Peter Silber is a CFP® professional with 25 years of experience in the financial services industry. He is currently with The Wealth Alliance, LLC and Purshe Kaplan Sterling Investments, Inc., having previously worked at Morgan Stanley and Morgan Stanley Private Bank. Silber holds Series 63 and Series 66 licenses and has additional roles as a licensed insurance agent. 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 range of investment vehicles and frequently employs third-party platforms and independent managers to implement client strategies.

Lilli Seidman is a financial advisor at Draper Asset Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Draper Asset Management, she worked at Wealthspire Advisors LLC and has a background that includes four years at the University of Florida and six years in middle and high school education. Draper Asset Management provides discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm focuses on long-term portfolio construction using individual stocks, bonds, options, REITs, and ETFs, with an emphasis on fundamental analysis and client-specific investment objectives.

Alan Tanenblatt is a financial advisor with Snyder Wealth Group, bringing 54 years of industry experience. His career includes roles at Mark J Snyder Financial Services Inc, Long Island Financial Advisors, Inc., and Royal Alliance Associates, Inc. He also provides college financial aid planning services through Long Island Financial Advisors Inc. and acts as a broker for various life and health companies and fixed annuities. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and retirement consulting. The firm customizes asset allocations based on client objectives and risk profiles, utilizing a range of investment vehicles and technology platforms to manage portfolios.

Nicholas Coluzzi is a financial advisor at Rockline Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and New York Sports Clubs. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management and retirement plan consulting. The firm uses a combination of fundamental and tactical asset allocation strategies and provides ongoing monitoring and rebalancing of client portfolios.

Anthony Santo is a financial advisor with Partners Capital Services, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at American Capital Partners, Rockline Wealth Management, LPL Financial, Fidelity Investments, Bank of America, Merrill, and Brown & Brown Insurance. Outside of advisory services, he is also an insurance agent specializing in non-variable insurance. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts, emphasizing client-directed accounts through discretionary and non-discretionary arrangements. The firm employs a range of strategies developed via individualized data gathering, utilizing fundamental, technical, and third-party manager analyses.

Drew Gordon is a financial advisor at Madison Global Advisors LLC with Series 65 and Series 63 licenses and no prior industry experience. His background includes roles outside finance, such as positions in physical therapy clinics and studies at the University at Buffalo. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for around 229 clients. The firm serves individuals, trusts, nonprofits, corporations, and retirement plans, using asset allocation and diversification with various analysis methods to tailor portfolios to client goals and risk tolerance.

Daniel Millman is a financial advisor at Capital Markets IQ, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as CEO of Noblestone Capital, LLC, which focuses on real estate investing and business consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and alternative investment support.

John Greiner is a financial advisor at The Wealth Alliance, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments and Morgan Stanley. He is also a member of BxB Professionals, LLC, a networking group focused on professional collaboration and membership vetting. The Wealth Alliance, LLC provides investment management and financial planning services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $2.1 billion across more than 1,100 client accounts, employing a long-term, diversified investment approach with tactical adjustments and tax-aware considerations.

Brian Di Dominica is a financial advisor at Imperity Wealth Alliance LLC with four years of industry experience. He holds the Series 66 designation and has worked with Imperity and Commonwealth Financial Network since 2023, including prior roles in insurance and tax preparation services. Outside of advising, he is involved in tax preparation through Imperity Tax Planning. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services, including wealth management, retirement plan consulting, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Barry Phillips is a financial advisor with Snyder Wealth Group in Great Neck, NY, holding a Series 63 designation and 33 years of industry experience. His prior work includes roles at OSAIC, Snyder Wealth Management, Long Island Financial Advisors, Inc., and Royal Alliance Associates, Inc. Snyder Wealth Group advises 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 technology platforms to manage portfolios and serves a large client base across five offices.

Vincent Pappalardo is a financial advisor with Stevens Capital Partners, holding a Series 65 designation and two years of industry experience. Prior to joining Stevens Capital Partners in 2023, he worked for three years at Zans Kosher Deli and spent ten years as a full-time student. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets across 661 client relationships. The firm combines fundamental analysis with modern portfolio theory to develop personalized investment strategies, offering both discretionary and non-discretionary management along with comprehensive financial planning services.

Ely Bangiyev is an investment adviser at Lebenthal Global Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including BB Tax & Advisory Inc., where he serves as President and Owner. Outside of advisory work, he is a 50% owner of Knickerbocker Laundry Services LLC. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm employs model-based strategies managed through its affiliated sub-adviser, offering diversified, tax-sensitive portfolios tailored to client objectives and risk tolerances.

William Franey is a financial advisor with The Wealth Alliance, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Newtek Business Services Corp. and AmeriMerchant Holdings LLC. Outside of his advisory role, he owns rental property. 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 builds customized, primarily long-term portfolios using a variety of investment vehicles and frequently incorporates third-party platforms and independent managers in its strategies.

John Cierski is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Madison Global Advisors LLC and Madison Global Partners LLC since 2018, following three years at Trident Partners. Outside of his advisory role, he is involved in a non-securities consulting business and serves as managing member or co-manager for special purpose vehicles. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm provides financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, tailoring portfolios through asset allocation and diversification across various investment vehicles.

Christopher Ruggiero is an advisor at Ruggiero Investments with Series 63 and 65 credentials and 21 years of industry experience. His prior roles include positions at SW Financial and National Asset Management. Outside of financial advising, he is involved in several non-investment ventures, including an entertainment business and licensed real estate activities, as well as owning an accounting practice. Ruggiero Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, offering pension consulting to retirement plans and other organizations. The firm employs a multi-method investment approach with a long-term focus and manages a diverse range of asset types across approximately 392 client relationships.

Adam Diton is a CFP® and Series 66-registered financial advisor with The Wealth Alliance, LLC, bringing nine years of industry experience. His prior roles include positions at Morgan Stanley and New York Life. Adam is also registered with Purshe Kaplan Sterling Investments, where he serves as a registered representative. The Wealth Alliance, LLC offers investment management and financial planning services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $2.1 billion across more than 1,100 client accounts, employing a long-term, diversified investment approach with tactical adjustments and tax-aware strategies.

Alan Sasserath is a financial advisor at Madison Global Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Strata Financial, Sasserath & Company, Shelter Rock Management, LLC, and Sasserath & ZoraiAn, LLP. Outside of advising, he owns a CPA firm, Alan R Sasserath CPA PC. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for around 229 clients. The firm offers financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, employing various analytical methods and tailoring portfolios to client goals and risk tolerance.

Andrew Gilmartin is a CFP® with one year of industry experience, currently serving as a financial advisor at Lebenthal Global Advisors, LLC. His prior experience includes roles at Northern Trust Wealth Management and Fiduciary Trust International. He is also a licensed insurance agent. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Dillon Szmala is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Wealth Advisory Group LLC, JTs on the Bay, and SUNY Geneseo. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a variety of investment vehicles and third-party platforms.

Erik Drewes is a financial advisor at Partners Capital Services, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Milestone Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Rhino Partners LLC and is the owner of SaltLife5 Inc. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm employs an individualized investment approach and manages a substantial portion of client assets through fee-based, client-directed programs and sub-advisers on the RBC platform.