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.

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 with Independent Investors Inc and holds five years of industry experience. She has been with Independent Investors since 1991, concurrently with the firm’s longstanding operation. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, trusts, charitable foundations, and corporations. The firm emphasizes customized portfolios and applies a fundamental analysis-driven, long-term diversified approach while incorporating technical research and client-specific preferences.

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.

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.

Christopher Shea is a CFA® charterholder with 20 years of experience in the financial advisory industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at firms including WealthSource Partners, LLC and Catametrics Management, LLC. Outside of his advisory work, he is the owner of a private holding company, Shea, LLC. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 investment professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies and a variety of investment vehicles.

Joseph Dipierro is a financial advisor at Lebenthal Global Advisors, LLC with four years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Transcanada / Ravenswood for seven years. In addition to his advisory role, he is a licensed insurance agent. Lebenthal Global Advisors serves individuals, including high-net-worth clients, 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.

Katherine Dean Stahl is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC. Her prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is involved in women’s empowerment initiatives through Living Your Worth, Inc., where she teaches and speaks on financial independence, and serves on the advisory board of the Silicon Valley Women Founders Fund. 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 process that incorporates proprietary model portfolios, ongoing manager due diligence, and a combination of quantitative and qualitative strategies.

Guy Gorham is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Milestone Financial since 1999. Outside of his advisory role, he is involved in a health insurance referral business through Financial Liberty Group. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in assets across about 195 clients, employing a range of strategies that include fundamental and technical analysis, options strategies, and third-party money managers, with a focus on client-directed account programs.

Nejad Abo Hamzy is a CFP® professional with five years of industry experience, currently affiliated with J.J. Burns & Company since 2016. His background includes a period as a full-time college student and a brief tenure at Seawanhaka Yacht Club. J.J. Burns & Company provides individualized investment management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities, managing approximately $1.25 billion in discretionary assets. The firm develops tailored investment policies based on fundamental analysis and offers financial planning on a fixed-fee basis, working in co-advisory arrangements with other registered advisers.

Francis Gemino is a financial advisor at Henley & Company Wealth Management LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henley & Company in various capacities since 2004. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolios based on client risk profiles, employing multiple analytical approaches and a range of investment strategies, and manages approximately $90.8 million in discretionary assets as of December 31, 2023.

Philip Malakoff is a financial advisor with First Long Island Investors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with First Long Island Investors since 2007 and serves as Executive Managing Director, Director of Research, and a member of the firm’s Investment Committee. Malakoff also acts as trustee for two trusts. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to high-net-worth individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation approach through internally managed equity strategies, tailored fixed income allocations, and selective use of partnerships or third-party managers, managing approximately $1.7 billion in discretionary assets across eight advisors.

Michael Kaplan is a financial advisor at Madison Global Advisors LLC with two years of industry experience. He holds the Series 66 designation and has been with Madison Global Partners since 2021. Outside of his advisory role, Kaplan is involved on an as-needed basis with Madison Global Insurance Agency and Crimson Consultants Inc., both non-investment related activities. Madison Global Advisors provides financial planning and portfolio management services to individual clients, including high net worth individuals, as well as institutional plan types. The firm emphasizes asset allocation, diversification, and modern portfolio theory through a combination of fundamental, technical, charting, and cyclical analysis across various asset classes.

Jesse Mackey is a financial advisor at 4Thought Financial Group Inc. in Syosset, NY, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 4Thought Financial Group since 2012. In addition to his advisory role, Mackey contributes freelance writing to economics and investment-related publications. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies and supports other advisors through sub-advisory and solicitation arrangements.