William Bonacci is a financial advisor at CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at CFM Advisors since 2018 and previously was with Sentinel Benefits & Financial Group from 2015 to 2017. CFM Advisors provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on non-discretionary advice with an emphasis on asset allocation and manager selection. The firm manages approximately $3.49 billion across more than 2,000 clients with a manager-of-managers approach and prepares personalized investment policy statements for its clients.

Thomas Laviano is a financial advisor at United Asset Strategies Inc. in Garden City, NY, with 13 years at the firm and a total of 14 years in the industry. He holds the Series 63 designation. His prior experience includes work at United Financial Group, Ltd. 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 fixed-income management.

Michael Cuneo is a CFP® with 22 years of industry experience, currently serving as an advisor at Compass Advisors in Melville, NY. He has worked with Purshe Kaplan Sterling Investments since 2017 and was previously with LPL Financial from 2013 to 2017. Outside of his advisory role, he is a managing partner in a fixed insurance business. 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 combines fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios of low-cost mutual funds, ETFs, and select individual securities, including options strategies that are relatively uncommon among peers.

Peter Silber is a CFP® professional with 25 years of experience in the financial services industry. He is currently with The Wealth Alliance, LLC and Purshe Kaplan Sterling Investments, Inc., having previously worked at Morgan Stanley and Morgan Stanley Private Bank. Silber holds Series 63 and Series 66 licenses and has additional roles as a licensed insurance agent. 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 constructs customized, primarily long-term portfolios using a range of investment vehicles and frequently employs third-party platforms and independent managers to implement client strategies.

Kevin Murphy is a financial advisor with R & R Financial Planners, Inc. in East Meadow, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at RNR Securities LLC since 2007 and was involved with the LI Baseball Academy for 13 years. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth individuals, retirement plan participants, trusts, and non-public corporations. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of model and customized portfolios across multiple platforms with active monitoring and use of options and derivatives when appropriate.

Lilli Seidman is a financial advisor at Draper Asset Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Draper Asset Management, she worked at Wealthspire Advisors LLC and has a background that includes four years at the University of Florida and six years in middle and high school education. Draper Asset Management provides discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm focuses on long-term portfolio construction using individual stocks, bonds, options, REITs, and ETFs, with an emphasis on fundamental analysis and client-specific investment objectives.

Nicholas Coluzzi is a financial advisor at Rockline Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and New York Sports Clubs. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management and retirement plan consulting. The firm uses a combination of fundamental and tactical asset allocation strategies and provides ongoing monitoring and rebalancing of client portfolios.

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.

Carlo Crescenzo is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has been with United Asset Strategies since 2019. Prior to joining the firm, he was a student at St. John's University from 2014 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for both individual and institutional clients. The firm employs a team-based advisory model and manages approximately $2.22 billion in client assets, focusing on diversified and tailored portfolios that include core holdings, ETFs, options strategies, and active fixed-income management.

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 one year of industry experience. Prior to his current role, he held positions in healthcare and physical therapy and completed his studies at the University at Buffalo. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm offers financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, employing a tailored investment approach that incorporates asset allocation, diversification, and multiple analytical methods.

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.

Allison Sajkoski is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with United Asset Strategies Inc., where she has worked since 2018, including prior roles at KPMG LLP and Nawrocki Smith. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in assets using a team-based advisory model with diversified, tailored portfolios and active risk management strategies.

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.