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.

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.

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.

Scott Israel is a financial advisor at Legacy Edge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Tiaa for 22 years and New Edge Advisor for 2 years. Scott is also a passive partner in RSTM Partners, LLC, a real estate investment vehicle. 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 employs a diverse investment approach combining fundamental, quantitative, and technical analysis, managing accounts primarily on a discretionary basis tailored to clients’ risk tolerances and goals.

Addison Drummond is a financial advisor at Westco Advisory Services, Inc. in Lynbrook, NY, with six years of industry experience. He holds Series 65 and Series 63 designations and has worked primarily with Westco in various capacities since 2019. Outside of advisory work, Addison is a partner in a rental property business. Westco Advisory Services, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $254 million in client assets, employing customized asset allocation, periodic rebalancing, and a core-and-satellite investment approach.

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.

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.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2011, totaling 15 years at the firm. 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 uses a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

Dylan Klein is a CFA® charterholder with eight years of experience in the financial industry. He has been with First Long Island Investors, LLC since 2018 and previously worked at Hofstra University from 2014 to 2018. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation approach and manages multiple private funds while maintaining an affiliated broker-dealer and various fee-sharing arrangements.

Tara Romeo is a financial advisor at R & R Financial Planners, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at RNR Securities, LLC since 2019. Prior to her financial career, she spent ten years at Professional Physical Therapy. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management and comprehensive planning, employing a blend of model and customized strategies with active monitoring, rebalancing, and the use of options and derivatives when appropriate.

Neal O Sullivan is a financial advisor at Prospect Financial Services LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and FBN Securities, Inc. Outside of his advisory work, he volunteers as a basketball coach with St. Rose Basketball (CYO) in Massapequa, NY. 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’s investment approach combines fundamental and technical analysis to build diversified portfolios, with an emphasis on long-term strategies and client-specific needs.

Jennifer Weber is a CFP® and holds a Series 66 designation with 10 years of industry experience. She has worked at Weber Asset Management, Inc. since 2018 and previously spent six years at Morgan Stanley. Weber Asset Management provides discretionary investment management and financial planning services to individuals, corporations, and retirement plans. The firm constructs custom portfolios primarily using Fidelity no-load mutual funds and emphasizes thorough analysis and regular performance reporting, including quarterly and annual performance statements and market outlooks.

Peter Devlin is an investment advisor with Aurora Private Wealth, Inc. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. Prior to joining Aurora Private Wealth in 2017, he worked at Wealthstream Advisors for five years. In addition to his advisory role, he serves as a relationship manager at Standard Pension Services, LLC, focusing on retirement plan consulting and client relationship management. Aurora Private Wealth, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors and employs various investment strategies using third-party platforms such as Envestnet and SEI.

Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Cole Flynn is a financial advisor at Flynn Zito Capital Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Financial, ALPS Distributors, and GraniteShares. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals and high-net-worth households. The firm offers comprehensive wealth management and customized portfolios using a variety of investment strategies, combining discretionary management with third-party sub-advisers and operating in a hybrid relationship with LPL Financial.

Aidan Rooney is an advisor with Prospect Financial Services LLC and holds Series 66 and Series 63 credentials. He has been in the financial industry since 2025 and also holds a Registered Representative role with LPL Financial LLC. His prior experience includes roles at Cboe Global Markets, Global Trading Systems, LLC, Nationwide TFS, LLC, and teaching positions at Bates College and Avon Old Farms. Prospect Financial Services LLC offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.

Xing Wang is a financial advisor at Bluesphere Advisors LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Light Horse Securities, Inc., Score Priority Corp., Just2Trade, Inc., and Whotrades FX, LLC. Outside of his advisory role, Wang serves as an executive committee member at Ainvest Fintech Inc., where he assists with business strategy and product planning. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management as well as financial planning and business-transition consulting. The firm emphasizes a long-term, portfolio-driven approach using institutional mutual funds and ETFs alongside equities and fixed income, incorporating margin and options strategies for portfolio construction and risk management.