Marisa Smith is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2019 and previously worked at Agency Access and Real Content Media Group. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and charitable organizations. The firm manages over $2 billion in assets and uses a diversified investment approach combining strategic asset allocation with active fixed-income management and tailored portfolio construction.

William Bonacci is a financial advisor at CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at CFM Advisors since 2018 and previously was with Sentinel Benefits & Financial Group from 2015 to 2017. CFM Advisors provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on non-discretionary advice with an emphasis on asset allocation and manager selection. The firm manages approximately $3.49 billion across more than 2,000 clients with a manager-of-managers approach and prepares personalized investment policy statements for its clients.

Thomas Laviano is a financial advisor at United Asset Strategies Inc. with 13 years at the firm and a total of 14 years in the industry. He holds a Series 63 designation and is based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm manages over $2 billion in assets and employs a diversified investment approach that integrates strategic asset allocation with active fixed-income management and customized equity strategies.

Michael Cuneo is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He is currently with Compass Advisors and has prior experience at CAPTrust, Purshe Kaplan Sterling Investments, and LPL Financial. Outside of his advisory work, he is involved in managing a fixed insurance business and owns Kaboom Partners, LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing low-cost, diversified mutual funds and ETFs, with flexibility to incorporate individual securities and derivatives for tactical or tax-related strategies.

Peter Silber is a CFP® professional with 25 years of experience in the financial services industry. He is currently with The Wealth Alliance, LLC and Purshe Kaplan Sterling Investments, Inc., having previously worked at Morgan Stanley and Morgan Stanley Private Bank. Silber holds Series 63 and Series 66 licenses and has additional roles as a licensed insurance agent. 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 range of investment vehicles and frequently employs third-party platforms and independent managers to implement client strategies.

Kevin Murphy is a financial advisor with R & R Financial Planners, Inc. in East Meadow, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at RNR Securities LLC since 2007 and was involved with the LI Baseball Academy for 13 years. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth individuals, retirement plan participants, trusts, and non-public corporations. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of model and customized portfolios across multiple platforms with active monitoring and use of options and derivatives when appropriate.

Steven Aberman is a financial advisor with Flynn Zito Capital Management, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Flynn Zito Capital Management and LPL Financial since 2014. He also acts in a fiduciary capacity for the Robert S Aberman Family Trust. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors by providing comprehensive wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies based on fundamental and technical analysis, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.

Lilli Seidman is a financial advisor at Draper Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Wealthspire Advisors LLC and the University of Florida. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, with an investment approach focused on fundamental analysis and long-term portfolio construction.

Nicholas Coluzzi is a financial advisor at Rockline Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and New York Sports Clubs. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management and retirement plan consulting. The firm uses a combination of fundamental and tactical asset allocation strategies and provides ongoing monitoring and rebalancing of client portfolios.

Jonathan Blau is a financial advisor at Fusion Family Wealth, LLC in Woodbury, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans by providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in assets across five advisors and employs client-specific investment policy statements with diversified portfolio allocations.

Carlo Crescenzo is a financial advisor at United Asset Strategies Inc. in Garden City, NY, holding a Series 65 credential with five years of industry experience. He has been with United Asset Strategies since 2019. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages over $2 billion in assets and emphasizes diversification and tailored portfolios through a strategic asset allocation combined with active fixed-income management.

Anthony Santo is a financial advisor with Partners Capital Services, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at American Capital Partners, Rockline Wealth Management, LPL Financial, Fidelity Investments, Bank of America, Merrill, and Brown & Brown Insurance. Outside of his advisory role, he is also licensed as a non-variable insurance agent. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm offers both discretionary and non-discretionary portfolio management, utilizing fundamental, technical, and third-party manager analyses, with a significant focus on client-directed accounts.

Paul Metz is a financial advisor with First American Asset Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Wilshire Securities, Inc. since 1998. Outside of advisory work, he is an agent for A and F Insurance, an insurance brokerage firm. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering both discretionary and non-discretionary portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios with ongoing monitoring and at least quarterly reviews.

John Eberly is a CFA® charterholder with 35 years of industry experience, currently serving as an advisor at Searle & Co. since 1998. He is a member of the board of directors at Cymtec LLC, an information technology company. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships through a seven-advisor team, using a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Drew Gordon is a financial advisor at Madison Global Advisors LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, he worked at Fusion Family Wealth, LLC and has a background that includes roles outside the financial industry. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm offers financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, using tailored asset allocation and diversification strategies that incorporate various forms of analysis.

Daniel Millman is a financial advisor at Capital Markets IQ, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as CEO of Noblestone Capital, LLC, which focuses on real estate investing and business consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

John Greiner is a financial advisor at The Wealth Alliance, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and Morgan Stanley. He is also a member of BxB Professionals, LLC, a networking group focused on professional collaboration and membership vetting. The Wealth Alliance, LLC provides investment management and financial planning services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $2.1 billion across more than 1,100 client accounts, employing a long-term, diversified investment approach with tactical adjustments and tax-aware considerations.

Brian Di Dominica is a financial advisor at Imperity Wealth Alliance LLC with four years of industry experience. He holds the Series 66 designation and has worked with Imperity and Commonwealth Financial Network since 2023, including prior roles in insurance and tax preparation services. Outside of advising, he is involved in tax preparation through Imperity Tax Planning. Imperity Wealth Alliance LLC provides 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, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Roy Haya is a financial advisor at Fort Point Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fort Point since 2019. Prior to this, he was affiliated with Twenty-First Securities Corporation and Twenty-First Tailored Solutions. In addition to his advisory role, he serves as Managing Director and Head of Derivative Solutions at Fort Point, focusing on structuring option overlays and hedging. Fort Point Capital Partners primarily serves high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm emphasizes risk management, global diversification, active risk control, and tax-aware strategies, employing derivatives and alternative allocations in its investment approach.

Jeff Blick is a financial advisor at Fusion Family Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has been with Fusion Family Wealth since 2013. 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 and investment policy statements based on client objectives, time horizon, and risk tolerance, utilizing mutual funds, ETFs, and independent managers.