Gabriel Gallante is a financial advisor at Rockline Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Wells Fargo Advisors. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing comprehensive portfolio management and retirement plan consulting. The firm combines various asset allocation strategies with fundamental and qualitative analysis, managing discretionary and non-discretionary accounts, and oversees approximately $749 million in client assets with a four-advisor team.

Robert Conzo is a CFP® professional with 25 years of experience in the financial services industry. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining The Wealth Alliance, LLC in 2019. Conzo serves as CEO and Managing Director at The Wealth Alliance and is also a registered representative with Purshe Kaplan Sterling Investments. He is a board member of the Northwell Health Southside Community Board, where he supports community awareness and fundraising efforts. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and frequently incorporates third-party platforms and independent managers in its strategies.

Tameka White is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2004. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and utilizes a team-based advisory model focused on diversified, tailored portfolios that include a range of asset classes and active risk management techniques.

Edward Schnepf is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Henley & Company and its affiliated entities since 2005. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and builds tailored portfolios based on client risk profiles, conducting ongoing monitoring and at least annual reviews.

Steven Madonna is a partner at Cornerstone Professional Advisor Services, LLC and holds a Series 65 designation. He has 25 years of experience at Cornerstone and over three decades as a partner at Madonna and Company LLP, a CPA firm specializing in tax and accounting. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory-based approach focused on asset allocation and diversified, primarily passive investment strategies with a long-term horizon.

Seth Cohan is a financial advisor at The Wealth Alliance, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 20 years before joining The Wealth Alliance and Purshe Kaplan Sterling Investments in 2022. Outside of his advisory role, he owns LAD Associates, Inc., a pass-through entity for tax purposes, which he oversees. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and frequently utilizes third-party platforms and independent managers.

Shawn Gallagher is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Frisch Financial Group, Inc. since 2015. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages broadly diversified portfolios using a range of strategies and investment vehicles, and it provides financial planning and consulting services tailored to client needs.

Anthony Soldano is a financial advisor at William Joseph Capital Management, Inc. with 20 years of experience, holding a Series 65 designation. He has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2006. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting along with fee-based insurance product services.

Connor Mushorn is a financial advisor at Rockline Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockline, he worked in educational roles at Ithaca College, West Islip High School, and Beach Street Middle School. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing comprehensive portfolio management and retirement plan consulting. The firm manages both discretionary and non-discretionary accounts and employs a range of investment strategies and instruments tailored to client objectives.

Jason Sacks is a CFP® professional with 16 years of industry experience, currently serving at Frisch Financial Group, Inc. since 2006. He holds Series 63 and Series 65 licenses and is based in Melville, NY. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs diversified investment strategies across equities, fixed income, mutual funds, ETFs, and options, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Robert Murphy Jr. is a CFP® professional with 32 years of experience in the financial industry. He has worked at United Asset Strategies Inc. since 2022 and previously spent over two decades at TD Ameritrade. His credentials also include Series 63 and Series 65 licenses. United Asset Strategies Inc. provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Benson Tang is a CFP®-certified financial advisor at Aurora Private Wealth, Inc. with two years of industry experience. He previously worked at Morgan Stanley Fund Services for eight years and is currently involved with Standard Pension Services as a paraplanner. Aurora Private Wealth, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, providing financial planning, consulting, and investment management through a team-based approach. The firm employs a variety of investment strategies including personalized portfolios, model portfolios, and third-party manager selection.

Herbert Refvik is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, his background includes roles at Apple Honda and 631 Insider Inc. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Brian Cohen is a financial advisor at Landmark Wealth Management, LLC in Melville, NY, with ten years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2015. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, and individual stocks and bonds, emphasizing fundamental analysis and ongoing client contact. Landmark also offers discretionary portfolio management, financial planning, 401(k) plan management, and retirement plan participant education through multiple office locations and educational seminars.

Marianne Hocknell is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She holds the Series 63 designation. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with a focus on diversified, tailored portfolios and active risk management techniques.

Alfred Diloreto is a financial advisor at First American Asset Advisory, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Wilshire SEC Inc since 2018. Prior to his advisory career, he was affiliated with Stony Brook University. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor tailored portfolios, delivering both discretionary and non-discretionary services.

Bruce Moore is a financial advisor with Secure Investment Management, LLC. He holds Series 65 and Series 66 licenses and has worked in the financial industry since 2015, with experience at multiple firms including Premier Advisor Resources and Catalina Wealth Management. Moore is based in Long Beach, NY. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing to create diversified, long-term portfolios.

Michael Wright is a CFP® with 35 years of industry experience. He has worked at Materetsky Financial Group since 2019 and held prior roles at Private Client Services, Broadbrook Enterprises, and TCW Funds Distributors. In addition to his financial advisory work, he is an independent insurance agent. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing investment management primarily on a non-discretionary basis. The firm’s wrap-fee program combines investment management, trade execution, custody, and reporting, and it offers retirement plan consulting and participant education without additional fees.

Mark Rathjen is a financial advisor with Prospect Financial Services LLC, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Roberts & Ryan Investments, Inc., Bridgehampton National Bank, and Draper Asset Management. Outside of his advisory work, he owns and operates a business called Next Gen Tests. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

James Albanese is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Henley & Company in various capacities since 2004, currently focusing on trading and assisting with supervision. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm builds tailored portfolios using multiple analytical approaches and regularly monitors and rebalances accounts.