Konstantinos Pagiazitis is a financial advisor with Gladstone Wealth Partners, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes roles at Bridgeway Wealth Partners, TDAmeritrade, and CitiGroup. 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 sub-advisers and model portfolios, providing discretionary portfolio management and plan consulting services.

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 at Capital Analysts with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning Inc. since 2010. Additionally, he has been affiliated with Hofstra University since 1983. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that employs proprietary screening processes and provides tailored advisory services.

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 with Gradient Securities, LLC, holding a Series 63 designation and 31 years of industry experience. He has been with Gradient Securities since 2016 and also owns AMG Wealth Management Inc, where he is involved in fixed insurance sales alongside securities and advisory services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension plans, trusts, estates, and businesses. The firm employs a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis, and often utilizes third-party managers for client portfolios.

Zachary Marsh is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Facet since 2023. Prior to joining Facet, he worked for seven years at The Vanguard Group, Inc. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services that emphasize holistic planning and technology-driven investment solutions.

Vincent Tamburello is a financial advisor with Capital Analysts holding a Series 66 credential and three years of industry experience. He has concurrent roles at Lincoln Investment and serves as a discovery team member for The Campbell Law Group, P.A., a law practice where he assists with client discovery and firm marketing. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through multiple program types. The firm employs an in-house investment management team using proprietary screening processes and provides a range of advisory services tailored to client needs.

Dennis Oconnor is a financial advisor at Blackridge Asset Management, LLC with 39 years of industry experience. He previously worked at Cetera Advisors LLC for 10 years and has held roles at Peak Brokerage Services, LLC since 2023. He holds a Series 63 designation. Outside of his advisory role, he is also an insurance agent with Top Advisors Group. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing a client-driven investment process that incorporates third-party and advisor-created models, with a distinctive capability to provide formal sub-advisory services to other registered investment advisers.

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.

Andrew Buttelman is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation from 1994 to 2017. Outside of his advisory work, he is the owner and sole officer of Lifestage Wealth Advisors Inc, a company involved in office leasing and related expenses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to manage portfolios and offers discretionary and non-discretionary management along with customized advisory solutions.

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 at Capital Analysts with 33 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Lincoln Investment, Great American Advisors, Connecticut Mutual Life Insurance Company, and Employee Benefit Planners. His outside business activities include independent contract work selling fixed annuities and life insurance. Capital Analysts serves a diverse client base, including individual and institutional investors, providing discretionary and non-discretionary portfolio management through in-house investment models, third-party manager access, and retirement plan advisory services.

Brian Gordon is a financial advisor with Capital Analysts in Bohemia, NY, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes long tenures at Legend Equities Corporation and Legend Advisory Corporation before joining Lincoln Investment in 2017. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and leverages an in-house Investment Management & Research team that employs proprietary screening and model portfolios.

Thomas Randello is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of experience in the industry. He has worked with Kovack Advisors since 2007 and Kovack Securities since 2005. In addition to his advisory work, he is an enrolled agent providing accounting and tax preparation services. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other vehicles, while also recommending third-party managers and offering financial planning and account aggregation services.

Paul Lorentzen is a CFP® professional with 32 years of industry experience, currently with B. Riley Wealth Advisors, Inc. since 2020. His prior roles include positions at Cardea Capital Advisors, Liberty Partners Financial Services, and National Asset Management, as well as leadership at Lorentzen & Trifari CPA's, where he served as president. He is also president of Elite Wealth Management, a non-investment-related business. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory programs and financial planning services, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Nicholas Borkowski is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 63 designation and has worked at Lincoln Investment Planning, Voya Financial Advisors, and TD Bank. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through proprietary models, third-party managers, and ERISA retirement plan advisory services.

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 a Series 65 credential and one year of industry experience. His prior roles include positions at Quest Capital & Risk Management, Inc and C2P Capital Advisory Group, LLC. Outside of advisory work, he was involved with Snapper Inn, LLC from 2020 to 2023. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Matthew Pisani is a financial advisor with Capital Analysts in Bohemia, NY, holding a Series 63 designation and 16 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 bullying, toxic relationships, and addiction. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, providing customized solutions and access to third-party managers.

Hillard Saveth is a financial advisor with The Pinnacle Financial Group in Dix Hills, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with The Pinnacle Financial Group since 2013 and also maintains a long-standing affiliation with LPL Financial since 2003. 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 constructs written Investment Policy Statements for clients and applies fundamental analysis across a broad range of instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.