Konstantinos Pagiazitis is a financial advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bridgeway Wealth Partners, TDAmeritrade, CitiGroup, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of investment approaches tailored at the representative level.

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.

Charles Tamburello is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Lincoln Investment Planning Inc. since 2010 and has been affiliated with Hofstra University since 1983. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm utilizes both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary screening processes.

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.

Vincent Tamburello is a Series 66-licensed advisor with Capital Analysts, bringing three years of industry experience. He also has a role at The Campbell Law Group, P.A., where he works on discovery matters. 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 through both discretionary and non-discretionary strategies, leveraging a proprietary mutual-fund screening process and collaborating with third-party managers.

Dennis Oconnor is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and 39 years of industry experience. He previously worked at Cetera Advisors LLC for 10 years before joining Blackridge Asset Management and Peak Brokerage Services in 2023. In addition to his advisory role, he is also an insurance agent with Top Advisors Group. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates a network of investment adviser representatives utilizing model portfolios, third-party managers, and a turnkey asset management platform, with investment strategies that include asset allocation, rebalancing, and diversification.

Lauren Flemen is a CFP® at United Capital Financial Advisors with eight years of prior experience at Apexium Financial LP and five years at Atlantic Trust. She has been with United Capital since 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

Vincent Famulari is a CFP® professional with 30 years of industry experience. He is currently with The Pinnacle Financial Group, where he has worked since 2018, and has been associated with LPL Financial since 2002. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

Andrew Buttelman is a Series 63–licensed financial advisor with 43 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is the owner and sole officer of Lifestage Wealth Advisors Inc., a company focused on office leasing and marketing. 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 through both discretionary and non-discretionary strategies, supported by a proprietary mutual-fund screening process and a nationwide network of independent advisors.

Jacqueline Mallinson is a financial advisor with Verity Asset Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at The Leaders Group DBA Simplicity Investments and Prudential Insurance Company of America. Outside of finance, she operates Jackie’s Craft Room, a crafting business. Verity Asset Management is an SEC-registered investment adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process focusing on tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Domingos Noya is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Lincoln Investment, Great American Advisors, Connecticut Mutual Life Insurance Company, and Employee Benefit Planners. He also works as an independent contractor selling fixed annuities and life insurance through several firms. Capital Analysts serves a range of retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Anthony Soldano is a financial advisor at William Joseph Capital Management, Inc. with 20 years of experience, holding a Series 65 designation. He has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2006. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting along with fee-based insurance product services.

Brian Gordon is a financial advisor with Capital Analysts in Bohemia, NY, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His career includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1981 to 2017. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers discretionary investment management via an in-house research team and non-discretionary options through advisors and third parties, utilizing a proprietary mutual fund screening process.

Thomas Randello is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Kovack Advisors since 2007 and Kovack Securities since 2005. In addition to his advisory role, Randello works as an enrolled agent providing accounting and tax preparation services and is involved in fixed insurance and annuities. 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, banks, and government entities, utilizing a risk-based investment approach supported by both internally developed models and third-party managers.

Paul Lorentzen is a CFP® professional with 33 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2020. His prior experience includes roles at Cardea Capital Advisors, Liberty Partners Financial Services, National Securities Corporation, National Asset Management, and extensive tenure at Lorentzen & Trifari CPA's and Linder Capital Advisors. Outside of his advisory work, he holds a president position at Lorentzen & Trifari, CPA's and Elite Wealth Management, though these roles are not investment related. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Nicholas Borkowski is a financial advisor with Capital Analysts in Holbrook, NY, holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Lincoln Investment Planning, Voya Financial Advisors, and TD Bank. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors. The firm manages investments both on a discretionary basis through its in-house Investment Management & Research team and on a non-discretionary basis via advisors and third-party managers.

James Mallinson is a financial advisor at Verity Asset Management with Series 66 credentials. He has one year of industry experience and has held roles at The Leaders Group Inc (DBA Simplicity Investments), Eastern Wholesale Fence, and Bethpage Federal Credit Union among others. Outside of financial services, he is involved with Redhead Marketing Group Inc., where he has been active since 2019. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base including individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process featuring tactical asset allocation across various asset classes and implements both internally managed specialty strategies and third-party models.

James De Lucia is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Quest Capital & Risk Management, Inc. and related advisory businesses since 2023. Outside of his advisory roles, he was involved with Snapper Inn, LLC for three years. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing core and specialized model suites from providers such as BlackRock, Dimensional, and Vanguard, as well as advisor-directed and third-party sub-advised portfolios.

Matthew Pisani is a financial advisor with Capital Analysts, holding a Series 63 license and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Pisani co-wrote a children’s rhyming book titled "Nala The Bulldog" and serves as Executive Director of the nonprofit Clean Slate Living, where he speaks on topics including bullying and addiction. Capital Analysts serves retail and institutional clients including high-net-worth investors, trusts, foundations, and businesses. The firm provides portfolio management and retirement-plan advice through a combination of discretionary investment management and advisor-managed portfolios, supported by a proprietary mutual fund screening process and institutional relationships.