Stefan Gollisz is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Flynn Zito Capital Management, LLC. He has four years of industry experience, including prior roles at LPL Financial, LLC. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals and high-net-worth households. The firm provides customized wealth management and investment services, combining discretionary portfolio management with access to LPL-sponsored advisory programs and third-party sub-advisers.

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.

Ryan Haiss is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Flynn Zito Capital Management, LLC. He has been with Flynn Zito since 2012 and also maintains a role at LPL Financial. Haiss contributes financial insights to websites such as MarketWatch and Yahoo Finance on an unpaid basis. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm offers customized wealth management and investment services, combining discretionary portfolio management with sub-adviser solutions and leveraging a hybrid relationship with LPL Financial.

Anthony Bileddo is a Series 65 licensed advisor at Measured Risk Portfolios with one year of industry experience. His prior work includes roles at B&B Direct, Farmingdale State College, and SHRK CPAs. Measured Risk Portfolios provides discretionary portfolio management, financial planning, pension consulting, and financial consulting to a diverse client base including individuals, retirement plans, foundations, trusts, corporations, and other registered investment advisers. The firm’s investment approach combines option-based strategies and fixed income to manage risk and seeks to offer features such as performance-based fees and sub-advisory to an affiliated ETF.

John Griffin is a Certified Financial Planner® with 24 years of industry experience. He has been with Wilmington Capital Securities, LLC since 2015. Outside of his advisory role, he is the sole owner of an LLC that holds a New York City taxi medallion. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a variety of securities and analytical methods, managing approximately $258 million in client assets.

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.

Jeanine Kosakowski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. She has been with United Asset Strategies since 2016. 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 employs a team-based advisory model with an investment approach that includes diversified portfolios, active fixed-income management, and risk management strategies involving options and margin transactions.

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.

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.

Richard Zito is a CFP® with 33 years of industry experience. He has been with Flynn Zito Capital Management, LLC since 2010 and has also worked with LPL Financial since 1997. Outside of his advisory role, he is involved in boat management through FZ Maritime Services, LLC. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and retirement plan consulting, utilizing a hybrid relationship with LPL Financial and a mix of discretionary portfolio management and sub-adviser solutions.

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.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at D.H. Hill Advisors and its related entities since 2015 and has been involved with Capital Growth Corp since 1989, where he also operates as an insurance agent. Additionally, he serves as an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors offers wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, combining discretionary and nondiscretionary investment management with financial planning. The firm employs a range of investment strategies, including tactical asset allocation and tax-aware techniques, while managing assets through both firm-level strategies and advisor-managed custom portfolios.

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.

Samuel Epstein is a financial advisor at Hurwitz Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Financial Services, Inc., Lighthouse Planning LLC, and currently serves as COO of TGI Solar Power, a company focused on smart city construction and environmental monitoring. Epstein also holds leadership roles in geological consulting and serves on the boards of Touro College and Congregation Ohav Zedek. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, utilizing a long-term, low-turnover investment approach centered on asset allocation guided by Modern Portfolio Theory. The firm emphasizes client involvement in setting objectives and maintains a small team structure with an internal continuity governance plan.

Andy Selfors is a financial advisor with United Asset Strategies Inc. in Garden City, NY, where he has worked since 2017. He has five years of industry experience and previously was affiliated with Baruch College from 2016 to 2018. 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 through a team-based advisory model that employs diversified and tailored portfolios combining core holdings, ETFs, options strategies, and active fixed-income management.

Wei Lee is a financial advisor at United Asset Strategies Inc. with four years of industry experience and has been with the firm since 2011. 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 employs a team-based advisory model focused on diversified, tailored portfolios using a variety of investment strategies including options and active fixed-income management.

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.

Stephen Fitzgerald is a financial advisor with The Pinnacle Financial Group, holding a Series 66 credential and six years of industry experience. He has worked with LPL Financial since 2020 and has additional business activities including tax preparation and insurance brokerage. Fitzgerald also maintains employment with the New York City Department of Sanitation. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and corporate entities. The firm employs fundamental analysis and various trading strategies to manage portfolios that typically include mutual funds, equities, bonds, ETFs, and insurance products.

Aaron Laranetto is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, Fidelity Brokerage Services, and AXA Advisors. Laranetto is also involved with SixPoint Financial Partners, an investment advisory firm operating as a DBA. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including actively managed and passive models, alternative investments, and annuity management.