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.

Tameka White is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies, Inc. since 2004, where she works as part of a 25-advisor team based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with actively managed equity and fixed-income portfolios.

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.

Brett Stanton is a financial advisor at Fusion Family Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fusion Family Wealth since 2016, following a brief tenure at Consolidated Portfolio Review Corp. Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high-net-worth clients, related trusts and estates, and pension and profit-sharing plans. The firm customizes asset allocations based on client objectives and risk tolerance, employing mutual funds, ETFs, and independent managers, and uses various external affiliations and platforms to support its operations.

Steven Madonna is a partner at Cornerstone Professional Advisor Services, LLC with 25 years at the firm and three years of industry experience as a financial advisor. He holds a Series 65 designation and also serves as a partner at Madonna and Company LLP, a CPA firm in Garden City, NY. Cornerstone Professional Advisor Services serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, emphasizing diversified allocations through passive mutual funds and ETFs with a buy-and-hold strategy, while utilizing third-party platforms for custody and investment management.

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.

Steven Schneider is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY. He holds Series 66 and Series 63 designations and has 13 years of industry experience. He has worked at American Capital Partners, LLC since 2012. Outside of advising, he is involved in soccer training through a separate business activity. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm employs an individualized data-gathering process and offers both discretionary and non-discretionary management, with a notable focus on client-directed accounts.

Roy Pfleger is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Concorde Asset Management, Inc. and Concorde Investment Services, LLC. Outside of his advisory work, he is president and owner of Roy V. Pfleger II Consulting, Inc., where he offers traditional and alternative investment strategies as a consultant. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm uses a multi-advisor platform and employs multiple custodial and platform arrangements to tailor portfolios to client objectives, incorporating both fundamental and technical analysis.

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.

Robert Marronaro is a CFP® professional with 35 years of industry experience. He is currently with Legacy Edge Advisors and has held prior roles at Orbis Wealth, WealthShield Partners, and TIAA. Marronaro is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis tailored to client-specific goals and risk tolerances.

Joseph Cracchiola is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2015 to 2021. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, as well as various entities. The firm emphasizes a bottom-up, fundamental investment approach and serves public-sector employees through its Union Partners division, managing roughly $195 million in client assets.

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 industry experience, currently serving at United Asset Strategies Inc. since 2022. His prior experience includes over two decades at TD Ameritrade and a period as a self-employed advisor. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in assets, providing discretionary investment management, retirement-plan consulting, and comprehensive financial planning to a diverse client base that includes individuals, trusts, and corporations. The firm utilizes a diversified investment approach combining strategic asset allocation with active management across equity and fixed-income portfolios.

Benson Tang is a CFP®-certified financial advisor with Aurora Private Wealth, Inc. He has two years of industry experience and has worked at firms including Brown & Brown and Morgan Stanley Fund Services. In addition to his advisory roles, he assists with pension plan client reviews and financial planning through Standard Pension Services. 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-based approach that utilizes individualized policies, model portfolios, and third-party platforms.

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.

Nicola Patullo is a CFP® professional with 23 years of experience in financial advising. She is currently with Legacy Edge Advisors and previously worked at Orbis Wealth, WealthShield Partners, and TIAA. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on individual goals and employs a diverse range of analytical methods and investment approaches.