John Colucci is a financial advisor at Alden Capital with 16 years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America and Merrill from 2007 to 2018. Outside of his advisory work, he is the CEO of Colucci Creative Solutions, a consulting firm focused on sales coaching and business growth, and serves as a shareholder providing financial consulting for EIR Healthcare. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, non-profits, and other advisors, managing approximately $1.5 billion in assets. The firm employs a customized asset allocation approach using internally managed strategies, third-party managers, and proprietary portfolios, supported by its Alden COVE platform that integrates reporting and account management.

Brendan Hyde is a financial advisor at Compass Advisors with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CAPTrust, TransAmerica Retirement Solutions, and Principal Financial Services. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets across individuals, trusts, estates, businesses, and retirement plans. The firm focuses on constructing primarily long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, options, and derivatives to address tactical and client-specific needs.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years of industry experience, including roles at Marsh & McLennan and the Westbury School District. She holds professional credentials and has been with her current firm since 2018. United Asset Strategies Inc. manages over $2 billion in assets, providing discretionary investment management, retirement-plan consulting, and financial planning to a diverse client base ranging from individuals to corporations. The firm utilizes a diversified, tailored investment approach that includes strategic asset allocation and active fixed-income management, supported by specialized execution strategies.

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.

Gary Raniolo II is a financial advisor at Next Level Private LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Merrill. Outside of his advisory work, he is involved with nonprofit lacrosse organizations, including Predators Lacrosse LLC and Rye Youth Lacrosse. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, with ongoing client communication and periodic portfolio reviews.

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.

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.

Barry Mitchell Jr. is a financial advisor with Next Level Private LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Wells Fargo Clearing. He is also a licensed insurance professional. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with both fundamental and technical analysis to manage client portfolios.

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.

Alan Weingarten is a financial advisor at Comprehensive Capital Management, Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Comprehensive Capital Management since 2009. Outside of advisory work, he owns and operates Weingarten Financial Funding, providing pre-settlement funding for certain types of litigation. Comprehensive Capital Management advises individuals, pension and profit-sharing plans, and businesses, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm uses a combination of fundamental and technical strategies, including tactical overlays and market-timing approaches, to manage client portfolios.

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.

Matthew Giller is a financial advisor at Next Level Private LLC with over 31 years of industry experience. He holds the Series 63 and Series 65 registrations and has previously worked at Mass Mutual Investors Services and Northwestern Mutual Investment Services. He is also a licensed insurance agent involved in implementing insurance recommendations. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term portfolio strategies using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with regular client reviews.

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.

Joseph Dipierro is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Lebenthal Global Advisors in 2021, he worked for Transcanada / Ravenswood for seven years. He is also a licensed insurance agent. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business retirement plans. The firm offers discretionary portfolio management and financial planning using model-based strategies managed through its affiliated sub-adviser, providing diversified, tax-sensitive, and specialty portfolios tailored to client objectives.

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.