Michael Riccardi is a CFP® with seven years of industry experience and has been with United Asset Strategies Inc. for 16 years. He holds a Series 63 license and operates out of Garden City, NY. Outside of his advisory role, Riccardi is involved in insurance sales through United Financial Group, Ltd. United Asset Strategies Inc. manages approximately $2.22 billion in client assets, offering discretionary investment management, retirement-plan consulting, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a team-based advisory model and emphasizes diversified, tailored portfolios utilizing various investment strategies including options and active fixed-income management.

Jeffrey Burke is a CFP® professional at Compass Advisors with six years of industry experience. Prior to joining Compass Advisors in 2019, he worked at Blank Equity Management, LLC and Long Island Wealth Management, Inc. Outside of his advisory role, he serves as Treasurer and Trustee of the Deer Pen Homeowners Association and owns The SUMP LLC. Compass Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $644 million in client assets and employs a long-term, diversified investment approach that includes the use of options within managed accounts.

Christopher Rossetti is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022, with prior experience at Sector Financial and roles at Tufts University and St. Joseph High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters, utilizing index funds, ETFs, and selective alternative investments consistent with client objectives.

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 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 34 years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory work, Lempert serves on the advisory board for Northwell Health's Cohen Children’s Medical Center, is a board member of the Madison Square Boys & Girls Club, and participates on the advisory board of the Nassau County Police Department Foundation. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks and bonds, and offers retirement plan management along with educational seminars and fiduciary services.

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.

James Moore is a CFP® with eight years of industry experience, currently serving as a financial advisor at WJL Financial Advisors since 2017. Prior to joining WJL, he worked at Vitec for five years. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm uses an academic-based investment approach centered on low-cost, passively managed funds and emphasizes client approval for trade execution, combining tax planning with non-discretionary portfolio guidance.

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.

Michael Panella is a financial advisor with CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Advisors LLC, and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients with non-discretionary portfolio management, pension consulting, and financial planning. The firm emphasizes individualized investment policy statements, asset allocation, and manager selection, with a notable focus on advisory services for retirement plans.

Andrew Urbanski is a financial advisor at N10° Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of advising, Andrew has engaged in freelance modeling. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach using a range of asset types and analytical methods, while leveraging third-party managers and technology platforms for portfolio implementation and management.

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.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bay Colony Advisors since 2018, following two years at Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with a range of financial planning and portfolio management services. The firm’s investment process emphasizes fundamental analysis and a long-term approach, complemented by model portfolios and third-party sub-advisers, and offers family-office and concierge services alongside institutional retirement plan management.

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.

Brendan Blaney is a financial advisor at Tortoise Investment Management, LLC with 15 years at the firm and four years of industry experience. He is based in New York, NY. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as retirement and estate planning when requested by clients.

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.

William Nichols is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Cantor Fitzgerald & Co. Nichols serves on the board of Kingston Healthcare, a healthcare organization based in Toledo, Ohio. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm builds individualized portfolios using a combination of active and passive strategies, ESG screening, and derivative instruments, and is known for its participation in the Dynasty network and use of specialized order-management tools for held-away workplace accounts.