Patricia Acipreste is a CFP® professional with eight years of experience at Tortoise Investment Management, LLC. She has worked at the firm since 2018 and has a background that includes attending Binghamton University from 2014 to 2018. Tortoise Investment Management, LLC provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on various non-investment matters upon client request.

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 with Fort Point Capital Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Fort Point since 2019 and previously held roles at Uhlmann Price Securities, 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, dedicating time to structuring option overlays and hedging strategies. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes risk-focused investment strategies with global diversification, active risk management, and systematic tax-loss harvesting using ETFs, and it operates a notable pooled-vehicle platform with performance-based fee structures.

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.

Stephen Haeckel is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has previously worked at LPL Financial, Braemar ACM Shipbroking, and Transamerica Financial Advisors. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, supported by both internal models and external 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 prior roles at KPMG LLP and Nawrocki Smith. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in assets using a team-based advisory model with diversified, tailored portfolios and active risk management strategies.

Fabio Ramalho is a financial advisor at Brasil Plural Investment Advisor LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altamira Fund, Neon Investimentos, and as an independent advisor. Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm in Uberlandia, Brazil. Brasil Plural Investment Advisor LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions. The firm provides customized portfolio management using third-party macroeconomic research and in-house analysis, employing diverse asset classes with strategies that may involve derivatives and leverage.

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.

William Franey is a financial advisor with The Wealth Alliance, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Newtek Business Services Corp. and AmeriMerchant Holdings LLC. Outside of his advisory role, he owns rental property. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using a variety of investment vehicles and frequently incorporates third-party platforms and independent managers in its strategies.

Ron Pac is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Trivium Point Advisory, LLC and has previously worked at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is involved with a plastics business, PAC PLASTICS, LLC. Trivium Point Advisory provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, family offices, trusts, and retirement plans. The firm manages approximately $1.49 billion across more than 1,000 clients, employing a long-term, diversified investment approach and offering integrated accounting and tax-preparation services through its affiliation with Trivium Point Accounting.

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 4 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Asset Strategies since 2014. 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 uses a team-based advisory model emphasizing diversified, tailored portfolios that include active fixed-income management and option strategies.

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.

Adam Diton is a CFP® and Series 66-registered financial advisor with The Wealth Alliance, LLC, bringing nine years of industry experience. His prior roles include positions at Morgan Stanley and New York Life. Adam is also registered with Purshe Kaplan Sterling Investments, where he serves as a registered representative. The Wealth Alliance, LLC offers investment management and financial planning services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $2.1 billion across more than 1,100 client accounts, employing a long-term, diversified investment approach with tactical adjustments and tax-aware strategies.

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 at Next Level Private LLC with 37 years of industry experience. He has worked at Next Level Private since 2022 and previously held roles at C-19 Safety First and Tullett Prebon Financial Services LLC. Baker holds Series 63 and Series 65 designations. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm delivers customized portfolios through ongoing personal contact and uses a combination of fundamental and technical analysis, with a stated fiduciary duty and formal reviews at least annually.

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.

Ana Martinez is a financial advisor at Vision Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vision Brokerage Services since 2011 and Vision Financial Markets LLC since 2006. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach focuses on large-cap, growth-oriented equity selection supported by fundamental and technical analysis, with additional strategies including income enhancement and option-based leveraged portfolios.

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.

Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. 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 investment approach. The firm also offers comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.