Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.

James Diver is a CFP® with 10 years of industry experience, currently serving as an advisor at Procyon since 2021. Prior to that, he worked at Pivotal Planning Group, LLC for seven years. He is a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a diverse client base including high-net-worth individuals, families, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates through multiple offices and affiliated businesses, supporting both discretionary and non-discretionary asset management.

Richard Russo Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Advisory Services Network. His prior experience includes long-term roles at Triad Financial Inc. and Montuori & Associates. Outside of advisory services, he oversees tax and accounting services at Long Island Financial Services Group and is a licensed independent insurance agent in New York. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances, utilizing diverse investment vehicles and flexible engagement models.

Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill from 2009 to 2017. Wilinski provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a variety of strategies and resources, including third-party managers and model portfolios.

John Palmer is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Prospera Financial Services, Inc., where he has worked since 2026, following a 17-year tenure at Wells Fargo Advisors Financial Network LLC. Palmer serves as a FINRA arbitrator, a role he has held since 1994. Prospera Financial Services, Inc. is a large, multi-team advisory firm with 268 advisors managing approximately $12.4 billion across 140 offices. The firm provides investment advisory and financial planning services to a diverse client base including individuals, corporate and charitable entities, and retirement plans, utilizing a variety of delivery platforms and a combination of firm and third-party investment models.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge and affiliated Peak Brokerage Services since 2016 and has worked with Bisys since 1996. Nostrom is the founder and president of the nonprofit women's group POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process utilizing model portfolios, third-party managers, and a multiphase due diligence approach.

Robert Cuccaro is a financial advisor with StoneX Advisors Inc. and holds a Series 66 credential. He has 15 years of industry experience, including over a decade with StoneX Advisors Inc. and StoneX Securities Inc. He is also president and CEO of Integrarisk Corp., where he oversees independent insurance representatives and financial advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of portfolio strategies using proprietary models and third-party managers, supported by integrated operational and execution capabilities within the StoneX Group.

Mark Lebovic is a financial advisor at Kovack Advisors, Inc. with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved in selling life and health insurance and manages the registration of multiple domain names. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers services such as discretionary asset management, third-party manager recommendations, financial planning, and account aggregation.

Richard Cecchi is a financial advisor at Verity Asset Management with 28 years of industry experience. He holds a Series 63 designation and has a background that includes ownership of a CPA practice and a longstanding role as National Secretary/Treasurer for the Workmen’s Benefit Fund. His career also includes positions at Planmember Securities Corporation and involvement with multiple entities under the Verity umbrella. Verity Asset Management is an SEC-registered investment adviser serving individual investors, including high-net-worth clients, as well as corporate and institutional clients. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and offers both discretionary and non-discretionary advisory services.

Robert Alimena is a CFP® with 15 years of industry experience, currently serving as an advisor at Procyon since 2022. He previously worked at Beaumont Financial Partners from 2015 to 2022. Outside of his advisory role, he coordinates tax work with accounting firms through Procyon Tax, a related business he is involved with. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm emphasizes customized, fundamentally driven portfolios utilizing both internal management and third-party relationships, and operates multiple affiliated businesses alongside its investment management and consulting services.

Ryan Thiel is a financial advisor with The Pinnacle Financial Group in Smithtown, NY, holding a Series 63 designation and 14 years of industry experience. He has been associated with Ryan Thiel & Associates Inc., The Pinnacle Financial Group, and LPL Financial LLC since 2015. 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 fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.

Thomas Pekar is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of finance, he works as a freelance entertainer, performing as a singer, guitarist, and event MC. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and various wrap fee programs, utilizing a platform that supports discretionary and non-discretionary account management across multiple investment instruments.

James Ahern is a financial advisor at Bison Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Gladstone Wealth Partners, and Merrill Lynch. In addition to his advisory role, Ahern serves as a police officer with the Nassau County Police Department and provides security services for schools, churches, and businesses through Upfront Security Associates, LLC. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations while offering a turnkey asset management platform to unaffiliated registered investment advisers. The firm employs outcome-focused model portfolios and strategies that combine tactical and strategic allocations across liquid and private-market investments, including option-based overlay strategies and alternative investments.

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.

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.

Brian Cohen is a financial advisor at Capitol Securities Management, Inc. in Melville, NY, with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Capitol Securities since 2016. Outside of his advisory role, Cohen is involved in various community and professional activities, including hosting a podcast, leading a public speaking club, facilitating support groups for the Crohn’s and Colitis Foundation, and participating on a nonprofit business foundation board. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering advisory programs through discretionary and non-discretionary portfolios, separately managed accounts, model portfolios, and third-party money managers.

Ira Katz is a financial advisor with Gladstone Wealth Partners in Melville, NY, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017 and previously at Merrill from 2009 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent investment adviser representatives who utilize various strategies and resources, including sub-advisers and third-party platforms, to manage client accounts.

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.