Michael Hartzman is a CFP® with 33 years of industry experience, currently serving at Lebenthal Global Advisors, LLC since 2017. He has held various roles within the Lebenthal organization since 2005, including positions at Lebenthal Wealth Planning, Inc. and Lebenthal Financial Services, Inc. Hartzman hosts The Lebenthal Report Podcast, a non-investment related radio broadcast. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

Ricky Bathija is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, where he has been employed since 2007. The firm operates as a team with seven advisors based in Melville, NY. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and legacy planning into its financial strategies.

Eric Nelkin is a financial advisor with Madison Global Advisors LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Madison Global Partners LLC, Shipt, and Saf-t-swim. Outside of his advisory role, he is involved on an as-needed basis with Madison Global Insurance Agency and U Need It We Got It Services Inc. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation and diversification through a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both discretionary and non-discretionary investment services.

Peter Devlin is an investment advisor with Aurora Private Wealth, Inc. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. Prior to joining Aurora Private Wealth in 2017, he worked at Wealthstream Advisors for five years. In addition to his advisory role, he serves as a relationship manager at Standard Pension Services, LLC, focusing on retirement plan consulting and client relationship management. Aurora Private Wealth, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors and employs various investment strategies using third-party platforms such as Envestnet and SEI.

Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Cole Flynn is a financial advisor at Flynn Zito Capital Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Financial, ALPS Distributors, and GraniteShares. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals and high-net-worth households. The firm offers comprehensive wealth management and customized portfolios using a variety of investment strategies, combining discretionary management with third-party sub-advisers and operating in a hybrid relationship with LPL Financial.

Aidan Rooney is an advisor with Prospect Financial Services LLC and holds Series 66 and Series 63 credentials. He has been in the financial industry since 2025 and also holds a Registered Representative role with LPL Financial LLC. His prior experience includes roles at Cboe Global Markets, Global Trading Systems, LLC, Nationwide TFS, LLC, and teaching positions at Bates College and Avon Old Farms. Prospect Financial Services LLC offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Amanda Khait is a financial advisor at Lebenthal Global Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has been with Lebenthal Financial Services, Inc. and Lebenthal Global Advisors since 2015 and 2019, respectively. In addition to her advisory role, she is a licensed independent insurance producer specializing in life and annuity products. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Frank Loria is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with various Lebenthal entities since 2013, including Lebenthal Diversified Asset Management and Lebenthal Financial Services, Inc. Loria is also a licensed independent insurance producer specializing in life and annuities. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, managing approximately $820 million in assets. The firm offers customized and model portfolios, financial planning, and pension consulting through a multi-advisor team, integrating advisory, brokerage, and insurance services.

Edward Cahill is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Partners Capital Services since 2003 and American Capital Partners since 2002. Cahill is also president of Century Management, LLC, an outside business activity unrelated to investment advisory services. 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 offers personalized investment policies and employs various strategies including fundamental and technical analysis, options strategies, and the use of third-party money managers.

Lawrence Just is a financial advisor at Partners Capital Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including American Capital Partners, LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as president of PELUT Devices Inc. and is on the executive board of the St. Catherine of Siena Foundation. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts and uses both discretionary and non-discretionary arrangements, incorporating a range of investment strategies and third-party manager reviews.

Shane Miller is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at TD Ameritrade Investment Management, Inc. and TD Ameritrade, Inc., with a combined tenure of 17 years before joining his current firm in 2021. United Asset Strategies provides discretionary investment management and retirement-plan consulting services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets using a team-based advisory model and emphasizes diversified, tailored portfolios with active fixed-income management and risk management techniques including options and margin strategies.

Jeffrey Lew is a Series 65 licensed financial advisor with First American Asset Advisory, LLC, where he has worked since 2018. He has a total of six years of industry experience and previously spent 18 years at Energex. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, using a combination of fundamental, technical, and cyclical analysis to create tailored portfolios. The firm offers both discretionary and non-discretionary services, including participation in a wrap-fee program, with ongoing monitoring and regular portfolio reviews.

David Frisch is a CFP® and PFS™ with 23 years of industry experience. He has been with Frisch Financial Group, Inc. since 1999. Frisch Financial Group is a registered investment adviser managing approximately $931.6 million for about 601 clients. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, as well as financial planning and consulting.

Philip Tavella is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at Lebenthal Global Advisors since 2017 and has managed Philip Tavella Asset Management since 2016. Outside of his advisory work, he is a co-owner and president of Philip Joseph Jewelry, a business he has been involved with since 1990, as well as a co-owner of Argyle Jewelers. 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 and limited non-discretionary portfolio management with financial planning at no additional charge, utilizing model-based strategies managed through its affiliated sub-adviser to provide diversified, tax-sensitive portfolios tailored to client objectives and risk tolerances.

Robert Rom is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Legacy Edge Advisors and previously spent over two decades at TIAA. Outside of his advisory role, he is a partner in RSTM Partners, LLC, a real estate investment entity. 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 policies and employs a mix of fundamental, quantitative, and technical strategies across a range of asset classes.

Hunter Lanton is a financial advisor at Lantern Wealth Advisors, LLC with a Series 66 designation and three years of industry experience. He has worked at Lantern Wealth Advisors since 2023 and at Herold Advisors, Inc. since 2025. Lantern Wealth Advisors provides investment advisory services to individuals, high net worth individuals, trusts, estates, pension plans, corporations, and other business entities. The firm manages approximately $265 million in client assets through a multi-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services using a combination of in-house and third-party model portfolios.

Michael Bottoni is a financial advisor at Herold Advisors, Inc. with a Series 66 credential and experience beginning in 2022. Prior to joining Herold Advisors and its affiliated entities in 2025, he worked at TD Bank for three years and was employed at St. Lawrence University for seven years. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management through managed accounts and a wrap-fee program. The firm’s investment approach combines computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations for clients.

Brian Gamble is a CFP® professional with five years of industry experience, currently serving at First Long Island Investors, LLC. He has been with the firm since 2006, where he holds the position of Senior Vice President of Private Wealth Management. First Long Island Investors, LLC advises individuals—including high-net-worth households—corporations, and charitable organizations, typically starting with relationships of at least $5 million in assets. The firm employs a long-term, individually tailored investment approach emphasizing diversified asset allocation through internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.