Henry Beinstein is a financial advisor at Gagnon Securities, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 2002. Beinstein is a Certified Public Accountant and Chartered Global Management Accountant, serving as an Independent Director and Chairman of the Audit Committee at Vector Group LTD, as well as holding independent board roles at the Lombardy Hotel and the Omega Institute, a nonprofit organization. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, using a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates both as an SEC investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Olabode Aladenika is a financial advisor at Bridgewater Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bridgewater Advisors since 2022. His prior roles include positions at Relax and Company and Tekoa Missions. Bridgewater Advisors Inc. is a SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients through a multi-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and corporations, using a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Brian Gagnon is a financial advisor at Gagnon Securities, LLC with 34 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities since 1999. Outside of his advisory role, he serves as President of Hilltop Aviation Services, LLC and acts as a trustee for the Gagnon Family Foundation. He is also an advisory council member of the National Kidney Foundation Innovation Fund. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients and provides brokerage services for retirement and non-retirement accounts. The firm employs a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles alongside its broker-dealer platform.

Krystina Brown is a CFP® professional with six years of experience at Financial Decisions, LLC, where she has worked since 2012. She is based in Fair Lawn, NJ, and is part of a four-advisor team. Financial Decisions, LLC offers discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, retirement plans, corporations, business entities, and charitable organizations. The firm employs a multi-office structure with a small advisor team and manages approximately $321 million in assets, providing ongoing portfolio management and the use of various investment vehicles including mutual funds, ETFs, individual equities, and private investment funds.

Palak Forbes is a Series 65-licensed advisor at Altfest Personal Wealth Management in New York, NY, with one year of industry experience. Prior to joining Altfest in 2026, Forbes worked at Audacy and The New York Times Company. Altfest provides investment management, financial planning, ERISA fiduciary services, and manages pooled investment vehicles for individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis guided by an investment committee and offers tailored financial plans and fiduciary retirement-plan services.

Michael Schwartz is a CFP® with 24 years of industry experience. He has worked at Magnus Financial Group LLC since 2017 and previously spent 18 years with Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he is an independent insurance agent. Magnus Financial Group provides personalized financial planning and investment management services to individuals and entities, including family offices, trusts, and qualified retirement plan sponsors. The firm manages approximately $1.95 billion in assets and employs a team-based approach that integrates comprehensive planning with diversified asset allocation across various investment vehicles.

Hui Yao Kelly Lin is a financial advisor at Legacy Edge Advisors with 26 years of industry experience. She previously worked at TIAA for 23 years and held roles at Orbis Wealth and WealthShield Partners. Lin 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, quantitative, and technical analysis, tailoring strategies to client goals and risk tolerance.

Richard Terry is a CFP® professional with 10 years of industry experience. He has worked at Merit Financial Partners LLC since 2018 and previously spent 11 years with Mtp Advisors. Merit Financial Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, providing fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach combining fundamental and technical analysis with an emphasis on strategic asset allocation and diversified portfolios, using low-cost index funds and ETFs alongside active strategies when appropriate.

Marianne Hocknell is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She holds the Series 63 designation. 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 with a focus on diversified, tailored portfolios and active risk management techniques.

Alfred Diloreto is a financial advisor at First American Asset Advisory, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Wilshire SEC Inc since 2018. Prior to his advisory career, he was affiliated with Stony Brook University. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor tailored portfolios, delivering both discretionary and non-discretionary services.

Bruce Moore is a financial advisor at Secure Investment Management, LLC with credentials including Series 65 and Series 66 licenses. He has held advisory roles at multiple firms since 2015, including Premier Advisor Resources and Catalina Wealth Management. Moore is based in Long Beach, NY. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach rooted in Modern Portfolio Theory. The firm provides tailored portfolio solutions using low-cost mutual funds, ETFs, and third-party managers through a decentralized network of independent advisers.

Yanying Lin is a financial advisor at Bridgewater Advisors Inc. in New York, NY, with five years of industry experience. She has worked at Bridgewater Advisors since 2019 and previously held positions at Lenox Wealth Advisors and Lenox Advisors. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation using a combination of actively managed and index-related strategies, conducting due diligence on third-party managers and offering consulting on estate, retirement, and tax matters.

Gabrielle Rosenfeld is a financial advisor at Gagnon Securities, LLC with six years of industry experience. She holds a Series 63 designation and has worked at Gagnon Securities since 2019, following a year at Third Bridge and three years at Bucknell University. Gagnon Securities manages discretionary equity-focused accounts for individual and institutional clients, offering both investment advisory and brokerage services. The firm employs a research-intensive, generalist, stock-by-stock approach aimed at aggressive capital appreciation and operates affiliated pooled vehicles and partner funds alongside its broker-dealer platform.

Raymond Bickhardt is an advisor at Shulman Demeo Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Shulman Demeo since 2006. Shulman Demeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a mix of index funds, ETFs, individual securities, and specialized vehicles to build individualized asset allocation guidelines and manages client accounts exclusively through its wrap fee program.

Donald Bond is a financial advisor at Edge Wealth Management, LLC in New York, NY, with four years of industry experience. He holds the Series 63 designation and has been with Edge Wealth Management since 2012. Edge Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is based on fundamental analysis and customized to client objectives, managing approximately $770.7 million in discretionary assets across a range of securities.

Joseph Becker is a financial advisor with Westco Advisory Services, Inc. in Lynbrook, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Morgan Stanley and Jovia Financial Credit Union. Westco Advisory Services, Inc. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $254 million in assets and uses a client-focused, customized approach that includes fundamental and technical methods, regular account reviews, and a core-and-satellite strategy for larger accounts.

David La Valle is a Series 65-licensed advisor at American Capital Management Inc with 6 years of industry experience. He has been with American Capital Management, Inc. since 2008. The firm provides discretionary portfolio management primarily to high-net-worth individuals, corporations, and institutional clients. Their investment approach focuses on fundamental analysis of a select group of small- and medium-sized growth companies, emphasizing healthcare and technology sectors with a preference for long-term holdings and lower turnover.

Victor Zayas is a financial advisor with Stronghold Capital Partners LLC in Syosset, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior work includes roles at Hedgestone Business Advisors, Stronghold Wealth Partners, and Transamerica Financial Advisors. Outside of advisory services, he also works as a business broker and is active in insurance product transactions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers. The firm documents client objectives in Investment Policy Statements and recommends investment strategies based on clients’ goals, risk tolerance, and time horizon, with ongoing monitoring of selected third-party managers.

Daniel Ebert is a financial advisor at AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Bank of America, Merrill, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Ebert serves as a board member of the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors manages approximately $1 billion in client assets and serves individual and family-office clients, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services.

Keri Primack is a CFP® and Series 63 registered advisor at Quent Capital, LLC with 28 years of industry experience. She has worked at several firms including People’s United Advisors, People’s Securities, and Gerstein Fisher. Outside of her advisory work, she has been an independent insurance agent since 1996 and serves as president of a trust settlement entity. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and manages pooled vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm uses a combination of fundamental, quantitative, and strategic asset allocation methods and employs hedging and derivatives strategies in its portfolio management.