William Graham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Latitude Advisors since 2015 and concurrently operates his own CPA practice, William J. Graham CPA, where he serves as a tax advisor. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, typically on a discretionary basis.

Kenneth Arellano is a financial advisor with Vanderbilt Advisory Services in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and LPL Financial. Outside of his advisory work, he is involved in fixed insurance sales and serves as president of The Retirement Optimization Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a strategic asset allocation process that incorporates fundamental, technical, and charting analysis, and maintains formal integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Jacob Moseley is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Goldman Sachs - Ayco for 19 years before joining his current firm in 2024. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers an advisor-facing platform with managed options overlays.

Adam Gerber is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015, following roles at Wrp Investments and Securities America Advisors. Outside of advising, he coaches lacrosse. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm combines independent advisors and an in-house Private Client Group to deliver tailored investment solutions supported by multiple platforms and third-party money managers.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Mark Levin is a financial advisor at Capital Analysts with 22 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment, Preferred Financial Group, and Park Avenue Securities. He is also the owner and president of Your Personal Broker, Inc., a firm engaged in insurance and investment sales. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Andrew Knight is a financial advisor at NewEdge Wealth in Stamford, CT, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at NewEdge Securities Inc and NewEdge Wealth, and he has a background in education, having taught at Skidmore College and local schools. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm’s investment approach combines model strategies, separately managed accounts, and alternative exposures, supported by internal and third-party due diligence.

Gregory Domond is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Inc., MassMutual Life Insurance Company, and MML Investor Services. Outside of advising, he is co-owner of Red Door Learning Company, a preschool and therapy services provider, and founder and board member of the nonprofit organization United For More, which focuses on education, wellness, and community. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice using a combination of discretionary management, advisor-specific strategies, and model portfolios that include passive, active, tactical, and ESG-oriented options.

Robert Halbreiner is a financial advisor with Consolidated Portfolio Review Corp in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2018 and has been with Consolidated Portfolio Review Corp since 2014. Halbreiner is a member of the Alumni Committee for The Barbelin Society at Saint Joseph's University. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment process is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various asset classes and offering proprietary model portfolios as well as access to third-party managers.

Thomas Scaturro is a financial advisor at Bison Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior firms include Metric Financial LLC, Key Investment Services LLC, KeyBank NA, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment process focuses on outcome-oriented, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Bretaigne Black is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Edge Capital Group. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating technology tools alongside adviser judgment.

Ariel Harary is a financial advisor at NewEdge Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for nine years before joining NewEdge in 2022. Outside of his advisory role, he serves as a general board member at Ben Porat Yosef, his children’s school, attending monthly meetings without specific responsibilities. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with 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, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Jeffrey Cherkas is a financial advisor at New Edge Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2021. He has been with New Edge Wealth since 2021. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across multiple asset classes.

Krish Jain is a financial advisor with Kovack Advisors, Inc., holding a Series 65 designation and beginning his industry career in 2026. His work history includes roles at Kovack Advisors, McClintock Advisory, Beyond Wealth Management, and Salt Shack. Outside of finance, he has experience with Sportime LLC and has worked in education at SUNY New Paltz and Hicksville School. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and government entities, using an Envestnet-supported workflow and a combination of internal and third-party investment models.

Erik Metviner is a financial advisor at SeaCrest Wealth Management, LLC, holding a Series 65 credential with 13 years of industry experience. He has been with SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and utilizes both internal and third-party artificial-intelligence tools in decision-making.

Kevin Murphy is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and Sterling National Bank. In addition to his advisory work, he is involved with Senior Services of North America, assisting seniors in comparing Medicare Advantage and Medigap plans. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation investment process and integrates retirement-plan consulting with advisory services through relationships with third-party administrators and affiliated broker-dealer platforms.

Peter Hawkins is a CFP® with 42 years of industry experience, currently affiliated with Vanderbilt Advisory Services. His prior experience includes roles at United Planners' Financial Services of America and operating his own advisory practices. Hawkins is also licensed as a life insurance agent for non-variable insurance. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, employing a strategic asset allocation approach combined with fundamental and technical analysis, and integrates retirement-plan consulting with advisory services.

William Gelletly is a financial advisor with O'Shaughnessy Asset Management, LLC, holding a Series 65 designation and beginning his career in 2019. His previous roles include positions at Karpus Investment Management and Seneca Financial Advisors. He is based in Stamford, CT. 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 investment process and offers a customizable advisor-facing platform along with managed options overlays.

John Fenrich III is a financial advisor at Procyon with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Nationwide Mortgage Bankers and Intercontinental Capital Group. Outside of his advisory work, he is involved in residential mortgage banking as a sales manager, acts as a real estate agent, and holds a license in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, delivering primarily non-discretionary management through fundamental analysis using mutual funds, ETFs, equities, and fixed income.

Jeff Medina is a financial advisor at Shelton Capital Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Terra Capital Markets, LLC from 2014 to 2017. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individuals. The firm employs an active, discipline-specific investment approach that incorporates fundamental, technical, and quantitative analysis, including options and derivatives strategies, ESG screening, and data-science techniques.