Xing Wang is a financial advisor at Bluesphere Advisors LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Light Horse Securities, Inc., Score Priority Corp., Just2Trade, Inc., and Whotrades FX, LLC. Outside of his advisory role, Wang serves as an executive committee member at Ainvest Fintech Inc., where he assists with business strategy and product planning. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management as well as financial planning and business-transition consulting. The firm emphasizes a long-term, portfolio-driven approach using institutional mutual funds and ETFs alongside equities and fixed income, incorporating margin and options strategies for portfolio construction and risk management.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.

Shane Miller is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 registrations. He has 25 years of industry experience, including prior roles at TD Ameritrade Investment Management, TD Ameritrade, Chase Investment Services Corp., and BNY Mellon Securities Corporation. United Asset Strategies Inc. provides discretionary investment management, retirement-plan consulting, estate and financial planning to a diverse client base that includes individuals, trusts, charitable organizations, and corporations. The firm emphasizes diversification and tailored portfolios, utilizing strategic asset allocation alongside active fixed-income management and a multi-part equity strategy.

Jeffrey Lew is a Series 65 licensed financial advisor with First American Asset Advisory, LLC, where he has worked since 2018. He has a total of six years of industry experience and previously spent 18 years at Energex. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, using a combination of fundamental, technical, and cyclical analysis to create tailored portfolios. The firm offers both discretionary and non-discretionary services, including participation in a wrap-fee program, with ongoing monitoring and regular portfolio reviews.

David Frisch is a CFP® and PFS™ with 23 years of industry experience. He has been with Frisch Financial Group, Inc. since 1999. Frisch Financial Group is a registered investment adviser managing approximately $931.6 million for about 601 clients. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, as well as financial planning and consulting.

Robert Rom is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Legacy Edge Advisors and previously spent over two decades at TIAA. Outside of his advisory role, he is a partner in RSTM Partners, LLC, a real estate investment entity. 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 policies and employs a mix of fundamental, quantitative, and technical strategies across a range of asset classes.

James Demeo Jr. is a financial advisor at Shulman DeMeo Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Shulman DeMeo Asset Management in 2007, he worked at Equitable Advisors for five years. Shulman DeMeo Asset Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages client assets through a wrap fee program, employing individualized asset allocation strategies that include index funds, ETFs, individual securities, and specialized vehicles such as REITs and MLPs.

Shummi Jindal is a financial advisor at Rose Capital Advisors, LLC with a Series 65 designation and over 15 years of industry experience, including prior roles at Hudson Park Management and Hudson Park Advisors LLC. He is based in Plandome, NY. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators and offers both discretionary and non-discretionary portfolio management.

Jason Shulman is a financial advisor at Shulman Demeo Asset Management, LLC with 19 years at the firm and a total of 24 years in the industry, including five years at Equitable Advisors. He holds Series 63 and Series 65 licenses. Shulman Demeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary management primarily through its wrap fee program, using a diversified mix of investment vehicles and tailored asset allocation guidelines.

Edward Esposito is a financial advisor with Merit Financial Partners LLC, holding a Series 65 designation and five years of industry experience. He has been with Merit Financial Partners since 2021 and has also worked as a self-employed tax accountant providing tax preparation and accounting services since 2016. Merit Financial Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach combining fundamental and technical analysis with strategic asset allocation and diversified portfolios, using low-cost index funds and ETFs alongside active strategies when appropriate.

Brian Gamble is a CFP® professional with five years of industry experience, currently serving at First Long Island Investors, LLC. He has been with the firm since 2006, where he holds the position of Senior Vice President of Private Wealth Management. First Long Island Investors, LLC advises individuals—including high-net-worth households—corporations, and charitable organizations, typically starting with relationships of at least $5 million in assets. The firm employs a long-term, individually tailored investment approach emphasizing diversified asset allocation through internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

Jason Ambrosini is a Series 65-licensed financial advisor with United Asset Strategies, Inc., where he has worked since 2019. He has four years of industry experience, including prior roles at Bookkeeper 360 and Stony Brook University. United Asset Strategies, Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.3 billion in assets and employs a diversified investment approach combining strategic asset allocation, a multi-part equity structure, and active fixed-income management.

Josiah Choy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Frisch Financial Group, Inc. since 2017 and previously spent five years at BlackRock, Inc. 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 investment strategies and offers both discretionary and non-discretionary portfolio management along with financial planning or consulting services.

Simon Arrata is a financial advisor at Traynor Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Harvest USA and Sowell Management. Arrata is also the owner of Cooperative Financial, LLC, an advisory firm based in Miami Beach, Florida. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations, providing portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting related to rollover business solutions. The firm employs a tailored investment approach emphasizing direct stock ownership across various market capitalizations and uses a proprietary methodology combining fundamental, technical, and charting analysis.

Douglas Didominica is a financial advisor with Imperity Wealth Alliance LLC, holding a Series 63 credential and 30 years of industry experience. His career includes roles at Principal Securities Inc. and Principal Life Insurance Co. He is also involved in tax preparation and planning services through Imperity Group, LLC. Imperity Wealth Alliance LLC is a registered investment adviser providing 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, employee benefits, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Courtney Garcia is a Certified Financial Planner™ with 10 years of industry experience. She has worked at Payne Capital Management, LLC since 2014. In addition to her advisory role, Garcia appears periodically as a financial market commentator on CNBC programming. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm applies investment methodologies based on Modern Portfolio Theory and offers tailored portfolios utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Christopher Congema is a CFP® professional with five years of industry experience. He has been with Landmark Wealth Management, LLC since 2015, working as part of a six-advisor team. 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 securities, and offers discretionary portfolio management, financial planning, and 401(k) plan services.

James Salerno is a CFP® and ChFC® with 18 years of experience in the financial industry. He currently works at Trivium Point Advisory, LLC and has previously been affiliated with LPL Financial and Massachusetts Mutual Life Insurance Company. He is involved in mortgage brokerage services through Affordable Financial Services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized portfolio management and financial planning with an investment process focused on fundamental analysis and diversified allocations.

Erin Gibbons is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at United Asset Strategies, Inc. since 2013 and previously at Stifel and Charles Schwab. Gibbons serves on the board of directors for Dominican Village, a nonprofit assisted living facility. United Asset Strategies, Inc. offers discretionary investment management, retirement-plan and pension consulting, and financial planning to individuals, trusts, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

Santo Vicenzino is a financial advisor at Cove Private Wealth, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, sector, and qualitative analysis to build diversified portfolios and employs a wide range of investment instruments, including options strategies within separately managed accounts.