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.

Jeffrey Burke is a CFP® with six years of industry experience, currently serving at Compass Advisors. He has worked previously at CAPTrust, Blank Equity Management, and Long Island Wealth Management. Outside of his advisory role, he is the treasurer and trustee of the Deer Pen Homeowners Association and owns a business called The SUMP LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million across more than 360 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs while also employing individual securities and derivatives to meet tactical and client-specific needs.

Shawn Klotsche is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an Investment Advisor Representative at The Wealth Alliance, LLC and a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Prior to his current roles, he worked at UBS Financial Services, Inc. and AXA Advisors, LLC. He serves on the board of directors for the Investment Management Association of Long Island. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, bonds, and alternative investments, often implementing strategies through third-party platforms and independent managers.

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.

Stuart Lempert is a financial advisor at Landmark Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has held prior roles at Charles Schwab and TD Ameritrade. Outside of his advisory work, he serves on the advisory board of Northwell Health/Cohen’s Children Medical Center, the board of the Madison Square Boys & Girls Club, and the advisory board of the Nassau County Police Department Foundation. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm focuses on building customized, primarily long-term portfolios using mutual funds, ETFs, and individual securities, supported by fundamental analysis and ongoing client engagement.

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.

James Burns Jr. is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, a firm he has been associated with since 1994. He holds a Series 63 license and is the owner of an insurance sales business, 232 JJB, LLC. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and a variety of institutional clients. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and heritage planning into its strategies.

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.

Jack Saltus is a financial advisor with Bespoke Investment Group, LLC, holding a Series 65 credential and one year of industry experience. He has been with Bespoke since 2022 and previously worked at Birinyi Associates in 2018 and 2019. Saltus also attended St. Lawrence University from 2019 to 2023. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management alongside subscription-based market research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to implement both long- and short-term trading strategies within managed accounts.

Adam Kohler is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at J.J. Burns & Company and previously held roles at Fidelity Investments and TIAA-CREF. Outside of his financial advisory work, he serves as an adjunct instructor teaching introductory philosophy courses at Suffolk County Community College. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis and client-specific investment policies, offering personalized plans that integrate retirement, estate, charitable, and heritage planning.

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.

Andrew Steginsky is the sole advisor at Steginsky Capital LLC, located in Port Washington, NY, with 23 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Since founding Steginsky Capital in 2000, he has served clients through discretionary investment advisory and portfolio management. Outside of his advisory role, he serves as a director overseeing investments for Friday USA LLC, a private investment company. Steginsky Capital LLC provides discretionary portfolio management and limited non-investment consulting services to individuals, trusts, estates, charitable organizations, and corporate plans, including international clients. The firm employs a fundamental, long-term buy-and-hold investment approach with concentrated equity positions and manages accounts on a discretionary basis.

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.

Stephanie Scarlata is a financial advisor at Next Level Private LLC with 35 years of industry experience. She holds Series 63, Series 66, and Series 65 designations, and previously worked at UBS Asset Management for 23 years. Next Level Private LLC offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, supported by both fundamental and technical analysis along with regular portfolio reviews.

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.

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 career in finance, she spent ten years at Professional Physical Therapy. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors, high-net-worth individuals, retirement plan participants, trusts, and non-public corporations. The firm combines discretionary portfolio management, financial planning, third-party manager oversight, and annuity product management with an operational mix that includes broker-dealer affiliation and the use of options and derivatives alongside model and customized strategies.

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.

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.