Frank Congemi is a financial advisor at BEAM Wealth Advisors, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and BEAM Wealth Advisors. Congemi is also a licensed insurance agent, selling whole life, term life, and long-term care insurance. BEAM Wealth Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Michael Bottoni is a financial advisor at Herold Advisors, Inc. with a Series 66 credential and experience beginning in 2022. Prior to joining Herold Advisors and its affiliated entities in 2025, he worked at TD Bank for three years and was employed at St. Lawrence University for seven years. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management through managed accounts and a wrap-fee program. The firm’s investment approach combines computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations for clients.

Brian Gamble is a CFP® professional with five years of industry experience, currently serving at First Long Island Investors, LLC. He has been with the firm since 2006, where he holds the position of Senior Vice President of Private Wealth Management. First Long Island Investors, LLC advises individuals—including high-net-worth households—corporations, and charitable organizations, typically starting with relationships of at least $5 million in assets. The firm employs a long-term, individually tailored investment approach emphasizing diversified asset allocation through internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

Jason Ambrosini is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has worked at United Asset Strategies since 2019. Prior to that, he was employed at Bookkeeper 360 and Stony Brook University. 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 with active fixed-income management and the use of options and margin transactions.

Josiah Choy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Frisch Financial Group, Inc. since 2017 and previously spent five years at BlackRock, Inc. 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 investment strategies and offers both discretionary and non-discretionary portfolio management along with financial planning or consulting services.

Lauren King is a CFP® professional with 17 years of industry experience, currently serving as an investment advisor representative at Compass Advisors and as a registered representative with Purshe Kaplan Sterling Investments, Inc. She has worked at Compass Advisors and Purshe Kaplan Sterling since 2017 and previously at LPL Financial from 2010 to 2017. Outside of her advisory roles, King teaches financial literacy to middle school students and disadvantaged individuals through a nonprofit organization. Compass Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment process blends fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios of low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, and options to meet client needs.

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.

Douglas Didominica is a financial advisor at Imperity Wealth Alliance LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked with Principal Securities Inc. and Principal Life Insurance Co. Didominica is involved in tax preparation and planning through Imperity Tax, a business affiliated with his firm. Imperity Wealth Alliance LLC is a registered investment adviser that 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, employee benefits, insurance, tax planning, and risk-management solutions, managing approximately $139.7 million in assets.

Tanya Frias is a CFP® with 24 years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. She has held advisory roles at multiple firms, including Freeman Capital and Massachusetts Mutual Life Insurance Company. Additionally, she is involved in financial education and advises on business and compliance strategy for fintech-related ventures Andwise and Quantitative Finance. Wealth More Enterprise provides investment advisory and financial planning services through a mobile-first platform, offering discretionary portfolio management via algorithm-driven model portfolios and tiered advisory plans. The firm integrates proprietary risk scoring with human advisor consultations and operates across six offices.

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 17 years of experience in the financial services industry. He is currently with Trivium Point Advisory, LLC and previously held roles at LPL Financial and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is involved in mortgage brokerage services through Affordable Financial Services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm uses a customized investment process based on fundamental analysis and diversified allocations, combining internal portfolio construction with recommended external managers and a range of implementation tools.

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.

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 an investment advisor with Aurora Private Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Aurora Private Wealth and its affiliated firm APW Capital, Inc. since 2017. Monroe also serves as a senior associate at Standard Pension Services, LLC, where he has worked since 1993, and operates an independent insurance brokerage focusing on fixed insurance products. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

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.

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 Santucci is a financial advisor with Flagstar Securities, Inc. in Great Neck, NY, holding Series 63 and Series 66 licenses with 30 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years and Flagstar Advisors/Flagstar Bank for three years. Since June 2024, he also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.

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.