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.

Raymond Schwabe is a financial advisor at First American Asset Advisory, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Wilshire Securities, Inc. since 1998. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor tailored portfolios, offering both discretionary and non-discretionary services across various investment vehicles.

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.

Thomas Healy III is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. He has been with United Asset Strategies since 2015. 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 entities. The firm manages approximately $2.258 billion in client assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

Lee Korn is a financial advisor with Opal Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as a board member of the Garden City Jewish Center. 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. The firm manages approximately $1.24 billion in assets and offers customized portfolio solutions, utilizing proprietary model strategies and ongoing manager due diligence integrated with technology tools to support investment decisions.

Jiorden Sanchez is a CFA® charterholder with 13 years of industry experience. He has worked at United Asset Strategies Inc. since 2020 and was previously employed at Goldman Sachs from 2014 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

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.

Joseph Spina is a financial advisor at Platform Technology Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for seven years before joining his current firm in 2022. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, utilizing a process that combines client interviews, risk assessment, and diversified asset allocation across independent managers, mutual funds, ETFs, and individual securities.

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.