Damon Hart is a financial advisor at Baxter Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baxter since 2018. Prior to that, he spent 17 years at Raylor Asset Management Group and has been president of DLH Technical Services, a technology consulting firm, since 2001. Baxter Investment Management is a team of five advisors managing approximately $1.0 billion, providing discretionary portfolio management to individuals, institutions, and charitable organizations. The firm employs a long-term, value/GARP investment approach tailored to client needs and offers private investment fund due diligence for qualified investors.

Brett Stanton is a financial advisor at Fusion Family Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fusion since 2016. Prior to that, he was employed at Sterling Monroe Securities, LLC and Consolidated Portfolio Review Corp from 2011 to 2016. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans by providing investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policies with diversified allocations including mutual funds, ETFs, independent managers, and individual equities and fixed income.

Steven Madonna is a partner at Cornerstone Professional Advisor Services, LLC and holds a Series 65 designation. He has 25 years of experience at Cornerstone and over three decades as a partner at Madonna and Company LLP, a CPA firm specializing in tax and accounting. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory-based approach focused on asset allocation and diversified, primarily passive investment strategies with a long-term horizon.

Seth Cohan is a financial advisor at The Wealth Alliance, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 20 years before joining The Wealth Alliance and Purshe Kaplan Sterling Investments in 2022. Outside of his advisory role, he owns LAD Associates, Inc., a pass-through entity for tax purposes, which he oversees. 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 utilizes third-party platforms and independent managers.

Steven Schneider is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has worked at American Capital Partners, LLC since 2012. Outside of advisory work, he is involved in soccer training through SADA 12 LLC, dedicating approximately 10 hours per week. Partners Capital Services, Inc. provides investment supervisory services and individual portfolio management to individuals, small businesses, corporations, and trusts. The firm offers both discretionary and non-discretionary portfolio management, emphasizes client-directed accounts, and facilitates access to third-party money managers.

Roy Pfleger is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Concorde Asset Management, Inc. and Concorde Investment Services, LLC. Outside of his advisory work, he is president and owner of Roy V. Pfleger II Consulting, Inc., where he offers traditional and alternative investment strategies as a consultant. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm uses a multi-advisor platform and employs multiple custodial and platform arrangements to tailor portfolios to client objectives, incorporating both fundamental and technical analysis.

Shawn Gallagher is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Frisch Financial Group, Inc. since 2015. 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 strategies and investment vehicles, and it provides financial planning and consulting services tailored to client needs.

Robert Marronaro is a CFP® professional with 35 years of industry experience. He is currently with Legacy Edge Advisors and has held prior roles at Orbis Wealth, WealthShield Partners, and TIAA. Marronaro is also an independent licensed insurance agent. 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 employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis tailored to client-specific goals and risk tolerances.

Joseph Cracchiola is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2015 to 2021. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, as well as various entities. The firm emphasizes a bottom-up, fundamental investment approach and serves public-sector employees through its Union Partners division, managing roughly $195 million in client assets.

Anthony Soldano is a financial advisor at William Joseph Capital Management, Inc. with 20 years of experience, holding a Series 65 designation. He has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2006. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting along with fee-based insurance product services.

Connor Mushorn is a financial advisor at Rockline Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockline, he worked in educational roles at Ithaca College, West Islip High School, and Beach Street Middle School. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing comprehensive portfolio management and retirement plan consulting. The firm manages both discretionary and non-discretionary accounts and employs a range of investment strategies and instruments tailored to client objectives.

Jason Sacks is a CFP® professional with 16 years of industry experience, currently serving at Frisch Financial Group, Inc. since 2006. He holds Series 63 and Series 65 licenses and is based in Melville, NY. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs diversified investment strategies across equities, fixed income, mutual funds, ETFs, and options, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Robert Murphy Jr. is a CFP® professional with 32 years of experience in the financial industry. He has worked at United Asset Strategies Inc. since 2022 and previously spent over two decades at TD Ameritrade. His credentials also include Series 63 and Series 65 licenses. United Asset Strategies Inc. 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 through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Benson Tang is a CFP® professional with two years of industry experience. He is currently affiliated with Aurora Private Wealth, Inc., and has prior experience at Morgan Stanley Fund Services. Outside of his advisory role, he is employed as a paraplanner at Standard Pension Services. 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 18 advisors, utilizing both discretionary and non-discretionary strategies and a range of third-party platforms and investment approaches.

Herbert Refvik is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, his background includes roles at Apple Honda and 631 Insider Inc. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Brian Cohen is a financial advisor at Landmark Wealth Management, LLC in Melville, NY, with ten years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2015. 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 stocks and bonds, emphasizing fundamental analysis and ongoing client contact. Landmark also offers discretionary portfolio management, financial planning, 401(k) plan management, and retirement plan participant education through multiple office locations and educational seminars.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

Nicola Patullo is a CFP® professional with 23 years of experience in financial advising. She is currently with Legacy Edge Advisors and previously worked at Orbis Wealth, WealthShield Partners, and TIAA. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on individual goals and employs a diverse range of analytical methods and investment approaches.

John Baxter is a Series 66-licensed financial advisor at Baxter Investment Management in Greenwich, CT, with 22 years of industry experience. He has been with Baxter Investment Management since 2000. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, company-level research approach with a value/GARP orientation and manages roughly $1.0 billion across a five-advisor team in a multi-generation, family-owned practice.

Hui Yao Kelly Lin is a financial advisor at Legacy Edge Advisors with 26 years of industry experience. She previously worked at TIAA for 23 years and held roles at Orbis Wealth and WealthShield Partners. Lin is also an independent licensed insurance agent. 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 employs a diverse investment approach combining fundamental, quantitative, and technical analysis, tailoring strategies to client goals and risk tolerance.