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.

Timothy Feeney is a financial advisor at Bridgewater Advisors Inc. with Series 65 credentials. He has been with Bridgewater Advisors since 2018 and previously worked at Clarfeld from 2005 to 2018. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, focusing on thoughtful asset allocation across traditional and alternative asset classes and combining actively managed and index-related strategies.

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.

Adrienne Garofalo is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 18 years of industry experience. She has been with Gagnon Securities since 2012. Garofalo volunteers as a Co-Chair for US Conference Events and Global Angels Chair for the nonprofit organization 100 Women in Finance and also provides administrative support to the Gagnon Family Foundation. Gagnon Securities serves individual and institutional clients through discretionary portfolio management, retirement accounts, trusts, and custodial arrangements, overseeing over $529 million in regulatory assets. The firm employs a research-intensive, generalist equity approach focused on long-term capital appreciation and offers both advisory and brokerage services.

John Cunningham Jr. is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at Empirical Research Partners since 2018 and previously spent five years at Cowen and Company, LLC. Empirical Research Partners provides data-driven research and tailored investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers globally. The firm focuses on quantitative models that integrate macroeconomic and statistical analysis to inform market style, risk, and opportunity assessments without managing client assets or executing trades.

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.

Maureen Drew is a financial advisor at Gagnon Securities, LLC with 30 years of industry experience. She has been with Gagnon Securities since 1999 and holds a Series 63 designation. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering brokerage services and operating affiliated pooled vehicles and partner funds.

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.

Benjamin Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Wealthspire Advisors and attended Tulane University. Edge Wealth Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and tailored to client objectives, managing approximately $770.7 million in assets across a range of securities without imposing a firmwide account minimum.

Harry Grand is a financial advisor at Angeles Wealth Management, LLC with seven years of industry experience. He has previously worked at Chilton Trust for six years. Harry holds a Series 65 designation and is based in New York, NY. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, incorporating alternative investments through private funds and relying on proprietary manager research and performance measurement in implementing client strategies.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.