Nejad Abo Hamzy is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company since 2016. Prior to his advisory role, he was affiliated with the Seawanhaka Yacht Club for one year and spent four years as a full-time college student. 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 approach emphasizes fundamental analysis and client-specific investment policies, with financial planning that integrates retirement, estate, charitable, and multigenerational planning.

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.

Joshua Peteet is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked for Bradley, Foster & Sargent, Inc. for 11 years before joining Clear Harbor in 2026. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension plans, trusts, and corporate clients. The firm manages approximately $2.05 billion in assets and utilizes a multi-asset class approach combining fundamental analysis with macro and cyclical perspectives.

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.

Eamon Moran is a financial advisor at Granite Group Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Round Rock Advisors LLC, Wells Fargo Bank, Wells Fargo Clearing Services, and Moody's Corporation. Moran also engages in insurance sales as a non-investment related activity. Granite Group Advisors provides investment management services primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios using a combination of quantitative and qualitative analysis and serves as a sponsor and manager of pooled investment vehicles, focusing on sizable clients and plan relationships.

Michael Riccardi is a CFP® with seven years of industry experience and has been with United Asset Strategies Inc. for 16 years. He holds a Series 63 license and operates out of Garden City, NY. Outside of his advisory role, Riccardi is involved in insurance sales through United Financial Group, Ltd. United Asset Strategies Inc. manages approximately $2.22 billion in client assets, offering discretionary investment management, retirement-plan consulting, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a team-based advisory model and emphasizes diversified, tailored portfolios utilizing various investment strategies including options and active fixed-income management.

Jeffrey Burke is a CFP® with six years of industry experience, currently serving at Compass Advisors. He has worked previously at CAPTrust, Blank Equity Management, and Long Island Wealth Management. Outside of his advisory role, he is the treasurer and trustee of the Deer Pen Homeowners Association and owns a business called The SUMP LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million across more than 360 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs while also employing individual securities and derivatives to meet tactical and client-specific needs.

Shawn Klotsche is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an Investment Advisor Representative at The Wealth Alliance, LLC and a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Prior to his current roles, he worked at UBS Financial Services, Inc. and AXA Advisors, LLC. He serves on the board of directors for the Investment Management Association of Long Island. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, bonds, and alternative investments, often implementing strategies through third-party platforms and independent managers.

Scott Israel is a financial advisor at Legacy Edge Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New Edge Advisor and TIAA. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, employing a range of investment strategies including fundamental, quantitative, and technical analysis. The firm manages over $1.2 billion in discretionary assets and operates multiple advisory teams across several offices.

Stuart Lempert is a financial advisor at Landmark Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Landmark in 2025, he worked at TD Ameritrade and Charles Schwab, where he spent over two decades in various roles. Lempert serves on advisory boards for Northwell Health/Cohen’s Children Medical Center, Nassau County Police Department Foundation, and is a board member of the Madison Square Boys & Girls Club. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and retirement plans, focusing on customized, primarily long-term portfolios built with mutual funds, ETFs, and individual securities. The firm offers discretionary portfolio management, financial planning, and recently added 401(k) plan management, operating multiple office locations and conducting educational workshops related to retirement services.

James Burns Jr. is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, a firm he has been associated with since 1994. He holds a Series 63 license and is the owner of an insurance sales business, 232 JJB, LLC. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and a variety of institutional clients. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and heritage planning into its strategies.

Robert Adler is a financial advisor at Imperity Wealth Alliance LLC with over 40 years of industry experience. He holds the Series 63 designation and has previously worked at firms including Commonwealth Financial Network and Principal Securities Inc., as well as a long career at Principal Life Insurance Company. Outside of his advisory work, Adler is a ski instructor at Windham Mountain Resort. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services including wealth management, retirement plan consulting, insurance, and tax planning, managing approximately $139.7 million in assets with a customizable, open-architecture investment approach.

Rohan Nayak is a CFP® with 12 years of industry experience. He is currently with Basso Capital Management, L.P., having joined the firm in 2025. Prior to this, he worked at FundX Investment Group for six years and Bell Investment Advisors, Inc. for nine years. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing a proprietary-money account.

Michael Panella is a financial advisor with CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Advisors LLC, and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients with non-discretionary portfolio management, pension consulting, and financial planning. The firm emphasizes individualized investment policy statements, asset allocation, and manager selection, with a notable focus on advisory services for retirement plans.

Adam Kohler is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at J.J. Burns & Company and previously held roles at Fidelity Investments and TIAA-CREF. Outside of his financial advisory work, he serves as an adjunct instructor teaching introductory philosophy courses at Suffolk County Community College. 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 focuses on fundamental analysis and client-specific investment policies, offering personalized plans that integrate retirement, estate, charitable, and heritage planning.

Michael Abate is a financial advisor at United Asset Strategies Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Pensionmark Financial Group, APW Capital, EisnerAmper Wealth Management, TD Ameritrade, and Capital One Sharebuilder. 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 using a team-based advisory model and employs diversified, tailored portfolios with active management techniques including options and fixed-income strategies.

Austin Doebler is a CFA® credentialed financial advisor with five years of industry experience. He is currently with RZH Advisors LLC, joining the firm in 2025 after working at Truist Advisory Services, Inc. from 2021 to 2025. Outside of his advisory role, he is a member of East West Capital, LLC, an investment-related entity focused on cryptocurrency investments. RZH Advisors LLC provides wealth management services including financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 clients and employs diversified investment strategies utilizing mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

James Millington is a CFP® professional with 26 years of industry experience. He has worked at Landmark Wealth Management, LLC since 2021 and spent 11 years at Fidelity prior to that. James holds Series 63 and Series 65 licenses. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and recently added 401(k) plan management, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual securities, and options strategies as appropriate.

Rosemary Taverna is a financial advisor at Sovereign Financial Group, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sovereign Financial Group since 2020, following a 20-year tenure at CommonWealth Financial Network. She also operates The Taverna Group, where she provides fixed annuity and property casualty insurance sales, and serves as a notary public. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative investment strategies through its Align Alternative Access Fund.