Scott Hartzman is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at Lebenthal Financial Services, Gauntlet Entertainment Group, MP Music House, LifeofScott, and Gap. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans, including 401(k) participants. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning at no additional charge to portfolio management clients, utilizing model-based strategies managed by its affiliated sub-adviser.

Jay Nathan is a financial advisor at Prospect Financial Services LLC with over 21 years of industry experience. He holds a Series 63 designation and has previously worked with LPL Financial, The Pinnacle Financial Group, and H.D. Vest. Outside of his advisory work, Nathan serves as Vice President on the board of the Long Island Charities Foundation and holds leadership roles in multiple family-owned CPA firms. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to create diversified portfolios across various asset classes.

Mark Rose is a financial advisor at Rockline Wealth Management LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Wells Fargo Advisors. Rose has been with Rockline Wealth Management since 2023. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities by offering comprehensive portfolio management and retirement plan consulting. The firm employs a combination of fundamental and qualitative analysis with dynamic asset-allocation strategies and provides ongoing portfolio monitoring and rebalancing.

Sean Rooney is a financial advisor with Prospect Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Pinnacle Financial Group and LPL Financial. Rooney owns Liberty Asset Management, a business entity for tax and investment purposes. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm employs a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.

Anthony Lagiglia is a CFP® with 29 years of industry experience, currently serving at J.J. Burns & Company since 1996. His prior work includes a brief tenure at Cetera Advisor Networks LLC in 2019 and over two decades at North Ridge Securities Corp. He is also involved in insurance sales, focusing on life, disability, and long-term care products as an owner of 2.232 JJB, LLC. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach centers on fundamental analysis and developing client-specific policies with ongoing portfolio supervision tailored to individual objectives and tax considerations.

Jonathan Schott is a financial advisor at Lebenthal Global Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Hofstra University, Wendy's, and Massapequa Public School. Lebenthal Global Advisors serves individuals, high-net-worth clients and their families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning at no additional cost to portfolio management clients, utilizing model-based strategies managed by its affiliated sub-adviser.

Tyler George is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He collaborates with clients to develop financial plans by first understanding their personal and financial priorities, goals, and values, ensuring the plans align with their objectives. Tyler has held several roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, Financial Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. Prior to joining Fidelity, he was a Client Relationship Associate at The Vanguard Group in 2021. Outside of his professional work, Tyler engages in family activities, fitness, social events with friends, golf, outdoor adventures, and sailing.

Justin Galluzzo is a financial advisor with Draper Asset Management, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Draper Asset Management, he spent six years in education and four years at SUNY Cortland. 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 focused on intrinsic valuation and serves a notable public-sector client base through its Union Partners affiliate.

Salvatore Licata is a financial advisor at Rockline Wealth Management LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at ETF Global from 2016 to 2023. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing portfolio management and retirement plan consulting. The firm manages approximately $749 million in client assets, combining asset-allocation strategies with fundamental and qualitative analysis across various investment instruments.

Thomas Katovitz is a financial advisor with Lebenthal Global Advisors, LLC, holding a Series 63 designation and over 41 years of industry experience. He has been with the Lebenthal organization since 2013, serving in various roles including Chief Compliance Officer and Registered Representative across affiliated entities. 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 through a multi-advisor team.

Joseph Storzinger is a financial advisor at IBN Advisory Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc., A.G. Morgan Financial Advisors, LLC, and Traderfield Securities Inc. Outside of his advisory role, he serves on the board of JSJ Energy Ventures, Inc., an energy consulting firm. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both discretionary and non-discretionary portfolio management, utilizing multiple internal teams and third-party managers with ongoing due diligence and individualized investment policy statements.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.

James Diver is a CFP® with 10 years of industry experience, currently serving as an advisor at Procyon since 2021. Prior to that, he worked at Pivotal Planning Group, LLC for seven years. He is a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a diverse client base including high-net-worth individuals, families, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates through multiple offices and affiliated businesses, supporting both discretionary and non-discretionary asset management.

Richard Russo Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Advisory Services Network. His prior experience includes long-term roles at Triad Financial Inc. and Montuori & Associates. Outside of advisory services, he oversees tax and accounting services at Long Island Financial Services Group and is a licensed independent insurance agent in New York. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances, utilizing diverse investment vehicles and flexible engagement models.

Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at Gladstone since 2017, following eight years at Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

John Palmer is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Prospera Financial Services, Inc., where he has worked since 2026, following a 17-year tenure at Wells Fargo Advisors Financial Network LLC. Palmer serves as a FINRA arbitrator, a role he has held since 1994. Prospera Financial Services, Inc. is a large, multi-team advisory firm with 268 advisors managing approximately $12.4 billion across 140 offices. The firm provides investment advisory and financial planning services to a diverse client base including individuals, corporate and charitable entities, and retirement plans, utilizing a variety of delivery platforms and a combination of firm and third-party investment models.

Dale Rippo is a financial advisor at Arete Wealth Advisors, LLC with 13 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Arete Wealth Management in 2025, he worked at Fincadia for four years and National Securities Corporation for five years. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary rule-based model allocations while acting as an ERISA fiduciary when applicable.

Timothy Pelan is a financial advisor at Arete Wealth Advisors, LLC with a Series 66 designation and no prior industry experience. His work background includes roles at Fincadia, Primerica, and American Beech, among others. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also using third-party sub-advisers and conducting regular account monitoring.

Rick Sande is a financial advisor at Aegis Capital Corp. with 21 years of industry experience, including 16 years at his current firm. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is also a life insurance agent affiliated with American National Insurance Company and acts as a producer/agent for ACC Agency, Inc. Aegis Capital Corp. offers investment advisory and financial services to both individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple platforms and maintaining a notable focus on non-discretionary asset management.

Jonathan Millman is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2019. He is also a partner at M&M Wealth Management, an advisory business LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through investment adviser representatives and an in-house portfolio group, combining advisor-led planning with model-based and separately managed strategies.