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.

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.

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.

Mohamed Keita is a financial advisor with Aimcdonnaugh & Co. Inc. in Baldwin, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including McDonnaugh Securities LLC and Joseph Stone Capital, LLC. Aimcdonnaugh & Co. Inc. serves individuals, high-net-worth households, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds using fundamental and technical analysis, offering both discretionary and non-discretionary management options.

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 with Compass Advisors and holds the Series 63, Series 66, and Series 65 designations. He has 18 years of industry experience, including roles at CAPTrust, TransAmerica Retirement Solutions, and Principal Financial Services. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets across more than 360 client relationships. The firm serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing customized, primarily long-term portfolios with low-cost mutual funds and ETFs alongside tactical use of individual securities and options.

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 at Opal Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Korn serves as a board member of the Garden City Jewish Center. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment approach that integrates proprietary model portfolios, manager due diligence, and both quantitative and qualitative asset allocation strategies.

Jiorden Sanchez is a CFA® charterholder with 13 years of industry experience. He has worked at Goldman Sachs for four years before joining United Asset Strategies Inc. in 2020, where he is part of a team of 25 advisors. 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. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with an investment approach that includes diversified, tailored portfolios 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., holding a Series 63 designation and four years of industry experience. He has been with United Asset Strategies since 2008. 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. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with diversified, tailored portfolios that include active fixed-income management and options strategies.

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.

Alan Weingarten is a financial advisor at Comprehensive Capital Management, Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Comprehensive Capital Management since 2009. Outside of advisory work, he owns and operates Weingarten Financial Funding, providing pre-settlement funding for certain types of litigation. Comprehensive Capital Management advises individuals, pension and profit-sharing plans, and businesses, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm uses a combination of fundamental and technical strategies, including tactical overlays and market-timing approaches, to manage client portfolios.