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.

Hayden Santos is a financial advisor at CSP Financial Group LLC with a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he worked at Legacy Transportation and runs Energy Fitness as a sole proprietor. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm utilizes an investment process centered on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers like Matson Money to implement strategies.

Thomas Judge is a financial advisor at Partners Capital Services, Inc. with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Partners Capital Services, LLC since 2016 and American Capital Partners, LLC since 2011. Outside of his advisory role, he operates a web-based goods purchasing center and a catering service. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering tailored investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Larry McGrory is a financial advisor at Your Choice Financial LLC with over 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 registrations. His prior roles include positions at Mass Mutual Life Insurance Co, Eagle Strategies LLLC, and New York Life Insurance Company. Outside of advising, McGrory is involved in continuing education as a proctor and instructor for insurance agents, serves as a board member of the SUNY Cortland Alumni Association, and teaches adult education courses on long-term care, estate planning, and social security. Your Choice Financial LLC serves individuals, pension plans, and business entities with portfolio management, financial planning, and pension consulting. The firm pursues a long-term strategic investment approach supplemented by tactical decisions, employing various analytical methods and a wide range of investment instruments, while operating across multiple offices with a small advisory team.

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.

Joseph Principe is a financial advisor at Imperity Wealth Alliance LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc. and Principal Life Insurance Company for 16 years. Outside of his advisory work, he provides information technology consulting through Intellisys Networks. Imperity Wealth Alliance LLC is a registered investment adviser that delivers financial planning and discretionary portfolio management services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services, including wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Wange Liu is a financial advisor at Prospect Financial Services LLC with three years of industry experience. Liu holds Series 65 and Series 63 designations and has worked at firms including CitiGroup Global Markets Inc. and LPL Financial LLC. Outside the financial industry, Liu has been involved with Musik Collab Inc. for five years. Prospect Financial Services LLC offers discretionary investment management, wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to construct diversified portfolios.

Matthew Thomson is a financial advisor with The Wealth Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Sotheby's International Realty, as well as a position at the Securities Exchange Commission. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using a variety of investment vehicles and access to independent managers and third-party platforms.

David Gerken is a financial advisor with Prospect Financial Services LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has previously worked at Lincoln Financial Advisors, The Pinnacle Financial Group, and LPL Financial. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm pursues a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.

Paul Camhi is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is currently affiliated with The Wealth Alliance, LLC and Purshe Kaplan Sterling Investments, Inc., having worked previously at Morgan Stanley Smith Barney. Camhi serves as a board member of the Jericho Athletic Association, a youth sports organization in Jericho, NY. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, primarily long-term portfolios using a variety of investment vehicles and employs third-party platforms and independent managers to implement client strategies.

Christopher Ippolito is a financial advisor with Snyder Wealth Group in Medford, NY, holding a Series 66 designation and eight years of industry experience. He has worked at Royal Alliance Associates since 2017 and is also the Director of Portfolio Management at Mark J. Snyder Financial Services, where he is involved in securities research, portfolio analysis, and client meetings. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting tailored to clients’ objectives and risk profiles. The firm uses various investment vehicles and program platforms to construct and manage portfolios, serving over 1,700 clients from five offices.

David Kaplan is a financial advisor at Madison Global Advisors LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Global Advisors since 2018, following prior roles at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory work, Kaplan is involved in non-securities related business development and consulting and is a licensed insurance agent. Madison Global Advisors provides financial planning and portfolio management for individuals, trusts, corporations, and institutional plans. The firm employs a diversified investment approach incorporating asset allocation, fundamental and technical analysis, and offers both discretionary and non-discretionary management services.

William Bonacci is a financial advisor at CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at CFM Advisors since 2018 and previously was with Sentinel Benefits & Financial Group from 2015 to 2017. CFM Advisors provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on non-discretionary advice with an emphasis on asset allocation and manager selection. The firm manages approximately $3.49 billion across more than 2,000 clients with a manager-of-managers approach and prepares personalized investment policy statements for its clients.

Michael Cuneo is a CFP® with 22 years of industry experience, currently serving as an advisor at Compass Advisors in Melville, NY. He has worked with Purshe Kaplan Sterling Investments since 2017 and was previously with LPL Financial from 2013 to 2017. Outside of his advisory role, he is a managing partner in a fixed insurance business. Compass Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios of low-cost mutual funds, ETFs, and select individual securities, including options strategies that are relatively uncommon among peers.