Katherine Dean Stahl is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Opal Wealth Advisors, LLC. Her prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is involved in women’s empowerment initiatives through Living Your Worth, Inc., where she teaches and speaks on financial independence, and serves on the advisory board of the Silicon Valley Women Founders Fund. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a planning-centric, customized investment process that incorporates proprietary model portfolios, ongoing manager due diligence, and a combination of quantitative and qualitative strategies.

Guy Gorham is a financial advisor with Partners Capital Services, Inc., holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Milestone Financial since 1999. Outside of his advisory role, he is involved in a health insurance referral business through Financial Liberty Group. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts, focusing on both discretionary and non-discretionary arrangements. The firm employs a variety of analysis methods and emphasizes client-directed accounts while facilitating access to third-party money managers.

Greg Re is a financial advisor at Trivium Point Advisory, LLC with 12 years of industry experience and holds a Series 65 designation. He has worked at Paradigm Financial Partners, LLC since 2019 and at Martin, Decruz and Company, LLP since 2005, where he spends the majority of his time as an accountant. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, providing customized portfolio management and financial planning through a combination of internal portfolio construction and external manager recommendations.

Barry Oxford Jr. is a CFA® charterholder with 26 years of industry experience. He currently works at Colliers Securities LLC, where he has been since 2021, following a seven-year tenure at D.A. Davidson & Co. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary wrap programs, utilizing third-party managers for portfolio management and conducting due diligence and client profiling to select appropriate investments.

Nejad Abo Hamzy is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company since 2016. Prior to his advisory role, he was affiliated with the Seawanhaka Yacht Club for one year and spent four years as a full-time college student. 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 approach emphasizes fundamental analysis and client-specific investment policies, with financial planning that integrates retirement, estate, charitable, and multigenerational planning.

Dawn Bodami is a financial advisor at Shulman DeMeo Asset Management, LLC, holding a Series 65 designation with 19 years of experience at the firm. She has been with Shulman DeMeo since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm uses a wrap fee program combining advisory, trade execution, custody, and reporting, and implements portfolios with a mix of index funds, ETFs, individual stocks, and bonds, generally recommending Charles Schwab as custodian.

Philip Malakoff is a financial advisor with First Long Island Investors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with First Long Island Investors since 2007 and serves as Executive Managing Director, Director of Research, and a member of the firm’s Investment Committee. Malakoff also acts as trustee for two trusts. First Long Island Investors, LLC is a boutique wealth management firm that offers discretionary portfolio management and family-office style services to high-net-worth individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation approach through internally managed equity strategies, tailored fixed income allocations, and selective use of partnerships or third-party managers, managing approximately $1.7 billion in discretionary assets across eight advisors.

Michael Kaplan is a financial advisor at Madison Global Advisors LLC with two years of industry experience. He holds the Series 66 designation and has been with Madison Global Partners since 2021. Outside of his advisory role, Kaplan is involved on an as-needed basis with Madison Global Insurance Agency and Crimson Consultants Inc., both non-investment related activities. Madison Global Advisors provides financial planning and portfolio management services to individual clients, including high net worth individuals, as well as institutional plan types. The firm emphasizes asset allocation, diversification, and modern portfolio theory through a combination of fundamental, technical, charting, and cyclical analysis across various asset classes.

Joshua Peteet is a financial advisor with Clear Harbor Asset Management, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked for Bradley, Foster & Sargent, Inc. for 11 years before joining Clear Harbor in 2026. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension plans, trusts, and corporate clients. The firm manages approximately $2.05 billion in assets and utilizes a multi-asset class approach combining fundamental analysis with macro and cyclical perspectives.

Paul Fegan Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked for six years. His career includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, Sanctuary Securities, Bank of America, and Merrill. He also serves as a director for Navis Foundation, Inc., overseeing the activities of the charity. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets, focusing on discretionary investment management, financial planning, and retirement plan advisory services, with an investment approach centered on fundamental analysis and long-term strategies across diversified asset classes.

Jesse Mackey is a financial advisor at 4Thought Financial Group Inc. in Syosset, NY, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 4Thought Financial Group since 2012. In addition to his advisory role, Mackey contributes freelance writing to economics and investment-related publications. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies and supports other advisors through sub-advisory and solicitation arrangements.

Eamon Moran is a financial advisor at Granite Group Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Round Rock Advisors LLC, Wells Fargo Bank, Wells Fargo Clearing Services, and Moody's Corporation. Moran also engages in insurance sales as a non-investment related activity. Granite Group Advisors provides investment management services primarily to high-net-worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm constructs customized portfolios using a combination of quantitative and qualitative analysis and serves as a sponsor and manager of pooled investment vehicles, focusing on sizable clients and plan relationships.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. in Garden City, NY. He holds the CFP® designation and Series 63 license, with 7 years of industry experience. He has been with United Asset Strategies since 2010. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services. The firm serves a broad client base including individuals, trusts, estates, and charitable organizations, managing approximately $2.258 billion in assets with an investment approach focused on diversification, tailored portfolios, and active fixed-income management.

Jeffrey Burke is a CFP® with six years of industry experience, currently serving at Compass Advisors. He has worked previously at CAPTrust, Blank Equity Management, and Long Island Wealth Management. Outside of his advisory role, he is the treasurer and trustee of the Deer Pen Homeowners Association and owns a business called The SUMP LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million across more than 360 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs while also employing individual securities and derivatives to meet tactical and client-specific needs.

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 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New Edge Advisor and TIAA. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, employing a range of investment strategies including fundamental, quantitative, and technical analysis. The firm manages over $1.2 billion in discretionary assets and operates multiple advisory teams across several offices.

Stuart Lempert is a financial advisor at Landmark Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Landmark in 2025, he worked at TD Ameritrade and Charles Schwab, where he spent over two decades in various roles. Lempert serves on advisory boards for Northwell Health/Cohen’s Children Medical Center, Nassau County Police Department Foundation, and is a board member of the Madison Square Boys & Girls Club. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and retirement plans, focusing on customized, primarily long-term portfolios built with mutual funds, ETFs, and individual securities. The firm offers discretionary portfolio management, financial planning, and recently added 401(k) plan management, operating multiple office locations and conducting educational workshops related to retirement services.

James Burns Jr. is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, a firm he has been associated with since 1994. He holds a Series 63 license and is the owner of an insurance sales business, 232 JJB, LLC. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and a variety of institutional clients. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and heritage planning into its strategies.

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.