Jesse Giordano is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He is a founding partner at Opal Wealth Advisors, LLC, and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory services, he is also a licensed insurance agent and involved in real estate holding and investment companies. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Joseph Principe is a financial advisor at Imperity Wealth Alliance LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc. and Principal Life Insurance Company for 16 years. Outside of his advisory work, he provides information technology consulting through Intellisys Networks. Imperity Wealth Alliance LLC is a registered investment adviser that delivers financial planning and discretionary portfolio management services 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.

Wange Liu is a financial advisor with Prospect Financial Services LLC and holds Series 65 and Series 63 credentials. Liu has three years of industry experience, including prior roles at CitiGroup Global Markets Inc. and Globalink Securities, Inc. Outside finance, Liu is involved with Musik Collab Inc., a venture ongoing since 2019. Prospect Financial Services LLC provides discretionary investment management and comprehensive wealth planning for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios that may include a broad range of asset types.

Harvey Radler is a financial advisor at Fusion Family Wealth, LLC with 7 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fusion Family Wealth since 2013. Outside of his advisory role, Radler serves as Vice President of the 870 Fifth Avenue Corporation and Secretary of the Atlantic Golf Club. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and retirement plan consulting. The firm manages approximately $1.2 billion in client assets across five advisors, focusing on client-specific investment policy implementation and ongoing portfolio monitoring.

Jason Kass is a CFP® and CFA® with 23 years of industry experience. He is currently with Legacy Edge Advisors and previously worked at NewEdge Advisors and JP Morgan. 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 uses a combination of fundamental, modern portfolio theory, quantitative, and technical analysis to tailor investment strategies ranging from long-term buy-and-hold to short-term trading.

Matthew Thomson is a financial advisor with The Wealth Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Sotheby's International Realty, as well as a position at the Securities Exchange Commission. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using a variety of investment vehicles and access to independent managers and third-party platforms.

David Gerken is a financial advisor with Prospect Financial Services LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has previously worked at Lincoln Financial Advisors, The Pinnacle Financial Group, and LPL Financial. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm pursues a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.

Paul Camhi is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is currently affiliated with The Wealth Alliance, LLC and Purshe Kaplan Sterling Investments, Inc., having worked previously at Morgan Stanley Smith Barney. Camhi serves as a board member of the Jericho Athletic Association, a youth sports organization in Jericho, NY. 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 variety of investment vehicles and employs third-party platforms and independent managers to implement client strategies.

Alfonso Figliolia is a financial advisor with Cornerstone Professional Advisor Services, LLC in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been associated with WRP Investments, Inc., now SA Stone Wealth Management, since 2002. In addition to his advisory role, he serves as a FINRA arbitrator and occasionally acts as an expert witness and consultant. Cornerstone Professional Advisor Services provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, primarily passive investments and often utilizes sub-advisors and custodial services from SEI.

Amanda Sebesta is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding a Series 65 designation and four years of industry experience. She has worked at United Asset Strategies since 2019 and previously at the Joe Aguirre Agency. Outside of finance, she has experience at Hofstra University and in small business operations. United Asset Strategies Inc. is a team firm managing approximately $2.258 billion in assets. The firm offers discretionary investment management, retirement-plan consulting, and estate planning to a diverse client base, employing a diversified investment approach with strategic asset allocation and active fixed-income management.

Marisa Smith is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2019 and previously worked at Agency Access and Real Content Media Group. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and charitable organizations. The firm manages over $2 billion in assets and uses a diversified investment approach combining strategic asset allocation with active fixed-income management and tailored portfolio construction.

Thomas Laviano is a financial advisor at United Asset Strategies Inc. with 13 years at the firm and a total of 14 years in the industry. He holds a Series 63 designation and is based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm manages over $2 billion in assets and employs a diversified investment approach that integrates strategic asset allocation with active fixed-income management and customized equity strategies.

Michael Cuneo is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He is currently with Compass Advisors and has prior experience at CAPTrust, Purshe Kaplan Sterling Investments, and LPL Financial. Outside of his advisory work, he is involved in managing a fixed insurance business and owns Kaboom Partners, LLC. 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 utilizing low-cost, diversified mutual funds and ETFs, with flexibility to incorporate individual securities and derivatives for tactical or tax-related strategies.

Kenneth Hehir Jr. is a financial advisor at Westco Advisory Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westco Advisory Services since 2015, also maintaining roles at Westco Investment Corp. and NGL Group since 1986. Outside of advisory work, he is involved as a partner in NGL Insurance Group, which focuses on property and casualty insurance, and participates in the sales of life, disability, and long-term care insurance through NGL Life Associates. Westco Advisory Services provides financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance process, customized asset allocation, and a core-and-satellite investment approach.

Peter Silber is a CFP® credentialed financial advisor with 26 years of industry experience. He is currently with The Wealth Alliance, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Silber is also licensed as an insurance agent providing fixed insurance products in addition to his advisory role. The Wealth Alliance, LLC offers investment management and financial planning services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $2.1 billion across over 1,100 client accounts, employing a long-term, diversified investment approach with tactical adjustments and tax-aware considerations.

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.

Steven Aberman is a financial advisor with Flynn Zito Capital Management, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Flynn Zito Capital Management and LPL Financial since 2014. He also acts in a fiduciary capacity for the Robert S Aberman Family Trust. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors by providing comprehensive wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies based on fundamental and technical analysis, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.

Paul Hickey is a financial advisor with Bespoke Investment Group, LLC, holding Series 63 and Series 65 licenses and 4 years of industry experience. He has been with Bespoke Investment Group since 2007. Outside of his advisory role, he is a member of 5107 LLC, a holding company. Bespoke Investment Group serves individual and high-net-worth clients with discretionary portfolio management and subscription-based market research products. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts on a discretionary basis, typically using Schwab Institutional for client custody.

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. in Garden City, NY, holding a Series 65 credential with five years of industry experience. He has been with United Asset Strategies since 2019. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages over $2 billion in assets and emphasizes diversification and tailored portfolios through a strategic asset allocation combined with active fixed-income management.