Jason Sacks is a CFP® professional with 16 years of industry experience, currently serving at Frisch Financial Group, Inc. since 2006. He holds Series 63 and Series 65 licenses and is based in Melville, NY. 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 diversified investment strategies across equities, fixed income, mutual funds, ETFs, and options, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Brian Cohen is a financial advisor at Landmark Wealth Management, LLC in Melville, NY, with ten years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2015. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, and individual stocks and bonds, emphasizing fundamental analysis and ongoing client contact. Landmark also offers discretionary portfolio management, financial planning, 401(k) plan management, and retirement plan participant education through multiple office locations and educational seminars.

Stephanie Ethe is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Prudential Insurance Company of America, and New York Life. Outside of her advisory work, she is a life coach, registered social security analyst, book author, and senior leader with Robbins Research Inc. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a long-term strategic approach supplemented by tactical decisions, utilizing a broad range of investment instruments and operating across multiple offices with an emphasis on both advisory and insurance-related services.

Michael Wright is a CFP® with 35 years of industry experience. He has worked at Materetsky Financial Group since 2019 and held prior roles at Private Client Services, Broadbrook Enterprises, and TCW Funds Distributors. In addition to his financial advisory work, he is an independent insurance agent. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing investment management primarily on a non-discretionary basis. The firm’s wrap-fee program combines investment management, trade execution, custody, and reporting, and it offers retirement plan consulting and participant education without additional fees.

Mark Rathjen is a financial advisor with Prospect Financial Services LLC, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Roberts & Ryan Investments, Inc., Bridgehampton National Bank, and Draper Asset Management. Outside of his advisory work, he owns and operates a business called Next Gen Tests. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to 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.

Jonathan Grutman is an advisor at Lebenthal Global Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Lebenthal entities since 2011. Outside of his advisory role, he is a partner at Davis & Grutman, LLP, an accounting firm. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension plans. The firm offers discretionary portfolio management with model-based strategies managed through an affiliated sub-adviser, providing diversified and tax-sensitive investment options tailored to client objectives.

Michael Principe is a financial advisor at Draper Asset Management, LLC and holds a Series 65 designation. He began his advisory career at Draper Asset Management in 2024 after working at Long Island University and briefly at Yogurt Time. 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 serves a notable public-sector client base through its Union Partners division.

John Romano is a financial advisor at CFM Advisors Inc with 21 years of industry experience. He has been with CFM Advisors since 2006 and holds a Series 63 designation. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses. The firm focuses on non-discretionary advice, employing various analytical approaches and emphasizing asset allocation and manager selection to meet client-specific investment policies.

Gary Slavin is a financial advisor at Lebenthal Global Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at MML Investors Services, LLC and MetLife Securities Inc. Slavin serves on the boards of several chambers of commerce and is the author of a book titled *Pebbles on a Beach*. Lebenthal Global Advisors provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

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.

Kadri Augustin is a Series 65 credentialed financial advisor with two years of industry experience. She currently works at Connective Wealth Partners, LLC and has previously held roles at FG Advisory Services, LLC and The Financial Gym, Inc. Kadri is dually registered with Connective Wealth Partners and FG Advisory Services on a transitional basis. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment approach, offering diversified portfolios and discretionary management tailored to client objectives and risk tolerance.

Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sun Life and RCN Capital. His background also includes positions at The University of Connecticut and various other roles prior to entering the financial sector. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, long-term portfolios using mutual funds, ETFs, and individual securities, and offers additional services such as 401(k) plan management and participant education.

Henry Montag is a CFP® with 43 years of industry experience, currently serving as an advisor at Lebenthal Global Advisors, LLC. He has held roles at several firms including Lebenthal Financial Services, Inc., TLG Advisors, Inc., and Bristol Financial Services, Inc. Montag is also principal of The TOLI Center East, an insurance business. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Joseph Favorito is a financial advisor at Landmark Wealth Management, LLC with over 11 years at the firm and a total of 21 years in the industry. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Landmark, he worked with Fidelity Brokerage Services, LLC. Landmark Wealth Management serves individuals, charitable organizations, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and 401(k) plan management. The firm builds customized long-term portfolios using mutual funds, ETFs, and individual securities, incorporating fundamental analysis and client communication as key components of its investment approach.

Robert Zerah is a CFP® and PFS™ credentialed advisor with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and maintains a longstanding role with Zerah & Company CPAs PC, where he co-owns and provides tax preparation and accounting services. His prior experience includes positions at Commonwealth Financial Network, Principal Securities INC, and his own firm, RZB Wealth Management, LLC, which he co-owns. Imperity Wealth Alliance LLC offers financial planning and discretionary portfolio management for individuals, retirement plans, charitable organizations, and businesses. The firm utilizes an open-architecture investment approach, combining in-house and third-party strategies, and provides a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Abigail Portela is a financial advisor at Draper Asset Management, LLC in Smithtown, NY. She holds a Series 65 designation and has been with Draper Asset Management for a total of four years. Prior to her current role, she was affiliated with Augusta National Golf Club and attended the University of South Carolina. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, constructing portfolios primarily from individual securities and ETFs while tailoring strategies to clients’ objectives and risk tolerances.

John Passaro is a financial advisor with Snyder Wealth Group, holding a Series 63 license and bringing 37 years of industry experience. His prior roles include positions at Long Island Financial Advisors, Inc. and Royal Alliance Associate, Inc. Outside of his advisory work, he is an author and manages a sports card buying and selling hobby. He also provides personal caregiving for his daughter who requires 24-hour care. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management and consulting services. The firm customizes asset allocations based on client objectives and risk profiles, utilizing various investment vehicles and technology platforms to manage portfolios.

Michael Montelli is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Milestone Financial Services, Inc. since 1999. Montelli serves as Vice President of Rhino Partners LLC, a holding company, on a part-time basis. 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. The firm employs a variety of investment strategies and emphasizes client-directed account programs.

William Germanakos is a financial advisor at Lebenthal Global Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc., LabCorp Genetics, and EdLogics, LLC, where he continues to serve on the board of advisors with a minority ownership stake. Outside of advising, he is a regional manager at LabCorp Genetics, focusing on sales and service for medical clients. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business plans, providing discretionary portfolio management alongside financial planning. The firm employs model-based strategies managed through an affiliated sub-adviser, offering diversified and tax-sensitive portfolios customized to client goals.

Li Gettleman is a CFP® professional at Frisch Financial Group, Inc. with one year of industry experience. Prior to joining Frisch Financial Group, Li worked at Bayside Tax and Wealth and Facet Wealth. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing diversified portfolios and a range of investment strategies supported by third-party research and ongoing monitoring.