Ross Gladstone is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, David Lerner Associates, and Merrill. Outside of advising, he restores and sells vintage axes. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing nearly $3 billion in client assets. The firm employs an open-architecture investment approach, combining internally managed strategies with sub-advisory relationships and offers a range of services including portfolio management, financial planning, and brokerage through its broker-dealer and insurance-licensed personnel.

Wailam Lee is a financial advisor at Palisade Capital Management, LP with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Palisade Capital Management since 2006. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse range of clients, including corporations, public pension plans, financial institutions, family offices, trusts, and individuals. The firm employs a research-intensive, bottom-up fundamental approach focusing on conviction-weighted portfolios across various strategies and serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Blake Spencer is a financial advisor with The Pinnacle Financial Group in Rockville Centre, NY, holding a Series 63 designation and eight years of industry experience. He has been with The Pinnacle Financial Group and LPL Financial since 2018. Outside of his advisory role, he is involved with Alphastrat Wealth Inc., a business entity established for tax and investment purposes. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm uses a combination of fundamental analysis and both long- and short-term trading strategies, managing accounts generally on a discretionary basis with regular portfolio monitoring.

Xiaoyong Wang is a CFP® professional with 18 years of experience in the financial industry, currently serving at Consolidated Portfolio Review Corp. His prior experience includes roles at Vanderbilt Financial Group, Spire Investment Partners, and Morgan Stanley. Outside of finance, he is the Executive Director of CHESSanity Inc., an organization that promotes chess through tournaments, and he provides college admissions consulting through Pick-A-Path Edvice LLC. Consolidated Portfolio Review Corp offers 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, employing both proprietary model portfolios and third-party sub-advisors.

Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. based in Brooklyn, NY, with 3 years of industry experience. She holds a Series 65 designation and has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and maintains a weekly investment committee for portfolio oversight.

George Drakos is a financial advisor with Vanderbilt Advisory Services, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Vanderbilt Securities, LLC since 2016. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services tailored to client objectives.

Robert Burke is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Inland Securities Corporation and Avian Capital Markets, LLC. He has been with Cantor Fitzgerald since 2019. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation, primarily using index-based ETFs for diversification.

Matthew Vetto is a CFA® charterholder and holds a Series 63 license. He has been with Douglas C. Lane & Associates since 2005, accumulating 21 years of industry experience. Matthew is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, institutions, and retirement plans. The firm focuses on customized portfolios with an emphasis on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

Eric Goodman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. He previously worked at Equity Services, Inc. for 11 years and has been affiliated with National Life for 13 years. Outside of advisory roles, he is involved in fixed insurance sales and works as a broker focusing on fixed life insurance and annuity products. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Anna Levine is a financial advisor at Latitude Advisors, LLC with three years of industry experience. She holds the Series 66 and Series 63 licenses. Her prior roles include positions at Aon Securities LLC, MUFG Bank, and PricewaterhouseCoopers, LLP. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm employs both valuation-driven and momentum-based multi-asset model strategies and generally manages accounts on a discretionary basis with ongoing monitoring and rebalancing.

Margaret Maclennan is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has worked at Spears Abacus Advisors LLC since 2007. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, and pooled investment vehicles.

Rabin Kaydanian is a financial advisor at The Partners Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes over a decade at American Portfolios Financial Services, Inc., and roles at OSAIC and Osaic Advisory Services. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both internal and third-party models and managers.

Kristian Sedeno is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Fieldpoint Private Securities LLC before joining Snowden Lane Partners in 2022. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a multi-team approach combining scale and institutional capabilities.

Randall Diamond is a financial advisor at Tsa Management Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MKM Partners LLC and Pacific Epoch. Outside of finance, he works as a youth soccer coach and trainer with Super Soccer Stars. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional clients, focusing on strategic asset allocation and diversified portfolios managed through discretionary and non-discretionary approaches. The firm manages a mix of securities and emphasizes tax considerations, with a team of five advisors overseeing approximately $1.285 billion in assets.

Howard Douglas is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, having previously worked at firms including Equitable Advisors and American Portfolios Financial Services. Consolidated Portfolio Review 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 both proprietary model portfolios and access to independent third-party sub-advisors.

Valentina Solomita is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2013 and is also the owner of American Centurion Financial LLC, a registered investment advisor. Outside of her advisory roles, she is involved in several entrepreneurial ventures focused on regional economic growth and job creation, including founding VS Global Financial Solutions and Pure Hedge, LLC. Vanderbilt Advisory Services serves a broad mix of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles in various industries such as education and food service. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with a multi-team platform of approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Christopher Henderson is a financial advisor at Palisade Capital Management, LP with 25 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Cohen & Steers Capital Management, Inc., Torchlight Investors, and Foreside Fund Services, LLC. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach, managing strategies across various equity and fixed income portfolios, and also serves as a sub-adviser to mutual funds and collective investment trust vehicles.

Maurice Acriche is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and RCA Capital Group. Acriche is also involved in fixed insurance sales and co-owns multiple private entities related to securities, advisory, and insurance businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions. The firm combines advisor-managed accounts with internal portfolio management, third-party money managers, and financial planning, utilizing a range of analytical methods and acting as a fiduciary in retirement plan consulting.

Anthony Viducic is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 designation and having 13 years of industry experience. His prior work includes roles at City National Securities, U.S. Bancorp Investments, U.S. Bank, M&T Securities, Wilmington Trust, and UBS Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor, RBC Rochdale, and is part of a broad financial services group affiliated with a bank and related entities offering a range of financial and trading services.