Salim Nazkani is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank for 22 years and has been with Flagstar-affiliated firms since 2023. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets and utilizes a diversified investment approach including mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and recommendations.

Michael Riccardi is a CFP® with seven years of industry experience and has been with United Asset Strategies Inc. for 16 years. He holds a Series 63 license and operates out of Garden City, NY. Outside of his advisory role, Riccardi is involved in insurance sales through United Financial Group, Ltd. United Asset Strategies Inc. manages approximately $2.22 billion in client assets, offering discretionary investment management, retirement-plan consulting, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a team-based advisory model and emphasizes diversified, tailored portfolios utilizing various investment strategies including options and active fixed-income management.

Vidur Bhalla is a CFA® charterholder with 39 years of industry experience. He has been with Herold Advisors, Inc. since 1999 and also works with Herold & Lantern Investments, Inc. since 2020. Bhalla serves as a director of the charity Mission for Vision (USA). Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management. The firm employs a process combining computerized screening and fundamental analysis to construct portfolios focused primarily on domestic large- and mid-cap equities, with periodic use of foreign equities, bonds, and covered-call strategies.

Aimee Adler is a CFP® professional with six years of industry experience, currently serving at Shufro, Rose & CO., LLC. Her prior roles include positions at Cerity Partners LLC, Round Table Wealth Management, and Payne Capital Management. She serves as a volunteer board member of the Camp Dream Street advisory board. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm focuses on individualized, long-term portfolio management using a range of investment vehicles and offers access to alternative private funds and 529 college-savings accounts.

Karina Baldizon is a CFP® with three years of industry experience, currently with NerdWallet Wealth Partners, LLC. She previously worked at Lazard Asset Management and Rockefeller & Co., among other firms. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, and JP Morgan Securities. Levy is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing accounts through various platforms including in-house management and LPL-hosted programs.

Addison Drummond is a financial advisor at Westco Advisory Services, Inc. in Lynbrook, NY, with six years of industry experience. He holds Series 65 and Series 63 designations and has worked primarily with Westco in various capacities since 2019. Outside of advisory work, Addison is a partner in a rental property business. Westco Advisory Services, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $254 million in client assets, employing customized asset allocation, periodic rebalancing, and a core-and-satellite investment approach.

Ira Rousso is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Henley & Company Wealth Management LLC since 2009. He holds Series 63 and Series 66 licenses and is based in New York City. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and offers tailored portfolios with ongoing monitoring, managing approximately $90.8 million in discretionary assets as of December 31, 2023.

Scott Mills is a CFA® charterholder with four years of industry experience. He currently works at Fortitude Advisory Group L.L.C. in New York, NY. Prior to joining Fortitude, he spent twelve years at Voya Investment Management and has been affiliated with the nonprofit organization Charity Footprints since 2017. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individual investors, retirement accounts, employee retirement plans, charitable organizations, and business entities. The firm offers advisor-directed portfolio management, third-party money manager selection, held-away account oversight, and tailored financial planning, typically managing accounts on a discretionary basis or through recommended third-party strategies.

Adrienne Garofalo is a financial advisor at Gagnon Securities, LLC with 17 years of industry experience. She holds a Series 63 designation and has been with Gagnon Securities since 2012. Outside of her advisory role, she volunteers as a Co-Chair for US Conference Events and Global Angels Chair with the nonprofit organization 100 Women in Finance. Gagnon Securities manages discretionary equity-focused accounts for both individual and institutional clients, employing a research-intensive, stock-by-stock approach aimed at aggressive capital appreciation. The firm operates as a dually registered SEC investment adviser and FINRA-member broker-dealer, offering brokerage services alongside its advisory business.

Reed Choate is a financial advisor with Neville, Rodie & Shaw Inc., where he has worked for 15 years. He holds 13 years of industry experience. Neville, Rodie & Shaw provides discretionary and non-discretionary investment management and separately managed accounts for individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans, and other institutions. The firm’s investment approach focuses on fundamental equity analysis, long-term holding periods, and balanced portfolios tailored to client objectives, reviewed regularly by an investment committee.

Farrel Liger is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses for CPAs and is involved with nonprofit organizations such as The Foundation of the World and West Harlem Assistance. AtCap Partners, LLC provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a combination of fundamental and technical analysis to create individualized investment strategies that include long-term holdings, short-term trading, and options.

John Cunningham Jr. is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at Empirical Research Partners since 2018 and previously spent five years at Cowen and Company, LLC. 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 globally. The firm focuses on quantitative models that integrate macroeconomic and statistical analysis to inform market style, risk, and opportunity assessments without managing client assets or executing trades.

Sheila Baird is a financial advisor at Kimelman & Baird, LLC in New York, NY, with 59 years of industry experience. She has worked at Kimelman & Baird since 1966 and previously spent 24 years at Daeg Capital Management, LLC. Kimelman & Baird provides discretionary portfolio management to individuals, families, trusts, charitable and institutional investors, primarily through separately managed accounts. The firm uses fundamental and technical analysis to implement both long- and short-term trading strategies tailored to client objectives.

Keenan Brathwaite is a financial advisor with AtCap Partners, LLC, based in New York, NY. He holds Series 65 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Ceros Financial Services, National Securities Corp, Aegis Capital Corp, and Spartan Capital Securities. AtCap Partners provides investment management and financial planning services to individual clients of varying net worth, as well as pension plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including timing trades to anticipated market cycles, and offers access to proprietary strategies, sub-advisors, and third-party asset managers.

Susan Sofronas is a financial advisor at Manchester Capital Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory work, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she participates in strategic oversight. Manchester Capital Management provides investment advisory and wealth-management services to high-net-worth individuals, families, family offices, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes an asset-allocation approach implemented mainly through third-party managers and pooled vehicles, managing primarily discretionary, long-term portfolios with occasional tactical adjustments.

Maureen Drew is a financial advisor at Gagnon Securities, LLC with 30 years of industry experience. She has been with Gagnon Securities since 1999 and holds a Series 63 designation. 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 is dually registered as an SEC investment adviser and FINRA-member broker-dealer, offering brokerage services and operating affiliated pooled vehicles and partner funds.

Richard Sendell is a financial advisor at Circle Advisers Inc. in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Circle Advisers since 2005. Outside of his advisory role, Sendell is also licensed as an insurance agent. Circle Advisers Inc. serves primarily high-net-worth individuals and institutional clients, offering non-discretionary investment advisory services along with financial planning and consulting. The firm emphasizes fundamental analysis and employs a range of strategies including mutual funds, ETFs, equities, fixed income, and options for hedging or income.

Michael Abate is a financial advisor at United Asset Strategies Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Pensionmark Financial Group, APW Capital, EisnerAmper Wealth Management, TD Ameritrade, and Capital One Sharebuilder. 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 using a team-based advisory model and employs diversified, tailored portfolios with active management techniques including options and fixed-income strategies.

Ross Levin is a financial advisor with Next Capital Management LLC in New York, NY, holding Series 65 and Series 66 licenses and bringing six years of industry experience. He has been with Next Capital Management since 2007 and previously worked for Aida's Liquors, Inc. for over two decades. Outside of advising, Levin is a passive investor in beverage importing and rideshare businesses. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning for individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services and access to alternative investment vehicles, employing customized asset allocations and advanced strategies for select clients.