Jason Shulman is a financial advisor at Shulman DeMeo Asset Management, LLC with 19 years at the firm and a total of 9 years of industry experience. He holds Series 63 and Series 65 licenses. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning, consulting, and portfolio monitoring. The firm manages approximately $757 million in assets with a small advisory team and operates its own wrap fee program, implementing portfolios using a mix of index funds, ETFs, individual stocks, and bonds.

John Kim is a financial advisor at Night Owl Capital Management, LLC with 22 years of industry experience. He holds a Series 65 credential and has been with Night Owl since 2003. Prior to that, he worked at Morgan Stanley & Co. Incorporated. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments using fundamental analysis and discounted free cash flow valuation.

Matthew Sexton is a CFP® with seven years of industry experience, currently serving as a financial advisor at Clear Harbor Asset Management, LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Stamford, CT. Prior to joining Clear Harbor, he was not employed in the financial advisory field for one year. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs.

Michael Bottoni is a financial advisor at Herold Advisors, Inc. with a Series 66 credential and experience beginning in 2022. Prior to joining Herold Advisors and its affiliated entities in 2025, he worked at TD Bank for three years and was employed at St. Lawrence University for seven years. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management through managed accounts and a wrap-fee program. The firm’s investment approach combines computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations for clients.

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.

Robert Searle is a Series 66 licensed advisor at Searle & Co. in Greenwich, CT, with 48 years of industry experience. He has been with Searle & Co. since 1982. Outside of his advisory work, he serves as a trustee for a private trust, managing trust assets and overseeing distributions and compliance. 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 about 126 client relationships through a seven-advisor team, employing a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerances.

Jason Ambrosini is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has worked at United Asset Strategies since 2019. Prior to that, he was employed at Bookkeeper 360 and Stony Brook University. 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 and employs a team-based advisory model that emphasizes diversified, tailored portfolios with active fixed-income management and the use of options and margin transactions.

Nicholas Cappello is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the Lebenthal firms since 2012, currently serving as an investment adviser representative and head trader. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

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.

Claire Brennan is a financial advisor at Tortoise Investment Management, LLC, based in White Plains, NY, with 10 years at the firm and 5 years of industry experience. She holds relevant credentials and focuses on serving high-net-worth individuals and trusts. Tortoise provides discretionary investment management primarily to professionals in demanding careers, emphasizing risk management, tax efficiency, and a conservative long-term investment approach. The firm offers comprehensive financial advice beyond portfolio management, including college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Simon Hudson is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Atlantic Intermediaries, LLC and RFIB. Outside of advisory work, Hudson is involved in insurance-related businesses, acting as program head for Mission Underwriters Hudson Series, LLC and president of Simon The Entrepreneur LLC, which supports insurance business development. Next Level Private serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a fiduciary approach with customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and tactical strategies.

Lauren King is a CFP® professional with 17 years of industry experience, currently serving as an investment advisor representative at Compass Advisors and as a registered representative with Purshe Kaplan Sterling Investments, Inc. She has worked at Compass Advisors and Purshe Kaplan Sterling since 2017 and previously at LPL Financial from 2010 to 2017. Outside of her advisory roles, King teaches financial literacy to middle school students and disadvantaged individuals through a nonprofit organization. Compass Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment process blends fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios of low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, and options to meet client needs.

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.

Nathan Tonsager is a Series 66-licensed advisor at Monument Wealth Management with 10 years of industry experience. He previously worked at Madison Ave Securities, Campbell Wealth Management, LPL Financial, Merrill Lynch, Bank of America, and Buttonwood Partners. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates with discretionary asset management and financial planning services. The firm employs a range of strategies including direct indexing, structured notes, and tax-rebalanced portfolios, and uses a combination of fundamental and technical analysis in ongoing portfolio management.

Robert Dahroug is a financial advisor with Partners Capital Services, Inc. and holds Series 63 and Series 65 designations. He has 22 years of industry experience, including prior roles at J.P. Morgan Securities LLC and American Capital Partners, LLC. Dahroug is based in Hauppauge, NY. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering personalized investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Douglas Didominica is a financial advisor at Imperity Wealth Alliance LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked with Principal Securities Inc. and Principal Life Insurance Co. Didominica is involved in tax preparation and planning through Imperity Tax, a business affiliated with his firm. Imperity Wealth Alliance LLC is a registered investment adviser that 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, employee benefits, insurance, tax planning, and risk-management solutions, managing approximately $139.7 million in assets.

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.

Aaron Kennon is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He holds a Series 63 designation and has been with Clear Harbor since 2009. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to a diverse client base including individuals, pooled vehicles, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combined bottom-up and top-down investment approach, tailoring portfolios to client risk profiles and liquidity needs, and manages approximately $1.743 billion in assets.

James Salerno is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Trivium Point Advisory, LLC and previously held roles at LPL Financial and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is involved in mortgage brokerage services through Affordable Financial Services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm uses a customized investment process based on fundamental analysis and diversified allocations, combining internal portfolio construction with recommended external managers and a range of implementation tools.

Erin Gibbons is a CFP® with 20 years of industry experience, currently serving at United Asset Strategies Inc. since 2013. She holds Series 63 and Series 65 licenses and is a member of the board of directors at Dominican Village, a nonprofit assisted living facility. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a team-based advisory model focused on diversified, tailored portfolios and active risk management strategies.