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.

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.

Anamika Madan is a CFP® professional with 19 years of experience in the financial services industry. She currently works at J.J. Burns & Company and has held prior roles at Element Financial Group, Commonwealth Financial Network, Financial Engines Advisors, Charles Schwab bank, Charles Schwab & Co., Inc., and Fidelity. 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 emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, charitable, and multigenerational planning into personalized financial roadmaps.

Ricky Bathija is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, where he has been employed since 2007. The firm operates as a team with seven advisors based in Melville, NY. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and legacy planning into its financial strategies.

Steven Aibel is an advisor at SB Advisory, LLC with 12 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill, and KN Capital. Outside of his advisory work, he serves as trustee of his children’s trust. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing over $1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice using a range of investment strategies including mutual funds, ETFs, undervalued equities, and third-party managers.

Peter Devlin is a financial advisor at Aurora Private Wealth, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Aurora Private Wealth since 2017. Devlin also serves as a relationship manager for Standard Pension Services, LLC, where he provides retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.

Cole Flynn is a financial advisor at Flynn Zito Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, ALPS Distributors, and GraniteShares Inc. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with comprehensive wealth management, investment management, financial planning, and retirement consulting services. The firm employs a variety of investment strategies based on fundamental and technical analysis and operates as a team of seven advisors within LPL Financial’s hybrid RIA program.

Aidan Rooney is an advisor at Prospect Financial Services LLC with Series 63 and Series 66 credentials. He has been in the financial industry since 2025, working at firms including LPL Financial LLC and Cboe Global Markets. Rooney also has experience in academic and community settings, having spent time at Bates College and Fire Island Ferries. Prospect Financial Services LLC provides discretionary investment management and comprehensive wealth planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes.

Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Yoel Landau is a CFP® professional with two years of experience at Park Avenue Investment Advisory, LLC and over 19 years at Guardian Life Insurance Company. He is based in Brooklyn, NY. Outside of his advisory role, he dedicates time to the LCRL Family Foundation, a nonprofit organization. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base that includes individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and offers additional services such as financial planning and business exit consulting.

Xing Wang is a financial advisor at Bluesphere Advisors LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Light Horse Securities, Inc., Score Priority Corp., Just2Trade, Inc., and Whotrades FX, LLC. Outside of his advisory role, Wang serves as an executive committee member at Ainvest Fintech Inc., where he assists with business strategy and product planning. Bluesphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management as well as financial planning and business-transition consulting. The firm emphasizes a long-term, portfolio-driven approach using institutional mutual funds and ETFs alongside equities and fixed income, incorporating margin and options strategies for portfolio construction and risk management.

Ukamaka Onyekelu Eze is a financial advisor at Atwood Financial Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Atwood, she worked at Financial Gym for four years and has been associated with the Research Foundation of CUNY since 2007. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities by providing comprehensive financial planning, consulting, and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold strategy, and risk assessment through advisor-client discussions, operating with fixed and hourly fee arrangements and offering additional services such as a branded finance app and educational workshops.

Shane Miller is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding Series 63 and Series 65 registrations. He has 25 years of industry experience, including prior roles at TD Ameritrade Investment Management, TD Ameritrade, Chase Investment Services Corp., and BNY Mellon Securities Corporation. United Asset Strategies Inc. provides discretionary investment management, retirement-plan consulting, estate and financial planning to a diverse client base that includes individuals, trusts, charitable organizations, and corporations. The firm emphasizes diversification and tailored portfolios, utilizing strategic asset allocation alongside active fixed-income management and a multi-part equity strategy.

Jeffrey Lew is a Series 65 licensed financial advisor with First American Asset Advisory, LLC, where he has worked since 2018. He has a total of six years of industry experience and previously spent 18 years at Energex. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, using a combination of fundamental, technical, and cyclical analysis to create tailored portfolios. The firm offers both discretionary and non-discretionary services, including participation in a wrap-fee program, with ongoing monitoring and regular portfolio reviews.

David Frisch is a CFP® and PFS™ with 23 years of industry experience. He has been with Frisch Financial Group, Inc. since 1999. Frisch Financial Group is a registered investment adviser managing approximately $931.6 million for about 601 clients. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, as well as financial planning and consulting.

Robert Rom is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Legacy Edge Advisors and previously spent over two decades at TIAA. Outside of his advisory role, he is a partner in RSTM Partners, LLC, a real estate investment entity. 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 policies and employs a mix of fundamental, quantitative, and technical strategies across a range of asset classes.