Jesse Giordano is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. He is a founding partner at Opal Wealth Advisors, LLC, and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory services, he is also a licensed insurance agent and involved in real estate holding and investment companies. 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 using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Harvey Radler is a financial advisor at Fusion Family Wealth, LLC with 7 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fusion Family Wealth since 2013. Outside of his advisory role, Radler serves as Vice President of the 870 Fifth Avenue Corporation and Secretary of the Atlantic Golf Club. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and retirement plan consulting. The firm manages approximately $1.2 billion in client assets across five advisors, focusing on client-specific investment policy implementation and ongoing portfolio monitoring.

Fitzgerald Miller is a financial advisor at Revere Wealth Management LLC in New York, NY, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Janney Montgomery Scott and Oppenheimer. Outside of his advisory role, he serves as a board member for Bridge Street Development Corporation, focusing on affordable housing and senior citizen services. Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management services primarily for individual and institutional clients, offering tailored investment strategies across equities, fixed income, REITs, and option overlays. The firm combines fundamental, technical, and macro analysis with financial planning and consulting services through a seven-advisor team.

Scott Jones is a financial advisor at Cross Border Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prudential Advisors and JKS Financial, a DBA of Northwestern Mutual. Prior to his advisory career, he spent 13 years at the Carnegie Museums of Pittsburgh. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Kristin Gamble is a CFA® charterholder with over 32 years of industry experience. She has been with American Capital Management, Inc. since 2015 and holds a Series 65 license. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, institutions, and a UCITS pooled fund. The firm focuses on individually managed equity portfolios with an emphasis on health care and technology sectors, employing fundamental analysis and a long-term investment approach.

Steven Van Hooker is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Van Hooker is also a partner and COO at Matauro, overseeing operations for the wealth management firm. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments and offers active management of held-away accounts through technology platforms.

Jason Kass is a CFP® and CFA® with 23 years of industry experience. He is currently with Legacy Edge Advisors and previously worked at NewEdge Advisors and JP Morgan. 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 to tailor investment strategies ranging from long-term buy-and-hold to short-term trading.

William Petty III is a financial advisor at Estabrook Capital Management LLC with 26 years of industry experience. He has been with Estabrook Capital Management since 1985. Estabrook Capital Management advises individuals, trusts, corporations, charitable organizations, and pension plans, providing discretionary portfolio management across Large Cap Core, Balanced, and SRI/ESG strategies. The firm employs a top-down, value-oriented investment process focusing on macroeconomic trends, sector positioning, and fundamental company analysis, with an investment horizon of three to five years.

Eric Nelson is a CFP® with 36 years of industry experience and currently serves at Altfest Personal Wealth Management. He has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2018 to 2022. Altfest Personal Wealth Management offers investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a diverse client base including individuals, retirement plans, and private funds. The firm employs a disciplined investment process combining fundamental, technical, and cyclical analysis and provides retirement-plan fiduciary services alongside participant education programs.

Wesley Sapp is a financial advisor at Empirical Research Partners LLC in New York, NY, with 17 years of industry experience. He has been with Empirical Research Partners since 2009 and holds Series 65 and Series 63 designations. 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’s approach combines quantitative models using macroeconomic and industry data with statistical analysis to inform market style, risk, and opportunity assessments, serving a primarily international institutional subscriber base.

Michael Goldstein is a financial advisor at Empirical Research Partners LLC with 38 years of industry experience. He has been with Empirical Research Partners since 2002. He holds the Series 65 and Series 63 registrations. 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 in the U.S. and internationally. The firm focuses on quantitative models that integrate macroeconomic and industry data with statistical analysis to inform market style, risk, and opportunities, primarily for equity and portfolio strategy.

Sara Stollberger is a CFP® professional with seven years at Bridgewater Advisors Inc. and a total of five years in the industry. She previously worked at Arcadia Wealth Management and Paragon Capital Management. 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 using a mix of actively managed and index-related strategies, conducting due diligence on third-party managers and incorporating both traditional and alternative asset classes.

Alfonso Figliolia is a financial advisor with Cornerstone Professional Advisor Services, LLC in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been associated with WRP Investments, Inc., now SA Stone Wealth Management, since 2002. In addition to his advisory role, he serves as a FINRA arbitrator and occasionally acts as an expert witness and consultant. Cornerstone Professional Advisor Services provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, primarily passive investments and often utilizes sub-advisors and custodial services from SEI.

Joanne Zerillo is a financial advisor at Papamarkou Wellner Perkin Advisors with 33 years of industry experience. She holds a Series 63 designation and has been with the Papamarkou Wellner firms in various capacities since 2009. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets, serving high-net-worth individuals, family offices, endowments, foundations, pensions, trusts, charitable organizations, and corporate entities. The firm employs proprietary analytical modeling and bottom-up equity research combined with a multi-manager approach to construct customized investment strategies.

Dwight Lee is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with 19 years of industry experience. He has been associated with Upland Associates since 2000 and serves as managing member for multiple investment vehicles including Upland Asset Management and GagnonLee Associates. Lee holds several nonprofit board roles, including chairman of the investment committee at The Century Association and trustee and vice chair of the board at The Graduate Center Foundation, Inc. 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 provides brokerage services and operates affiliated pooled vehicles alongside its advisory business.

Amanda Sebesta is a financial advisor at United Asset Strategies Inc. in Garden City, NY, holding a Series 65 designation with four years of industry experience. Prior to joining United Asset Strategies, she worked at Joe Aguirre Agency and has experience in retail and university settings. 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 through a team-based advisory model. The firm manages approximately $2.22 billion in client assets and employs diversified, tailored portfolios including core holdings, ETFs, option strategies, and active fixed-income management.

Denis Hurley is a financial advisor at Empirical Research Partners LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Empirical Research Partners since 2014. The firm provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers in the U.S. and abroad. Empirical’s approach centers on quantitative models that integrate macroeconomic and industry data with statistical analysis to support professional investors’ independent decision-making.

Fabrice Mercier is a CFP® with nine years of industry experience, currently serving as an advisor at Cross Border Wealth, LLC since 2017. Prior to this, he worked at deVere USA Inc from 2015 to 2017. Outside of his advisory role, he is involved as a manager of Mercier Food Products, a salad dressing company. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting with an emphasis on cross-border retirement and pension issues.

Marisa Smith is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2019 and has prior experience at Agency Access and Real Content Media Group. 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 through a team-based advisory model. The firm manages approximately $2.22 billion in assets and employs diversified, tailored portfolios that include active fixed-income management, options strategies, and risk management techniques.

Thomas Laviano is a financial advisor at United Asset Strategies Inc. in Garden City, NY, with 13 years at the firm and a total of 14 years in the industry. He holds the Series 63 designation. His prior experience includes work at United Financial Group, Ltd. 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 and active fixed-income management.