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.

Leon Cherniavsky is a financial advisor at Fairport Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Fairport Advisors since 2012, also having worked at Fairport Capital, Inc. Prior to his current role, he was associated with Fairport Capital from 2008 to 2021. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-high-net-worth clients using model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI-driven analysis.

Sean Rooney is a financial advisor with Prospect Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Pinnacle Financial Group and LPL Financial. Rooney owns Liberty Asset Management, a business entity for tax and investment purposes. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm employs a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.

Jeanine Kosakowski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, holding five years of industry experience. She has been with United Asset Strategies since 2016. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model with an investment approach that includes diversified portfolios, active fixed-income management, and risk management strategies involving options and margin transactions.

Lauro Akira Neuppmann Takata is a financial advisor at Simetria Advisory Group LLC with a Series 65 designation and two years of industry experience. His career includes roles at Brasil Plural Investment Advisor LLC and Sympatheia Advisory LLC, as well as positions in the banking and capital markets sectors. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets, serving individuals, corporations, and institutions through customized portfolio management. The firm employs a research-driven approach, utilizing third-party macroeconomic research and in-house analysis across various asset classes, including equities, fixed income, options, and alternatives.

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.

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 33 years of industry experience. He has been with Flynn Zito Capital Management, LLC since 2010 and has also worked with LPL Financial since 1997. Outside of his advisory role, he is involved in boat management through FZ Maritime Services, LLC. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, primarily individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and retirement plan consulting, utilizing a hybrid relationship with LPL Financial and a mix of discretionary portfolio management and sub-adviser solutions.

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.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has worked at D.H. Hill Advisors and its related entities since 2015 and has been involved with Capital Growth Corp since 1989, where he also operates as an insurance agent. Additionally, he serves as an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors offers wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, combining discretionary and nondiscretionary investment management with financial planning. The firm employs a range of investment strategies, including tactical asset allocation and tax-aware techniques, while managing assets through both firm-level strategies and advisor-managed custom portfolios.

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.

Samuel Epstein is a financial advisor at Hurwitz Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Financial Services, Inc., Lighthouse Planning LLC, and currently serves as COO of TGI Solar Power, a company focused on smart city construction and environmental monitoring. Epstein also holds leadership roles in geological consulting and serves on the boards of Touro College and Congregation Ohav Zedek. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, utilizing a long-term, low-turnover investment approach centered on asset allocation guided by Modern Portfolio Theory. The firm emphasizes client involvement in setting objectives and maintains a small team structure with an internal continuity governance plan.

Andy Selfors is a financial advisor with United Asset Strategies Inc. in Garden City, NY, where he has worked since 2017. He has five years of industry experience and previously was affiliated with Baruch College from 2016 to 2018. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that employs diversified and tailored portfolios combining core holdings, ETFs, options strategies, and active fixed-income management.

Wei Lee is a financial advisor at United Asset Strategies Inc. with four years of industry experience and has been with the firm since 2011. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets and employs a team-based advisory model focused on diversified, tailored portfolios using a variety of investment strategies including options and active fixed-income management.

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.

Kari Timonen is a financial advisor at Fortis Capital Advisors, LLC with 13 years of industry experience. She holds a Series 63 designation and has previously worked with Mass Mutual Investors Services, MassMutual Life Insurance Company, PGLI Insurance, and New York Life. Timonen serves as Board President of her co-op building, Park Slope Owners Corp. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment strategies using both active and passive approaches, including ESG options, with $1.615 billion in discretionary assets under management as of December 31, 2025.

Stephen Fitzgerald is a financial advisor with The Pinnacle Financial Group, holding a Series 66 credential and six years of industry experience. He has worked with LPL Financial since 2020 and has additional business activities including tax preparation and insurance brokerage. Fitzgerald also maintains employment with the New York City Department of Sanitation. The Pinnacle Financial Group provides discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and corporate entities. The firm employs fundamental analysis and various trading strategies to manage portfolios that typically include mutual funds, equities, bonds, ETFs, and insurance products.

Aaron Laranetto is a financial advisor at RFG Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, Fidelity Brokerage Services, and AXA Advisors. Laranetto is also involved with SixPoint Financial Partners, an investment advisory firm operating as a DBA. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, including actively managed and passive models, alternative investments, and annuity management.

Alison Motroni is a financial advisor at Abacus Wealth Partners with five years of industry experience. She holds a Series 65 credential and previously worked at Align Impact for seven years and Stryker for four years. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and charitable organizations. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional integration of ESG screening and private pooled vehicles for qualified clients.