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.

Christopher Cacchiola is a financial advisor at Emissary Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Mercer Global Advisors and Beacon Wealth Management. Outside of advisory work, he owns Emissary Tax, LLC, a separate tax and accounting firm. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm provides comprehensive financial planning and investment management, emphasizing fundamental analysis and a goal-driven approach tailored to client objectives.

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.

Vinã­Cius Martins Flores is a financial advisor at Stratton Capital Investment Advisory LLC in New York, NY, holding a Series 65 designation. He has two years of industry experience, all with Stratton Capital. Prior to his advisory role, he has worked in education and served briefly in the Brazilian Army. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving clients both in the U.S. and internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual securities, with a long-term investment approach complemented by tactical adjustments as needed.

Caitlin Fastiggi is a CFP® professional with four years of industry experience, currently serving at Brooklyn FI, LLC. She previously worked at HFO Services Corp for seven years. Brooklyn FI serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while also integrating tax services through an affiliated tax preparation business.

Braden De Forge is a financial advisor at GoalVest Advisory LLC with three years of industry experience. He holds the Series 65 designation and has worked previously at Plante Moran Financial Advisors and Heidi Washburn State Farm. Outside of his advisory roles, he has experience in other business activities including a venture named Serious Texas BBQ. GoalVest Advisory LLC serves high-net-worth and individual clients by providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to construct client-specific portfolios, managing discretionary accounts and sponsoring private pooled investment vehicles.

William Romero is a financial advisor at Spartan Capital Private Wealth Management LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, MML Investors Services, and New York Life. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and business entities, focusing on portfolio management and oversight of third-party money managers. The firm tailors guidance to clients’ objectives and risk tolerance, offering primarily non-discretionary management with integration between advisory, brokerage, and insurance activities.

Steven Aberman is a financial advisor with Flynn Zito Capital Management, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Flynn Zito Capital Management and LPL Financial since 2014. He also acts in a fiduciary capacity for the Robert S Aberman Family Trust. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors by providing comprehensive wealth management, investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies based on fundamental and technical analysis, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.

Melvin Rokeach is a financial advisor at Strategic Wealth Management Group in New York, NY, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Strategic Wealth Management Group since 2013 and has been associated with Rampart America since 2006. Outside of his advisory role, he works as an insurance broker specializing in life, health, property, and casualty insurance. Strategic Wealth Management Group offers discretionary and non-discretionary investment advisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm provides tailored portfolio management using model portfolios, separately managed accounts, and third-party wrap programs, employing a range of strategies from income-focused to aggressive growth.

John Carey Jr. is a financial advisor at Griffin Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. He worked at Lebenthal Asset Management, LLC from 2009 to 2017 before joining Griffin Asset Management in 2017. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services for individuals, families, trusts, charities, institutions, and other investment advisers. The firm employs active management strategies across core equity, fixed income, and alternatives, including covered call option writing, and manages nearly $1 billion in assets with a focus on customized portfolios and sub-advisory roles.

Tenzing Tashishar is a CFA® charterholder at NorthStar Asset Management, Inc. in New York, NY, with six years at the firm since 2020. Prior to joining NorthStar, Tenzing attended Mount Holyoke College from 2017 to 2021. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across multiple asset classes and integrates social and environmental priorities into client portfolios, with specialized services including sub-advisory and OCIO arrangements.

James Cappello is a financial advisor at Gagnon Securities, LLC in New York, NY, holding a Series 63 designation with nine years of industry experience. He has worked at Gagnon Securities since 2017 and previously at Invicta Investor from 2015 to 2017. Outside of his advisory role, he is the founder of Jono Enterprises, LLC, which produces the Shoot n Scoop Lacrosse Trainer. 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 operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, executing transactions through its own platform and offering a combination of transaction-based and advisory fee structures.

Akil Lamy is a financial advisor at Seasons of Advice Wealth Management with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bshapiro Financial and Commonwealth Financial Network. Lamy has served at Seasons of Advice Wealth Management since 2021. Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm employs a life-cycle framework called the “Seasons of Advice” process to tailor investment recommendations and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income solutions through a network of sub-advisors.

Trevor Sarif Killea is a financial advisor at Geometric Wealth Advisors, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Mount Sinai Health Partners and Boston Consulting Group. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, by providing personalized wealth management that integrates discretionary investment management with comprehensive financial planning, including tax and estate planning support. The firm focuses on long-term, broadly diversified investment strategies and employs a multi-owner model with a sizable organizational footprint relative to its size.

Arnold Schmeidler is a financial advisor with ARS Investment Partners, LLC who holds 51 years of industry experience. He has worked at ARS Investment Partners since 2016 and has been with Aresco Management, Inc. since 1989. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients with separately managed accounts, financial planning, third-party manager referrals, and ETF sponsorship and sub-advisory services. The firm’s investment process combines macro and sector analysis with fundamental research to create tailored portfolios, and it manages approximately $2.7 billion in assets with a small team.

Edward Alf IV is an advisor at Gagnon Securities, LLC in New York, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at McKinsey & Company for three years. 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 uniquely combines investment advisory and brokerage services, executing transactions through its broker-dealer platform and offering both commission-based and asset-based fee structures.

Philip Walkley III is a financial advisor at Wellington Shields & Co., LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wellington Shields since 2009, having also worked at H. G. Wellington & Co., Inc. since 1994. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, high-net-worth clients, corporations, trusts, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory accounts and commission-based brokerage services.

Cynthia Roberts is a financial advisor with Gagnon Securities, LLC, holding a Series 63 designation and 27 years of industry experience. She has been with Gagnon Securities since 2010. In addition to her advisory role, she is a partner in Gagnon Administrative Services and in the firm's private partner funds. 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 operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering brokerage services and managing affiliated pooled vehicles and partner funds.

Joshua Seward is a CFA® charterholder with five years of industry experience. He has worked at Quent Capital, LLC since 2018, following roles at Deloitte LLP and the Financial Accounting Standards Board. Seward is based in New York, NY. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a blend of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include global long/short small-cap funds, ETFs, mutual funds, and individual equities.