Shawn Gallagher is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Frisch Financial Group, Inc. since 2015. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages broadly diversified portfolios using a range of strategies and investment vehicles, and it provides financial planning and consulting services tailored to client needs.

Robert Marronaro is a CFP® professional with 35 years of industry experience. He is currently with Legacy Edge Advisors and has held prior roles at Orbis Wealth, WealthShield Partners, and TIAA. Marronaro is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis tailored to client-specific goals and risk tolerances.

Joseph Cracchiola is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2015 to 2021. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, as well as various entities. The firm emphasizes a bottom-up, fundamental investment approach and serves public-sector employees through its Union Partners division, managing roughly $195 million in client assets.

Anthony Soldano is a financial advisor at William Joseph Capital Management, Inc. with 20 years of experience, holding a Series 65 designation. He has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2006. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting along with fee-based insurance product services.

Connor Mushorn is a financial advisor at Rockline Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockline, he worked in educational roles at Ithaca College, West Islip High School, and Beach Street Middle School. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing comprehensive portfolio management and retirement plan consulting. The firm manages both discretionary and non-discretionary accounts and employs a range of investment strategies and instruments tailored to client objectives.

Jason Sacks is a CFP® professional with 16 years of industry experience, currently serving at Frisch Financial Group, Inc. since 2006. He holds Series 63 and Series 65 licenses and is based in Melville, NY. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs diversified investment strategies across equities, fixed income, mutual funds, ETFs, and options, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Robert Murphy Jr. is a CFP® professional with 32 years of experience in the financial industry. He has worked at United Asset Strategies Inc. since 2022 and previously spent over two decades at TD Ameritrade. His credentials also include Series 63 and Series 65 licenses. United Asset Strategies Inc. 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 through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Benson Tang is a CFP®-certified financial advisor at Aurora Private Wealth, Inc. with two years of industry experience. He previously worked at Morgan Stanley Fund Services for eight years and is currently involved with Standard Pension Services as a paraplanner. Aurora Private Wealth, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, providing financial planning, consulting, and investment management through a team-based approach. The firm employs a variety of investment strategies including personalized portfolios, model portfolios, and third-party manager selection.

Herbert Refvik is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, his background includes roles at Apple Honda and 631 Insider Inc. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Brian Cohen is a financial advisor at Landmark Wealth Management, LLC in Melville, NY, with ten years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2015. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, and individual stocks and bonds, emphasizing fundamental analysis and ongoing client contact. Landmark also offers discretionary portfolio management, financial planning, 401(k) plan management, and retirement plan participant education through multiple office locations and educational seminars.

Nicola Patullo is a CFP® professional with 23 years of experience in financial advising. She is currently with Legacy Edge Advisors and previously worked at Orbis Wealth, WealthShield Partners, and TIAA. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on individual goals and employs a diverse range of analytical methods and investment approaches.

Hui Yao Kelly Lin is a financial advisor at Legacy Edge Advisors with 26 years of industry experience. She previously worked at TIAA for 23 years and held roles at Orbis Wealth and WealthShield Partners. Lin is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diverse investment approach combining fundamental, quantitative, and technical analysis, tailoring strategies to client goals and risk tolerance.

Stephanie Ethe is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Prudential Insurance Company of America, and New York Life. Outside of her advisory work, she is a life coach, registered social security analyst, book author, and senior leader with Robbins Research Inc. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a long-term strategic approach supplemented by tactical decisions, utilizing a broad range of investment instruments and operating across multiple offices with an emphasis on both advisory and insurance-related services.

Marianne Hocknell is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She holds the Series 63 designation. 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 a focus on diversified, tailored portfolios and active risk management techniques.

Michael Wright is a CFP® with 35 years of industry experience. He has worked at Materetsky Financial Group since 2019 and held prior roles at Private Client Services, Broadbrook Enterprises, and TCW Funds Distributors. In addition to his financial advisory work, he is an independent insurance agent. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing investment management primarily on a non-discretionary basis. The firm’s wrap-fee program combines investment management, trade execution, custody, and reporting, and it offers retirement plan consulting and participant education without additional fees.

Victor Zayas is a financial advisor at Stronghold Capital Partners LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Transamerica Financial Advisors and United Health Care. Outside of advisory roles, Mr. Zayas is active as a business broker through Hedgestone Business Advisors. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily recommends and monitors third-party managers and operates a solicitor-centric business model supported by a multi-office team.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.

Mark Rathjen is a financial advisor with Prospect Financial Services LLC, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Roberts & Ryan Investments, Inc., Bridgehampton National Bank, and Draper Asset Management. Outside of his advisory work, he owns and operates a business called Next Gen Tests. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Stephen Nicholas is a financial advisor at Platform Technology Partners with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including JPMorgan Chase Bank NA and Boston Scott LLC. Nicholas serves as a board member for First Tee, an organization that educates youth through its "Path to College" program. Platform Technology Partners provides portfolio management and financial consultation services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm utilizes a client-focused investment process with allocations across various securities and actively manages pooled investment vehicles and private funds.

Jonathan Grutman is an advisor at Lebenthal Global Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Lebenthal entities since 2011. Outside of his advisory role, he is a partner at Davis & Grutman, LLP, an accounting firm. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension plans. The firm offers discretionary portfolio management with model-based strategies managed through an affiliated sub-adviser, providing diversified and tax-sensitive investment options tailored to client objectives.