Vanderbilt Advisory Services

Jina Penn Tracy is a Series 66 credentialed financial advisor with 22 years of industry experience. She has been with Vanderbilt Advisory Services since 2017, following seven years at Financial West Group. In addition to her advisory role, she is involved in electrical grid integration technology as a business strategy advisor and board member for Renew Power Systems Inc and serves on the board of Fresh Energy. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, supported by a formal integration with retirement-plan and benefits firms that provides advisory, pension consulting, and plan administration services.

Janet Doherty is a financial advisor at Vanderbilt Advisory Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at New Century Financial Group, Royal Alliance Associates, and Ids Life Insurance Company. Outside of her advisory role, she serves as trustee for a family irrevocable trust and is involved in fixed annuity insurance sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Gorman is a financial advisor with Vanderbilt Advisory Services in Summit, NJ, holding 55 years of industry experience. He has been with Vanderbilt Securities since 2003 and is also president of ANTAX Consulting Corp, a tax consulting firm he founded in 1972. Gorman serves as vice president of the Robert & Nancy Brooks Foundation, a private foundation affiliated with one of his tax clients. Vanderbilt Advisory Services serves a diverse clientele including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and various analytical methods, alongside integrated retirement-plan consulting and administration services.

Fariba Madison is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Western International Securities, Inc. for 13 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC. Outside of advisory work, she is involved in fixed insurance sales as an agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Scott Kadish is a CFP® professional with 19 years of industry experience, currently serving at Vanderbilt Advisory Services. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is active in community and environmental efforts, serving as a board member of the Jewish Climate Action Network of Massachusetts and as National Chairperson for the Shomrei Ha'aretz affinity group of the Federation of Jewish Men's Clubs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Loren Wood is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He previously worked for IBN Financial Services, Inc. for 21 years. Outside of his advisory role, Wood operates a sole proprietorship focused on accounting and tax preparation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Arthur Forget III is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds the Series 63 designation and has prior experience at The Investment Center Inc., LPL Financial, and Capital Financial Planning. Outside of advising, he owns Symmetry Tax Solutions, an accounting services firm, and Sterling Capital LLC, which provides tax preparation and financial advisory services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ruth Arriaza is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has four years of industry experience and has been with Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as Administration Committee Chair at Nuevas Fronteras Presbyterian Church and is a member of the Finance Committee for The Presbytery of the Northeast New Jersey. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Brenda Trachsel is a financial advisor with Vanderbilt Advisory Services in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She worked at Edward Jones from 1997 to 2025 before joining Vanderbilt in 2026. Outside of her advisory role, she operates a small row crop farming business in Savannah, MO. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, with an investment process that combines fundamental, technical, and charting analysis and is notable for its integration with retirement-plan and benefits firms.

John Spinelli is a CFP® professional with 26 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He also has a background as a CPA with over 30 years of experience leading his own CPA practice, John P Spinelli, CPA, which provides accounting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, managing portfolios for both short-term and long-term objectives while integrating retirement-plan and benefits services.

Eric Hu is a financial advisor with Vanderbilt Advisory Services in Bridgewater, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2022. Hu also serves as Managing Principal at Gryphon Asset Management, where he oversees fixed insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and various analytical methods, and is noted for its integration with retirement-plan and benefits firms alongside an affiliated broker-dealer.

Lynn Williams is a CFP® with 36 years of industry experience, currently with Vanderbilt Advisory Services. Prior to joining Vanderbilt, Williams held roles at Securities America Advisors and Williams Capital Corporation, among others. Outside of financial advising, Williams is an attorney practicing estate planning and probate matters, owns a tax preparation and planning business, and teaches Zumba and group fitness classes. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, combining strategic asset allocation with multiple analytical approaches tailored to client objectives.

Jack Chite is a CFP® with 42 years of industry experience, currently serving at Vanderbilt Advisory Services since 2005. He has been self-employed since 1972 and operates J. Chite & Associates, Inc., a firm he founded in 1991. Outside of investment advisory, he is president of Vanderbilt Insurance, focusing on fixed-rate insurance products, and provides tax consulting services in collaboration with a CPA. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical techniques tailored to client objectives.

Bradley Cohen is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 15 years. Outside of his advisory role, Cohen is a professor at SUNY Alfred State College. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Kenneth Tavernier is a financial advisor with Vanderbilt Advisory Services in San Jose, CA, holding a Series 63 designation and 24 years of industry experience. His prior work includes roles at Vanderbilt Securities, LPL Financial, and Wells Fargo Advisors. He serves as president of the Almaden Valley Rotary Club, a community service organization. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach integrates strategic asset allocation with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services.