Lauren King is a CFP® with 18 years of industry experience, currently serving as an advisor at Compass Advisors. She has held prior roles at CAPTrust, CapFinancial Securities LLC, Purshe Kaplan Sterling Investments, Inc., and LPL Financial. King is involved with The Financial Literacy Education Project, a nonprofit focused on teaching financial literacy to middle school-aged children and disadvantaged individuals. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on customized, long-term portfolios using primarily low-cost mutual funds and ETFs, while also integrating individual securities and derivatives as needed.

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.

Nathan Tonsager is a Series 66-licensed advisor at Monument Wealth Management with 10 years of industry experience. He previously worked at Madison Ave Securities, Campbell Wealth Management, LPL Financial, Merrill Lynch, Bank of America, and Buttonwood Partners. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates with discretionary asset management and financial planning services. The firm employs a range of strategies including direct indexing, structured notes, and tax-rebalanced portfolios, and uses a combination of fundamental and technical analysis in ongoing portfolio management.

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 with Imperity Wealth Alliance LLC, holding a Series 63 credential and 30 years of industry experience. His career includes roles at Principal Securities Inc. and Principal Life Insurance Co. He is also involved in tax preparation and planning services through Imperity Group, LLC. Imperity Wealth Alliance LLC is a registered investment adviser providing 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, 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 18 years of experience in the financial industry. He currently works at Trivium Point Advisory, LLC and has previously been affiliated with LPL Financial and Massachusetts Mutual Life Insurance Company. He is involved in mortgage brokerage services through Affordable Financial Services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized portfolio management and financial planning with an investment process focused on fundamental analysis and diversified allocations.

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 possessing 33 years of industry experience. He has worked at American Capital Partners since 2006 and previously held roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory duties, he serves as an assistant coach at SUNY Old Westbury. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm utilizes an individualized investment approach with both discretionary and non-discretionary arrangements and facilitates 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.

Ibrahim Sarker is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles and third-party platforms.

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.

Raymond Penzi is a financial advisor with The L. Warner Companies, Inc., holding CFP®, ChFC®, and Series 63 credentials and 13 years of industry experience. He has worked at Heritage Strategies, LLC, M HOLDINGS SECURITIES, Inc., and has been with The L. Warner Companies since 2018. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities, offering financial planning, investment management, and consulting services. The firm manages diversified portfolios using fundamental research and a variety of investment vehicles, typically with multi-year investment horizons.

Jeffrey Filone is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. He is also involved in managing several pooled investment funds as a general partner. Platform Technology Partners serves a diverse client base with discretionary and non-discretionary portfolio management, utilizing independent managers, mutual funds, ETFs, and private funds. The firm is notable for actively managing pooled investment vehicles and private funds and operates a network model that integrates advisory, brokerage, insurance, and family-office services.

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.