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.

Joseph Capezza is a financial advisor at Cove Private Wealth, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Deutsche Bank, Merrill Lynch, and Banc of America Investments. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, sector, and qualitative analysis, and uses a variety of instruments including derivatives and option-writing strategies within separately managed accounts.

Subhrajit Goon is an advisor at Aimcdonnaugh & Co. Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including McDonnaugh Securities LLC and Holly Street Securities. Outside of financial advising, he works as an IT Project Manager contractor for Matlen Silver, supporting projects for Bank of America. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management services. The firm emphasizes long-term allocation strategies using fundamental and technical analysis and offers both discretionary and non-discretionary management options.

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.

Patrick Moran is a financial advisor at Platform Technology Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Private Wealth Management, Pickwick Capital Partners, and Mizuho Securities USA. Outside his advisory role, Moran is the managing partner and president of Dogwood Lane Capital, where he serves as a consultant and advisor. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive focus on private fund advisory and the use of pooled investment vehicles.

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.

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 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.

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 at Prospect Financial Services LLC with three years of industry experience. Liu holds Series 63 and Series 65 licenses and has worked at firms including CitiGroup Global Markets Inc. and LPL Financial LLC. Outside of finance, Liu is involved with Musik Collab Inc., an entrepreneurial venture active for five years. Prospect Financial Services LLC provides discretionary investment management and comprehensive wealth planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis to create diversified long-term investment portfolios that may include a range of asset types, including ETFs, equities, and digital assets.

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.