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.

Allison Sajkoski is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with United Asset Strategies Inc., where she has worked since 2018, including a role from 2022 to the present. Her prior experience includes positions at KPMG LLP and Nawrocki Smith. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in client assets. It offers discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm emphasizes diversified and tailored portfolios supported by a strategic asset allocation framework and active fixed-income management.

Fabio Ramalho is a financial advisor at Simetria Advisory Group LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brasil Plural Securities LLC and Neon Investimentos. Additionally, Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm based in Brazil. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets and serves individuals, corporations, and institutions through customized portfolio management. The firm utilizes a combination of third-party macroeconomic research and in-house analysis to create diversified portfolios across various asset classes.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.

Joseph Castiglie III is a financial advisor at Sykon Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Sykon Capital serves individual and institutional clients by offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm integrates quantitative and qualitative investment techniques and employs a range of strategies, including alternative investments and derivatives, to align with client objectives.

James Cloudman Jr. is a financial advisor with Fusion Family Wealth, LLC in Woodbury, NY. He holds four years of industry experience and has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policy statements with ongoing portfolio monitoring.

Cynthia Somer is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She holds Series 63 and Series 65 credentials and has been with United Asset Strategies since 2014. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base that includes individuals, trusts, corporations, and charitable organizations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management and a multi-faceted equity strategy.

Joseph Filosa is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor and partner at Opal Wealth Advisors, LLC. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of financial advising, he is involved in consulting and sales for Brooklyn Tile & Design, LLC, a retail business specializing in tile, marble, and kitchen cabinets, and holds partnerships in related design and construction ventures. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process utilizing proprietary model portfolios, quantitative and qualitative screening, and access to independent managers through UMA platforms, while supporting clients with ongoing monitoring and educational events.

Karen Filler is a financial advisor at Legacy Edge Advisors with 36 years of industry experience. She previously worked at TIAA and TIAA-CREF for 18 years. Outside of her advisory role, she serves on the board of Downingwood Condominiums and is a trustee at large for the Shames Jewish Community Center on the Hudson. 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 uses a combination of fundamental, modern portfolio theory, quantitative, and technical analysis, managing accounts on a discretionary basis tailored to client goals and risk tolerance.

Russell Baker is a financial advisor with Next Level Private LLC in Harrison, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Tullett Prebon Financial Services LLC and C-19 Safety First. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and tactical strategies, with ongoing client communication and periodic portfolio reviews.

Douglas Flynn is a CFP® and ChFC® with 36 years of industry experience. He is a principal at Flynn Zito Capital Management, LLC, where he has worked since 2010, and has been affiliated with LPL Financial since 1997. Flynn has appeared as an on-air guest on networks including CNBC, Fox Business, CNN, Newsmax, and NewsNation to discuss financial topics. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services using a combination of fundamental, technical, and cyclical analysis, and offers a hybrid relationship with LPL Financial that integrates brokerage and advisory solutions.

Stefan Gollisz is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Flynn Zito Capital Management, LLC. He has four years of industry experience, including prior roles at LPL Financial, LLC. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals and high-net-worth households. The firm provides customized wealth management and investment services, combining discretionary portfolio management with access to LPL-sponsored advisory programs and third-party sub-advisers.

Maggie Smith is a financial advisor with Next Level Private LLC in Harrison, NY, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services, Inc. for eight years before joining Next Level Private in 2021. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm combines long-term oriented portfolios with fundamental and technical analysis, ongoing client communication, and periodic formal reviews as part of its fiduciary services.

Jay Nathan is a financial advisor at Prospect Financial Services LLC with over 21 years of industry experience. He holds a Series 63 designation and has previously worked with LPL Financial, The Pinnacle Financial Group, and H.D. Vest. Outside of his advisory work, Nathan serves as Vice President on the board of the Long Island Charities Foundation and holds leadership roles in multiple family-owned CPA firms. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to create diversified portfolios across various asset classes.

Ryan Haiss is a CFP® professional with 13 years of experience in the financial services industry. He is affiliated with Flynn Zito Capital Management, LLC and LPL Financial, having worked with these firms since 2012 and 2013, respectively. Haiss contributes insights on financial topics to websites such as MarketWatch and Yahoo Finance without compensation. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with services including wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and operates as a team of seven advisors managing approximately $774 million in assets.

Francis Conway is a financial advisor at Bespoke Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Bespoke Investment Group, he worked for Connecticut Premier Hoops Development for eleven years. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and a range of online subscription research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts, typically on a discretionary basis with monthly monitoring.

John Griffin is a Certified Financial Planner® with 24 years of industry experience. He has been with Wilmington Capital Securities, LLC since 2015. Outside of his advisory role, he is the sole owner of an LLC that holds a New York City taxi medallion. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a variety of securities and analytical methods, managing approximately $258 million in client assets.

Leon Cherniavsky is a financial advisor at Fairport Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Fairport Advisors since 2012, also having worked at Fairport Capital, Inc. Prior to his current role, he was associated with Fairport Capital from 2008 to 2021. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-high-net-worth clients using model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI-driven analysis.