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 at Prospect Financial Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pinnacle Financial Group, LPL Financial, and Oppenheimer. Rooney also owns Liberty Asset Management, a separate business entity for tax and investment purposes. 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 uses a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios across various asset classes.

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, where she has worked for 10 years. She holds relevant credentials and has five years of industry experience as an advisor. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, business entities, and charitable organizations. The firm manages over $2 billion in client assets and employs a diversified investment approach that combines strategic asset allocation, active fixed-income management, and tailored portfolios.

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.

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.

Richard Zito is a CFP® with 34 years of experience in the financial industry. He has been with Flynn Zito Capital Management, LLC since 2010 and has concurrently worked at LPL Financial since 1997. Outside his advisory work, he is involved in boat management through a separate business, FZ Maritime Services, LLC. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with services including wealth management, investment management, financial planning, and retirement plan consulting. The firm’s investment approach incorporates fundamental and technical analysis and employs diverse strategies tailored to client objectives, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.

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 for seven years. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing portfolio management and retirement plan consulting. The firm combines asset allocation strategies with fundamental and qualitative analysis across various investment instruments and manages roughly $749 million in client assets with a four-advisor team.

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.

Andy Selfors is a financial advisor at United Asset Strategies Inc. with nine years at the firm and five years of industry experience. He also worked at Baruch College from 2016 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to individuals and various institutional clients. The firm manages over $2 billion in assets and employs a diversified investment approach that includes strategic asset allocation, equity constructs, and active fixed-income management.

Wei Lee is a financial advisor at United Asset Strategies Inc. with five years of industry experience. He has been with United Asset Strategies since 2011, totaling 15 years at the firm. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $2.258 billion in client assets and emphasizes diversification and tailored portfolios through strategic asset allocation combined with a multi-part equity strategy and active fixed-income management.

Rachel Gentz is a financial advisor at Verity Asset Management with seven years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Menna Wealth Planning Group and The Prudential Insurance Company of America. Outside of her advisory role, she serves as President and Owner of Rachel A Menna Advisors Inc. Verity Asset Management is a multi-team SEC-registered advisory firm overseeing approximately $1.15 billion and serving a diverse client base, including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process emphasizing tactical asset allocation and offers a range of services, including discretionary portfolio management, retirement plan consulting, and sub-advisory arrangements.

Ginger Romero Pardlo is a financial advisor with TSA Management Inc and holds a Series 66 designation. She has 18 years of industry experience and has been with Halliday Financial, LLC since 2015. Outside of her advisory role, she serves as Treasurer for the American Community School of Abu Dhabi PTA and as a temporary assistant to the Managing Director at Pall Mall Consultancy. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, focusing on strategic asset allocation and a mix of fundamental, qualitative, and technical analysis. The firm manages a diversified range of securities and is notable for its high assets under management per advisor within a small team.

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.