Killana Williams is a financial advisor at Palumbo Wealth Management LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2014 to 2020. Williams also serves as a Registered Representative with Private Client Services. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $543 million across about 283 clients. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, individual equities and bonds, and alternative investments, while positioning itself as a fiduciary and applying both fundamental and technical analysis.

Douglas Famigletti is a CFA® charterholder with five years of industry experience. He has been with Griffin Asset Management, LLC since 2004, contributing to the firm for over two decades. He is currently concluding administrative work for his previous firm. Griffin Asset Management provides discretionary and non-discretionary investment supervisory services and customized wealth management for high-net-worth clients, institutions, and others. The firm employs a bottom-up, value-oriented investment process combining core equity and fixed-income strategies with alternative approaches and serves as a sub-advisor and model portfolio provider.

Florence Dupont is a CFP® credentialed financial advisor at Financial Decisions, LLC with 30 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. and has held a long-term affiliation with Penn Mutual. Outside of her advisory role, Dupont serves as an officer for two charitable foundations, the New Dawn Foundation and the Mentoring Tree Foundation. Financial Decisions, LLC serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and investment advice. The firm employs a diversified investment approach with both discretionary and non-discretionary services, building portfolios from various asset classes including municipals, equities, and independent managers.

Jacob Halberstam is a financial advisor at Equinum, LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at LPS Financial and B-Tank Magazine, as well as a five-year tenure at Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment supervisory services, financial planning, retirement plan advice, family office services, and robo-advisor solutions to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary portfolio management, including proprietary ETF models and third-party manager allocations.

Robert Marronaro is a CFP® professional with 35 years of industry experience. He is currently with Legacy Edge Advisors and has held prior roles at Orbis Wealth, WealthShield Partners, and TIAA. Marronaro is also an independent licensed insurance agent. 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 employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis tailored to client-specific goals and risk tolerances.

Katelyn Gallanty is a financial advisor at GT Investment Management, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup, Wells Fargo Securities, and Grant Drive Group. GT Investment Management serves primarily high-net-worth individuals, managing approximately $5.5 million across about 35 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored portfolios.

Charles Hamowy is a CFP® with 34 years of industry experience, currently serving at Seasons of Advice Wealth Management in New York, NY. He previously worked at Ameriprise Financial Services, Inc. for 27 years before joining Seasons of Advice Wealth Management and its affiliate SOA Wealth Advisors. Outside of financial advising, he owns NY Dance Studios, Inc., a dance instruction business, and is co-authoring a book titled "Financial Secure Forever." Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a proprietary “Seasons of Advice” process for goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Matthew Weinberg is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with Edge Wealth Management since 2006. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental analysis approach tailored to client objectives, managing approximately $770.7 million in assets across a five-adviser team without a firmwide account minimum.

Hugo Gozlan is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His career includes roles at Banque Transatlantique and Orionis Management, as well as academic positions at PSL University and CY University. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, focusing on cross-border investment needs such as currency, debt, and risk management for euro-denominated assets. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up research to develop tailored asset allocation strategies and maintains strong operational ties to Banque Transatlantique and the Crédit Mutuel group.

Ellen Lazarus is a financial advisor at Charles Pratt & Company, L.L.C. based in New York, NY, holding Series 63 and Series 65 registrations with five years of industry experience. She has been associated with Dosoris Trust Company and Charles Pratt & Company since 1999. Charles Pratt & Company provides custodial, investment, tax, accounting, and financial planning services primarily to multigenerational Pratt family members and a select group of individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a long-term, asset allocation-focused investment approach and utilizes third-party manager selection and monitoring to manage client assets.

Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Robert Murphy Jr. is a CFP® professional with 32 years of experience in the financial industry. He has worked at United Asset Strategies Inc. since 2022 and previously spent over two decades at TD Ameritrade. His credentials also include Series 63 and Series 65 licenses. United Asset Strategies Inc. 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 through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Kyle Pitts is a financial advisor at Momentum Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Momentum Advisors since 2015. Pitts serves as a director for Corporation Me! Financial Education, a nonprofit organization that teaches personal finance basics to teenagers and young adults. Momentum Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and small businesses, offering wealth management, financial planning, and investment consulting. The firm constructs individualized portfolios tailored to clients’ risk profiles and time horizons, and provides both discretionary and non-discretionary management using third-party managers and subadvisers.

Benson Tang is a CFP®-certified financial advisor with Aurora Private Wealth, Inc. He has two years of industry experience and has worked at firms including Brown & Brown and Morgan Stanley Fund Services. In addition to his advisory roles, he assists with pension plan client reviews and financial planning through Standard Pension Services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team-based approach that utilizes individualized policies, model portfolios, and third-party platforms.

Andrew Altfest is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he was with LTFEST Personal Wealth Management. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Herbert Refvik is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, his background includes roles at Apple Honda and 631 Insider Inc. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Muhammad Tahir is a financial advisor at Seasons of Advice Wealth Management in New York, NY, with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Inc. from 2006 to 2017 before joining Seasons of Advice Wealth Management and its affiliated SOA Wealth Advisors, LLC. Seasons of Advice Wealth Management offers financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, cash-flow reviews, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Debra Burnham is a financial advisor at Premier Wealth Advisors, LLC with 40 years of industry experience and holds a Series 63 designation. She has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, and RMB Capital Management. Burnham serves as a co-trustee for the Bernheim Arboretum and Research Forest Trust and volunteers as a board member for the Scarsdale Transfer Education Plan (STEP) nonprofit. Premier Wealth Advisors, LLC manages approximately $555 million in assets for individuals, corporations, and other entities, offering both financial planning and investment management services. The firm employs a core/satellite investment approach that combines passive index strategies with active managers and tailors portfolios to client risk tolerance, time horizon, and liquidity needs.

Susan Forgasch is a CFP® with 34 years of experience in the financial services industry. She has worked at Westco Advisory Services, Inc. since 2012 and at Westco Investment Corp. since 1998. Outside of her advisory role, she serves as a member of the Planning Board for the Village of Lake Success. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a documented risk-tolerance and goals-based investment process, using customized asset allocation and regular account reviews.

Nicola Patullo is a CFP® professional with 23 years of experience in financial advising. She is currently with Legacy Edge Advisors and previously worked at Orbis Wealth, WealthShield Partners, and TIAA. 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 strategies based on individual goals and employs a diverse range of analytical methods and investment approaches.