Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.

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.

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.

James Demeo is a financial advisor at Shulman Demeo Asset Management, LLC, holding the ChFC® designation with 17 years of industry experience. He has been with Shulman DeMeo Asset Management since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm manages client portfolios using a mix of index funds, ETFs, individual stocks, and bonds, typically through a wrap fee program that consolidates advisory, trade execution, custody, and reporting services.

Jason Shulman is a financial advisor at Shulman DeMeo Asset Management, LLC with 19 years at the firm and a total of 9 years of industry experience. He holds Series 63 and Series 65 licenses. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning, consulting, and portfolio monitoring. The firm manages approximately $757 million in assets with a small advisory team and operates its own wrap fee program, implementing portfolios using a mix of index funds, ETFs, individual stocks, and bonds.

Edward Esposito is a financial advisor with Merit Financial Partners LLC, holding a Series 65 designation and five years of industry experience. He has been with Merit Financial Partners since 2021 and has also worked as a self-employed tax accountant providing tax preparation and accounting services since 2016. Merit Financial Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning, investment consultation, and discretionary portfolio management. The firm employs a fiduciary approach combining fundamental and technical analysis with strategic asset allocation and diversified portfolios, using low-cost index funds and ETFs alongside active strategies when appropriate.

Frank Congemi is a financial advisor at BEAM Wealth Advisors, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and BEAM Wealth Advisors. Congemi is also a licensed insurance agent, selling whole life, term life, and long-term care insurance. BEAM Wealth Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Jason Ambrosini is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has worked at United Asset Strategies since 2019. Prior to that, he was employed at Bookkeeper 360 and Stony Brook University. 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 with active fixed-income management and the use of options and margin transactions.

Lauren King is a CFP® with 18 years of industry experience, currently serving as an advisor at Compass Advisors. She has held prior roles at CAPTrust, CapFinancial Securities LLC, Purshe Kaplan Sterling Investments, Inc., and LPL Financial. King is involved with The Financial Literacy Education Project, a nonprofit focused on teaching financial literacy to middle school-aged children and disadvantaged individuals. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on customized, long-term portfolios using primarily low-cost mutual funds and ETFs, while also integrating individual securities and derivatives as needed.

Tanya Frias is a CFP® with 24 years of industry experience, currently serving at Wealth More Enterprise, Inc. since 2024. She has held advisory roles at multiple firms, including Freeman Capital and Massachusetts Mutual Life Insurance Company. Additionally, she is involved in financial education and advises on business and compliance strategy for fintech-related ventures Andwise and Quantitative Finance. Wealth More Enterprise provides investment advisory and financial planning services through a mobile-first platform, offering discretionary portfolio management via algorithm-driven model portfolios and tiered advisory plans. The firm integrates proprietary risk scoring with human advisor consultations and operates across six offices.

Erin Gibbons is a CFP® with 20 years of industry experience, currently serving at United Asset Strategies Inc. since 2013. She holds Series 63 and Series 65 licenses and is a member of the board of directors at Dominican Village, a nonprofit assisted living facility. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a team-based advisory model focused on diversified, tailored portfolios and active risk management strategies.

Eric Monroe is a financial advisor at Aurora Private Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with APW Capital, Inc. and Standard Pension Services, LLC, where he also provides retirement plan and benefits consulting. Outside of his advisory role, Monroe is an independent insurance broker specializing in fixed insurance products and operates a separate insurance-related consulting business under his own corporation. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of advisors, utilizing a range of investment strategies and third-party platforms.

Ibrahim Sarker is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles and third-party platforms.

Tameka White is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2004. 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 utilizes a team-based advisory model focused on diversified, tailored portfolios that include a range of asset classes and active risk management techniques.

Edward Schnepf is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Henley & Company and its affiliated entities since 2005. 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 builds tailored portfolios based on client risk profiles, conducting ongoing monitoring and at least annual reviews.

Steven Madonna is a partner at Cornerstone Professional Advisor Services, LLC and holds a Series 65 designation. He has 25 years of experience at Cornerstone and over three decades as a partner at Madonna and Company LLP, a CPA firm specializing in tax and accounting. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory-based approach focused on asset allocation and diversified, primarily passive investment strategies with a long-term horizon.

Katelyn Gallanty is a financial advisor at GT Investment Management, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup, Wells Fargo Securities, and Grant Drive Group. GT Investment Management serves primarily high-net-worth individuals, managing approximately $5.5 million across about 35 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored portfolios.

Robert Murphy Jr. is a CFP® professional with 32 years of experience in the financial industry. He has worked at United Asset Strategies Inc. since 2022 and previously spent over two decades at TD Ameritrade. His credentials also include Series 63 and Series 65 licenses. United Asset Strategies Inc. 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 through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Benson Tang is a CFP®-certified financial advisor at Aurora Private Wealth, Inc. with two years of industry experience. He previously worked at Morgan Stanley Fund Services for eight years and is currently involved with Standard Pension Services as a paraplanner. Aurora Private Wealth, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, providing financial planning, consulting, and investment management through a team-based approach. The firm employs a variety of investment strategies including personalized portfolios, model portfolios, and third-party manager selection.