Ziyah Esbenshade is a CFP® with 27 years of experience in financial services. She is currently with Trivium Point Advisory, LLC and LPL Financial, having previously worked at Ameriprise Financial Services, Inc. for 13 years. She is also involved with affiliated businesses related to tax preparation and insurance through Trivium Point. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm with approximately $1.63 billion in assets under management, serving a range of clients including individuals, high-net-worth clients, family offices, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning, combining internal portfolio construction with external manager recommendations and regularly reviewing client portfolios.

Andrew Steginsky is the sole advisor at Steginsky Capital LLC, located in Port Washington, NY, with 23 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Since founding Steginsky Capital in 2000, he has served clients through discretionary investment advisory and portfolio management. Outside of his advisory role, he serves as a director overseeing investments for Friday USA LLC, a private investment company. Steginsky Capital LLC provides discretionary portfolio management and limited non-investment consulting services to individuals, trusts, estates, charitable organizations, and corporate plans, including international clients. The firm employs a fundamental, long-term buy-and-hold investment approach with concentrated equity positions and manages accounts on a discretionary basis.

Brendan Blaney is a financial advisor at Tortoise Investment Management, LLC with 15 years at the firm and four years of industry experience. He is based in New York, NY. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as retirement and estate planning when requested by clients.

James Millington is a CFP® professional with 26 years of industry experience. He has worked at Landmark Wealth Management, LLC since 2021 and spent 11 years at Fidelity prior to that. James holds Series 63 and Series 65 licenses. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and recently added 401(k) plan management, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual securities, and options strategies as appropriate.

Rosemary Taverna is a financial advisor at Sovereign Financial Group, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sovereign Financial Group since 2020, following a 20-year tenure at CommonWealth Financial Network. She also operates The Taverna Group, where she provides fixed annuity and property casualty insurance sales, and serves as a notary public. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative investment strategies through its Align Alternative Access Fund.

Stephanie Scarlata is a financial advisor at Next Level Private LLC with 35 years of industry experience. She holds Series 63, Series 66, and Series 65 designations, and previously worked at UBS Asset Management for 23 years. Next Level Private LLC offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, supported by both fundamental and technical analysis along with regular portfolio reviews.

Robin Bischoff is a financial advisor at United Asset Strategies Inc. with five years of industry experience. She has been with United Asset Strategies since 2011, contributing to the team for 15 years in total. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, as well as estate and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm manages over $2.25 billion in assets, with an investment approach that emphasizes diversification, tailored portfolios, and active fixed-income management.

William Nichols is a financial advisor with PUREfi Wealth, LLC, holding Series 63 and Series 66 registrations and 32 years of industry experience. He previously worked at Wells Fargo Clearing for seven years. Nichols serves as a board member for Kingston Healthcare in Toledo, Ohio. PUREfi Wealth serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a broad range of investment tools and incorporates derivatives and structured products within its strategies, managing institutional-scale assets with a team of nine advisors.

Dylan Klein is a CFA® charterholder with eight years of experience in the financial industry. He has been with First Long Island Investors, LLC since 2018 and previously worked at Hofstra University from 2014 to 2018. 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 approach and manages multiple private funds while maintaining an affiliated broker-dealer and various fee-sharing arrangements.

Spencer Cooper is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with RZH Advisors LLC since 2012. RZH Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations, offering fee-based wealth management, discretionary investment management, and standalone financial planning and consulting. The firm manages approximately $2.1 billion in assets and incorporates strategies including Dimensional Fund Advisors (DFA), with a focus on diversified asset allocation and ongoing account reviews.

Dara Johnson is a financial advisor at Hampshire Family Office with 25 years of industry experience and holds a Series 66 designation. She has worked at Hampshire Family Office since 2022 and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of her advisory role, she is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services primarily for high-net-worth individuals, families, trusts, and institutional clients. The firm combines active and passive strategies across multiple asset classes and tailors portfolios to clients’ objectives and risk profiles.

Tara Romeo is a financial advisor at R & R Financial Planners, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at RNR Securities, LLC since 2019. Prior to her career in finance, she spent ten years at Professional Physical Therapy. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base, including individual investors, high-net-worth individuals, retirement plan participants, trusts, and non-public corporations. The firm combines discretionary portfolio management, financial planning, third-party manager oversight, and annuity product management with an operational mix that includes broker-dealer affiliation and the use of options and derivatives alongside model and customized strategies.

Robert Dalldorf is a financial advisor at Clear Harbor Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for 30 years at Falcon Capital Management, Inc. before joining Clear Harbor in 2024. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base, employing a multi-asset class approach that combines bottom-up fundamental analysis with top-down macro and cyclical views.

David Katz is a CFA® charterholder based in White Plains, NY, with five years of industry experience. He has been with Matrix Asset Advisors Inc since 1986, a firm where he works as part of a team of five advisors. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion across individual and institutional clients. The firm employs a combination of systematic quantitative screening and fundamental research to build concentrated, risk-controlled portfolios and offers large-cap value, dividend-income equity strategies with ESG overlays, high-quality fixed income, and wealth management services.

Neal O Sullivan is a financial advisor at Prospect Financial Services LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and FBN Securities, Inc. Outside of his advisory work, he volunteers as a basketball coach with St. Rose Basketball (CYO) in Massapequa, NY. 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’s investment approach combines fundamental and technical analysis to build diversified portfolios, with an emphasis on long-term strategies and client-specific needs.

Matthew Northrop is a CFP® with 12 years of industry experience, currently serving as an advisor at Main Street Research LLC since 2024. His prior experience includes six years at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across about 1,018 client relationships. The firm offers comprehensive financial planning and discretionary investment management through a multi-advisor team, utilizing a rigorous investment policy process that incorporates fundamental, quantitative, and technical analysis.

Jennifer Weber is a CFP® and holds a Series 66 designation with 10 years of industry experience. She has worked at Weber Asset Management, Inc. since 2018 and previously spent six years at Morgan Stanley. Weber Asset Management provides discretionary investment management and financial planning services to individuals, corporations, and retirement plans. The firm constructs custom portfolios primarily using Fidelity no-load mutual funds and emphasizes thorough analysis and regular performance reporting, including quarterly and annual performance statements and market outlooks.

Gregory Lethbridge is an investment advisor representative with The Wealth Alliance, LLC and holds a Series 65 designation. He has been in the financial industry since 2024, with prior experience at Purshe Kaplan Sterling Investments, Inc. Outside of advisory work, he has held various roles including positions at FedEx Ground and Edge Case Capital Partners. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and frequently implements strategies through third-party platforms and independent managers.

Anamika Madan is a CFP® professional with 19 years of experience in the financial services industry. She currently works at J.J. Burns & Company and has held prior roles at Element Financial Group, Commonwealth Financial Network, Financial Engines Advisors, Charles Schwab bank, Charles Schwab & Co., Inc., and Fidelity. 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 emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, charitable, and multigenerational planning into personalized financial roadmaps.

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.