Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Avi Berg is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of the Park Hill Tenants Co-op, both volunteer roles. He also acts as an outside advisor to Quantum Farma, a private company. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and uses a range of investment strategies including low-cost passive approaches and alternative instruments, serving clients through discretionary and non-discretionary mandates.

Francis Gemino is a financial advisor at Henley & Company Wealth Management LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henley & Company in various capacities since 2004. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolios based on client risk profiles, employing multiple analytical approaches and a range of investment strategies, and manages approximately $90.8 million in discretionary assets as of December 31, 2023.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.

Anisha Mittal is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding the Series 65 and Series 63 designations. She has one year of industry experience, including prior roles at Charles Rutenberg and other financial firms. She also works as a Platform Associate for Masterworks, LLC, performing administrative functions related to alternative investments. Masterworks Advisers specializes in investment advice for individual and high-net-worth clients focused on securitized art investments issued by Masterworks affiliates. The firm utilizes a rules-based investment process informed by art market research and appraisal, offering non-discretionary and limited discretionary advisory services primarily accessed through the Masterworks platform.

Joseph Barbera is a Series 66-credentialed financial advisor at Wellington Shields & Co., LLC with three years of industry experience. Before joining Wellington Shields in 2023, he worked at Fidelity Investments and has held roles outside of finance, including positions in the restaurant and media industries. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and a variety of investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

Robert Grisanti is a financial advisor with Retirable Inc. in New York, NY, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Retirable in 2025, he worked at Fidelity Investments from 2022 to 2024. Retirable serves individuals who are retired or nearing retirement, providing financial planning and discretionary investment management focused on retirement income and distribution planning. The firm uses online planning tools combined with advisor consultations to create personalized retirement plans and primarily implements portfolios using diversified ETF allocations through the Altruist platform.

Salim Nazkani is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank for 22 years and has been with Flagstar-affiliated firms since 2023. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and utilizes a diversified investment approach including mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and recommendations.

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.

Karina Baldizon is a CFP® with three years of industry experience, currently with NerdWallet Wealth Partners, LLC. She previously worked at Lazard Asset Management and Rockefeller & Co., among other firms. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, and JP Morgan Securities. Levy is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing accounts through various platforms including in-house management and LPL-hosted programs.

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.

Ira Rousso is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Henley & Company Wealth Management LLC since 2009. He holds Series 63 and Series 66 licenses and is based in New York City. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and offers tailored portfolios with ongoing monitoring, managing approximately $90.8 million in discretionary assets as of December 31, 2023.

Scott Mills is a CFA® charterholder with four years of industry experience. He currently works at Fortitude Advisory Group L.L.C. in New York, NY. Prior to joining Fortitude, he spent twelve years at Voya Investment Management and has been affiliated with the nonprofit organization Charity Footprints since 2017. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individual investors, retirement accounts, employee retirement plans, charitable organizations, and business entities. The firm offers advisor-directed portfolio management, third-party money manager selection, held-away account oversight, and tailored financial planning, typically managing accounts on a discretionary basis or through recommended third-party strategies.

Reed Choate is a financial advisor with Neville, Rodie & Shaw Inc., where he has worked for 15 years. He holds 13 years of industry experience. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s investment approach focuses on fundamental equity analysis, long-term holding periods, and balanced portfolios tailored to client objectives, reviewed regularly by an investment committee.

Farrel Liger is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses for CPAs and is involved with nonprofit organizations such as The Foundation of the World and West Harlem Assistance. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a combination of fundamental and technical analysis to create individualized investment strategies that include long-term holdings, short-term trading, and options.

Keenan Brathwaite is a financial advisor with AtCap Partners, LLC, based in New York, NY. He holds Series 65 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Ceros Financial Services, National Securities Corp, Aegis Capital Corp, and Spartan Capital Securities. AtCap Partners provides investment management and financial planning services to individual clients of varying net worth, as well as pension plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including timing trades to anticipated market cycles, and offers access to proprietary strategies, sub-advisors, and third-party asset managers.

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.