Mark Snyder is a financial advisor at Snyder Wealth Group with the ChFC® designation and over 45 years of industry experience. He has held leadership roles at several firms including Long Island Financial Advisors, Inc. and runs his own entity, Mark J Snyder Financial Services Inc. Outside of his advisory work, he serves on the Stony Brook University School of Business Dean’s Advisory Board, is Treasurer of the JTM Foundation Board, and participates in community organizations such as the Rotary Club and the Boy Scouts. Snyder Wealth Group provides discretionary investment advisory services and retirement planning to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs asset-allocation strategies using a range of investment vehicles and manages approximately $382 million in assets across a six-advisor team.

John Passaro is a financial advisor with Snyder Wealth Group, holding a Series 63 license and bringing 37 years of industry experience. His prior roles include positions at Long Island Financial Advisors, Inc. and Royal Alliance Associate, Inc. Outside of his advisory work, he is an author and manages a sports card buying and selling hobby. He also provides personal caregiving for his daughter who requires 24-hour care. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management and consulting services. The firm customizes asset allocations based on client objectives and risk profiles, utilizing various investment vehicles and technology platforms to manage portfolios.

Christopher Ippolito is a financial advisor with Snyder Wealth Group in Medford, NY, holding a Series 66 designation and eight years of industry experience. He has worked at Royal Alliance Associates since 2017 and is also the Director of Portfolio Management at Mark J. Snyder Financial Services, where he is involved in securities research, portfolio analysis, and client meetings. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting tailored to clients’ objectives and risk profiles. The firm uses various investment vehicles and program platforms to construct and manage portfolios, serving over 1,700 clients from five offices.

Alan Tanenblatt is a financial advisor with Snyder Wealth Group, bringing 54 years of industry experience. His career includes roles at Mark J Snyder Financial Services Inc, Long Island Financial Advisors, Inc., and Royal Alliance Associates, Inc. He also provides college financial aid planning services through Long Island Financial Advisors Inc. and acts as a broker for various life and health companies and fixed annuities. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and retirement consulting. The firm customizes asset allocations based on client objectives and risk profiles, utilizing a range of investment vehicles and technology platforms to manage portfolios.

Barry Phillips is a financial advisor with Snyder Wealth Group in Great Neck, NY, holding a Series 63 designation and 33 years of industry experience. His prior work includes roles at OSAIC, Snyder Wealth Management, Long Island Financial Advisors, Inc., and Royal Alliance Associates, Inc. Snyder Wealth Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting tailored to clients’ objectives and risk profiles. The firm uses various investment vehicles and technology platforms to manage portfolios and serves a large client base across five offices.

Dillon Szmala is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Wealth Advisory Group LLC, JTs on the Bay, and SUNY Geneseo. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a variety of investment vehicles and third-party platforms.

Brian Reynolds is a financial advisor with Capital Analysts, holding a Series 63 designation and 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life for eight years and has been with Capital Analysts and Lincoln Investment since 2024. Outside of his advisory role, Reynolds volunteers in marketing for the Peconic Hockey Foundation and operates a sole proprietorship selling collectibles. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and its in-house Investment Management & Research team.

Richard Russo Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Advisory Services Network. His prior experience includes long-term roles at Triad Financial Inc. and Montuori & Associates. Outside of advisory services, he oversees tax and accounting services at Long Island Financial Services Group and is a licensed independent insurance agent in New York. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances, utilizing diverse investment vehicles and flexible engagement models.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge Asset Management since 2016 and also has extensive tenure at Bisys dating back to 1996. Outside of advising, she is the founder and president of a nonprofit women's group called POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a mix of portfolio management approaches, including third-party models and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.

Erica Keane is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. She holds the Series 66 designation and previously worked at American Portfolios and OSAIC. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

Marc Silverstein is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of advisory work, he is president of MAS Group, Inc., a property and casualty insurance business. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, customized portfolios, and retirement-plan advice through a network of independent advisors. The firm combines discretionary investment management by its in-house team with non-discretionary solutions and utilizes a proprietary mutual fund screening process called CAPSL.

Melissa Pavone is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Forefront and Mindful Financial Partners. She previously worked at Oppenheimer & Co for 11 years. Outside of her advisory work, Melissa is involved with Money Matters in Marriage, where she helps couples improve communication about finances, and she founded Mindful Divorce Partners, which focuses on divorce financial analysis. Forefront Wealth Partners is a team-based adviser serving individuals, business owners, and corporate clients through discretionary investment management and comprehensive financial planning. The firm offers customized portfolios and integrates related services such as tax and estate coordination to address a wide range of client needs.

Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to his advisory role, he is licensed as an insurance agent/broker, providing health, life, disability, long-term care insurance, and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and internal investment management using proprietary screening and model portfolio construction.

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Thomas Desroches is a financial advisor with PlanMember Securities Corporation, holding a Series 66 credential and eight years of industry experience. His career includes roles at Pruco Securities, The Prudential Insurance Company of America, and Axa Advisors. Outside of finance, he works as a garden assistant at Stew Leonard's Grocery Store and coaches youth basketball and soccer with Programs 4 All Kids. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Kimberly Janowski is a financial advisor at PlanMember Securities Corporation with two years of industry experience. She holds a Series 66 designation and has worked with PlanMember and Mutual Inc. since 2023. Outside of advisory work, she is involved with Cado Capital LLC, where she provides tax preparation and related services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

Mark Milano is affiliated with PlanMember Securities Corporation and holds a Series 66 designation. He has experience working with Mutual Inc./Daybright, PlanMember Securities Corporation, and Manhattan Beer Distributors. Outside of his advisory role, Milano has also worked in other industries including beverage distribution and valet services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services such as seminars and personalized retirement planning.

Michael Faraci is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. In addition to his advisory work, Faraci has served as a math teacher at Manhasset Union Free Schools since 1996 and provides private math tutoring. He also chairs the Manhasset Benefits Trust, which administers benefits to union members. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, complemented by education and support services for plan sponsors and participants.

Michael Geisen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.