Vinson Guigliano is a financial advisor at Draper Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education for six years and attended Quinnipiac University for four years. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s approach focuses on fundamental analysis and long-term portfolio construction using a range of securities, emphasizing ongoing discretionary supervision without charging performance-based fees.

Jason Ambrosini is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has worked at United Asset Strategies since 2019. Prior to that, he was employed at Bookkeeper 360 and Stony Brook University. 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 that emphasizes diversified, tailored portfolios with active fixed-income management and the use of options and margin transactions.

Nicholas Cappello is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the Lebenthal firms since 2012, currently serving as an investment adviser representative and head trader. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

Josiah Choy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Frisch Financial Group, Inc. since 2017 and previously spent five years at BlackRock, Inc. 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 investment strategies and offers both discretionary and non-discretionary portfolio management along with financial planning or consulting services.

Lauren King is a CFP® professional with 17 years of industry experience, currently serving as an investment advisor representative at Compass Advisors and as a registered representative with Purshe Kaplan Sterling Investments, Inc. She has worked at Compass Advisors and Purshe Kaplan Sterling since 2017 and previously at LPL Financial from 2010 to 2017. Outside of her advisory roles, King teaches financial literacy to middle school students and disadvantaged individuals through a nonprofit organization. Compass Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment process blends fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios of low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, and options to meet client needs.

Simon Arrata is a financial advisor at Traynor Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Harvest USA and Sowell Management. Arrata is also the owner of Cooperative Financial, LLC, an advisory firm based in Miami Beach, Florida. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solutions. The firm employs a tailored investment approach emphasizing direct stock ownership across various market capitalizations and uses a proprietary methodology combining fundamental, technical, and charting analysis.

Robert Dahroug is a financial advisor with Partners Capital Services, Inc. and holds Series 63 and Series 65 designations. He has 22 years of industry experience, including prior roles at J.P. Morgan Securities LLC and American Capital Partners, LLC. Dahroug is based in Hauppauge, NY. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering personalized investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Douglas Didominica is a financial advisor at Imperity Wealth Alliance LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked with Principal Securities Inc. and Principal Life Insurance Co. Didominica is involved in tax preparation and planning through Imperity Tax, a business affiliated with his firm. Imperity Wealth Alliance LLC is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services including wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk-management solutions, managing approximately $139.7 million in assets.

Christopher Congema is a CFP® professional with five years of industry experience. He has been with Landmark Wealth Management, LLC since 2015, working as part of a six-advisor team. 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 securities, and offers discretionary portfolio management, financial planning, and 401(k) plan services.

James Salerno is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Trivium Point Advisory, LLC and previously held roles at LPL Financial and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is involved in mortgage brokerage services through Affordable Financial Services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm uses a customized investment process based on fundamental analysis and diversified allocations, combining internal portfolio construction with recommended external managers and a range of implementation tools.

Erin Gibbons is a CFP® with 20 years of industry experience, currently serving at United Asset Strategies Inc. since 2013. She holds Series 63 and Series 65 licenses and is a member of the board of directors at Dominican Village, a nonprofit assisted living facility. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a team-based advisory model focused on diversified, tailored portfolios and active risk management strategies.

Frank Palumbo is a financial advisor with Partners Capital Services, Inc., holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been affiliated with American Capital Partners since 2006. Outside of his advisory role, he serves as an assistant coach at SUNY Old Westbury. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering customized investment strategies that include fundamental and technical analysis, options strategies, and access to third-party money managers.

Myles Boege is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Sovereign Financial Group, Inc. since 2022. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America from 2016 to 2022. Outside of his advisory role, he is involved in insurance sales through Innovative Underwriters Inc. and Mass Mutual. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and consulting services, emphasizing low-cost, diversified investments and long-term strategies with flexibility for tactical adjustments.

Santo Vicenzino is a financial advisor at Cove Private Wealth, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, sector, and qualitative analysis to build diversified portfolios and employs a wide range of investment instruments, including options strategies within separately managed accounts.

Eric Monroe is a financial advisor at Aurora Private Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with APW Capital, Inc. and Standard Pension Services, LLC, where he also provides retirement plan and benefits consulting. Outside of his advisory role, Monroe is an independent insurance broker specializing in fixed insurance products and operates a separate insurance-related consulting business under his own corporation. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of advisors, utilizing a range of investment strategies and third-party platforms.

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.

Randolph Belonzi is a financial advisor at Lebenthal Global Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lebenthal firms since 2018. In addition to his advisory role, he is a licensed independent insurance producer and serves as a mortgage loan officer. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business retirement plans with discretionary and limited non-discretionary portfolio management through a wrap fee program. The firm employs model-based strategies managed by an affiliated sub-adviser, offering diversified, tax-sensitive, and specialty investment approaches customizable to client objectives and risk tolerances.

Mohammed Ghouri is a financial advisor at Turner Financial Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Claraphi Advisory Network and Andalus Capital, LLC. Ghouri serves as a member of the International Board of Directors and Director of Alumni Relations at the TANDON School of Engineering at NYU, and he is also on the Board of Advisors for Future First Energy, where he provides coaching and strategic guidance. Turner Financial Group offers investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets across about 500 clients, utilizing model-based portfolio allocations combined with fundamental, technical, and cyclical analysis, and provides a range of planning and implementation services.

Michael Tavella is a CFP® with seven years of industry experience, currently serving as an Investment Adviser Representative at Lebenthal Global Advisors, LLC since 2019. He has also held roles at Lebenthal Diversified Asset Management Inc. and previously worked at Grant Thornton LLP. Outside of his advisory work, he manages property for a building owned by his family in Hauppauge, NY. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension plans. The firm employs model-based, tax-sensitive investment strategies managed through its affiliated sub-adviser and provides discretionary portfolio management combined with financial planning for its clients.

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.