Jason Ambrosini is a Series 65-licensed financial advisor with United Asset Strategies, Inc., where he has worked since 2019. He has four years of industry experience, including prior roles at Bookkeeper 360 and Stony Brook University. United Asset Strategies, Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.3 billion in assets and employs a diversified investment approach combining strategic asset allocation, a multi-part equity structure, and active fixed-income management.

Erin Gibbons is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at United Asset Strategies, Inc. since 2013 and previously at Stifel and Charles Schwab. Gibbons serves on the board of directors for Dominican Village, a nonprofit assisted living facility. United Asset Strategies, Inc. offers discretionary investment management, retirement-plan and pension consulting, and financial planning to individuals, trusts, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

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 five years of industry experience. She has been with United Asset Strategies, Inc. since 2004, where she works as part of a 25-advisor team based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with actively managed equity and fixed-income portfolios.

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 with 25 years at the firm and three years of industry experience as a financial advisor. He holds a Series 65 designation and also serves as a partner at Madonna and Company LLP, a CPA firm in Garden City, NY. Cornerstone Professional Advisor Services serves individual and high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, emphasizing diversified allocations through passive mutual funds and ETFs with a buy-and-hold strategy, while utilizing third-party platforms for custody and investment management.

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 industry experience, currently serving at United Asset Strategies Inc. since 2022. His prior experience includes over two decades at TD Ameritrade and a period as a self-employed advisor. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in assets, providing discretionary investment management, retirement-plan consulting, and comprehensive financial planning to a diverse client base that includes individuals, trusts, and corporations. The firm utilizes a diversified investment approach combining strategic asset allocation with active management across equity and fixed-income portfolios.

Benson Tang is a CFP®-certified financial advisor with Aurora Private Wealth, Inc. He has two years of industry experience and has worked at firms including Brown & Brown and Morgan Stanley Fund Services. In addition to his advisory roles, he assists with pension plan client reviews and financial planning through Standard Pension Services. 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-based approach that utilizes individualized policies, model portfolios, and third-party platforms.

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.

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.

Bruce Moore is a financial advisor at Secure Investment Management, LLC with Series 65 and Series 66 licenses. He has held positions at multiple firms since 2015, including Premier Advisor Resources, Gradient Financial Group, Catalina Wealth Management, and Encompass More Asset Management. Moore has been with Secure Investment Management since 2026. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm employs low-cost, diversified allocations using mutual funds, ETFs, third-party managers, and direct indexing, and provides tailored portfolio solutions through a decentralized network of independent advisers.

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.

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.

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.

James Albanese is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Henley & Company in various capacities since 2004, currently focusing on trading and assisting with supervision. 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 builds tailored portfolios using multiple analytical approaches and regularly monitors and rebalances accounts.

Garrett Mancuso is a financial advisor at Measured Risk Portfolios with a Series 66 designation and two years of industry experience. His prior roles include positions at PGIM Investments LLC, Prudential Investment Management Services LLC, and Ameriprise Financial Services LLC. Measured Risk Portfolios provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm employs an investment approach that combines short-duration fixed income with option-based strategies aimed at downside mitigation and upside participation, and it serves as a sub-adviser to an affiliated ETF.

Robert Rickey is a CFP® with 32 years of industry experience, currently serving at StraightLine. His career includes 25 years at TIAA-CREF and roles at TruNor Consulting & Coaching Services. Outside of his advisory work, he is an investor and advisory board member for Financial Wellness Labs, a company providing digital tools and coaching for personal financial management, and serves on the advisory board of CIO Group, LLC, a registered investment adviser focused on family office portfolio assessments. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing investment management, financial planning, and retirement education services. The firm employs institutional research and proprietary models to guide portfolio construction, offering access to sub-advisers and structured participant education programs.