Scott Israel is a financial advisor at Legacy Edge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Tiaa for 22 years and New Edge Advisor for 2 years. Scott is also a passive partner in RSTM Partners, LLC, a real estate investment vehicle. 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 employs a diverse investment approach combining fundamental, quantitative, and technical analysis, managing accounts primarily on a discretionary basis tailored to clients’ risk tolerances and goals.

Stuart Lempert is a financial advisor at Landmark Wealth Management, LLC with 33 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at TD Ameritrade and Charles Schwab for extended periods. Outside of his advisory role, Lempert serves on advisory boards for Northwell Health/Cohen’s Children Medical Center and the Nassau County Police Department Foundation, and is a board member of the Madison Square Boys & Girls Club. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm emphasizes customized, primarily long-term portfolios and offers financial planning, discretionary portfolio management, and 401(k) plan management, with a distinctive approach that includes multiple office locations and educational seminars.

Addison Drummond is a financial advisor at Westco Advisory Services, Inc. in Lynbrook, NY, with six years of industry experience. He holds Series 65 and Series 63 designations and has worked primarily with Westco in various capacities since 2019. Outside of advisory work, Addison is a partner in a rental property business. Westco Advisory Services, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $254 million in client assets, employing customized asset allocation, periodic rebalancing, and a core-and-satellite investment approach.

James Burns Jr. is a CFP® professional with five years of industry experience, affiliated with J.J. Burns & Company. He has been involved with the firm since 1994 and holds an ownership interest in an insurance sales business, 232 JJB, LLC. J.J. Burns & Company provides individualized investment management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities, managing approximately $1.25 billion in discretionary assets with an approach centered on fundamental analysis and client-specific investment policies.

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® professional with 13 years of industry experience. He currently works at J.J. Burns & Company and previously held roles at Fidelity Investments and TIAA-CREF Individual & Institutional Services. Outside of his 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, trusts, pension, and charitable entities. The firm emphasizes fundamental analysis and client-specific investment policies, offering customized financial plans that incorporate retirement, estate, heritage, and charitable 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, TD Ameritrade, and Capital One Sharebuilder. 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 using a team-based advisory model and employs diversified, tailored portfolios with active management techniques including options and fixed-income strategies.

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.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with four years of industry experience. She has been with United Asset Strategies since 2011, totaling 15 years at the firm. 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 uses a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management strategies.

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.

David Carter is a CFA® charterholder with nine years of industry experience. He is currently with J.J. Burns & Company and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire/Lenox Wealth Advisors LLC. J.J. Burns & Company provides individualized investment management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm manages approximately $1.25 billion on a discretionary basis, employing fundamental analysis and tailored asset allocation to align with clients’ objectives and risk tolerances.

Tara Romeo is a financial advisor with R & R Financial Planners, Inc. She holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to her current role, she worked for Professional Physical Therapy for ten years. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plan participants, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of long-term, tactical, and income-oriented strategies, including options and derivatives in separately managed accounts.

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.

Anamika Madan is a CFP® with 19 years of experience in financial advising. She currently works at J.J. Burns & Company and has previously been affiliated with Element Financial Group, Commonwealth Financial Network, Financial Engines Advisors L.L.C., and Charles Schwab. J.J. Burns & Company provides individualized investment management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities, managing approximately $1.25 billion in assets. The firm develops client-specific investment policies using fundamental analysis and offers financial planning on a fixed-fee basis while maintaining co-advisory arrangements with other registered advisers.

Matthew Gutierrez is a CFA® charterholder with seven years of industry experience. He is currently with Gutierrez Wealth Advisory, LLC, where he has worked since 2026. His prior experience includes roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, and consulting services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach centers on strategic asset allocation tailored to client risk profiles, utilizing ETFs, mutual funds, independent managers, and other investment vehicles, with services ranging from stand-alone plans to comprehensive wealth management and digital asset advice.

Jean Riordan is a CFP® professional with 34 years of industry experience, currently serving at Next Level Private LLC. Prior to joining Next Level Private, Riordan worked at firms including Vision Retirement, LPL Financial, Lexco Wealth Management, National Planning Corporation, and Teg Fcu. Riordan is also a licensed insurance agent. Next Level Private advises individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes customized portfolios through ongoing personal contact and a fiduciary duty, utilizing diversified mutual funds, ETFs, individual securities, and tactical strategies with regular account monitoring.