James Albanese is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Henley & Company in various capacities since 2004, currently focusing on trading and assisting with supervision. 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 builds tailored portfolios using multiple analytical approaches and regularly monitors and rebalances accounts.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Garrett Mancuso is a financial advisor at Measured Risk Portfolios with a Series 66 designation and two years of industry experience. His prior roles include positions at PGIM Investments LLC, Prudential Investment Management Services LLC, and Ameriprise Financial Services LLC. Measured Risk Portfolios provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm employs an investment approach that combines short-duration fixed income with option-based strategies aimed at downside mitigation and upside participation, and it serves as a sub-adviser to an affiliated ETF.

Robert Rickey is a CFP® with 32 years of industry experience, currently serving at StraightLine. His career includes 25 years at TIAA-CREF and roles at TruNor Consulting & Coaching Services. Outside of his advisory work, he is an investor and advisory board member for Financial Wellness Labs, a company providing digital tools and coaching for personal financial management, and serves on the advisory board of CIO Group, LLC, a registered investment adviser focused on family office portfolio assessments. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, and retirement education services. The firm employs institutional research and proprietary models to guide portfolio construction, offering access to sub-advisers and structured participant education programs.

Albert Akerman is a financial advisor at R & R Financial Planners, Inc. with 30 years of industry experience. He holds a Series 66 designation and has been associated with RNR Securities, LLC since 2015. Outside of advisory work, he serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and employs a combination of model portfolios, customized strategies, and options-based approaches while operating with an in-house broker-dealer and insurance distribution capabilities.

Keith Douglas is a financial advisor with United Asset Strategies Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Convera, Lantern Investments, and Foundation Source. United Asset Strategies Inc. offers discretionary investment management, retirement-plan and pension consulting, as well as estate and financial planning to a broad client base including individuals, trusts, charitable organizations, and corporations. The firm manages over $2 billion in assets, employing a diversified investment approach with strategic asset allocation, a four-part equity construct, and active fixed-income management.

William Romeo is a CFP® and Series 63 licensed financial advisor with 44 years of industry experience. He has been with R & R Financial Planners, Inc. since 1983 and RNR Securities, L.L.C. since 1997. In addition to his advisory role, he works as an independent insurance agent for Security Mutual Life Insurance Company of NY. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of model portfolios, customized strategies, and options/derivatives alongside third-party managers.

Philip Palumbo is a CFP® professional affiliated with Palumbo Wealth Management LLC, with 26 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley before joining Palumbo Wealth Management in 2020. He is also involved in insurance sales outside of his advisory duties. Palumbo Wealth Management provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamentals-driven investment approach supplemented by tactical tools, using a range of investment vehicles and maintaining oversight of derivative and options risks.

John Marx is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Edge Wealth Management since 2013. Edge Wealth Management provides discretionary investment management and ancillary financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment process is based on fundamental analysis and tailored to each client’s objectives, managing approximately $770.7 million in discretionary assets for about 261 clients.

Anthony Rosa is an investment advisory representative with R & R Financial Planners, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with R & R Financial Planners since 2009 and also operates Tony Rosa Landscaping, a business he has managed since 1978. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base including individuals, high-net-worth clients, retirement plans, and trusts. The firm provides discretionary portfolio management, comprehensive financial planning, and uses a combination of model portfolios, customized strategies, and derivatives in separately managed accounts.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Andrew Clayton is a financial advisor at Measured Risk Portfolios with five years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. In addition to his advisory work, Clayton has been involved in teaching since 2010. Measured Risk Portfolios offers discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm utilizes model portfolios that combine short-duration fixed income with option-based strategies to manage risk and seeks to balance downside mitigation with upside participation.

Gino Carollo is a financial advisor at Opal Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Citibank Global Markets. Carollo is also licensed as a fixed insurance agent. Opal Wealth Advisors provides comprehensive wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach using proprietary model portfolios, quantitative and qualitative screening, and accesses independent managers through UMA platforms.

Brian Kelley is a financial advisor with Oath Planning, LLC in Brooklyn, NY, holding a Series 65 credential and seven years of industry experience. He has worked at Oath Planning since 2018 and was previously involved with Oath Law, a professional law corporation, from 2017 to 2024. Prior to his financial and legal work, he was employed at Victoria's Pasta Shop for nine years. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses, providing investment management, written financial plans, and estate-planning services through its affiliated law firm. The firm’s investment approach emphasizes modern portfolio theory with a buy-and-hold, asset-allocation strategy, typically using passively managed mutual funds and fixed-income securities.

Alexander Saingchin is a Series 65-registered advisor with Just Futures, where he has worked since 2023. He has three years of industry experience and co-founded Flash Friction, a climbing shoe repair business, where he oversees strategic planning and governance. Saingchin also provides non-investment consulting services to nonprofits through his firm, Saingchin Strategy & Consulting. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing approximately $46.7 million in assets. The firm integrates values-aligned, social justice-informed approaches including ESG considerations and a range of public and private market solutions into client portfolios.

Charles Whitman is a financial advisor at Legacy Edge Advisors with Series 63 and Series 65 licenses. He has experience working at PNC Private Bank and TIAA, and joined Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a wrap-fee program tailored to client goals. The firm employs a diverse investment approach combining fundamental, quantitative, and technical analysis and manages approximately $896 million with 14 advisors.

Richard Sajkoski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding a Series 63 designation and 33 years of industry experience. He has been with United Asset Strategies since 2011 and previously worked at OSAIC. Sajkoski is also licensed as an insurance agent and registered representative through other financial services firms. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm manages over $2 billion in assets and employs a diversified investment approach that combines strategic asset allocation with active fixed-income management and tailored portfolios.

Mayuko Hamazaki is a financial advisor at GT Investment Management, LLC, holding Series 63 and Series 65 licenses with six years of industry experience. She has previously worked at SMBC Nikko Securities America, Inc. and Sumitomo Mitsui Banking Corporation. Outside of her advisory role, Hamazaki serves as a board director for the nonprofit organization Hands for Prosperity. GT Investment Management provides investment advice and financial planning primarily to high-net-worth individuals. The firm offers tailored portfolio management and consulting services, utilizing a range of investment strategies and instruments to align with client objectives and risk tolerance.

Ronald Dorushkin is a financial advisor with Wilmington Capital Securities, LLC in Garden City, NY, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His work history includes roles at Wilmington Capital Securities since 2007, Clark Dodge & Co., Inc., and S.W. Bach & Company. Outside of his advisory role, he serves on the board of directors for The Meridian condominium in Boca Raton, FL. Wilmington Capital Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach incorporating fundamental, technical, and cyclical analysis, offering customized portfolios and fee-based advisory services through multiple custodial platforms.

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.