Stephen Gross is a CFP® professional at Mezzasalma Advisors with 20 years of industry experience. He has operated his own advisory firm, IA Stephen M. Gross, Inc., since 1991 and joined Mezzasalma Advisors in 2025. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and typically pursues long-term purchase strategies tailored to client objectives.

Matthew Jampole is a financial advisor at Gagnon Securities, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with Gagnon Securities and Herzog, Heine, Geduld, Inc. since 2000. 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 both advisory and broker-dealer platforms, including affiliated pooled vehicles and partner funds.

Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.

Reed Smith is a financial advisor with Emissary Wealth holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Morgan Stanley. Emissary Wealth serves individual clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers comprehensive financial planning and investment management, using fundamental analysis to tailor portfolios to client goals and also acts as adviser and portfolio manager for private pooled investment vehicles, particularly focusing on real estate-related investments.

Dajun Xu is a financial advisor at Revere Wealth Management LLC in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Revere, Xu was affiliated with Revere Securities LLC and has academic experience at New York University and the University of California at Irvine. Revere Wealth Management LLC is a seven-advisor team managing approximately $78 million across 101 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services, using a research-driven approach that integrates fundamental, technical, and macro analysis tailored to client objectives.

Shane Miller is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at TD Ameritrade Investment Management, Inc. and TD Ameritrade, Inc., with a combined tenure of 17 years before joining his current firm in 2021. United Asset Strategies provides discretionary investment management and retirement-plan consulting services to 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 emphasizes diversified, tailored portfolios with active fixed-income management and risk management techniques including options and margin strategies.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He has held positions at Triad Securities Corp. and Sandler Capital Management before joining Argus in 2018. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, offering Core Equity strategies focused on bottom-up stock selection and specialized approaches such as activist turnaround and sustainable impact portfolios. The firm also licenses model portfolios and provides model-management and consulting services to other investment advisers and platform sponsors.

Russell Bailyn is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. Bailyn is also the owner of a marketing and professional networking business. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, serving individuals, corporations, and other entities with both high-net-worth and non-high-net-worth clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to create custom portfolios using a core/satellite approach that blends passive index funds with active managers, tailoring investments to clients’ risk tolerance, time horizon, and liquidity needs.

Christopher White is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and two years of industry experience. Prior to joining Masterworks Advisers, he worked at Jenkinson's South Inc for four years. He is also employed as a Masterworks Platform Associate at Masterworks, LLC, focusing on administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice exclusively on securitized art investments issued by its affiliates, serving individual and high-net-worth investors. The firm’s approach centers on rules-based recommendations of single-artwork investments, bundles, and model portfolios, supported by proprietary art market research and third-party appraisals.

Jeffrey Lew is a Series 65 licensed financial advisor with First American Asset Advisory, LLC, where he has worked since 2018. He has a total of six years of industry experience and previously spent 18 years at Energex. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, using a combination of fundamental, technical, and cyclical analysis to create tailored portfolios. The firm offers both discretionary and non-discretionary services, including participation in a wrap-fee program, with ongoing monitoring and regular portfolio reviews.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

James Demeo Jr. is a financial advisor at Shulman DeMeo Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Shulman DeMeo Asset Management in 2007, he worked at Equitable Advisors for five years. Shulman DeMeo Asset Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages client assets through a wrap fee program, employing individualized asset allocation strategies that include index funds, ETFs, individual securities, and specialized vehicles such as REITs and MLPs.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Jeffrey Kerman is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory work, he is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, serving both non-high-net-worth and high-net-worth individuals, corporations, and business entities. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios within a core/satellite framework, offering both standalone financial planning and discretionary investment management.

Shummi Jindal is a financial advisor at Rose Capital Advisors, LLC with a Series 65 designation and over 15 years of industry experience, including prior roles at Hudson Park Management and Hudson Park Advisors LLC. He is based in Plandome, NY. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators and offers both discretionary and non-discretionary portfolio management.

Letizia Carlisto is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently a Wealth Advisor Associate at Navis Wealth Advisors LLC, where she has worked since 2021, assisting senior advisors. Her prior experience includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. Before entering financial services, she worked at Porta Napoli Restaurant for one year. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a long-term investment approach utilizing diversified mutual funds, ETFs, equities, bonds, alternative investments, and options, alongside due diligence of unaffiliated independent managers.

Josefine Cays is a CFP® professional with six years of industry experience, currently serving at Bridgewater Advisors Inc. in New York, NY. She has been with Bridgewater Advisors since 2001. Bridgewater Advisors Inc. is a multi-advisor SEC-registered investment adviser managing approximately $2.14 billion for about 540 clients. The firm offers discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, utilizing a combination of actively managed and index-related strategies across traditional and alternative asset classes.

Jason Shulman is a financial advisor at Shulman Demeo Asset Management, LLC with 19 years at the firm and a total of 24 years in the industry, including five years at Equitable Advisors. He holds Series 63 and Series 65 licenses. 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 offers both discretionary and non-discretionary management primarily through its wrap fee program, using a diversified mix of investment vehicles and tailored asset allocation guidelines.

Ronald Geffen is a financial advisor at ELCO Management Company, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at RMB Capital Management and Revere Securities LLC. He has been with ELCO since 2019. ELCO Management Company, LLC provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and a private pooled vehicle. The firm employs a combination of fundamental and technical analysis, including options and leverage strategies, and oversees sub-advisors for sector-focused portfolios.

Barbara Leclerc is a CFP® and CFA® with five years of industry experience. She has been with Bridgewater Advisors Inc. since 2003. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes, using a combination of actively managed and index-related strategies, and conducts due diligence on third-party managers as part of its investment process.