Jay Nathan is a financial advisor at Prospect Financial Services LLC with over 21 years of industry experience. He holds a Series 63 designation and has previously worked with LPL Financial, The Pinnacle Financial Group, and H.D. Vest. Outside of his advisory work, Nathan serves as Vice President on the board of the Long Island Charities Foundation and holds leadership roles in multiple family-owned CPA firms. 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 employs a primarily long-term investment process that combines fundamental and technical analysis to create diversified portfolios across various asset classes.

Mark Rose is a financial advisor at Rockline Wealth Management LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Wells Fargo Advisors. Rose has been with Rockline Wealth Management since 2023. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities by offering comprehensive portfolio management and retirement plan consulting. The firm employs a combination of fundamental and qualitative analysis with dynamic asset-allocation strategies and provides ongoing portfolio monitoring and rebalancing.

Sean Rooney is a financial advisor with Prospect Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Pinnacle Financial Group and LPL Financial. Rooney owns Liberty Asset Management, a business entity for tax and investment purposes. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm employs a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.

Anthony Lagiglia is a CFP® with 29 years of industry experience, currently serving at J.J. Burns & Company since 1996. His prior work includes a brief tenure at Cetera Advisor Networks LLC in 2019 and over two decades at North Ridge Securities Corp. He is also involved in insurance sales, focusing on life, disability, and long-term care products as an owner of 2.232 JJB, LLC. 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’s investment approach centers on fundamental analysis and developing client-specific policies with ongoing portfolio supervision tailored to individual objectives and tax considerations.

Wesley Llado is a CFA® charterholder with 12 years at First Long Island Investors, LLC and five years of industry experience. He is based in Jericho, NY, and works as part of a seven-advisor team. First Long Island Investors, LLC advises individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations, generally taking on new relationships with at least $5 million in assets. The firm employs a long-term, individually tailored investment approach, utilizing internally managed equity strategies, bespoke fixed-income management, and access to third-party managed accounts.

Jonathan Schott is a financial advisor at Lebenthal Global Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Hofstra University, Wendy's, and Massapequa Public School. Lebenthal Global Advisors serves individuals, high-net-worth clients and their 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 cost to portfolio management clients, utilizing model-based strategies managed by its affiliated sub-adviser.

James Fahey is a financial advisor at Wellington Shields & Co., LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wellington Shields since 2016, following a four-year tenure at Oppenheimer. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory and brokerage account options.

Tyler George is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He collaborates with clients to develop financial plans by first understanding their personal and financial priorities, goals, and values, ensuring the plans align with their objectives. Tyler has held several roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, Financial Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. Prior to joining Fidelity, he was a Client Relationship Associate at The Vanguard Group in 2021. Outside of his professional work, Tyler engages in family activities, fitness, social events with friends, golf, outdoor adventures, and sailing.

Theresa Bilello is a financial advisor with Legacy Edge Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at GWM Advisors, LLC and spent 14 years at TIAA-CREF. 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 strategies based on written Investment Policy Statements and employs a diverse approach that includes fundamental, quantitative, and technical analysis.

Edward Palleschi is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with First Long Island Investors, LLC since 2003 and serves as the firm's Executive Managing Director and a member of its Investment Committee. 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 strategy and manages multiple private funds and pooled vehicles while maintaining affiliated broker-dealer and referral arrangements.

Justin Galluzzo is a financial advisor with Draper Asset Management, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Draper Asset Management, he spent six years in education and four years at SUNY Cortland. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach focused on intrinsic valuation and serves a notable public-sector client base through its Union Partners affiliate.

Salvatore Licata is a financial advisor at Rockline Wealth Management LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at ETF Global from 2016 to 2023. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing portfolio management and retirement plan consulting. The firm manages approximately $749 million in client assets, combining asset-allocation strategies with fundamental and qualitative analysis across various investment instruments.

Thomas Katovitz is a financial advisor with Lebenthal Global Advisors, LLC, holding a Series 63 designation and over 41 years of industry experience. He has been with the Lebenthal organization since 2013, serving in various roles including Chief Compliance Officer and Registered Representative across affiliated entities. 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 through a multi-advisor team.

Brian Foote is a CFA® charterholder affiliated with Miramontes Capital, LLC and holds a Series 63 license. He has been with the firm since 2026 and has over a decade of experience at Broadway Capital Management, LLC and Broadway Capital Advisors, LLC. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management services. The firm utilizes a range of investment approaches, including long-term and short-term trading strategies, ETFs, mutual funds, and options, and serves clients through both discretionary and non-discretionary account management.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.

Janet Doherty is a financial advisor at Vanderbilt Advisory Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at New Century Financial Group, Royal Alliance Associates, and Ids Life Insurance Company. Outside of her advisory role, she serves as trustee for a family irrevocable trust and is involved in fixed annuity insurance sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

James Diver is a CFP® with 10 years of industry experience, currently serving as an advisor at Procyon since 2021. Prior to that, he worked at Pivotal Planning Group, LLC for seven years. He is a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a diverse client base including high-net-worth individuals, families, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates through multiple offices and affiliated businesses, supporting both discretionary and non-discretionary asset management.

Michael Gorman is a financial advisor with Vanderbilt Advisory Services in Summit, NJ, holding 55 years of industry experience. He has been with Vanderbilt Securities since 2003 and is also president of ANTAX Consulting Corp, a tax consulting firm he founded in 1972. Gorman serves as vice president of the Robert & Nancy Brooks Foundation, a private foundation affiliated with one of his tax clients. Vanderbilt Advisory Services serves a diverse clientele including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and various analytical methods, alongside integrated retirement-plan consulting and administration services.

Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at Gladstone since 2017, following eight years at Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Arthur Forget III is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds the Series 63 designation and has prior experience at The Investment Center Inc., LPL Financial, and Capital Financial Planning. Outside of advising, he owns Symmetry Tax Solutions, an accounting services firm, and Sterling Capital LLC, which provides tax preparation and financial advisory services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process using fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.