Mark Knox is a CFP® with 40 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1983 and retired for two years between 2017 and 2019. He is currently affiliated with Capital Analysts, a multi-team firm based in Hauppauge, NY. 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 various programs supported by an in-house Investment Management & Research team that utilizes proprietary screening processes and provides customized investment solutions.

Kenneth King Jr. is a Series 66-licensed financial advisor with eight years of industry experience, currently with Capital Analysts. He previously worked at Pasternak Baum & Co., Ltd. He owns Kenny King Consulting Inc., an S Corporation focused on tax structuring and solo 401(k) plan management. 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 driven by an in-house investment management team, with a focus on fiduciary services and customized investment solutions.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment since 2017, with prior roles at Morgan Stanley and Valley National Bank. Capital Analysts serves a diverse clientele, including individuals, high-net-worth investors, retirement plans, trusts, foundations, charities, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

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.

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 is also a partner at Weindorf and Company CPAs, LLP, a CPA firm where he has performed administrative duties since 2005. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds and ETFs, individual stocks and bonds, and both fundamental and technical analysis.

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.

Jeremy Isleman is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Portfolio Medics in 2024, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He also operates as an independent insurance agent, transacting insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm constructs customized portfolios using a range of investment vehicles and employs a variety of analytical and trading strategies tailored to clients' objectives and risk tolerance.

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 and holds a Series 63 designation. She has been with Capital Analysts since 2024 and previously worked at Lincoln Investment Planning, Inc. for over a decade. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes.

Mark Levin is a financial advisor with Capital Analysts, holding a Series 63 designation and 22 years of industry experience. He has worked with Lincoln Investment, Preferred Financial Group, and Park Avenue Securities throughout his career. Levin is the owner and president of Your Personal Broker, Inc., a corporation involved in insurance and investment sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house research team and proprietary screening tools, and maintains affiliations with Lincoln Investment and Pershing/BNY to support its advisory services.

Joseph Waters is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and GWN Securities. Waters is also involved in servicing individual senior Medicare supplemental policies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based and commissionable products and delivers tailored investment recommendations through multiple program structures and analytic approaches.

Michael Punturieri is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm employs an in-house Investment Management & Research team and offers discretionary and non-discretionary portfolio management, advisor-managed models, third-party manager access, and ERISA retirement plan advisory services.

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.

John Caffrey Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Composition Wealth, LLC and has previously worked at Rosemark Advisors, Purshe Kaplan Sterling Investments, and Castle Asset Management. Outside of his advisory role, he serves on the board of the AMAC Foundation, where he assists with business planning and financial education. Composition Wealth provides discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, trusts, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and private funds, managing assets on a discretionary basis.

Lorraine Rocamboli is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Her career includes long-term roles at Legend Equities Corporation and Legend Advisory Corporation, before joining Lincoln Investment in 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that uses proprietary screening tools and model portfolios.

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Dianne Dittmar is a financial advisor at Equity Services, Inc. with 35 years of industry experience. She holds a Series 63 designation and has been with Equity Services and National Life since 2012. In addition to her advisory role, she is involved in insurance sales, including Medicare Advantage and supplement plans, as well as fixed insurance products covering life, health, disability, and long-term care. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Edwin Murphy Jr. is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 30 years of industry experience, including a concurrent role at National Life Insurance Co since 1995. Outside of his advisory work, he serves as president of Edwin J. Murphy Inc., a tax preparation and accounting services business. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Brian Buglino is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds the Series 63 designation and has worked at National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. Buglino also sells fixed insurance products through various carriers as an agent with United Financial Alliance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a mix of third-party asset managers and model portfolios with both long-term and shorter-term strategies.