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.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VestGen Advisors, LLC, Bay Colony Advisory Group, Inc., and Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

James Millington is a CFP® professional with 26 years of industry experience. He has worked at Landmark Wealth Management, LLC since 2021 and spent 11 years at Fidelity prior to that. James holds Series 63 and Series 65 licenses. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and recently added 401(k) plan management, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual securities, and options strategies as appropriate.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2011, contributing to the team for 15 years in total. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, as well as estate and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm manages over $2.25 billion in assets, with an investment approach that emphasizes diversification, tailored portfolios, and active fixed-income management.

William Nichols is a financial advisor with PUREfi Wealth, LLC, holding Series 63 and Series 66 registrations and 32 years of industry experience. He previously worked at Wells Fargo Clearing for seven years. Nichols serves as a board member for Kingston Healthcare in Toledo, Ohio. PUREfi Wealth serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a broad range of investment tools and incorporates derivatives and structured products within its strategies, managing institutional-scale assets with a team of nine advisors.

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.

Dara Johnson is a financial advisor at Hampshire Family Office with 25 years of industry experience and holds a Series 66 designation. She has worked at Hampshire Family Office since 2022 and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of her advisory role, she is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services primarily for high-net-worth individuals, families, trusts, and institutional clients. The firm combines active and passive strategies across multiple asset classes and tailors portfolios to clients’ objectives and risk profiles.

Tara Romeo is a financial advisor at R & R Financial Planners, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Professional Physical Therapy for ten years before joining RNR Securities, LLC. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60 million for individual investors, high-net-worth clients, retirement plan participants, trusts, and non-public corporations. The firm provides discretionary portfolio management, comprehensive financial planning, third-party manager oversight, and annuity product management, employing a range of strategies including long-term, tactical, and income-oriented approaches along with the use of listed options and derivatives.

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.

Jonathan Rivera is a Series 65-licensed financial advisor with Lebenthal Global Advisors, LLC. He has one year of industry experience and previously worked at Shen Milsom & Wilke LLC for four years. 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 and provides financial planning at no additional charge, utilizing model-based strategies managed by its affiliated sub-adviser.

Matthew Northrop is a CFP® with 12 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2024. His prior experience includes six years at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across about 1,018 client relationships. The firm offers comprehensive financial planning and discretionary investment management through a multi-advisor team, utilizing a rigorous investment policy process that incorporates fundamental, quantitative, and technical analysis.

Gregory Lethbridge is an investment advisor representative with The Wealth Alliance, LLC and holds a Series 65 designation. He has been in the financial industry since 2024, with prior experience at Purshe Kaplan Sterling Investments, Inc. Outside of advisory work, he has held various roles including positions at FedEx Ground and Edge Case Capital Partners. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and frequently implements strategies through third-party platforms and independent managers.

Anamika Madan is a CFP® professional with 19 years of industry experience. She is currently with J.J. Burns & Company and previously worked at firms including Element Financial Group, Commonwealth Financial Network, Financial Engines Advisors L.L.C., Charles Schwab, and Fidelity. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, and institutions, focusing on customized portfolios and integrated financial roadmaps that incorporate retirement, estate, charitable, and heritage planning.

Michael Hartzman is a CFP® with 33 years of industry experience, currently serving at Lebenthal Global Advisors, LLC since 2017. He has held various roles within the Lebenthal organization since 2005, including positions at Lebenthal Wealth Planning, Inc. and Lebenthal Financial Services, Inc. Hartzman hosts The Lebenthal Report Podcast, a non-investment related radio broadcast. 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.

Ricky Bathija is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, where he has been employed since 2007. The firm operates as a team with seven advisors based in Melville, NY. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and legacy planning into its financial strategies.

Eric Nelkin is a financial advisor at Madison Global Advisors LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Shipt and Saf-t-swim. Outside of his advisory role, he is involved with Madison Global Insurance Agency and U Need It We Got It Services Inc., both non-investment related businesses. Madison Global Advisors LLC is a team-based registered investment adviser serving individuals, trusts, nonprofits, corporations, and retirement plans. The firm manages approximately $71 million and uses asset allocation and diversification strategies, including fundamental, technical, charting, and cyclical analysis, to tailor portfolios to clients’ goals and risk tolerance.

Alexander Tucker is a financial advisor at Greenwich Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwich Advisors, he worked at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses, using a range of analytical methods and a willingness to employ complex and alternative investment instruments.

Peter Devlin is an investment advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Aurora Private Wealth in 2017, he worked at Wealthstream Advisors and Andrew Garrett Inc. In addition to his advisory role, he serves as a Relationship Manager at Standard Pension Services, LLC, focusing on retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of 18 advisors, utilizing individualized portfolios, model portfolios, and independent managers with access to various third-party platforms and investment strategies.

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 five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, ALPS Distributors, and GraniteShares Inc. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with comprehensive wealth management, investment management, financial planning, and retirement consulting services. The firm employs a variety of investment strategies based on fundamental and technical analysis and operates as a team of seven advisors within LPL Financial’s hybrid RIA program.