John Rogers is a CFA® charterholder with 10 years of industry experience. He is currently with WealthCare Financial Group, Inc. in New York, NY, and has held previous positions at LPL Financial LLC, Equity Services Inc, and National Life Insurance Company, Inc. In addition to his advisory work, Rogers is a licensed insurance agent involved in insurance product sales. WealthCare Financial Group serves individuals, families, business owners, non-profit organizations, and retirement plan sponsors with services including financial and retirement planning, portfolio management, and pension consulting. The firm employs a Structured Investing approach focused on diversification, customization, and long-term strategies, managing Hybrid Model Portfolios primarily composed of mutual funds and ETFs.

Debra Burnham is a financial advisor at Premier Wealth Advisors, LLC with 40 years of industry experience and holds a Series 63 designation. She has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, and RMB Capital Management. Burnham serves as a co-trustee for the Bernheim Arboretum and Research Forest Trust and volunteers as a board member for the Scarsdale Transfer Education Plan (STEP) nonprofit. Premier Wealth Advisors, LLC manages approximately $555 million in assets for individuals, corporations, and other entities, offering both financial planning and investment management services. The firm employs a core/satellite investment approach that combines passive index strategies with active managers and tailors portfolios to client risk tolerance, time horizon, and liquidity needs.

Alexander Kemp is a Series 65-licensed financial advisor with one year of industry experience, currently working at NerdWallet Wealth Partners, LLC. He previously held roles at Zoe Financial Inc., infor, and Hometeam. NerdWallet Wealth Partners, LLC serves individual and high-net-worth clients, as well as certain charitable organizations, providing discretionary investment management and integrated financial planning through a team of 14 advisors managing approximately $263 million in assets. The firm employs a primarily passive, asset-class-weighted investment approach, complemented by specialized sub-adviser strategies and AI-assisted client services.

Kevin De Rosa is a financial advisor at BlackDiamond Wealth Management, LLC in New York, NY, holding a Series 65 designation with eight years of industry experience. He has worked at BlackDiamond Wealth Management since 2021 and previously held roles at Your Planning Partner, LLC and McAdam LLC. BlackDiamond Wealth Management is an SEC-registered advisory firm with a team of seven advisors managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services with a long-term, diversified investment approach.

Susan Forgasch is a CFP® with 34 years of experience in the financial services industry. She has worked at Westco Advisory Services, Inc. since 2012 and at Westco Investment Corp. since 1998. Outside of her advisory role, she serves as a member of the Planning Board for the Village of Lake Success. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a documented risk-tolerance and goals-based investment process, using customized asset allocation and regular account reviews.

Stephen Farinacci is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding Series 63 and Series 66 registrations with 32 years of industry experience. Prior to joining Flagstar, he worked at Signature Securities Group Corp. and HSBC Bank USA. 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 individuals, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a range of investment strategies that include allocations to mutual funds, ETFs, alternative investments, and third-party managers.

James Balk is a financial advisor with American Trust Investment Services Advisory, Inc. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Fortis Capital Advisors, LLC and Dominari Securities LLC. Outside of advising, he is the owner and founder of JCB4 Holding, a holding company focused on incubating start-up entities. American Trust Investment Services Advisory, Inc. serves individual investors, retirement accounts, trusts, estates, and corporate clients. The firm uses a bottoms-up fundamental screening process to build portfolios aligned with client risk profiles, offering both non-discretionary and discretionary management options and providing financial planning and estate services.

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.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

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.

Harold Sasnowitz is a CFP® with 18 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and other business entities. The firm offers financial planning, wealth and investment management, and retirement-plan consulting, applying a long-term investment approach based on Modern Portfolio Theory with diversified, buy-and-hold allocations.

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.

Stephen Montez is a financial advisor with NerdWallet Wealth Partners, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, Bank of America, Merrill, Fidelity Investments, JP Morgan Securities, and NYLIFE Securities. Outside of finance, he was involved with Fun Times Productions for three years. 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 employs primarily passive, asset-class-weighted portfolios and utilizes third-party sub-advisers for specialized strategies.

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 with Secure Investment Management, LLC. He holds Series 65 and Series 66 licenses and has worked in the financial industry since 2015, with experience at multiple firms 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, including both retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing to create diversified, long-term portfolios.