Dominick Tavella is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Lebenthal Global Advisors since 2017 and holds leadership roles as President and Owner at affiliated entities including Lebenthal Diversified Asset Management Inc. Outside of advising, he serves as an unpaid commentator for Fox News and hosts The Lebenthal Report Podcast. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program with model-based, tax-sensitive strategies managed by its affiliated sub-adviser, Lebenthal Diversified Asset Management.

Dennis Lee is a financial advisor at Wilmington Capital Securities, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at both Wilmington Capital Securities and Trident Partners Ltd., where he currently supervises the municipal bond trading activity. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy using a range of securities and analysis methods, offering both discretionary and non-discretionary advisory services.

Matthew Delorenzo is a financial advisor with United Asset Strategies Inc. in Garden City, NY. He holds a Series 63 designation and has five years of industry experience. Delorenzo has been with United Asset Strategies since 2008, contributing to the firm’s team of 25 advisors. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse clientele including individuals, trusts, charitable organizations, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

Nicholas Lucas is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at the Maurice A. Deane School of Law at Hofstra University and a brief position at Salt Shack. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach and serves public-sector employees through its Union Partners program.

Ralph Palleschi is a financial advisor at First Long Island Investors, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at Sterling Bancorp and Astoria Financial Corporation prior to his long tenure at First Long Island Investors, where he has been employed since 1983. He is also co-trustee of family office trusts for certain clients, a relationship that predates the firm's founding. First Long Island Investors, LLC is a boutique wealth management firm serving individuals, corporations, pension plans, and charitable organizations with discretionary portfolio management and family-office style services. The firm employs a long-term, diversified asset-allocation approach and manages multiple private investment partnerships, with principals investing alongside clients.

Daniel Mackey is a financial advisor with 7 years of industry experience, currently with 4Thought Financial Group Inc. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. 4Thought Financial Group provides portfolio management and financial planning to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, non-profits, and other registered investment advisers. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation to offer model-driven and customizable investment strategies, combining active research and publishing with advisory services.

John Gardini is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with American Capital Partners since 2003. Outside of his advisory role, he is president and owner of Anthony Associates, Inc., a real estate non-investment related business. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets through a team of 12 advisors. The firm employs client-specific investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers, with an emphasis on client-directed account programs.

Margaret Moloney is a financial advisor at Independent Investors Inc with five years of industry experience. She works alongside one other advisor at the firm. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations, managing approximately $600.6 million in client assets. The firm employs fundamental analysis supplemented by outside research and technical analysis, focusing on long-term investment strategies while allowing for opportunistic short-term trading and private placements with client approval.

Jonah Blumenthal is a financial advisor at Opal Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Rivkin Radler LLP, Forchelli Deegan Terrana LLP, and Greenwald Weiss. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with comprehensive financial planning, consulting, and portfolio management services. The firm customizes portfolios using mutual funds, ETFs, bonds, and independent managers accessed via UMA platforms, and offers a range of proprietary model strategies supported by manager due diligence and AI-augmented research.

Robert Draper is a financial advisor at Draper Asset Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Draper Asset Management since 2009. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach focused on intrinsic valuation and free cash flow projections, serving both private clients and public-sector employees through its Union Partners division.

Joseph Dipierro is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Lebenthal Global Advisors in 2021, he worked for Transcanada / Ravenswood for seven years. He is also a licensed insurance agent. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business retirement plans. The firm offers discretionary portfolio management and financial planning using model-based strategies managed through its affiliated sub-adviser, providing diversified, tax-sensitive, and specialty portfolios tailored to client objectives.

Katherine Dean Stahl is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC. Her prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is involved in women’s empowerment initiatives through Living Your Worth, Inc., where she teaches and speaks on financial independence, and serves on the advisory board of the Silicon Valley Women Founders Fund. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process that incorporates proprietary model portfolios, ongoing manager due diligence, and a combination of quantitative and qualitative strategies.

Guy Gorham is a financial advisor with Partners Capital Services, Inc., holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Milestone Financial since 1999. Outside of his advisory role, he is involved in a health insurance referral business through Financial Liberty Group. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts, focusing on both discretionary and non-discretionary arrangements. The firm employs a variety of analysis methods and emphasizes client-directed accounts while facilitating access to third-party money managers.

Nejad Abo Hamzy is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company since 2016. Prior to his advisory role, he was affiliated with the Seawanhaka Yacht Club for one year and spent four years as a full-time college student. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s approach emphasizes fundamental analysis and client-specific investment policies, with financial planning that integrates retirement, estate, charitable, and multigenerational planning.

Francis Gemino is a financial advisor at Henley & Company Wealth Management LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henley & Company in various capacities since 2004. 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 offers tailored portfolios based on client risk profiles, employing multiple analytical approaches and a range of investment strategies, and manages approximately $90.8 million in discretionary assets as of December 31, 2023.

Philip Malakoff is a financial advisor with First Long Island Investors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with First Long Island Investors since 2007 and serves as Executive Managing Director, Director of Research, and a member of the firm’s Investment Committee. Malakoff also acts as trustee for two trusts. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to high-net-worth individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation approach through internally managed equity strategies, tailored fixed income allocations, and selective use of partnerships or third-party managers, managing approximately $1.7 billion in discretionary assets across eight advisors.

Michael Kaplan is a financial advisor at Madison Global Advisors LLC with two years of industry experience. He holds the Series 66 designation and has been with Madison Global Partners since 2021. Outside of his advisory role, Kaplan is involved on an as-needed basis with Madison Global Insurance Agency and Crimson Consultants Inc., both non-investment related activities. Madison Global Advisors provides financial planning and portfolio management services to individual clients, including high net worth individuals, as well as institutional plan types. The firm emphasizes asset allocation, diversification, and modern portfolio theory through a combination of fundamental, technical, charting, and cyclical analysis across various asset classes.

Jesse Mackey is a financial advisor at 4Thought Financial Group Inc. in Syosset, NY, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 4Thought Financial Group since 2012. In addition to his advisory role, Mackey contributes freelance writing to economics and investment-related publications. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies and supports other advisors through sub-advisory and solicitation arrangements.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. in Garden City, NY. He holds the CFP® designation and Series 63 license, with 7 years of industry experience. He has been with United Asset Strategies since 2010. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services. The firm serves a broad client base including individuals, trusts, estates, and charitable organizations, managing approximately $2.258 billion in assets with an investment approach focused on diversification, tailored portfolios, and active fixed-income management.

Jeffrey Burke is a CFP® with six years of industry experience, currently serving at Compass Advisors. He has worked previously at CAPTrust, Blank Equity Management, and Long Island Wealth Management. Outside of his advisory role, he is the treasurer and trustee of the Deer Pen Homeowners Association and owns a business called The SUMP LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million across more than 360 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs while also employing individual securities and derivatives to meet tactical and client-specific needs.