James Demeo Jr. is a financial advisor at Shulman DeMeo Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Shulman DeMeo Asset Management in 2007, he worked at Equitable Advisors for five years. Shulman DeMeo Asset Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages client assets through a wrap fee program, employing individualized asset allocation strategies that include index funds, ETFs, individual securities, and specialized vehicles such as REITs and MLPs.

Shummi Jindal is a financial advisor at Rose Capital Advisors, LLC with a Series 65 designation and over 15 years of industry experience, including prior roles at Hudson Park Management and Hudson Park Advisors LLC. He is based in Plandome, NY. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators and offers both discretionary and non-discretionary portfolio management.

Jason Shulman is a financial advisor at Shulman Demeo Asset Management, LLC with 19 years at the firm and a total of 24 years in the industry, including five years at Equitable Advisors. He holds Series 63 and Series 65 licenses. Shulman Demeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary management primarily through its wrap fee program, using a diversified mix of investment vehicles and tailored asset allocation guidelines.

Edward Esposito is a financial advisor with Merit Financial Partners LLC, holding a Series 65 designation and five years of industry experience. He has been with Merit Financial Partners since 2021 and has also worked as a self-employed tax accountant providing tax preparation and accounting services since 2016. Merit Financial Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach combining fundamental and technical analysis with strategic asset allocation and diversified portfolios, using low-cost index funds and ETFs alongside active strategies when appropriate.

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 Stern is a financial advisor at Point Windward Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beech Hill Advisors, Inc. since 2010. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm combines fundamental, quantitative, qualitative, and technical analysis methods, including short sales and option writing, to manage approximately $358.6 million in client assets.

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 Series 65-licensed financial advisor with United Asset Strategies, Inc., where he has worked since 2019. He has four years of industry experience, including prior roles at Bookkeeper 360 and Stony Brook University. United Asset Strategies, Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.3 billion in assets and employs a diversified investment approach combining strategic asset allocation, a multi-part equity structure, and active fixed-income management.

Nels Wangensteen is a financial advisor at MayTech Global Investments with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Integre Asset Management and Neuberger Berman BD. Outside of his advisory role, he serves as a trustee for The Panaphil Foundation, a charitable organization. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, wealth platforms, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology, healthcare, and consumer sectors across U.S. and international markets, and manages assets through separately managed accounts, a private pooled vehicle, and an actively managed ETF.

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.

Erin Gibbons is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at United Asset Strategies, Inc. since 2013 and previously at Stifel and Charles Schwab. Gibbons serves on the board of directors for Dominican Village, a nonprofit assisted living facility. United Asset Strategies, Inc. offers discretionary investment management, retirement-plan and pension consulting, and financial planning to individuals, trusts, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

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.

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.

Joel Perl is a financial advisor with Guardian Wealth Partners, LLC in Brooklyn, NY. He holds a Series 65 designation and has been in the industry for one year. Prior to joining Guardian Wealth Partners, he worked at Guardian Life Insurance Company and has experience outside the financial sector including a role at Grill on Lee. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, serves individual investors, trusts, corporations, and retirement plans. The firm provides discretionary investment management, financial planning, and business exit consulting, using model portfolios and third-party managers with platforms supported by custodians such as Fidelity and Schwab.

Tameka White is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies, Inc. since 2004, where she works as part of a 25-advisor team based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with actively managed equity and fixed-income portfolios.

Ting Wang is a CFP® professional with one year of industry experience currently with Altfest Personal Wealth Management. Prior to joining Altfest, Wang worked at SLP Wealth and has held roles at Boston University and Student Loan Planner. Wang also spent nine years at Avenues The World School. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm employs fundamental, technical, and cyclical analysis in managing individualized portfolios and provides both discretionary wealth management and retirement-plan services.

Edward Schnepf is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Henley & Company and its affiliated entities since 2005. 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 uses a variety of analytical approaches and builds tailored portfolios based on client risk profiles, conducting ongoing monitoring and at least annual reviews.

Brett Stanton is a financial advisor at Fusion Family Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fusion Family Wealth since 2016, following a brief tenure at Consolidated Portfolio Review Corp. 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 based on client objectives and risk tolerance, employing mutual funds, ETFs, and independent managers, and uses various external affiliations and platforms to support its operations.

Steven Madonna is a partner at Cornerstone Professional Advisor Services, LLC with 25 years at the firm and three years of industry experience as a financial advisor. He holds a Series 65 designation and also serves as a partner at Madonna and Company LLP, a CPA firm in Garden City, NY. Cornerstone Professional Advisor Services serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, emphasizing diversified allocations through passive mutual funds and ETFs with a buy-and-hold strategy, while utilizing third-party platforms for custody and investment management.

Killana Williams is a financial advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Prior to joining Palumbo Wealth Management in 2020, she worked at UBS Financial Services from 2014 to 2020. She is also a registered representative with Private Client Services. Palumbo Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamentals-driven investment approach combined with tactical tools and utilizes a combination of in-house and third-party execution and oversight.