Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

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.

Joseph Rossetti is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Updike, Kelly & Spellacy and Janney Montgomery Scott LLC. Prior to his advisory career, he held roles at Williams College and Phillips Exeter Academy. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters such as college and retirement planning and estate planning when requested by clients.

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 experience in the financial industry. He has worked at United Asset Strategies Inc. since 2022 and previously spent over two decades at TD Ameritrade. His credentials also include Series 63 and Series 65 licenses. United Asset Strategies Inc. 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 through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Benson Tang is a CFP® professional with two years of industry experience. He is currently affiliated with Aurora Private Wealth, Inc., and has prior experience at Morgan Stanley Fund Services. Outside of his advisory role, he is employed as a paraplanner at 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 of 18 advisors, utilizing both discretionary and non-discretionary strategies and a range of third-party platforms and investment approaches.

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.

Ervin Braun is a financial advisor at Trivium Point Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Paradigm Financial Partners, LLC since 2015. Outside of his advisory role, Braun serves as CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans. The firm manages approximately $1.49 billion across 1,051 clients through a team of 23 advisors, focusing on diversified portfolios and tax-aware wealth accumulation using both internal models and external managers.

Elizabeth Lynch is a financial advisor at N10° Wealth in Greenwich, CT, holding Series 63 and Series 66 licenses. She has one year of industry experience and previously worked at several firms including The London Fund and Meekins Corp. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach incorporating individual securities, ETFs, options, alternatives, direct indexing, and digital assets, and utilizes fundamental, technical, ESG, and quantitative analysis alongside third-party managers and a TAMP for implementation.

Nicholas Short is a financial advisor at Sykon Capital LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AMG Funds and Strategic Retail Advisors. Sykon Capital serves individual and institutional clients, offering investment management, financial planning, retirement plan services, and consulting. The firm uses a blend of quantitative and fundamental analysis with strategic and tactical asset allocation, incorporating alternative investments and derivatives strategies within separately managed accounts.

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.

Steven Shaw is a financial advisor at Clear Harbor Asset Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Clear Harbor since 2014. Clear Harbor Asset Management provides financial planning, consulting, and investment management services to individuals, pooled vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combined bottom-up security selection and top-down asset allocation approach, tailoring portfolios to client risk profiles and liquidity needs.

John Baxter is a Series 66-licensed financial advisor at Baxter Investment Management in Greenwich, CT, with 22 years of industry experience. He has been with Baxter Investment Management since 2000. Baxter Investment Management provides personalized, discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term, company-level research approach with a value/GARP orientation and manages roughly $1.0 billion across a five-advisor team in a multi-generation, family-owned practice.

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 four years of industry experience. She holds the Series 63 designation. 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 with a focus on diversified, tailored portfolios and active risk management techniques.

Alfred Diloreto is a financial advisor at First American Asset Advisory, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Wilshire SEC Inc since 2018. Prior to his advisory career, he was affiliated with Stony Brook University. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor tailored portfolios, delivering both discretionary and non-discretionary services.

Raymond Bickhardt is an advisor at Shulman Demeo Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Shulman Demeo since 2006. Shulman Demeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a mix of index funds, ETFs, individual securities, and specialized vehicles to build individualized asset allocation guidelines and manages client accounts exclusively through its wrap fee program.