasizes strategic asset allocation, quarterly rebalancing, and a combination of fundamental, qualitative, and technical analysis, managing a diverse mix of securities through discretionary and non-discretionary portfolios.

Abbey Duncan is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at O'Shaughnessy Asset Management since 2022. Her prior work includes roles at Interviewing, Goodworld, FS Vector, and teaching positions at Gainesville Middle School and Patriot High School. 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 advisers, managing a large client base through its network of approximately 53 advisors.

Kerim Tulun is a CFP® professional with 14 years of industry experience, currently serving at Vanderbilt Advisory Services since 2018. Prior to that, he worked at UBS Financial Services from 2014 to 2018. He is also the founder of KT Wealth Management and serves as a board member of the Warwick Valley Chamber of Commerce. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, supporting pension consulting alongside advisory services.

Peyton Iott is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Kovitz Investment Group Partners, Connectus DBA NorthCoast Asset Management, Hippo Technologies, the University of New Haven, and Seymour High School. 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 using proprietary market-exposure and security-scoring models and offers a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Matthew Rendell is a CFP® professional with seven years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He previously worked at Deloitte & Touche for eight years and is also associated with Vanderbilt Securities, LLC. Rendell serves as a board member of the Glen Cove Chamber of Commerce. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts alongside proprietary model portfolios.

David Karpa is a CFA® charterholder with eight years of industry experience. He has worked at Clinton Investment Management, LLC since 2017 and previously spent twelve years at Cincinnati Asset Management. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediaries. The firm uses an active, research-based investment approach focused on after-tax total return and serves as a sub-adviser to multiple MassMutual municipal funds.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He has previously worked at National Asset Management, National Securities Corp, and Oppenheimer. Outside of his advisory role, Abramowitz is the owner of CARA Corp for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and due diligence in its investment approach.