Richard Ainsberg is a financial advisor with Twenty-First Tailored Solutions, Inc. in Scarsdale, NY, holding a Series 63 designation and bringing 20 years of industry experience. He has worked at Twenty-First Tailored Solutions since 2011 and previously at Twenty-First Securities Corporation and Crito Capital LLC. Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients by providing ongoing investment strategy and portfolio monitoring. The firm specializes in a short-against-the-box (SATB) strategy and offers non-discretionary advice, managing over $515 million in assets for a concentrated client base.

John Litke is a financial advisor with Platform Technology Partners, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Spire Securities, Heritage Strategies LLC, and Mass Mutual, with additional experience in insurance and automotive sectors. He serves as Senior Vice President at Heritage Strategies LLC. Platform Technology Partners provides portfolio management and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach involves client collaboration, diversified allocations across multiple asset types, and active management of pooled vehicles and private funds.

Mark Rathjen is a financial advisor with Prospect Financial Services LLC and holds Series 65 and Series 63 licenses. He has 27 years of industry experience, including positions at LPL Financial, Roberts & Ryan Investments, Inc., Bridgehampton National Bank, and Draper Asset Management. In addition to his advisory role, he owns a business called Next Gen Tests. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios across various asset classes.

Stephen Nicholas is a financial advisor with Platform Technology Partners, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and Boston Scott LLC. He is a board member of First Tee, an organization that organizes educational events for youth focused on college preparation. Platform Technology Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering portfolio management and financial consultation with an investment approach that includes discretionary allocation across multiple investment vehicles and active management of pooled funds and private investments.

Stephan Weinberger is a CFA® charterholder with 19 years of industry experience. He has been with Matrix Asset Advisors Inc since 2010 and previously worked at Armstrong Shaw Associates Inc for 15 years. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm employs a hybrid investment approach combining systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios across multiple equity and fixed income strategies.

James Albanese is a financial advisor with Henley & Company Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Henley & Company in various capacities since 2004, currently focusing on trading and assisting with supervision. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm builds tailored portfolios using multiple analytical approaches and regularly monitors and rebalances accounts.

Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Bank of America. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, focusing on comprehensive portfolio management and retirement plan consulting. The firm emphasizes diversified portfolios that incorporate fundamental, technical, sector, and qualitative analysis, utilizing a range of investment instruments including options and derivatives strategies.

Nathaniel Simkins is a financial advisor with Platform Technology Partners and holds a Series 65 credential. He has four years of industry experience and has worked at Monarch Private Capital, Ursula Capital Partners LP, and Peachtree Investment Solutions. Outside of investment advisory, he serves as president of Horse Creek Trust, a community redevelopment entity focused on Graniteville, SC. Platform Technology Partners serves a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment process centered on client interviews and diversified allocations, and it is notable for its active involvement in pooled investment vehicles and private funds.

Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NatAlliance Asset Management LLC, NatAlliance Securities LLC, and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a patient, custom-tailored investment approach that includes economic and market analysis, fundamental security research, and mutual fund/ETF selection.

Albert Akerman is a financial advisor at R & R Financial Planners, Inc. with 30 years of industry experience. He holds a Series 66 designation and has been associated with RNR Securities, LLC since 2015. Outside of advisory work, he serves as an arbitrator and arbitration panel chairman for the FINRA Dispute Resolution Department and is president of Strategic Management Associates, LLC, a consulting and financial services firm. 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 and high-net-worth clients. The firm provides discretionary portfolio management, comprehensive financial planning, and employs a combination of model portfolios, customized strategies, and options-based approaches while operating with an in-house broker-dealer and insurance distribution capabilities.

Keith Douglas is a financial advisor with United Asset Strategies Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Convera, Lantern Investments, and Foundation Source. United Asset Strategies Inc. offers discretionary investment management, retirement-plan and pension consulting, as well as estate and financial planning to a broad client base including individuals, trusts, charitable organizations, and corporations. The firm manages over $2 billion in assets, employing a diversified investment approach with strategic asset allocation, a four-part equity construct, and active fixed-income management.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.

William Romeo is a CFP® and Series 63 licensed financial advisor with 44 years of industry experience. He has been with R & R Financial Planners, Inc. since 1983 and RNR Securities, L.L.C. since 1997. In addition to his advisory role, he works as an independent insurance agent for Security Mutual Life Insurance Company of NY. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for individual investors, high-net-worth clients, retirement plans, trusts, and non-public corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and uses a mix of model portfolios, customized strategies, and options/derivatives alongside third-party managers.

Philip Palumbo is a CFP® professional affiliated with Palumbo Wealth Management LLC, with 26 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley before joining Palumbo Wealth Management in 2020. He is also involved in insurance sales outside of his advisory duties. Palumbo Wealth Management provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamentals-driven investment approach supplemented by tactical tools, using a range of investment vehicles and maintaining oversight of derivative and options risks.

Patrick Van Roten is a financial advisor with Platform Technology Partners in Woodbury, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also an investment adviser representative of Northeast Private Wealth Management, an SEC-registered RIA. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a notable focus on private fund advisory and sponsorship, including management of pooled investment vehicles subject to PCAOB audits.

Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sun Life and RCN Capital. His background also includes roles in education at The University of Connecticut. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, and individual securities, employing fundamental analysis and ongoing client communication to manage asset allocation.

Marino Patrk is a financial advisor at Hudson Value Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for seven years before joining Hudson Value Partners in 2023. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and may recommend unaffiliated independent managers or private funds, while employing AI tools with human oversight in its investment process.

Anthony Rosa is an investment advisory representative with R & R Financial Planners, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with R & R Financial Planners since 2009 and also operates Tony Rosa Landscaping, a business he has managed since 1978. R & R Financial Planners, Inc. is a team-based SEC-registered advisory firm managing approximately $60.1 million for a diverse client base including individuals, high-net-worth clients, retirement plans, and trusts. The firm provides discretionary portfolio management, comprehensive financial planning, and uses a combination of model portfolios, customized strategies, and derivatives in separately managed accounts.

Christine Nardella is a financial advisor at Opal Wealth Advisors, LLC with four years of industry experience. She previously worked at United Asset Strategies, Inc. for eleven years. Nardella is also licensed as an insurance agent. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm uses a planning-centric, customized investment process that incorporates proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.