Sean Rooney is a financial advisor at Prospect Financial Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pinnacle Financial Group, LPL Financial, and Oppenheimer. Rooney also owns Liberty Asset Management, a separate business entity for tax and investment purposes. 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 uses a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios across various asset classes.

Joseph Blaney is a financial advisor at Next Level Private LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of the Joe Namath Foundation, a charitable organization supporting children's charities and neurological research, and serves as CEO of Broadway Joe Media, a media and marketing company associated with Joe Namath. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a long-term investment approach with diversified portfolios and combines fundamental and technical analysis alongside regular client reviews.

Jeanine Kosakowski is a financial advisor with United Asset Strategies Inc. in Garden City, NY, where she has worked for 10 years. She holds relevant credentials and has five years of industry experience as an advisor. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, trusts, business entities, and charitable organizations. The firm manages over $2 billion in client assets and employs a diversified investment approach that combines strategic asset allocation, active fixed-income management, and tailored portfolios.

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.

James Fahey is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Wellington Shields since 2016 and previously held positions at Oppenheimer and Merrill. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with third-party manager selection and various investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

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.

David Price is a CFP® professional with 13 years of industry experience. He is a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked since 2020. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Sanctuary Securities Inc., Bank of America, Merrill, Great Point Capital, and Quincy Wells Capital. Price also serves as a director for Navis Foundation, Inc., overseeing the foundation's activities. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, financial planning, and retirement advisory services with a focus on fundamental analysis and long-term strategies using diversified investments, including mutual funds, ETFs, equities, bonds, alternatives, and options.

Richard Zito is a CFP® with 34 years of experience in the financial industry. He has been with Flynn Zito Capital Management, LLC since 2010 and has concurrently worked at LPL Financial since 1997. Outside his advisory work, he is involved in boat management through a separate business, FZ Maritime Services, LLC. Flynn Zito Capital Management serves individuals, high net worth clients, and employer plan sponsors with services including wealth management, investment management, financial planning, and retirement plan consulting. The firm’s investment approach incorporates fundamental and technical analysis and employs diverse strategies tailored to client objectives, operating as a team of seven advisors within LPL Financial’s hybrid RIA program.

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 credentials and bringing 33 years of industry experience. He has been with D.H. Hill Advisors since 2015 and has previous experience at Horter Investment Management and Capital Growth Corp, where he also operates as an insurance and financial asset manager. Additionally, he serves as an insurance agent for Omni Financial & Insurance Services. D.H. Hill Advisors provides wealth-management services, including financial planning and investment management for individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs multiple investment strategies overseen by an Investment Committee and offers access to alternative investments and insurance-related advice.

Andy Selfors is a financial advisor at United Asset Strategies Inc. with nine years at the firm and five years of industry experience. He also worked at Baruch College from 2016 to 2018. United Asset Strategies Inc. provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning to individuals and various institutional clients. The firm manages over $2 billion in assets and employs a diversified investment approach that includes strategic asset allocation, equity constructs, and active fixed-income management.

Isaac Goldowitz is a financial advisor at Natural Investments with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and Manulife Securities. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts.

Wei Lee is a financial advisor at United Asset Strategies Inc. with five years of industry experience. He has been with United Asset Strategies since 2011, totaling 15 years at the firm. United Asset Strategies provides discretionary investment management, retirement-plan and pension consulting, and estate and financial planning services to individuals, plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $2.258 billion in client assets and emphasizes diversification and tailored portfolios through strategic asset allocation combined with a multi-part equity strategy and active fixed-income management.

Ginger Romero Pardlo is a financial advisor with TSA Management Inc and holds a Series 66 designation. She has 18 years of industry experience and has been with Halliday Financial, LLC since 2015. Outside of her advisory role, she serves as Treasurer for the American Community School of Abu Dhabi PTA and as a temporary assistant to the Managing Director at Pall Mall Consultancy. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, focusing on strategic asset allocation and a mix of fundamental, qualitative, and technical analysis. The firm manages a diversified range of securities and is notable for its high assets under management per advisor within a small team.

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.

Loren Bailey is a financial advisor at Lifemark Securities Corp. with 30 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. His prior experience includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he also serves as an independent insurance agent specializing in Medicare insurance and works part-time as a caregiver. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and advisory services tailored through risk assessments, with accounts managed on either a discretionary or non-discretionary basis.

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 worked previously at Mass Mutual Investors Services, Massmutual Life Insurance Company, PGLI Insurance, NYLife Securities LLC, and New York Life. Timonen serves as Board President of Park Slope Owners Corp, a cooperative housing organization. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio management that incorporates passive, active, tactical, and ESG-aware strategies, and provides additional services including financial planning, retirement consulting, and cash management.

Raymond Pruzinsky is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has worked at SeaCrest Wealth Management since 2016 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. In addition to his advisory roles, he is also licensed to provide non-variable insurance policies to clients. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis.

Alison Motroni is a financial advisor at Abacus Wealth Partners with six years of industry experience. She holds a Series 65 designation and has previously worked at Field Guide Advisory, Align Impact, and Stryker. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach focused on academic research and integrates ESG screening and private pooled vehicles into client portfolios.