Albert Akerman is a financial advisor at R & R Financial Planners, Inc. with 30 years of industry experience. He holds a Series 66 designation and has been associated with RNR Securities, LLC since 2015. Outside of advisory work, he serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and employs a combination of model portfolios, customized strategies, and options-based approaches while operating with an in-house broker-dealer and insurance distribution capabilities.

Keith Douglas is a financial advisor with United Asset Strategies Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Convera, Lantern Investments, and Foundation Source. United Asset Strategies Inc. offers discretionary investment management, retirement-plan and pension consulting, as well as estate and financial planning to a broad client base including individuals, trusts, charitable organizations, and corporations. The firm manages over $2 billion in assets, employing a diversified investment approach with strategic asset allocation, a four-part equity construct, and active fixed-income management.

William Romeo is a CFP® and Series 63 licensed financial advisor with 44 years of industry experience. He has been with R & R Financial Planners, Inc. since 1983 and RNR Securities, L.L.C. since 1997. In addition to his advisory role, he works as an independent insurance agent for Security Mutual Life Insurance Company of NY. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of model portfolios, customized strategies, and options/derivatives alongside third-party managers.

Anthony Rosa is an investment advisory representative with R & R Financial Planners, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with R & R Financial Planners since 2009 and also operates Tony Rosa Landscaping, a business he has managed since 1978. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base including individuals, high-net-worth clients, retirement plans, and trusts. The firm provides discretionary portfolio management, comprehensive financial planning, and uses a combination of model portfolios, customized strategies, and derivatives in separately managed accounts.

Andrew Clayton is a financial advisor at Measured Risk Portfolios with five years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. In addition to his advisory work, Clayton has been involved in teaching since 2010. Measured Risk Portfolios offers discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm utilizes model portfolios that combine short-duration fixed income with option-based strategies to manage risk and seeks to balance downside mitigation with upside participation.

Richard Sajkoski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding a Series 63 designation and 33 years of industry experience. He has been with United Asset Strategies since 2011 and previously worked at OSAIC. Sajkoski is also licensed as an insurance agent and registered representative through other financial services firms. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm manages over $2 billion in assets and employs a diversified investment approach that combines strategic asset allocation with active fixed-income management and tailored portfolios.

Cosmo Laurino is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Laurino umpires youth baseball games. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $354.8 million for about 421 clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a customized, primarily long-term investment approach that includes mutual funds, ETFs, individual equities, fixed income, and tactical strategies.

Ronald Dorushkin is a financial advisor with Wilmington Capital Securities, LLC in Garden City, NY, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His work history includes roles at Wilmington Capital Securities since 2007, Clark Dodge & Co., Inc., and S.W. Bach & Company. Outside of his advisory role, he serves on the board of directors for The Meridian condominium in Boca Raton, FL. Wilmington Capital Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach incorporating fundamental, technical, and cyclical analysis, offering customized portfolios and fee-based advisory services through multiple custodial platforms.

Alfonso Figliolia is a financial advisor with Cornerstone Professional Advisor Services, LLC in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been associated with WRP Investments, Inc., now SA Stone Wealth Management, since 2002. In addition to his advisory role, he serves as a FINRA arbitrator and occasionally acts as an expert witness and consultant. Cornerstone Professional Advisor Services provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, primarily passive investments and often utilizes sub-advisors and custodial services from SEI.

Amanda Sebesta is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding a Series 65 designation and four years of industry experience. She has worked at United Asset Strategies since 2019 and previously at the Joe Aguirre Agency. Outside of finance, she has experience at Hofstra University and in small business operations. United Asset Strategies Inc. is a team firm managing approximately $2.258 billion in assets. The firm offers discretionary investment management, retirement-plan consulting, and estate planning to a diverse client base, employing a diversified investment approach with strategic asset allocation and active fixed-income management.

Marisa Smith is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2019 and previously worked at Agency Access and Real Content Media Group. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and charitable organizations. The firm manages over $2 billion in assets and uses a diversified investment approach combining strategic asset allocation with active fixed-income management and tailored portfolio construction.

Thomas Laviano is a financial advisor at United Asset Strategies Inc. with 13 years at the firm and a total of 14 years in the industry. He holds a Series 63 designation and is based in Garden City, NY. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm manages over $2 billion in assets and employs a diversified investment approach that integrates strategic asset allocation with active fixed-income management and customized equity strategies.

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.

Kevin Murphy is a financial advisor with R & R Financial Planners, Inc. in East Meadow, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at RNR Securities LLC since 2007 and was involved with the LI Baseball Academy for 13 years. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth individuals, retirement plan participants, trusts, and non-public corporations. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a combination of model and customized portfolios across multiple platforms with active monitoring and use of options and derivatives when appropriate.

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.

Carlo Crescenzo is a financial advisor at United Asset Strategies Inc. in Garden City, NY, holding a Series 65 credential with five years of industry experience. He has been with United Asset Strategies since 2019. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages over $2 billion in assets and emphasizes diversification and tailored portfolios through a strategic asset allocation combined with active fixed-income management.

Paul Metz is a financial advisor with First American Asset Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Wilshire Securities, Inc. since 1998. Outside of advisory work, he is an agent for A and F Insurance, an insurance brokerage firm. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering both discretionary and non-discretionary portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios with ongoing monitoring and at least quarterly reviews.

James Westmacott is a CFP® with 41 years of industry experience. He has been associated with Westco Advisory Services, Inc. since 1983 and also works with Westco Investment Corp. Outside of his advisory role, he owns an insurance agency, Westco Agency, Inc., though he does not actively manage that business. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance and goals-based investment process with a core-and-satellite approach for larger accounts.

Scott Fessler is a CFP® professional with 30 years of experience in financial advising, currently with Woodstock Wealth Management, Inc. He previously worked at St Bernard Financial Services and Woodstock Financial Group. Outside of advising, he owns and operates several businesses including mortgage loan origination and solar energy solutions. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies alongside a distinctive performance-based fee program.

Allison Sajkoski is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with United Asset Strategies Inc., where she has worked since 2018, including a role from 2022 to the present. Her prior experience includes positions at KPMG LLP and Nawrocki Smith. United Asset Strategies Inc. is a team-based firm managing approximately $2.258 billion in client assets. It offers discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm emphasizes diversified and tailored portfolios supported by a strategic asset allocation framework and active fixed-income management.