Andrew Ribbens is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Vision Financial Markets, CVS, Zodys At Sterling, and the University of Connecticut. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach emphasizes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, complemented by income strategies such as covered-call writing and fixed-income allocations.

Kevin Hansley is a CFP® professional with 39 years of experience in financial advisory. He currently works at Vantage Financial Group, Inc., where he has been since 2014. His prior experience includes roles at Cetera Wealth Services, LLC, IFG Russell Advisors Inc, American Financial Management Group, Ltd., UBS Financial Services, and Northwestern Mutual Investment Management. He serves as president of a condominium association, a role involving board leadership and meeting management. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets and offers a range of services including portfolio management, financial planning, consulting, and retirement plan consulting, using both discretionary and non-discretionary strategies tailored to client objectives.

Michael Hartzman is a CFP® with 33 years of industry experience, currently serving at Lebenthal Global Advisors, LLC since 2017. He has held various roles within the Lebenthal organization since 2005, including positions at Lebenthal Wealth Planning, Inc. and Lebenthal Financial Services, Inc. Hartzman hosts The Lebenthal Report Podcast, a non-investment related radio broadcast. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

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.

Eric Nelkin is a financial advisor at Madison Global Advisors LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Shipt and Saf-t-swim. Outside of his advisory role, he is involved with Madison Global Insurance Agency and U Need It We Got It Services Inc., both non-investment related businesses. Madison Global Advisors LLC is a team-based registered investment adviser serving individuals, trusts, nonprofits, corporations, and retirement plans. The firm manages approximately $71 million and uses asset allocation and diversification strategies, including fundamental, technical, charting, and cyclical analysis, to tailor portfolios to clients’ goals and risk tolerance.

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.

Alexander Tucker is a financial advisor at Greenwich Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwich Advisors, he worked at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses, using a range of analytical methods and a willingness to employ complex and alternative investment instruments.

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.

Amanda Khait is a financial advisor at Lebenthal Global Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has been with Lebenthal Financial Services, Inc. and Lebenthal Global Advisors since 2015 and 2019, respectively. In addition to her advisory role, she is a licensed independent insurance producer specializing in life and annuity products. 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 across a multi-advisor team.

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.

Frank Loria is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with various Lebenthal entities since 2013, including Lebenthal Diversified Asset Management and Lebenthal Financial Services, Inc. Loria is also a licensed independent insurance producer specializing in life and annuities. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, managing approximately $820 million in assets. The firm offers customized and model portfolios, financial planning, and pension consulting through a multi-advisor team, integrating advisory, brokerage, and insurance services.

Edward Cahill is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Partners Capital Services since 2003 and American Capital Partners since 2002. Cahill is also president of Century Management, LLC, an outside business activity unrelated to investment advisory services. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets through a team of 12 advisors. The firm offers personalized investment policies and employs various strategies including fundamental and technical analysis, options strategies, and the use of third-party money managers.

Thaddeus Cook is a financial advisor at Searle & Co. with 48 years of industry experience. He has been with Searle & Co. for 35 years and has also worked at Securities Research, Inc. since 1984. Cook serves as a trustee for The Shearman Foundation, where he assists with trust oversight and administrative duties. Searle & Co. provides portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a team-based approach, using a combination of fundamental, technical, and charting analysis to tailor investment advice to client objectives and risk tolerances.

Michael Cowell is a financial advisor at Night Owl Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Night Owl since 2021, following prior roles at Vista Highland, Fairfield University, and Fordham University. Night Owl Capital Management provides discretionary investment management to high-net-worth individuals and institutional clients through separately managed accounts and private pooled vehicles. The firm focuses on concentrated, long-term public equity investments primarily in mid- and large-cap companies, emphasizing valuation discipline and low turnover.

Lawrence Just is a financial advisor at Partners Capital Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including American Capital Partners, LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as president of PELUT Devices Inc. and is on the executive board of the St. Catherine of Siena Foundation. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts and uses both discretionary and non-discretionary arrangements, incorporating a range of investment strategies and third-party manager reviews.

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.

Jonathan Smith is a Series 65-licensed financial advisor with 28 years of industry experience. He has worked at Baxter Brothers Inc. since 2000. Baxter Investment Management provides discretionary portfolio management to individuals, corporate pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes long-term, company-level research with a value/GARP orientation and offers tailored advice with discretionary implementation.