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.

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 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 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 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 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 at Secure Investment Management, LLC with credentials including Series 65 and Series 66 licenses. He has held advisory roles at multiple firms since 2015, 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, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach rooted in Modern Portfolio Theory. The firm provides tailored portfolio solutions using low-cost mutual funds, ETFs, and third-party managers 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.