Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis and bottom-up stock selection across various portfolio models. The firm offers discretionary account management and advisory services supported by an investment committee and operates multiple branch offices with affiliations that provide dual-registration pathways for its financial professionals.

Nicolas Sitinas is a financial advisor with Papamarkou Wellner Perkin Advisors in New York, NY. He holds a Series 63 designation and has five years of industry experience, along with fourteen years at Papamarkou Wellner Asset Management, Inc. Papamarkou Wellner Perkin Advisors provides discretionary investment management and non-discretionary asset allocation consulting primarily to high-net-worth individuals, family offices, endowments, foundations, pension plans, and trusts. The firm combines bottom-up fundamental research with third-party manager selection and multi-manager portfolio construction across equity, credit, and alternative strategies.

Francis Gemino is a financial advisor at Henley & Company Wealth Management LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henley & Company in various capacities since 2004. 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 offers tailored portfolios based on client risk profiles, employing multiple analytical approaches and a range of investment strategies, and manages approximately $90.8 million in discretionary assets as of December 31, 2023.

Dawn Bodami is a financial advisor at Shulman DeMeo Asset Management, LLC, holding a Series 65 designation with 19 years of experience at the firm. She has been with Shulman DeMeo since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm uses a wrap fee program combining advisory, trade execution, custody, and reporting, and implements portfolios with a mix of index funds, ETFs, individual stocks, and bonds, generally recommending Charles Schwab as custodian.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.

Philip Malakoff is a financial advisor with First Long Island Investors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with First Long Island Investors since 2007 and serves as Executive Managing Director, Director of Research, and a member of the firm’s Investment Committee. Malakoff also acts as trustee for two trusts. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to high-net-worth individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation approach through internally managed equity strategies, tailored fixed income allocations, and selective use of partnerships or third-party managers, managing approximately $1.7 billion in discretionary assets across eight advisors.

David Kressner is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. He has been with Altfest Personal Wealth Management since 2016, working as part of a 19-advisor team in New York, NY. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and oversees pooled investment vehicles for individuals, retirement plans, trusts, corporations, private funds, and other entities. The firm emphasizes discretionary portfolio management guided by an investment committee and offers fiduciary services for retirement plans alongside client education programs.

Jesse Mackey is a financial advisor at 4Thought Financial Group Inc. in Syosset, NY, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 4Thought Financial Group since 2012. In addition to his advisory role, Mackey contributes freelance writing to economics and investment-related publications. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies and supports other advisors through sub-advisory and solicitation arrangements.

Michael Riccardi is a CFP® with seven years of industry experience and has been with United Asset Strategies Inc. for 16 years. He holds a Series 63 license and operates out of Garden City, NY. Outside of his advisory role, Riccardi is involved in insurance sales through United Financial Group, Ltd. United Asset Strategies Inc. manages approximately $2.22 billion in client assets, offering discretionary investment management, retirement-plan consulting, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a team-based advisory model and emphasizes diversified, tailored portfolios utilizing various investment strategies including options and active fixed-income management.

Vidur Bhalla is a CFA® charterholder with 39 years of industry experience. He has been with Herold Advisors, Inc. since 1999 and also works with Herold & Lantern Investments, Inc. since 2020. Bhalla serves as a director of the charity Mission for Vision (USA). Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a process combining computerized screening and fundamental analysis to construct portfolios focused primarily on domestic large- and mid-cap equities, with periodic use of foreign equities, bonds, and covered-call strategies.

Scott Israel is a financial advisor at Legacy Edge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Tiaa for 22 years and New Edge Advisor for 2 years. Scott is also a passive partner in RSTM Partners, LLC, a real estate investment vehicle. 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 employs a diverse investment approach combining fundamental, quantitative, and technical analysis, managing accounts primarily on a discretionary basis tailored to clients’ risk tolerances and goals.

Aimee Adler is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Shufro, Rose & Co., LLC and has prior experience at firms including Wealth Enhancement Group, Cerity Partners LLC, and Payne Capital Management. Adler serves as a volunteer board member for Camp Dream Street. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles and manages approximately $2.46 billion in assets across 12 advisors.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC based in New York, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and JP Morgan Securities. Outside of his advisory work, he is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, and charitable organizations. The firm employs a long-term, diversified investment approach using a combination of firm-managed models, independent managers, and LPL Financial platforms.

Addison Drummond is a financial advisor at Westco Advisory Services, Inc. in Lynbrook, NY, with six years of industry experience. He holds Series 65 and Series 63 designations and has worked primarily with Westco in various capacities since 2019. Outside of advisory work, Addison is a partner in a rental property business. Westco Advisory Services, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $254 million in client assets, employing customized asset allocation, periodic rebalancing, and a core-and-satellite investment approach.

Scott Mills is a CFA® charterholder with four years of industry experience. He is currently an advisor at Fortitude Advisory Group L.L.C. in New York, NY. Prior to this role, he worked for 12 years at Voya Investment Management. He is also involved with Charity Footprints, where he has been active since 2017. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals and their retirement trusts, as well as pension and profit-sharing plans, charitable organizations, and some businesses. The firm manages accounts through a network of financial advisors and operates multiple affiliated entities across more than five offices.

Sheila Baird is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 59 years of industry experience. She has worked at Kimelman & Baird since 1966 and previously spent 24 years at Daeg Capital Management, LLC. Kimelman & Baird provides discretionary portfolio management to individuals, families, trusts, charitable and institutional investors, primarily through separately managed accounts. The firm uses fundamental and technical analysis to implement both long- and short-term trading strategies tailored to client objectives.

Susan Sofronas is a financial advisor at Manchester Capital Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory work, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she participates in strategic oversight. Manchester Capital Management provides investment advisory and wealth-management services to high-net-worth individuals, families, family offices, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes an asset-allocation approach implemented mainly through third-party managers and pooled vehicles, managing primarily discretionary, long-term portfolios with occasional tactical adjustments.

Richard Sendell is a financial advisor at Circle Advisers Inc. in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Circle Advisers since 2005. Outside of his advisory role, Sendell is also licensed as an insurance agent. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis and employs a range of strategies including mutual funds, ETFs, equities, fixed income, and options for hedging or income.

Michael Abate is a financial advisor at United Asset Strategies Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Pensionmark Financial Group, APW Capital, EisnerAmper Wealth Management, TD Ameritrade, and Capital One Sharebuilder. 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 using a team-based advisory model and employs diversified, tailored portfolios with active management techniques including options and fixed-income strategies.

Henry Pacht is a financial advisor with Lantern Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has a long tenure at Herold Advisors, Inc. dating back to 1986 and is also associated with Herold & Lantern Investments, Inc. outside of Lantern Wealth Advisors. Lantern Wealth Advisors serves individuals, high net worth clients, trusts, estates, pension plans, and corporations, managing approximately $265 million in assets. The firm employs a multi-advisor team approach utilizing a range of discretionary and non-discretionary portfolio management strategies, incorporating both in-house and third-party model portfolios tailored to client risk profiles.