Joseph Storzinger is a financial advisor at IBN Advisory Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc., A.G. Morgan Financial Advisors, LLC, and Traderfield Securities Inc. Outside of his advisory role, he serves on the board of JSJ Energy Ventures, Inc., an energy consulting firm. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both discretionary and non-discretionary portfolio management, utilizing multiple internal teams and third-party managers with ongoing due diligence and individualized investment policy statements.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.

Richard Russo Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Advisory Services Network. His prior experience includes long-term roles at Triad Financial Inc. and Montuori & Associates. Outside of advisory services, he oversees tax and accounting services at Long Island Financial Services Group and is a licensed independent insurance agent in New York. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances, utilizing diverse investment vehicles and flexible engagement models.

John Palmer is a CFP® with 42 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has been since 2026. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing for a combined 18 years. Outside of his advisory role, Palmer serves as a FINRA arbitrator and is involved as co-general partner in family-related limited partnerships. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with a mix of discretionary and non-discretionary account management.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge Asset Management since 2016 and also has extensive tenure at Bisys dating back to 1996. Outside of advising, she is the founder and president of a nonprofit women's group called POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a mix of portfolio management approaches, including third-party models and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Robert Cuccaro is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2011 to 2015. Cuccaro is the CEO and President of Integrarisk Corp., where he dedicates part of his time to hiring and training independent insurance representatives. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent financial advisors and an in-house Private Client Group. The firm employs diverse investment strategies and platforms, and operates as part of the larger StoneX Group, which provides integrated clearing, custody, and lending services.

Mark Lebovic is a financial advisor with Kovack Advisors, Inc. in Commack, NY, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 51 years of industry experience and has been with Kovack Advisors and its affiliated Kovack Securities since 2007. Outside of advisory work, he is involved in selling life and health insurance and manages a portfolio of domain names. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, employing a range of portfolio management and financial planning services supported by Envestnet technology and a combination of internal models and third-party managers.

Richard Cecchi is a financial advisor at Verity Asset Management with 28 years of industry experience. He holds a Series 63 designation and has a background that includes ownership of a CPA practice and a longstanding role as National Secretary/Treasurer for the Workmen’s Benefit Fund. His career also includes positions at Planmember Securities Corporation and involvement with multiple entities under the Verity umbrella. Verity Asset Management is an SEC-registered investment adviser serving individual investors, including high-net-worth clients, as well as corporate and institutional clients. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and offers both discretionary and non-discretionary advisory services.

Ryan Thiel is a financial advisor with The Pinnacle Financial Group in Smithtown, NY, holding a Series 63 designation and 14 years of industry experience. He has been associated with Ryan Thiel & Associates Inc., The Pinnacle Financial Group, and LPL Financial LLC since 2015. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

Erica Keane is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at American Portfolios and OSAIC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

James Ahern is a financial advisor with Bison Wealth, LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, Gladstone Wealth Partners, and Merrill Lynch. Outside of finance, he serves as a police officer with the Nassau County Police Department and provides security presence for schools, churches, and businesses through Upfront Security Associates, LLC. Bison Wealth serves a diverse client base including individuals, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across various asset types, including alternatives and private-market strategies.

Carl Kirchner is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at American Portfolios for 19 years and OSAIC for 2 years before joining Ausdal Financial Partners. Outside of his advisory work, he coaches basketball. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored by individual advisors to meet clients’ objectives and risk tolerance.

Harold Rivenburgh is a financial advisor with The Pinnacle Financial Group, holding a Series 63 designation and 42 years of industry experience. He has worked at The Pinnacle Financial Group and LPL Financial since 2017, and previously spent a decade with Raymond James Financial Services Advisors and Paul Louis Financial Management. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined investment approach with customized written Investment Policy Statements and manages portfolios using a range of instruments and strategies, often on a discretionary basis.

Sal Disalvo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Cetera Advisor Networks LLC and Income for Life, LLC. Outside of advisory work, Mr. Disalvo is an author with book sales on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, businesses, charities, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Colin Moors is a financial advisor with Main Street Financial Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Main Street Financial Solutions in 2023, he worked at American Portfolios Financial Services, Inc. from 2009 to 2023. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach focused on low-cost passive ETFs alongside active strategies, and provides a range of financial planning, wealth management, and retirement consulting services.

Konstantinos Pagiazitis is an advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bridgeway Wealth Partners, TDAmeritrade, and CitiGroup. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by individual representatives and supported by firm-level due diligence.

Thomas Quinn is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American Portfolios Financial Services Inc. and OSAIC prior to joining Ausdal. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to meet clients' objectives and risk profiles.

Deepa Gibbons is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and 65 licenses with 20 years of industry experience. Her previous roles include positions at HSBC Securities (USA) Inc. and several other financial firms. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment strategies and offers access to multiple custodial platforms and third-party managers.

Mitat Lika is a financial advisor at Gradient Securities, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Gradient Securities since 2016 and AMG Wealth Management Inc. since 2012. Outside of his advisory role, he is the owner of AMG Wealth Management Inc., where he is involved in fixed insurance sales. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management to individuals, retirement plans, trusts, and business entities. The firm employs a non-discretionary approach, combining fundamental, technical, and cyclical analysis, and frequently works with third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing arrangements.

Andrew Buttelman is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also the owner and sole officer of Lifestage Wealth Advisors Inc., a business involved in office leasing and related administrative activities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and its in-house Investment Management & Research team.