Andrew Buttelman is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation 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., which manages office leasing and related expenses. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment processes.

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 65 and Series 63 licenses and over 34 years of industry experience. He has worked at Lincoln Investment since 2010 and concurrently with Great American Advisors, Inc., Connecticut Mutual Life Insurance Company, and Employee Benefit Planners for several decades. Noya also works as an independent contractor involved in fixed annuities and life insurance with multiple firms. 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, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Brian Gordon is a financial advisor at Capital Analysts with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following previous roles at Legend Advisory Corporation and Legend Equities Corporation. 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, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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 at Capital Analysts with nine years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Investment Planning, LLC, and Voya Financial Advisors, Inc. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management and advisor-managed custom and model portfolios, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management and research team.

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 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, 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 such as bullying, toxic relationships, and addiction. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, and businesses. The firm provides portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 40 years of experience in the financial advisory industry. He has been with Lincoln Investment Planning, Inc. since 1983 and is currently affiliated with Capital Analysts. 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, customized and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Kenneth King Jr. is a financial advisor with Capital Analysts, holding a Series 66 credential and eight years of industry experience. He previously worked at Lincoln Investment and Pasternak Baum & Co., Ltd. Outside of advising, King owns Kenny King Consulting Inc., an S Corporation focused on tax structure and solo 401(k) plans for independent contractors. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors, combining discretionary investment management with proprietary mutual fund screening and access to third-party managers.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Valley National Bank. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Eric Weschke is a financial advisor with Coppell Advisory Solutions LLC and holds Series 63, 65, and 66 licenses. He has 28 years of industry experience, including prior roles at Kalos Capital and Financial Planning Associates, Inc. Weschke is also president of Advanced Folio Capital Management. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform implementing tailored investment strategies on a discretionary basis and manages over $1.1 billion in client assets.

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.

Thomas Kuhn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, using a variety of securities and third-party managers, along with flexible engagement types.

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.