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.

Jean Cocinescu is a Series 66-credentialed financial advisor at Atcap Partners, LLC with 17 years of industry experience. His prior roles include positions at National Securities Corp and National Asset Management. Outside of his advisory work, he operates a sole proprietorship involved in real estate and bookkeeping. Atcap Partners serves individual clients across wealth levels as well as institutional entities, offering investment management and financial planning through tailored portfolios and a combination of proprietary strategies, sub-advisors, and third-party asset managers. The firm is notable for its use of fundamental and technical analysis, market-timing strategies, and inclusion of alternative investments alongside comprehensive back-office support for affiliated investment entities.

Christopher Wilson is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. from 2015 to 2022. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs. Their investment process incorporates client-specific guidelines and a proprietary Valuation Analysis to inform equity selections, with portfolios constructed from individual securities, mutual funds, and ETFs.

Frank Torrone is a CFP® professional with seven years at Satovsky Asset Management LLC and three years at Lenox Wealth Advisors, totaling ten years of industry experience. He is based in New York, NY, and works as part of a five-advisor team at Satovsky Asset Management. Satovsky Asset Management provides wealth management, financial planning, investment management, and family-office style consulting to high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $975 million in assets and employs a goals-based, tax-aware investment approach that combines low-cost passive strategies with selective active tilts and tax-sensitive techniques.

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.

Sahil Gupta is a Series 65 licensed financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Ernst & Young LLP and was involved with California Polytechnic State University and its related corporation. Twin Peaks Wealth Advisors manages approximately $585 million for individuals, families, trusts, retirement plans, and other entities, offering discretionary portfolio management, financial planning, and specialized investment strategies through a multi-advisor team approach. The firm emphasizes strategic asset allocation using ETFs and institutional mutual funds, along with tactical overlays and rebalancing.

Claudia Sadde is a financial advisor at Activest Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Axxets Wealth Management and Nemesis Asset Management LLP. Activest Wealth Management serves individuals, foundations, endowments, and various institutional clients with discretionary portfolio management, consulting, family office coordination, and integrated financial planning. The firm employs a collaborative investment process that includes model portfolios managed through fundamental, quantitative, and risk-based analysis, with an emphasis on international relationships and institutional assets.

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.

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.

Yi Ji is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with two years of industry experience. Prior to joining Valley Wealth Managers, he worked at York Bridge Wealth Management and Commonwealth Financial Network. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating portfolios across equities, fixed income, and cash, with oversight from an investment committee that manages strategic and tactical allocations.

Daniel Bernzweig is a CFA® charterholder with 25 years of industry experience. He is currently with Valley Wealth Managers, Inc. and has held roles at Valley National Bank, Valley Financial Management, Inc., Bank Leumi USA, and Leumi Investment Services Inc. His career spans over two decades in wealth management and banking in New York. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of individual securities and funds, supported by an investment committee and third-party services.

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.

Avani Ramnani is a CFP® professional with nine years of industry experience, currently serving at Francis Financial since 2012. She is part of a seven-advisor team based in New York, NY. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce financial planning, and employs both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

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.

Gideon Drucker is a CFP® professional with 12 years of industry experience, currently serving at Drucker Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis in its investment approach.

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.

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.