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.

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.

Mark Knox is a CFP® with over 40 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1983 and retired from active practice between 2017 and 2019. Knox is currently affiliated with Capital Analysts in Hauppauge, NY. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches supported by a proprietary mutual fund screening process and maintains institutional relationships that enhance its product offerings.

Kenneth King Jr. is a financial advisor with Capital Analysts and holds a Series 66 designation. He has eight years of industry experience, including roles at Lincoln Investment and Pasternak Baum & Co., Ltd. He is the owner of Kenny King Consulting Inc., an S Corporation focused on tax structuring and solo 401(k) plans for independent contractors. Capital Analysts serves a broad client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Valley National Bank. Verardi’s career includes roles at Lincoln Investment since 2017 alongside her current position at Capital Analysts. Capital Analysts serves a diverse client base ranging from individual investors to institutions and offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with advisor-managed solutions and emphasizes fiduciary responsibilities for retirement and tax-advantaged accounts.

Eric Weschke is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 65, and 66 licenses, and has 28 years of industry experience. His prior experience includes roles at Kalos Capital and Financial Planning Associates, Inc. He is also president of Advanced Folio Capital Management. Coppell Advisory Solutions LLC offers discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and employs an open-architecture investment platform utilizing both fundamental and technical analysis with a comprehensive range of investment tools.

Gene Panasenko is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and over 29 years of industry experience. His prior work includes roles at Landolt Securities, Moloney Securities Asset Management, LPL Financial, and HSBC Securities. Outside of advising, he hosts a YouTube channel where he interviews professionals about their life experiences. Alexander Capital Wealth Management LLC provides advisory services to individual, high-net-worth, and institutional clients, employing a top-down investment process that integrates proprietary technical analysis and fundamental review. The firm utilizes multiple advisory teams, discretionary management, sub-advisers, and model portfolios to implement strategies.

William Mc Enroe III is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has prior experience with firms including NYLIFE Securities LLC and the Center for Wealth Preservation. Outside of his advisory role, he serves as a police officer and is a board member of The Paige Keely Foundation, a charity focused on raising awareness for Arteriovenous Malformation (AVM). Bison Wealth serves a diverse client base including individuals, high net worth clients, 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 that incorporate both tactical and strategic allocations across liquid and private-market strategies.

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.

Jason Weindorf is a financial advisor with Composition Wealth, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Miracle Mile Advisors, LLC since 2022 and is a partner at Weindorf and Company CPAs, LLP, a CPA firm where he has had administrative duties since 2005. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Raymond Menna is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently associated with Verity Asset Management and has held roles with Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. His career includes nearly two decades at MUTUAL, INC. / US Retirement Partners and nine years at Planmember Securities Corporation. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion for individuals, retirement plan sponsors, institutional clients, and other advisers. The firm utilizes a model-based investment process with tactical asset allocation across diverse asset classes, offering portfolio management, retirement plan consulting, and sub-advisory services.

Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Kristin Lanzi is a financial advisor at Capital Analysts with 19 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment Planning from 2011 to the present. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual investors, trusts, foundations, and charitable organizations. The firm combines discretionary investment management from its in-house team with non-discretionary advisory services through a nationwide network of independent representatives.

Alan Lichtenstein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Concorde Asset Management since 2015 and is also involved in residential and commercial real estate sales through Charles Rutenberg Realty. Additionally, he provides continuing professional education credit courses to New York CPAs as an instructor with Alldeb Marketing LLC. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and proprietary and third-party platforms, and it provides ERISA retirement-plan advisory services and participant advice.

Michael Punturieri is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2017, as well as at Legend Advisory Corporation and Legend Equities Corporation in prior roles. 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and firm-managed programs.

John Corcoran is a financial advisor at Beacon Trust with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform that includes in-house strategies, separately managed accounts, ETFs, and mutual funds, with a focus on risk diversification and tax-aware management.