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 for seven years. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing portfolio management and retirement plan consulting. The firm combines asset allocation strategies with fundamental and qualitative analysis across various investment instruments and manages roughly $749 million in client assets with a four-advisor team.

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® certificant with 10 years of industry experience, currently serving as an advisor at Procyon since 2021. Prior to joining Procyon, he worked at Pivotal Planning Group, LLC for seven years. Diver is also a partner in Procyon Tax, LLC, a referral business for tax services. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, employing both discretionary and primarily non-discretionary management strategies through a combination of internal portfolio construction and access to independent managers.

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.

Thomas Murray is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he teaches business education at Immaculata High School. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering a variety of investment programs and managing approximately $4.21 billion in assets through about 173 advisors.

John Palmer is a CFP® with 42 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has been since 2026. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing for a combined 18 years. Outside of his advisory role, Palmer serves as a FINRA arbitrator and is involved as co-general partner in family-related limited partnerships. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with a mix of discretionary and non-discretionary account management.

Dale Rippo is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Arete Wealth Management in 2025, he worked at Fincadia and National Securities Corporation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing both advisor-driven and proprietary, rule-based model allocations, and integrates affiliated financial businesses and product channels as part of its operations.

Richard Pascale is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has served as an independent insurance agent and co-owner of Classic Benefit Planners, Ltd. since 2005. At Classic Benefit Planners, he manages sales and accounting duties related to life, health, and accident insurance. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized, suitability-driven advice and manages accounts using various portfolio programs with both discretionary and non-discretionary options.

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. He holds Series 63 and Series 65 designations and has been with Aegis Capital Corp. since 2010. Outside of his advisory role, he is licensed as a life insurance agent and works as a producer/agent for an insurance general agency. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering advisory services through multiple platforms with both discretionary and non-discretionary options.

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.

Michael Dandrea is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sovereign Global Advisors, LLC. Outside of advisory work, he is the owner and president of Camille Inc., a bill-paying business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge Asset Management since 2016 and also has extensive tenure at Bisys dating back to 1996. Outside of advising, she is the founder and president of a nonprofit women's group called POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a mix of portfolio management approaches, including third-party models and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Michelle Perres is a financial advisor at Aegis Capital Corp. with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Aegis Capital Corp. since 2014. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm operates both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

David Lynn is a financial advisor at Arete Wealth Advisors, LLC with 57 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2023. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and incorporates third-party sub-advisers and due diligence in its investment approach.

Robert Cuccaro is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2011 to 2015. Cuccaro is the CEO and President of Integrarisk Corp., where he dedicates part of his time to hiring and training independent insurance representatives. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent financial advisors and an in-house Private Client Group. The firm employs diverse investment strategies and platforms, and operates as part of the larger StoneX Group, which provides integrated clearing, custody, and lending services.