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.

Holly Lundberg is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has three years of industry experience and has been affiliated with Ameritas Investment Corp., Carillon Investments, Inc., and Union Central Life since 2005. Lundberg is also a licensed independent insurance agent authorized to sell fixed insurance products. Cornerstone Professional Advisor Services serves individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning services, with an investment approach grounded in modern portfolio theory and a focus on diversified, buy-and-hold portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities.

Eric Nelson is a CFP® with 36 years of experience in the financial industry. He is currently with Altfest Personal Wealth Management, where he has worked since 2022. Prior to that, he held positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Northwestern Mutual Investment Management. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing investment management, financial planning, and ERISA fiduciary services. The firm employs a combination of fundamental, technical, and cyclical analysis with oversight from an investment committee, and offers specialized pooled investment vehicles alongside tailored retirement-plan services.

Gregory Rickens is a financial advisor at Premier Wealth Advisors, LLC in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services, INC. Rickens has been with Premier Wealth Advisors since 2020. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and wealth management services. The firm uses a combination of fundamental and technical analysis along with Modern Portfolio Theory to create customized portfolios tailored to clients’ risk tolerances.

Wesley Sapp is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses with 17 years of industry experience. He has been with Empirical Research Partners since 2009. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, using quantitative models that integrate macroeconomic and industry data with statistical analysis to support market style and portfolio strategy insights. The firm primarily operates as a broker-dealer and serves institutional clients both in the U.S. and internationally.

Michael Goldstein is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 credentials and bringing 38 years of industry experience. He has been with Empirical Research Partners since 2002. Empirical Research Partners provides data-driven research and on-request investment advice exclusively to institutional investors, including money managers, hedge funds, insurance companies, and broker-dealers. The firm employs a quantitative approach that combines macroeconomic and industry data with statistical analysis to inform professional investors’ decision-making, without managing client assets or executing trades.

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.

Christopher Conigliaro is a CFP®-certified financial advisor with 29 years of industry experience. He is currently part of Seasons of Advice Wealth Management, where he has worked since 2017, following a 22-year tenure at Ameriprise Financial Services. Christopher holds a Series 63 license and is based in New York, NY. Seasons of Advice Wealth Management serves individuals, high net worth clients, trusts, small business owners, professionals, and families by offering financial planning and discretionary investment management. The firm employs a proprietary "Seasons of Advice" process for goal tracking, asset allocation, and tax planning, and uses external partners like a PIMCO sub-advisor for fixed-income portfolios while maintaining overall client account oversight.

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.

Michael Selvitella is a financial advisor with ARCH Global Advisors, LLC in New York, NY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, TIAA-CREF, and LPL Financial. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using ETFs, individual equities, and mutual funds, employing a long-term approach with tactical rebalancing, and uniquely incorporates options and margin strategies in separately managed accounts.

Zachary Conway is a financial advisor with Seeds who holds a Series 66 designation and has 10 years of industry experience. He has previously worked with Summit Financial, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he contributes personal finance content to Forbes online and co-founded The Life & Wealth Network, a B2B subscription service providing financial advisors with curated service provider lists. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term outcomes, offering discretionary portfolio management, outsourced trading, and investment modeling through third-party platforms.

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 with United Asset Strategies Inc. in Garden City, NY, holding a Series 65 designation and four years of industry experience. She has worked at United Asset Strategies since 2019 and previously at the Joe Aguirre Agency. Outside of finance, she has experience at Hofstra University and in small business operations. United Asset Strategies Inc. is a team firm managing approximately $2.258 billion in assets. The firm offers discretionary investment management, retirement-plan consulting, and estate planning to a diverse client base, employing a diversified investment approach with strategic asset allocation 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 designations and has been with Empirical Research Partners since 2014. The firm provides data-driven research and on-request investment advice exclusively to institutional investors, using a quantitative approach that combines macroeconomic and statistical analysis to inform market strategy. Empirical Research Partners primarily operates as a broker-dealer and serves an international institutional subscriber base without offering individual portfolio management or retail financial planning.

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 previously worked at Agency Access and Real Content Media Group. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and charitable organizations. The firm manages over $2 billion in assets and uses a diversified investment approach combining strategic asset allocation with active fixed-income management and tailored portfolio construction.

Thomas Laviano is a financial advisor at United Asset Strategies Inc. with 13 years at the firm and a total of 14 years in the industry. He holds a Series 63 designation and is based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm manages over $2 billion in assets and employs a diversified investment approach that integrates strategic asset allocation with active fixed-income management and customized equity strategies.

Kenneth Hehir Jr. is a financial advisor at Westco Advisory Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westco Advisory Services since 2015, also maintaining roles at Westco Investment Corp. and NGL Group since 1986. Outside of advisory work, he is involved as a partner in NGL Insurance Group, which focuses on property and casualty insurance, and participates in the sales of life, disability, and long-term care insurance through NGL Life Associates. Westco Advisory Services provides financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance process, customized asset allocation, and a core-and-satellite investment approach.

Matthew Parker is a financial advisor at Laidlaw Wealth Management LLC with 29 years of industry experience. He has held positions at Laidlaw Wealth Management since 2019 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. He holds Series 63 and Series 65 licenses. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm builds customized portfolios using strategic asset allocation and a range of investment products, applying methods such as Modern Portfolio Theory, fundamental and technical analysis, and also offers both discretionary and non-discretionary portfolio management.