Joel Perl is a financial advisor with Guardian Wealth Partners, LLC in Brooklyn, NY. He holds a Series 65 designation and has been in the industry for one year. Prior to joining Guardian Wealth Partners, he worked at Guardian Life Insurance Company and has experience outside the financial sector including a role at Grill on Lee. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, serves individual investors, trusts, corporations, and retirement plans. The firm provides discretionary investment management, financial planning, and business exit consulting, using model portfolios and third-party managers with platforms supported by custodians such as Fidelity and Schwab.

Tameka White is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies, Inc. since 2004, where she works as part of a 25-advisor team based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with actively managed equity and fixed-income portfolios.

Edward Schnepf is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Henley & Company and its affiliated entities since 2005. 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 uses a variety of analytical approaches and builds tailored portfolios based on client risk profiles, conducting ongoing monitoring and at least annual reviews.

Brett Stanton is a financial advisor at Fusion Family Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fusion Family Wealth since 2016, following a brief tenure at Consolidated Portfolio Review Corp. Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high-net-worth clients, related trusts and estates, and pension and profit-sharing plans. The firm customizes asset allocations based on client objectives and risk tolerance, employing mutual funds, ETFs, and independent managers, and uses various external affiliations and platforms to support its operations.

Steven Madonna is a partner at Cornerstone Professional Advisor Services, LLC with 25 years at the firm and three years of industry experience as a financial advisor. He holds a Series 65 designation and also serves as a partner at Madonna and Company LLP, a CPA firm in Garden City, NY. Cornerstone Professional Advisor Services serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, emphasizing diversified allocations through passive mutual funds and ETFs with a buy-and-hold strategy, while utilizing third-party platforms for custody and investment management.

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.

Killana Williams is a financial advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Prior to joining Palumbo Wealth Management in 2020, she worked at UBS Financial Services from 2014 to 2020. She is also a registered representative with Private Client Services. Palumbo Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamentals-driven investment approach combined with tactical tools and utilizes a combination of in-house and third-party execution and oversight.

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.

Katelyn Gallanty is a financial advisor at GT Investment Management, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup, Wells Fargo Securities, and Grant Drive Group. GT Investment Management serves primarily high-net-worth individuals, managing approximately $5.5 million across about 35 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored portfolios.

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 industry experience, currently serving at United Asset Strategies Inc. since 2022. His prior experience includes over two decades at TD Ameritrade and a period as a self-employed advisor. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in assets, providing discretionary investment management, retirement-plan consulting, and comprehensive financial planning to a diverse client base that includes individuals, trusts, and corporations. The firm utilizes a diversified investment approach combining strategic asset allocation with active management across equity and fixed-income portfolios.

Benson Tang is a CFP®-certified financial advisor with Aurora Private Wealth, Inc. He has two years of industry experience and has worked at firms including Brown & Brown and Morgan Stanley Fund Services. In addition to his advisory roles, he assists with pension plan client reviews and financial planning through 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-based approach that utilizes individualized policies, model portfolios, and third-party platforms.

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.

Susan Forgasch is a CFP® with 34 years of experience in the financial services industry. She has worked at Westco Advisory Services, Inc. since 2012 and at Westco Investment Corp. since 1998. Outside of her advisory role, she serves as a member of the Planning Board for the Village of Lake Success. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a documented risk-tolerance and goals-based investment process, using customized asset allocation and regular account reviews.

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.

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.

Richard Terry is a CFP® professional with 10 years of industry experience. He has worked at Merit Financial Partners LLC since 2018 and previously spent 11 years with Mtp Advisors. Merit Financial Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, providing fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach combining fundamental and technical analysis with an emphasis on strategic asset allocation and diversified portfolios, using low-cost index funds and ETFs alongside active strategies when appropriate.

Marianne Hocknell is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She holds a Series 63 designation and works within a team of 25 advisors based in Garden City, NY. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals and institutional clients. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.