Michael Principe is a financial advisor at Draper Asset Management, LLC and holds a Series 65 designation. He began his advisory career at Draper Asset Management in 2024 after working at Long Island University and briefly at Yogurt Time. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach focused on intrinsic valuation and serves a notable public-sector client base through its Union Partners division.

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.

John Romano is a financial advisor at CFM Advisors Inc with 21 years of industry experience. He has been with CFM Advisors since 2006 and holds a Series 63 designation. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses. The firm focuses on non-discretionary advice, employing various analytical approaches and emphasizing asset allocation and manager selection to meet client-specific investment policies.

Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Bank of America. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, focusing on comprehensive portfolio management and retirement plan consulting. The firm emphasizes diversified portfolios that incorporate fundamental, technical, sector, and qualitative analysis, utilizing a range of investment instruments including options and derivatives strategies.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Garrett Mancuso is a financial advisor at Measured Risk Portfolios with a Series 66 designation and two years of industry experience. His prior roles include positions at PGIM Investments LLC, Prudential Investment Management Services LLC, and Ameriprise Financial Services LLC. Measured Risk Portfolios provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm employs an investment approach that combines short-duration fixed income with option-based strategies aimed at downside mitigation and upside participation, and it serves as a sub-adviser to an affiliated ETF.

Gary Slavin is a financial advisor at Lebenthal Global Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at MML Investors Services, LLC and MetLife Securities Inc. Slavin serves on the boards of several chambers of commerce and is the author of a book titled *Pebbles on a Beach*. Lebenthal Global Advisors provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Robert Rickey is a CFP® with 32 years of industry experience, currently serving at StraightLine. His career includes 25 years at TIAA-CREF and roles at TruNor Consulting & Coaching Services. Outside of his advisory work, he is an investor and advisory board member for Financial Wellness Labs, a company providing digital tools and coaching for personal financial management, and serves on the advisory board of CIO Group, LLC, a registered investment adviser focused on family office portfolio assessments. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, and retirement education services. The firm employs institutional research and proprietary models to guide portfolio construction, offering access to sub-advisers and structured participant education programs.

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Albert Akerman is a financial advisor at R & R Financial Planners, Inc. with 30 years of industry experience. He holds a Series 66 designation and has been associated with RNR Securities, LLC since 2015. Outside of advisory work, he serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and employs a combination of model portfolios, customized strategies, and options-based approaches while operating with an in-house broker-dealer and insurance distribution capabilities.

Keith Douglas is a financial advisor at United Asset Strategies Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lantern Investments, Convera, and Peak Alliance. 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 with diversified, tailored portfolios and active fixed-income management.

William Romeo is a CFP® and Series 63 licensed financial advisor with 44 years of industry experience. He has been with R & R Financial Planners, Inc. since 1983 and RNR Securities, L.L.C. since 1997. In addition to his advisory role, he works as an independent insurance agent for Security Mutual Life Insurance Company of NY. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of model portfolios, customized strategies, and options/derivatives alongside third-party managers.

Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sun Life and RCN Capital. His background also includes positions at The University of Connecticut and various other roles prior to entering the financial sector. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, long-term portfolios using mutual funds, ETFs, and individual securities, and offers additional services such as 401(k) plan management and participant education.

Anthony Rosa is an investment advisory representative at R & R Financial Planners, Inc. with 16 years of industry experience. He has been with R & R Financial Planners since 2009 and also operates Tony Rosa Landscaping, a business he has managed since 1978. He holds the Series 63 and Series 66 designations. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a combination of model and customized strategies, including options and derivatives, supported by its affiliation with an in-house broker-dealer.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Henry Montag is a CFP® with 43 years of industry experience, currently serving as an advisor at Lebenthal Global Advisors, LLC. He has held roles at several firms including Lebenthal Financial Services, Inc., TLG Advisors, Inc., and Bristol Financial Services, Inc. Montag is also principal of The TOLI Center East, an insurance business. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Joseph Favorito is a financial advisor at Landmark Wealth Management, LLC with over 11 years at the firm and a total of 21 years in the industry. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Landmark, he worked with Fidelity Brokerage Services, LLC. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and 401(k) plan management. The firm builds customized long-term portfolios using mutual funds, ETFs, and individual securities, incorporating fundamental analysis and client communication as key components of its investment approach.

Andrew Clayton is a financial advisor at Measured Risk Portfolios with a Series 66 designation and over six years of experience in the industry. His prior roles include positions at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. He also has 16 years of experience in education. Measured Risk Portfolios manages nearly $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm is known for its model portfolios that incorporate derivatives and borrowing strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Robert Zerah is a CFP® and PFS™ credentialed advisor with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and maintains a longstanding role with Zerah & Company CPAs PC, where he co-owns and provides tax preparation and accounting services. His prior experience includes positions at Commonwealth Financial Network, Principal Securities INC, and his own firm, RZB Wealth Management, LLC, which he co-owns. Imperity Wealth Alliance LLC offers financial planning and discretionary portfolio management for individuals, retirement plans, charitable organizations, and businesses. The firm utilizes an open-architecture investment approach, combining in-house and third-party strategies, and provides a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Gino Carollo is a financial advisor at Opal Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Citibank Global Markets. Carollo is also licensed as a fixed insurance agent. Opal Wealth Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios, quantitative and qualitative screening, and accesses independent managers through UMA platforms.