Amanda Khait is a financial advisor at Lebenthal Global Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has been with Lebenthal Financial Services, Inc. and Lebenthal Global Advisors since 2015 and 2019, respectively. In addition to her advisory role, she is a licensed independent insurance producer specializing in life and annuity products. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

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.

Frank Loria is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with various Lebenthal entities since 2013, including Lebenthal Diversified Asset Management and Lebenthal Financial Services, Inc. Loria is also a licensed independent insurance producer specializing in life and annuities. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, managing approximately $820 million in assets. The firm offers customized and model portfolios, financial planning, and pension consulting through a multi-advisor team, integrating advisory, brokerage, and insurance services.

Edward Cahill is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Partners Capital Services since 2003 and American Capital Partners since 2002. Cahill is also president of Century Management, LLC, an outside business activity unrelated to investment advisory services. 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 offers personalized investment policies and employs various strategies including fundamental and technical analysis, options strategies, and the use of third-party money managers.

Lawrence Just is a financial advisor at Partners Capital Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including American Capital Partners, LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as president of PELUT Devices Inc. and is on the executive board of the St. Catherine of Siena Foundation. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts and uses both discretionary and non-discretionary arrangements, incorporating a range of investment strategies and third-party manager reviews.

Peter Tortorici is a financial advisor at WestEnd Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott LLC and Victory Capital Services, Inc. He is listed as the manager of Amare GP, LLC, a private investment entity, though he does not actively manage the business. WestEnd Advisors is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm employs a macro-driven investment process and offers discretionary portfolio management along with third-party ETF model strategies.

Shane Miller is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at TD Ameritrade Investment Management, Inc. and TD Ameritrade, Inc., with a combined tenure of 17 years before joining his current firm in 2021. United Asset Strategies provides discretionary investment management and retirement-plan consulting services to 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 emphasizes diversified, tailored portfolios with active fixed-income management and risk management techniques including options and margin strategies.

Jeffrey Lew is a Series 65 licensed financial advisor with First American Asset Advisory, LLC, where he has worked since 2018. He has a total of six years of industry experience and previously spent 18 years at Energex. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, using a combination of fundamental, technical, and cyclical analysis to create tailored portfolios. The firm offers both discretionary and non-discretionary services, including participation in a wrap-fee program, with ongoing monitoring and regular portfolio reviews.

David Frisch is a CFP® and PFS™ with 22 years of industry experience, currently serving as an advisor at Frisch Financial Group, Inc., where he has worked since 1999. He is based in Melville, NY, and is part of a seven-advisor team. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets. The firm serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering portfolio management and financial planning with an emphasis on diversified investment strategies across various asset classes.

Philip Tavella is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at Lebenthal Global Advisors since 2017 and has managed Philip Tavella Asset Management since 2016. Outside of his advisory work, he is a co-owner and president of Philip Joseph Jewelry, a business he has been involved with since 1990, as well as a co-owner of Argyle Jewelers. 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 and limited non-discretionary portfolio management with financial planning at no additional charge, utilizing model-based strategies managed through its affiliated sub-adviser to provide diversified, tax-sensitive portfolios tailored to client objectives and risk tolerances.

Robert Rom is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Legacy Edge Advisors and previously spent over two decades at TIAA. Outside of his advisory role, he is a partner in RSTM Partners, LLC, a real estate investment entity. 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 policies and employs a mix of fundamental, quantitative, and technical strategies across a range of asset classes.

James Demeo is a financial advisor at Shulman Demeo Asset Management, LLC, holding the ChFC® designation with 17 years of industry experience. He has been with Shulman DeMeo Asset Management since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm manages client portfolios using a mix of index funds, ETFs, individual stocks, and bonds, typically through a wrap fee program that consolidates advisory, trade execution, custody, and reporting services.

Hunter Lanton is a financial advisor at Lantern Wealth Advisors, LLC with a Series 66 designation and three years of industry experience. He has worked at Lantern Wealth Advisors since 2023 and at Herold Advisors, Inc. since 2025. Lantern Wealth Advisors provides investment advisory services to individuals, high net worth individuals, trusts, estates, pension plans, corporations, and other business entities. The firm manages approximately $265 million in client assets through a multi-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services using a combination of in-house and third-party model portfolios.

Shummi Jindal is a financial advisor at Rose Capital Advisors, LLC with a Series 65 designation and over 15 years of industry experience, including prior roles at Hudson Park Management and Hudson Park Advisors LLC. He is based in Plandome, NY. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators and offers both discretionary and non-discretionary portfolio management.

Jason Shulman is a financial advisor at Shulman DeMeo Asset Management, LLC with 19 years at the firm and a total of 9 years of industry experience. He holds Series 63 and Series 65 licenses. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning, consulting, and portfolio monitoring. The firm manages approximately $757 million in assets with a small advisory team and operates its own wrap fee program, implementing portfolios using a mix of index funds, ETFs, individual stocks, and bonds.

Michael Bottoni is a financial advisor at Herold Advisors, Inc. with a Series 66 credential and experience beginning in 2022. Prior to joining Herold Advisors and its affiliated entities in 2025, he worked at TD Bank for three years and was employed at St. Lawrence University for seven years. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, providing discretionary and non-discretionary portfolio management through managed accounts and a wrap-fee program. The firm’s investment approach combines computerized screening and fundamental analysis to construct portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations for clients.

Brian Gamble is a CFP® professional with five years of industry experience, currently serving at First Long Island Investors, LLC. He has been with the firm since 2006, where he holds the position of Senior Vice President of Private Wealth Management. First Long Island Investors, LLC advises individuals—including high-net-worth households—corporations, and charitable organizations, typically starting with relationships of at least $5 million in assets. The firm employs a long-term, individually tailored investment approach emphasizing diversified asset allocation through internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

Jason Ambrosini is a financial advisor at United Asset Strategies Inc. with four years of industry experience. He holds a Series 65 designation and has worked at United Asset Strategies since 2019. Prior to that, he was employed at Bookkeeper 360 and Stony Brook University. 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 that emphasizes diversified, tailored portfolios with active fixed-income management and the use of options and margin transactions.

Nicholas Cappello is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the Lebenthal firms since 2012, currently serving as an investment adviser representative and head trader. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

Josiah Choy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Frisch Financial Group, Inc. since 2017 and previously spent five years at BlackRock, Inc. 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 investment strategies and offers both discretionary and non-discretionary portfolio management along with financial planning or consulting services.