Joseph Capezza is a financial advisor at Cove Private Wealth, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Deutsche Bank, Merrill Lynch, and Banc of America Investments. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, sector, and qualitative analysis, and uses a variety of instruments including derivatives and option-writing strategies within separately managed accounts.

Subhrajit Goon is a financial advisor at Aimcdonnaugh & Co. Inc. in Baldwin, NY, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Matlen Silver and Holly Street Securities. Outside of his advisory role, he is an IT Project Manager contractor for Matlen Silver, managing technology deliverables for banking clients. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, offering financial planning, consulting, and portfolio management. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds, utilizing both fundamental and technical analysis.

Abigail Portela is a financial advisor at Draper Asset Management, LLC in Smithtown, NY. She holds a Series 65 designation and has been with Draper Asset Management for a total of four years. Prior to her current role, she was affiliated with Augusta National Golf Club and attended the University of South Carolina. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, constructing portfolios primarily from individual securities and ETFs while tailoring strategies to clients’ objectives and risk tolerances.

Michael Montelli is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Milestone Financial Services, Inc. since 1999. Montelli serves as Vice President of Rhino Partners LLC, a holding company, on a part-time basis. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets. The firm employs a variety of investment strategies and emphasizes client-directed account programs.

Charles Whitman is a financial advisor at Legacy Edge Advisors with Series 63 and Series 65 licenses. He has experience working at PNC Private Bank and TIAA, and joined Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a wrap-fee program tailored to client goals. The firm employs a diverse investment approach combining fundamental, quantitative, and technical analysis and manages approximately $896 million with 14 advisors.

Li Gettleman is a CFP® professional at Frisch Financial Group, Inc. with one year of industry experience. Prior to joining Frisch Financial Group, Li worked at Bayside Tax and Wealth and Facet Wealth. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing diversified portfolios and a range of investment strategies supported by third-party research and ongoing monitoring.

Hayden Santos is a financial advisor at CSP Financial Group LLC with a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he worked at Legacy Transportation and runs Energy Fitness as a sole proprietor. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm utilizes an investment process centered on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers like Matson Money to implement strategies.

Thomas Judge is a financial advisor at Partners Capital Services, Inc. with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Partners Capital Services, LLC since 2016 and American Capital Partners, LLC since 2011. Outside of his advisory role, he operates a web-based goods purchasing center and a catering service. 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 tailored investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Larry McGrory is a financial advisor at Your Choice Financial LLC with over 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 registrations. His prior roles include positions at Mass Mutual Life Insurance Co, Eagle Strategies LLLC, and New York Life Insurance Company. Outside of advising, McGrory is involved in continuing education as a proctor and instructor for insurance agents, serves as a board member of the SUNY Cortland Alumni Association, and teaches adult education courses on long-term care, estate planning, and social security. Your Choice Financial LLC serves individuals, pension plans, and business entities with portfolio management, financial planning, and pension consulting. The firm pursues a long-term strategic investment approach supplemented by tactical decisions, employing various analytical methods and a wide range of investment instruments, while operating across multiple offices with a small advisory team.

Richard Sajkoski is a financial advisor at United Asset Strategies Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with United Asset Strategies since 2011. Outside of his advisory role, he is also involved in insurance sales as an agent with United Financial Group, Ltd., and acts as a registered representative with American Portfolio Financial Services, Inc. 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 and active risk management strategies.

Cosmo Laurino is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Laurino umpires youth baseball games. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million for about 421 clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a customized, primarily long-term investment approach that includes mutual funds, ETFs, individual equities, fixed income, and tactical strategies.

Ronald Dorushkin is a financial advisor with Wilmington Capital Securities, LLC in Garden City, NY, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His work history includes roles at Wilmington Capital Securities since 2007, Clark Dodge & Co., Inc., and S.W. Bach & Company. Outside of his advisory role, he serves on the board of directors for The Meridian condominium in Boca Raton, FL. Wilmington Capital Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach incorporating fundamental, technical, and cyclical analysis, offering customized portfolios and fee-based advisory services through multiple custodial platforms.

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Jesse Giordano is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He is a founding partner at Opal Wealth Advisors, LLC, and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory services, he is also a licensed insurance agent and involved in real estate holding and investment companies. 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 using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Joseph Principe is a financial advisor at Imperity Wealth Alliance LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc. and Principal Life Insurance Company for 16 years. Outside of his advisory work, he provides information technology consulting through Intellisys Networks. Imperity Wealth Alliance LLC is a registered investment adviser that delivers financial planning and discretionary portfolio management services 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, managing approximately $139.7 million in assets.

Wange Liu is a financial advisor at Prospect Financial Services LLC with three years of industry experience. Liu holds Series 65 and Series 63 designations and has worked at firms including CitiGroup Global Markets Inc. and LPL Financial LLC. Outside the financial industry, Liu has been involved with Musik Collab Inc. for five years. Prospect Financial Services LLC offers discretionary investment management, wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct diversified portfolios.

Harvey Radler is a financial advisor at Fusion Family Wealth, LLC with 7 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fusion Family Wealth since 2013. Outside of his advisory role, Radler serves as Vice President of the 870 Fifth Avenue Corporation and Secretary of the Atlantic Golf Club. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and retirement plan consulting. The firm manages approximately $1.2 billion in client assets across five advisors, focusing on client-specific investment policy implementation and ongoing portfolio monitoring.

Jason Kass is a CFP® and CFA® with 23 years of industry experience. He is currently with Legacy Edge Advisors and previously worked at NewEdge Advisors and JP Morgan. 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 to tailor investment strategies ranging from long-term buy-and-hold to short-term trading.

Matthew Thomson is a financial advisor with The Wealth Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Sotheby's International Realty, as well as a position at the Securities Exchange Commission. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using a variety of investment vehicles and access to independent managers and third-party platforms.

David Gerken is a financial advisor with Prospect Financial Services LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has previously worked at Lincoln Financial Advisors, The Pinnacle Financial Group, and LPL Financial. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm pursues a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.