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.

Andrew Laskaris is a CFP® and CFA® with five years of industry experience. He is currently affiliated with Altfest Personal Wealth Management, where he has worked since 2018, including a prior role at Willis Towers Watson from 2016 to 2018. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individuals and institutions, including high-net-worth clients and retirement plans. The firm manages individualized portfolios with oversight from an investment committee and offers both 3(21) and 3(38) retirement-plan services, along with participant education tools and tailored consulting.

William Ullman is a financial advisor at Connective Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Water Street Advisors LLC, Berkshire Global Advisors LP, and Greystone Wealth Advisors, LLC. Ullman serves as a board member of Alpha Modus Corp., a data-driven technology company. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach relies on fundamental analysis with a generally long-term orientation, constructing portfolios from ETFs, equities, bonds, mutual funds, and alternative investments.

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.

Mustaque Choudhury is a financial advisor with Soulence Wealth Management in Astoria, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at several firms such as New York Life Insurance Company, Mass Mutual Life Insurance Company, and Penn Mutual Life Insurance Company. Soulence Wealth Management provides investment management and integrated financial planning primarily for individual clients, delivering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to alternative investments. The firm employs tailored strategies using a combination of asset allocation methods and analysis techniques, with continuous account monitoring and rebalancing.

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.

Steven Novack is a CFP® professional with eight years at Altfest Personal Wealth Management and five years of industry experience. Prior to joining Altfest, he worked as a financial services consultant for two years. He is based in New York, NY. Altfest Personal Wealth Management provides investment management, financial planning, and ERISA fiduciary services to individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm manages individualized portfolios primarily on a discretionary basis, employing fundamental, technical, and cyclical analysis, and offers proprietary pooled investment vehicles alongside retirement-plan services.

Joseph Manno is a Series 65-licensed advisor at Merit Financial Partners LLC with three years of industry experience. He previously worked at Loyal Advisors for 15 years and Direct Wines Inc for 12 years. Outside of his advisory role, he co-owns JMSynergy LLC, a marketing and business consulting firm, with his wife. Merit Financial Partners serves individuals, trusts, estates, retirement plans, and charitable organizations, offering fee-only financial planning and wealth management. The firm employs a fiduciary, consultative investment approach that combines fundamental and technical analysis with an emphasis on asset allocation and low-cost index funds and ETFs, while allowing active strategies as appropriate.

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.

Dawn Bodami is a financial advisor at Shulman DeMeo Asset Management, LLC, holding a Series 65 designation with 19 years of experience at the firm. She has been with Shulman DeMeo since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm uses a wrap fee program combining advisory, trade execution, custody, and reporting, and implements portfolios with a mix of index funds, ETFs, individual stocks, and bonds, generally recommending Charles Schwab as custodian.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.

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.

David Kressner is a CFP® and CFA® with 14 years of industry experience. He has worked at Altfest Personal Wealth Management since 2016, following roles at Assetmark, Inc. and ARIS Wealth Services Inc. in prior years. Altfest Personal Wealth Management serves a mix of individual and institutional clients, offering investment management, financial planning, and ERISA fiduciary services. The firm manages individualized portfolios using fundamental, technical, and cyclical analysis, and provides retirement plan services alongside its wealth management offerings.

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 financial advisor at United Asset Strategies Inc. in Garden City, NY. He holds the CFP® designation and Series 63 license, with 7 years of industry experience. He has been with United Asset Strategies since 2010. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services. The firm serves a broad client base including individuals, trusts, estates, and charitable organizations, managing approximately $2.258 billion in assets with an investment approach focused on diversification, tailored portfolios, and active fixed-income management.

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.

Addison Drummond is a financial advisor at Westco Advisory Services, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Westco since 2019. Prior to her advisory role, she was employed at Atria Senior Living from 2007 to 2019. Westco Advisory Services, Inc. provides portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $254 million in client assets and utilizes a customized investment approach that includes risk profiling, asset allocation, periodic rebalancing, and a core-and-satellite strategy for larger accounts.

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 & Corporate Benefit, and TD Ameritrade. United Asset Strategies Inc. offers 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 over $2 billion in client assets and employs a diversified, tailored investment approach combining strategic asset allocation, active equity and fixed-income management, and utilization of brokerage and prime services.