Thomas Healy III is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. He has been with United Asset Strategies since 2015. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, charitable organizations, corporations, and other entities. The firm manages approximately $2.258 billion in client assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

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.

Richard Bell is a financial advisor at Searle & Co. in Greenwich, CT, with 39 years of industry experience. He has been with Searle & Co. since 2005 and holds Series 63 and Series 65 licenses. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across about 126 client relationships through a seven-advisor team, tailoring investment advice using a combination of fundamental, technical, and charting analysis.

Lauren Urbanski is a financial advisor at N10° WEALTH with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years and McKenna Orthodontics for fifteen years. Lauren joined N10° WEALTH and its affiliated firm N10° Assets in 2026. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining individual securities, ETFs, options, alternatives, direct indexing, and digital assets with fundamental, technical, ESG, and quantitative analysis, while leveraging third-party managers and technology platforms for implementation.

Jiorden Sanchez is a CFA® charterholder with 13 years of industry experience. He has worked at United Asset Strategies Inc. since 2020 and was previously employed at Goldman Sachs from 2014 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to a range of clients including individuals, trusts, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation, a four-part equity construct, and active fixed-income management.

Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chrysaetos Capital Advisors, LLC from 2012 to 2019. Outside of his advisory role, he is the proprietor of Pavonia Technology, Inc., a technology and recruitment consulting firm, and managing member of Ayerport, LLC, which provides educational and coaching consultation services. Greenwich Advisors, LLC is a Delaware-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients. The firm serves individuals, including high-net-worth clients, and some businesses, offering discretionary and non-discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Howard Duncan is a financial advisor at Avity Investment Management Inc. with 26 years of industry experience. He has worked at Avity Investment Management since 2000. Avity Investment Management provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans, and corporations. The firm emphasizes fundamental research, high-quality liquid securities, and active fixed-income management, overseeing approximately $1.86 billion in client assets.

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. in Garden City, NY. He holds a Series 63 designation and has five years of industry experience. Delorenzo has been with United Asset Strategies since 2008, contributing to the firm’s team of 25 advisors. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to a diverse clientele including individuals, trusts, charitable organizations, and corporations. The firm manages over $2 billion in assets and employs a diversified investment approach combining strategic asset allocation with active fixed-income management.

Nicholas Lucas is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at the Maurice A. Deane School of Law at Hofstra University and a brief position at Salt Shack. 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 and serves public-sector employees through its Union Partners program.

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.

John Gardini is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been affiliated with American Capital Partners since 2003. Outside of his advisory role, he is president and owner of Anthony Associates, Inc., a real estate non-investment related business. 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 employs client-specific investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers, with an emphasis on client-directed account programs.

Joseph Spina is a financial advisor at Platform Technology Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for seven years before joining his current firm in 2022. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, utilizing a process that combines client interviews, risk assessment, and diversified asset allocation across independent managers, mutual funds, ETFs, and individual securities.

Michael Giove is a financial advisor at Night Owl Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs and Guggenheim Securities. Night Owl Capital Management, LLC provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm emphasizes concentrated, long-term public equity investments primarily in mid- and large-cap companies using fundamental analysis and discounted free cash flow valuation.

Margaret Moloney is a financial advisor at Independent Investors Inc with five years of industry experience. She works alongside one other advisor at the firm. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations, managing approximately $600.6 million in client assets. The firm employs fundamental analysis supplemented by outside research and technical analysis, focusing on long-term investment strategies while allowing for opportunistic short-term trading and private placements with client approval.

Jonah Blumenthal is a financial advisor at Opal Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Rivkin Radler LLP, Forchelli Deegan Terrana LLP, and Greenwald Weiss. 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 services. The firm customizes portfolios using mutual funds, ETFs, bonds, and independent managers accessed via UMA platforms, and offers a range of proprietary model strategies supported by manager due diligence and AI-augmented research.

Bridget Johanson is a financial advisor at Main Street Research LLC with three years of industry experience. She holds Series 63 and 66 licenses and previously worked at Fidelity Investments. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, offering comprehensive financial planning and discretionary investment management through a multi-advisor team. The firm emphasizes tailored investment strategies using fundamental, quantitative, and technical analysis across a variety of securities and also offers ESG models and specialized sub-advisor strategies.

Robert Draper is a financial advisor at Draper Asset Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Draper Asset Management since 2009. 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 free cash flow projections, serving both private clients and public-sector employees through its Union Partners division.