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® with 26 years of industry experience, currently serving as an advisor at Palumbo Wealth Management LLC. He previously worked at UBS Financial Services Inc for 10 years and has been with his current firm since 2020. In addition to his advisory role, he is also involved in insurance sales on a limited basis. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million for roughly 283 clients, utilizing a primarily long-term and discretionary investment approach that includes mutual funds, ETFs, equities, bonds, options, private investments, and allocations to independent managers.

Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sun Life and RCN Capital. His background also includes positions at The University of Connecticut and various other roles prior to entering the financial sector. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, long-term portfolios using mutual funds, ETFs, and individual securities, and offers additional services such as 401(k) plan management and participant education.

Anthony Rosa is an investment advisory representative at R & R Financial Planners, Inc. with 16 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. He holds the Series 63 and Series 66 designations. 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 combination of model and customized strategies, including options and derivatives, supported by its affiliation with an in-house broker-dealer.

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.

Joseph Favorito is a financial advisor at Landmark Wealth Management, LLC with over 11 years at the firm and a total of 21 years in the industry. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Landmark, he worked with Fidelity Brokerage Services, LLC. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and 401(k) plan management. The firm builds customized long-term portfolios using mutual funds, ETFs, and individual securities, incorporating fundamental analysis and client communication as key components of its investment approach.

Andrew Clayton is a financial advisor at Measured Risk Portfolios with a Series 66 designation and over six years of experience in the industry. His prior roles include positions at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. He also has 16 years of experience in education. Measured Risk Portfolios manages nearly $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm is known for its model portfolios that incorporate derivatives and borrowing strategies and serves as sub-adviser to the MRP SynthEquity ETF.

Robert Zerah is a CFP® and PFS™ credentialed advisor with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and maintains a longstanding role with Zerah & Company CPAs PC, where he co-owns and provides tax preparation and accounting services. His prior experience includes positions at Commonwealth Financial Network, Principal Securities INC, and his own firm, RZB Wealth Management, LLC, which he co-owns. Imperity Wealth Alliance LLC offers financial planning and discretionary portfolio management for individuals, retirement plans, charitable organizations, and businesses. The firm utilizes an open-architecture investment approach, combining in-house and third-party strategies, and provides a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

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.

Li Gettleman is a CFP® professional at Frisch Financial Group, Inc. with one year of industry experience. Prior to joining Frisch Financial Group, Li worked at Bayside Tax and Wealth and Facet Wealth. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing diversified portfolios and a range of investment strategies supported by third-party research and ongoing monitoring.

Richard Sajkoski is a financial advisor at United Asset Strategies Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with United Asset Strategies since 2011. Outside of his advisory role, he is also involved in insurance sales as an agent with United Financial Group, Ltd., and acts as a registered representative with American Portfolio Financial Services, Inc. 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 risk management strategies.

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.

Cosmo Laurino is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Laurino umpires youth baseball games. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million for about 421 clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a customized, primarily long-term investment approach that includes mutual funds, ETFs, individual equities, fixed income, and tactical strategies.

Ronald Dorushkin is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wilmington Capital Securities since 2007 and Wilmington Capital Securities, LLC since 2010. 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 fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy aimed at reducing risk and enhancing performance, using a variety of securities and analysis methods.

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

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.