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 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.

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.

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.

Christopher Pollina is a CFP® with 29 years of experience in the financial services industry, currently serving at Portfolio Medics, LLC since 2021. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he owns and operates a healthy snacks vending business during evenings and weekends. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management combining fundamental, technical, and cyclical analysis, with a client focus on retail and small-business relationships.

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.

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.

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.

Eric Weschke is a financial advisor at Coppell Advisory Solutions LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Kalos Capital for 11 years. Outside of his advisory role, he serves as president of Advanced Folio Capital Management. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and employs a broad investment toolkit across tailored, discretionary strategies using both fundamental and technical analysis.

Gene Panasenko is a financial advisor at Alexander Capital Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Landolt Securities, Moloney Securities Asset Management LLC, Moloney Securities Co., Inc., Rutenberg Realty, and LPL Financial LLC. Outside of his advisory role, Panasenko operates a YouTube channel where he interviews professionals about their life experiences. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and offers both discretionary and non-discretionary accounts.

William Mc Enroe III is a financial advisor at Bison Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history that includes roles at NYLIFE Securities LLC and the Center for Wealth Preservation. In addition to his advisory work, Mc Enroe serves as a police officer with the Hempstead Village Police Department and is a board member of The Paige Keely Foundation, a charity focused on raising awareness for Arteriovenous Malformation (AVM). Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advice, and a turnkey asset management platform for unaffiliated advisers. The firm emphasizes outcome-focused model portfolios that incorporate both liquid and private-market investments and provides distinctive services such as option-based overlay strategies through affiliated sub-advisers.

Josh Frankel is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Capital Financial Services, Inc. and American Capital Partners, LLC. Outside of advising, he is involved in providing fixed insurance products through The Princeton Insurance Agency, Inc. Trustmont Advisory Group serves a diverse range of clients, including individuals, pension plans, trusts, charities, and corporations. The firm applies a long-term investment perspective using multiple public research sources and manages all accounts on a discretionary basis, with approximately $1.3 billion in assets under management as of December 31, 2025.

Raymond Menna is a CFP® with 35 years of industry experience, currently serving as CEO and financial advisor at Menna Wealth Planning Group and affiliated with Verity Asset Management. His prior experience includes roles at Planmember Securities Corporation and MUTUAL, INC. / US Retirement Partners. Verity Asset Management is an SEC-registered adviser providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models.