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 five years of experience at Financial Decisions, LLC in New York, NY. She has been with the firm since 2016, working in various roles within the advisory team. Financial Decisions serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm’s investment approach includes a mix of bonds, equity mutual funds, individual equities, and allocations to independent managers, with a process focused on client objectives, asset allocation, and ongoing portfolio monitoring.

Palak Forbes is a Series 65-licensed advisor at Altfest Personal Wealth Management with one year of industry experience. Prior to joining Altfest, Palak worked at Audacy and The New York Times Company. Altfest Personal Wealth Management serves high-net-worth individuals, retirement plans, trusts, and business entities by providing investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and offers both retirement-plan services and pooled investment vehicles.

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 five years of industry experience. She holds a Series 63 designation and works within a team of 25 advisors based in Garden City, NY. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals and institutional clients. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

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.

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 Jr. is a financial advisor with Edge Wealth Management, LLC in New York, NY, holding a Series 63 designation and bringing five years of industry experience. He joined Beacon Pointe Advisors, LLC in 2026 after 14 years at Edge Wealth Management. Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing discretionary investment management and limited financial planning services. The firm employs a fundamental analysis approach and manages approximately $827 million for about 252 clients through a team of five advisors.

Deborah Paulhus is a financial advisor at Buckman Advisory Group LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked as a licensed realtor with Beachfront Realty since 2009 on a part-time basis. Buckman Advisory Group serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs a mix of fundamental, technical, and cyclical analysis and offers model-based asset allocation across various risk profiles.

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 credentialed advisor with 28 years of industry experience. She is currently with Quent Capital, LLC, where she has worked since 2022. Her prior experience includes roles at People's United Advisors, People's Securities, Inc., and Gerstein Fisher. Outside of advising, she has been an independent insurance agent since 1996. 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. The firm employs a combined fundamental, quantitative, and strategic asset-allocation investment approach, with a focus on thematic innovation and the use of hedging and derivatives strategies.

Kathryn Domack is a Series 65-licensed advisor at Westco Advisory Services, Inc. in Stratford, CT, with 10 years of industry experience. She has been with Westco Financial Services, Inc. since 2007 and Westco Investment Corp. since 2026. Outside of advisory work, she also prepares taxes for Westco Financial Services. Westco Advisory Services provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million across about 316 clients, using a documented risk-tolerance and goals-based investment process combined with a core-and-satellite approach.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.