Richard Zerah is a CFP® and PFS™ with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and has previously worked at Commonwealth Financial Network, Principal Securities Inc., and founded Zerah & Company CPAs P.C., where he remains a co-owner providing tax and accounting services. In addition to financial advising, he is involved in tax preparation and co-owns two tax and accounting firms. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture investment approach, offering a mix of in-house and third-party strategies, and integrates tax planning and risk-management solutions alongside wealth management services.

Kevin Moloney is a financial advisor at Independent Investors Inc with 22 years at the firm and 5 years of industry experience. He works in the Nesconset, NY office as part of a two-advisor team. Independent Investors Inc provides discretionary portfolio management services to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations. The firm utilizes fundamental analysis combined with outside research and technical analysis to build diversified portfolios tailored to client preferences, employing a long-term investment approach alongside opportunistic short-term trading.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds a salaried administrative position at Spire Securities, LLC. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across publicly traded securities, mutual funds, ETFs, and, when suitable, privately held or illiquid alternative investments. The firm’s investment process involves client participation in setting objectives and ongoing portfolio monitoring, and it is notable for its active management and sponsorship of pooled investment vehicles and private funds.

Kevin Brooks is a financial advisor at Legacy Edge Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Tiaa for 16 years. Brooks is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on written Investment Policy Statements and employs a combination of fundamental, quantitative, and technical analysis across a range of asset classes.

David Astorr is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wilmington Capital Securities since 2015. Astorr is the owner and sole proprietor of an investment-related business operating under daveastorr.com. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy to manage risk and enhance performance, utilizing a range of securities and analyses while maintaining client accounts with third-party custodians.

Michael Laderer is a financial advisor with Henley & Company Wealth Management LLC in Uniondale, NY, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Henley & Company Wealth Management since 2007 and has been affiliated with Henley & Company LLC 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 builds tailored portfolios based on client risk profiles, employing various analytical approaches and conducting ongoing monitoring and rebalancing.

Joyce Streithorst is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Frisch Financial Group, Inc. in Melville, NY. She has been with the firm since 2004. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a diversified investment approach across equities, fixed income, mutual funds, ETFs, and options, using a range of strategies supported by third-party research and ongoing portfolio monitoring.

Robert Rosenthal is a financial advisor with First Long Island Investors, LLC, holding a Series 63 designation and over 39 years of industry experience. He has been with First Long Island Investors since 1983 and serves as chairman, CEO, and chief investment officer. Additionally, Rosenthal has been a lead director at Global Industrial Company (formerly Systemax, Inc.) since 1995 and acts as trustee or co-trustee of trusts for family office clients and his own family. First Long Island Investors, LLC is a boutique wealth management firm serving individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation strategy with internally managed equity approaches and tailored fixed income allocations, while also sponsoring multiple private investment partnerships and executing side-by-side management with its principals.

Daniel Gibbons is a financial advisor at Opal Wealth Advisors, LLC with seven years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at Purshe Kaplan Sterling Investments, Equitable Advisors, Magii, and 4Thought Financial Group Inc. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with comprehensive financial planning and portfolio management. The firm employs a diversified investment approach that includes mutual funds, ETFs, bonds, and independent managers accessed via UMA platforms, and integrates artificial intelligence tools under human oversight to support research and reporting.

Howard Zodicoff is a financial advisor with Aurora Private Wealth, Inc., holding a Series 63 designation and bringing 34 years of industry experience. He has worked at several firms, including MML Investors Services Inc. and MASSMUTUAL. Outside of his advisory role, he serves as vice president and member of Standard Pension Services, providing retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team-based approach, utilizing both firm-designed models and independent managers.

Matthew Segal is a financial advisor with Platform Technology Partners in New York, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years and has been with Spire Securities, LLC and Platform Technology Partners since 2019. Outside of advisory work, Segal is involved in life and health insurance sales on a limited basis. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive approach that includes managing private funds and utilizing pooled investment vehicles subject to PCAOB audits.

Alexander Dimartini is a financial advisor with Imperity Wealth Alliance LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at firms including UBS Financial Services and Royal Alliance Associates. He is the owner of Soundview Wealth Management Group, LLC, a private entity facilitating securities, advisory, and insurance business. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, combining in-house and third-party strategies and offers services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Joy Martinsen is an Investment Adviser Representative at Nobles & Richards Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fourstar Wealth Advisors LLC and Centaurus Financial, Inc. Outside of her advisory role, she is a partner in Comprehensive Health Solutions LLC, a business focused on Medicare sales and service. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets and employs a primarily non-discretionary approach, utilizing fundamental and market analysis across various investment vehicles while offering both direct portfolio oversight and access to third-party sub-advisers.

Matthew Stendardi is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients, focusing on non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes individualized investment policy statements, manager selection, and quarterly performance reviews, with a significant advisory role in 401(k) plans.

Michael Goldfeder is a CFP® professional with over 32 years of experience in the financial industry. He is currently with Prospect Financial Services LLC and has prior experience at firms including LPL Financial, Lincoln Financial Advisors, Pinnacle Financial Group, Hornor, Townsend & Kent, and Guardian Life. He is also licensed to sell various insurance products such as whole life, universal life, indexed universal life, fixed annuities, disability, and long-term care insurance. Prospect Financial Services LLC provides discretionary investment management, wealth management, and financial planning for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Matthew Shapiro is a financial advisor at Platform Technology Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and was previously employed at Sanford C. Bernstein & Co., LLC for 11 years before joining Platform Technology Partners in 2019. Platform Technology Partners serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management across various asset classes and is notable for its active role in managing pooled investment vehicles and private funds.

William Klein is a CFA® charterholder with six years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2021 and previously at Highland Associates and Baldwin Brothers Inc. Baldwin Wealth Partners advises a broad range of clients including individuals, trusts, pensions, charitable organizations, and pooled investment vehicles. The firm uses a combination of top-down macro analysis and bottom-up fundamental research, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

John Colucci is a financial advisor at Alden Capital with 16 years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America and Merrill from 2007 to 2018. Outside of his advisory work, he is the CEO of Colucci Creative Solutions, a consulting firm focused on sales coaching and business growth, and serves as a shareholder providing financial consulting for EIR Healthcare. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, non-profits, and other advisors, managing approximately $1.5 billion in assets. The firm employs a customized asset allocation approach using internally managed strategies, third-party managers, and proprietary portfolios, supported by its Alden COVE platform that integrates reporting and account management.

Brendan Hyde is a financial advisor at Compass Advisors with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CAPTrust, TransAmerica Retirement Solutions, and Principal Financial Services. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets across individuals, trusts, estates, businesses, and retirement plans. The firm focuses on constructing primarily long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, options, and derivatives to address tactical and client-specific needs.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years of industry experience, including roles at Marsh & McLennan and the Westbury School District. She holds professional credentials and has been with her current firm since 2018. United Asset Strategies Inc. manages over $2 billion in assets, providing discretionary investment management, retirement-plan consulting, and financial planning to a diverse client base ranging from individuals to corporations. The firm utilizes a diversified, tailored investment approach that includes strategic asset allocation and active fixed-income management, supported by specialized execution strategies.