Jonathan Blau is a financial advisor at Fusion Family Wealth, LLC in Woodbury, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans by providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in assets across five advisors and employs client-specific investment policy statements with diversified portfolio allocations.

Anthony Santo is a financial advisor with Partners Capital Services, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at American Capital Partners, Rockline Wealth Management, LPL Financial, Fidelity Investments, Bank of America, Merrill, and Brown & Brown Insurance. Outside of advisory services, he is also an insurance agent specializing in non-variable insurance. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts, emphasizing client-directed accounts through discretionary and non-discretionary arrangements. The firm employs a range of strategies developed via individualized data gathering, utilizing fundamental, technical, and third-party manager analyses.

Drew Gordon is a financial advisor at Madison Global Advisors LLC with Series 65 and Series 63 licenses and no prior industry experience. His background includes roles outside finance, such as positions in physical therapy clinics and studies at the University at Buffalo. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for around 229 clients. The firm serves individuals, trusts, nonprofits, corporations, and retirement plans, using asset allocation and diversification with various analysis methods to tailor portfolios to client goals and risk tolerance.

Daniel Millman is a financial advisor at Capital Markets IQ, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as CEO of Noblestone Capital, LLC, which focuses on real estate investing and business consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

John Greiner is a financial advisor at The Wealth Alliance, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and Morgan Stanley. He is also a member of BxB Professionals, LLC, a networking group focused on professional collaboration and membership vetting. The Wealth Alliance, LLC provides investment management and financial planning services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $2.1 billion across more than 1,100 client accounts, employing a long-term, diversified investment approach with tactical adjustments and tax-aware considerations.

Brian Di Dominica is a financial advisor at Imperity Wealth Alliance LLC with four years of industry experience. He holds the Series 66 designation and has worked with Imperity and Commonwealth Financial Network since 2023, including prior roles in insurance and tax preparation services. Outside of advising, he is involved in tax preparation through Imperity Tax Planning. Imperity Wealth Alliance LLC 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, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Roy Haya is a financial advisor with Fort Point Capital Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Fort Point since 2019 and previously held roles at Uhlmann Price Securities, Twenty-First Securities Corporation, and Twenty-First Tailored Solutions. In addition to his advisory role, he serves as Managing Director and Head of Derivative Solutions at Fort Point, dedicating time to structuring option overlays and hedging strategies. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes risk-focused investment strategies with global diversification, active risk management, and systematic tax-loss harvesting using ETFs, and it operates a notable pooled-vehicle platform with performance-based fee structures.

Jeff Blick is a financial advisor at Fusion Family Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has been with Fusion Family Wealth since 2013. 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 and investment policy statements based on client objectives, time horizon, and risk tolerance, utilizing mutual funds, ETFs, and independent managers.

Vincent Pappalardo is a financial advisor with Stevens Capital Partners, holding a Series 65 designation and two years of industry experience. Prior to joining Stevens Capital Partners in 2023, he worked for three years at Zans Kosher Deli and spent ten years as a full-time student. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets across 661 client relationships. The firm combines fundamental analysis with modern portfolio theory to develop personalized investment strategies, offering both discretionary and non-discretionary management along with comprehensive financial planning services.

Ely Bangiyev is an investment adviser at Lebenthal Global Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including BB Tax & Advisory Inc., where he serves as President and Owner. Outside of advisory work, he is a 50% owner of Knickerbocker Laundry Services LLC. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm employs model-based strategies managed through its affiliated sub-adviser, offering diversified, tax-sensitive portfolios tailored to client objectives and risk tolerances.

William Franey is a financial advisor with The Wealth Alliance, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Newtek Business Services Corp. and AmeriMerchant Holdings LLC. Outside of his advisory role, he owns rental property. 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 variety of investment vehicles and frequently incorporates third-party platforms and independent managers in its strategies.

John Cierski is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Madison Global Advisors LLC and Madison Global Partners LLC since 2018, following three years at Trident Partners. Outside of his advisory role, he is involved in a non-securities consulting business and serves as managing member or co-manager for special purpose vehicles. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm provides financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, tailoring portfolios through asset allocation and diversification across various investment vehicles.

James Cloudman Jr. is a financial advisor with Fusion Family Wealth, LLC in Woodbury, NY. He holds four years of industry experience and has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policy statements with ongoing portfolio monitoring.

Joseph Filosa is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor and partner at Opal Wealth Advisors, LLC. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of financial advising, he is involved in consulting and sales for Brooklyn Tile & Design, LLC, a retail business specializing in tile, marble, and kitchen cabinets, and holds partnerships in related design and construction ventures. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process utilizing proprietary model portfolios, quantitative and qualitative screening, and access to independent managers through UMA platforms, while supporting clients with ongoing monitoring and educational events.

Adam Diton is a CFP® and Series 66-registered financial advisor with The Wealth Alliance, LLC, bringing nine years of industry experience. His prior roles include positions at Morgan Stanley and New York Life. Adam is also registered with Purshe Kaplan Sterling Investments, where he serves as a registered representative. The Wealth Alliance, LLC offers investment management and financial planning services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $2.1 billion across more than 1,100 client accounts, employing a long-term, diversified investment approach with tactical adjustments and tax-aware strategies.

Karen Filler is a financial advisor at Legacy Edge Advisors with 36 years of industry experience. She previously worked at TIAA and TIAA-CREF for 18 years. Outside of her advisory role, she serves on the board of Downingwood Condominiums and is a trustee at large for the Shames Jewish Community Center on the Hudson. 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 uses a combination of fundamental, modern portfolio theory, quantitative, and technical analysis, managing accounts on a discretionary basis tailored to client goals and risk tolerance.

Alan Sasserath is a financial advisor at Madison Global Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Strata Financial, Sasserath & Company, Shelter Rock Management, LLC, and Sasserath & ZoraiAn, LLP. Outside of advising, he owns a CPA firm, Alan R Sasserath CPA PC. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for around 229 clients. The firm offers financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, employing various analytical methods and tailoring portfolios to client goals and risk tolerance.

Andrew Gilmartin is a CFP® with one year of industry experience, currently serving as a financial advisor at Lebenthal Global Advisors, LLC. His prior experience includes roles at Northern Trust Wealth Management and Fiduciary Trust International. He is also a licensed insurance agent. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Erik Drewes is a financial advisor at Partners Capital Services, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Milestone Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Rhino Partners LLC and is the owner of SaltLife5 Inc. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm employs an individualized investment approach and manages a substantial portion of client assets through fee-based, client-directed programs and sub-advisers on the RBC platform.

Scott Hartzman is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at Lebenthal Financial Services, Gauntlet Entertainment Group, MP Music House, LifeofScott, and Gap. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans, including 401(k) participants. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning at no additional charge to portfolio management clients, utilizing model-based strategies managed by its affiliated sub-adviser.