Jeffrey Lew is a Series 65 licensed financial advisor with First American Asset Advisory, LLC, where he has worked since 2018. He has a total of six years of industry experience and previously spent 18 years at Energex. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, using a combination of fundamental, technical, and cyclical analysis to create tailored portfolios. The firm offers both discretionary and non-discretionary services, including participation in a wrap-fee program, with ongoing monitoring and regular portfolio reviews.

Robert Rom is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Legacy Edge Advisors and previously spent over two decades at TIAA. Outside of his advisory role, he is a partner in RSTM Partners, LLC, a real estate investment entity. 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 policies and employs a mix of fundamental, quantitative, and technical strategies across a range of asset classes.

James Demeo Jr. is a financial advisor at Shulman DeMeo Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Shulman DeMeo Asset Management in 2007, he worked at Equitable Advisors for five years. Shulman DeMeo Asset Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages client assets through a wrap fee program, employing individualized asset allocation strategies that include index funds, ETFs, individual securities, and specialized vehicles such as REITs and MLPs.

Shummi Jindal is a financial advisor at Rose Capital Advisors, LLC with a Series 65 designation and over 15 years of industry experience, including prior roles at Hudson Park Management and Hudson Park Advisors LLC. He is based in Plandome, NY. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators and offers both discretionary and non-discretionary portfolio management.

Josefine Cays is a CFP® professional with six years of industry experience, currently serving at Bridgewater Advisors Inc. in New York, NY. She has been with Bridgewater Advisors since 2001. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Jason Shulman is a financial advisor at Shulman Demeo Asset Management, LLC with 19 years at the firm and a total of 24 years in the industry, including five years at Equitable Advisors. He holds Series 63 and Series 65 licenses. 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 offers both discretionary and non-discretionary management primarily through its wrap fee program, using a diversified mix of investment vehicles and tailored asset allocation guidelines.

Ronald Geffen is a financial advisor at ELCO Management Company, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at RMB Capital Management and Revere Securities LLC. He has been with ELCO since 2019. ELCO Management Company, LLC provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and a private pooled vehicle. The firm employs a combination of fundamental and technical analysis, including options and leverage strategies, and oversees sub-advisors for sector-focused portfolios.

Barbara Leclerc is a CFP® and CFA® with five years of industry experience. She has been with Bridgewater Advisors Inc. since 2003. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes, using a combination of actively managed and index-related strategies, and conducts due diligence on third-party managers as part of its investment process.

Edward Esposito is a financial advisor with Merit Financial Partners LLC, holding a Series 65 designation and five years of industry experience. He has been with Merit Financial Partners since 2021 and has also worked as a self-employed tax accountant providing tax preparation and accounting services since 2016. Merit Financial Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach combining fundamental and technical analysis with strategic asset allocation and diversified portfolios, using low-cost index funds and ETFs alongside active strategies when appropriate.

Michael Stern is a financial advisor at Point Windward Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beech Hill Advisors, Inc. since 2010. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm combines fundamental, quantitative, qualitative, and technical analysis methods, including short sales and option writing, to manage approximately $358.6 million in client assets.

Jacques Freeman is a CFP® professional with eight years at Bridgewater Advisors Inc. and a total of five years in the financial industry. He previously worked at Monarch Business & Wealth Management for four years. Based in New York, NY, he is part of a 14-advisor team at Bridgewater Advisors. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes using a combination of actively managed and index-related strategies.

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.

Ruben Ramirez Jr. is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quint Capital, Eagles Coast Capital, Private Advisor Group, LPL Financial, Halen Capital, and Advisors Asset Management. He is also CEO and Chief Investment Officer of Fortitude (DBA ProActive Planning Partners) and Co-Founder/CEO of P3 Asset Management. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of financial advisors and operates multiple affiliated entities, including P3 Asset Management.

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.

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Shinichiro Fukui Tamura is a financial advisor with Stratton Capital Investment Advisory LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Banco do Brasil Securities LLC and Bradesco Securities Inc. Outside of advising, he holds passive investments in a co-working franchise business and residential rental properties. Stratton Capital provides discretionary investment management primarily to high-net-worth individuals, trusts, and estates, including a significant non-U.S. client base. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and individual securities, emphasizing fundamental analysis and long-term strategy tailored to client goals and risk tolerance.

Samuel Shikiar is a CFA® charterholder with 11 years of industry experience. He has worked at Shikiar Asset Management Inc since 2018 and previously spent 11 years at Goldman, Sachs & Co. Shikiar Asset Management provides discretionary portfolio management primarily to high-net-worth individuals and families, as well as corporations, trusts, foundations, and tax-advantaged retirement accounts. The firm employs a research-intensive investment process focused on individual equities and fixed income, offering equity, fixed-income, balanced, and covered call-writing strategies.

Simon Hudson is a financial advisor at Next Level Private LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Atlantic Intermediaries, LLC and RFIB. Outside of his advisory role, Hudson is involved in insurance-related business activities, including serving as program head for insurance entities and providing insurance advisory services through his own firm. Next Level Private LLC serves individuals, families, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, retirement plan advisory, and annuity consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, supported by both fundamental and technical analysis and regular client reviews.

Kenneth Lafreniere is a financial advisor at Empirical Research Partners LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Empirical since 2012. 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. The firm uses quantitative models that integrate macroeconomic and industry data with statistical analysis to support professional investors’ independent decision-making.

Longying Zhao is a CFA® charterholder with 18 years of industry experience. He has been with Empirical Research Partners LLC since 2007, where he serves as part of a four-advisor team. Empirical Research Partners provides data-driven subscription research and customized investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. The firm’s approach integrates proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or serving retail clients.