Edward Schechter is a financial advisor with Trivium Point Advisory, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been associated with Paradigm Financial Partners, LLC since 2018 and Kestra Financial Services, Inc. from 2016 to 2018. In addition to his advisory role, he is a CPA at Berkow, Schechter & Company LLP, a position he has held since 1987, and serves as a non-compensatory trustee. He is also involved with Fire Island Synagogue. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm provides customized portfolio management and financial planning services, employing fundamental analysis and diversified allocations, and integrates both internal and external management resources.

Stephen Childs is a CFP® and CFA® with seven years of experience in financial advising. He has worked at Clear Harbor Asset Management, LLC since 2026 and previously spent 13 years at Bradley, Foster & Sargent, Inc. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a multi-asset class strategy that combines fundamental analysis with macro and cyclical insights, managing approximately $2.05 billion in assets as of year-end 2025.

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.

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 with Opal Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Opal Wealth Advisors since 2021 and previously held positions 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, consulting, and portfolio management. The firm manages approximately $1.24 billion in assets and employs a tailored investment approach that includes mutual funds, ETFs, bonds, and independent managers accessed through UMA platforms, combined with proprietary model strategies and ongoing manager due diligence.

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 with Nobles & Richards Advisors, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience, including roles at Fourstar Wealth Advisors LLC and Centaurus Financial, Inc. Outside of investment advising, she is a partner at Comprehensive Health Solutions LLC, a Medicare sales and service company. Nobles & Richards Advisors, LLC provides financial planning, investment advisory, and focused consulting services to individual, institutional, and nonprofit clients. The firm employs a primarily non-discretionary investment approach, combining fundamental and market-based analysis with multiple custodial and sub-advisory arrangements.

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 31 years of industry experience. He is currently with Prospect Financial Services LLC, where he has worked since 2021, and has prior experience at LPL Financial LLC, Pinnacle Financial Group, and Lincoln Financial Advisors. In addition to his advisory work, he is also an agent selling various insurance products including whole life and fixed annuities. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, employing a long-term, asset-allocation oriented approach while incorporating fundamental and technical analysis.

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.

Donald Roger Liddell is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He holds a Series 63 designation and has been with Clear Harbor since 2010. Outside of his advisory role, he serves as a trustee overseeing family and friends trusts. Clear Harbor Asset Management provides financial planning and investment management services to individuals, pooled vehicles, pension plans, trusts, estates, charitable organizations, and corporate entities, combining bottom-up security selection with a top-down asset allocation approach tailored to client risk and liquidity needs.

John Colucci is a financial advisor with Alden Capital, holding a Series 66 credential and 15 years of industry experience. He has worked at Alden Capital Management and J Alden Associates since 2018 and previously spent 11 years at Bank of America and Merrill Lynch. Outside of his advisory role, he is CEO of Colucci Creative Solutions LLC, a consulting business focused on sales coaching and pipeline management, and is a shareholder in EIR Healthcare, providing financial consulting services. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion and offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm provides sub-advisory services, fee-only financial planning, and retirement plan design, utilizing proprietary strategies and third-party managers through its Alden COVE platform.

Brendan Hyde is a financial advisor at Compass Advisors with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at CAPTrust, TransAmerica Retirement Solutions, and Principal Financial Services. Outside of advising, he is involved in managing rental property. Compass Advisors is an SEC-registered firm managing approximately $767.5 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and uses a primarily long-term investment approach with diversified mutual funds and ETFs, while also incorporating individual securities and derivatives for tactical and tax purposes.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years at the firm and a total of four years in the industry. Her prior experience includes roles at Marsh & McLennan and the Westbury School District. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans through a team-based advisory model. The firm manages approximately $2.22 billion in client assets and employs diversified, tailored portfolios with a range of risk management and trading strategies.

Thomas Healy III is a financial advisor at United Asset Strategies Inc. with 11 years at the firm and four years of industry experience. The firm provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. United Asset Strategies manages approximately $2.22 billion in client assets and operates through a team-based advisory model emphasizing diversified, tailored portfolios and active risk management strategies.

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.