Christine Parisi is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at R.W. Rogé & Company, Inc. since 2018 and previously held roles at Cadaret, Grant & Co., Inc. and RLB Wealth Planning, Inc. from 2015 to 2018. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and other institutional clients. The firm employs a combination of strategic asset-allocation modeling based on Modern Portfolio Theory and a bottom-up, value-oriented equity selection process through its proprietary ResearchEdge due-diligence methodology.

Ashley White is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc., bringing one year of industry experience. Prior to joining Federmann Financial Advisors in 2022, White worked five years at Coastline Wealth Management and spent six years at North Country Limousine. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of long-term, short-term, and trading strategies across bonds, mutual funds, and ETFs, and offers in-house tax preparation services through its CPA and enrolled agent.

Joseph Storzinger is a financial advisor at IBN Advisory Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Ameriprise Financial Services, Inc. and Zing Financial, Inc. Outside of his advisory work, he serves on the board of JSJ Energy Ventures, Inc., an energy consulting firm, and acts as a strategic advisor for Harlem Standard Equity. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple internal investment teams and allocates assets to proprietary and third-party strategies based on individualized investment policy statements.

Anton Gerdes is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Madison Global Advisors since 2018 and previously worked at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory role, he is involved in a non-securities consulting business called CADAT Corp. Madison Global Advisors provides financial planning and portfolio management services to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, employing multiple analytical approaches across various asset classes.

Brian Rockowitz is a financial advisor at Madison Global Advisors LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Aegis Capital Corp. and Madison Global Partners, LLC. Outside of his advisory role, he serves as president of BDR Group, Inc., a business established for income tax purposes, and is involved in insurance sales through Prestige Insurance. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, offering both discretionary and non-discretionary investment management services.

Kevin Moloney is a financial advisor at Independent Investors Inc with 22 years at the firm and 5 years of industry experience. He works in the Nesconset, NY office as part of a two-advisor team. Independent Investors Inc provides discretionary portfolio management services to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations. The firm utilizes fundamental analysis combined with outside research and technical analysis to build diversified portfolios tailored to client preferences, employing a long-term investment approach alongside opportunistic short-term trading.

Matthew Stendardi is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients, focusing on non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes individualized investment policy statements, manager selection, and quarterly performance reviews, with a significant advisory role in 401(k) plans.

Nicholas Lucas is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at the Maurice A. Deane School of Law at Hofstra University and a brief position at Salt Shack. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach and serves public-sector employees through its Union Partners program.

Margaret Moloney is a financial advisor at Independent Investors Inc with five years of industry experience. She works alongside one other advisor at the firm. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations, managing approximately $600.6 million in client assets. The firm employs fundamental analysis supplemented by outside research and technical analysis, focusing on long-term investment strategies while allowing for opportunistic short-term trading and private placements with client approval.

Robert Draper is a financial advisor at Draper Asset Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Draper Asset Management since 2009. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach focused on intrinsic valuation and free cash flow projections, serving both private clients and public-sector employees through its Union Partners division.

Michael Kaplan is a financial advisor at Madison Global Advisors LLC with two years of industry experience. He holds the Series 66 designation and has been with Madison Global Partners since 2021. Outside of his advisory role, Kaplan is involved on an as-needed basis with Madison Global Insurance Agency and Crimson Consultants Inc., both non-investment related activities. Madison Global Advisors provides financial planning and portfolio management services to individual clients, including high net worth individuals, as well as institutional plan types. The firm emphasizes asset allocation, diversification, and modern portfolio theory through a combination of fundamental, technical, charting, and cyclical analysis across various asset classes.

Raymond Passaro is a financial advisor at Snyder Wealth Group with 36 years of industry experience. He holds a Series 63 designation and has worked at Mark J Snyder Financial Services Inc. since 2021 and Royal Alliance Associates, Inc. since 2002. Outside of his advisory role, he owns a youth sports photography business and serves as an assistant wrestling coach at his local high school. Snyder Wealth Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting. The firm customizes allocations based on clients’ objectives and risk profiles, utilizing various investment vehicles and platforms.

Michael Panella is a financial advisor with CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Advisors LLC, and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients with non-discretionary portfolio management, pension consulting, and financial planning. The firm emphasizes individualized investment policy statements, asset allocation, and manager selection, with a notable focus on advisory services for retirement plans.

Thomas Ruggiero is a financial advisor at Ruggiero Investments with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Finalis Securities, LLC and Dominion Investor Services, Inc. He is also the owner of Reliable Accountants, LLC, an accounting practice providing bookkeeping and tax services. Ruggiero Investments offers discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, organizations, and non-profits. The firm employs a long-term, client-specific approach using various analytical methods and operates as a fiduciary.

Eric Taitz is a financial advisor with Snyder Wealth Group, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Mark J. Snyder Financial Services Inc. and Royal Alliance Associates since 2010. Outside of his advisory role, he is the owner of RACLA, a corporation unrelated to investment activities, and is a member of the McArthur Business Alliance, a nonprofit organization. Snyder Wealth Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting. The firm customizes portfolios based on clients’ objectives and risk tolerance, employing various investment vehicles and managing accounts through platforms such as VISION2020 and WMAP SMA/UMA programs.

Eric Nelkin is a financial advisor at Madison Global Advisors LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Shipt and Saf-t-swim. Outside of his advisory role, he is involved with Madison Global Insurance Agency and U Need It We Got It Services Inc., both non-investment related businesses. Madison Global Advisors LLC is a team-based registered investment adviser serving individuals, trusts, nonprofits, corporations, and retirement plans. The firm manages approximately $71 million and uses asset allocation and diversification strategies, including fundamental, technical, charting, and cyclical analysis, to tailor portfolios to clients’ goals and risk tolerance.

Matthew Cianci is a financial advisor at Ruggiero Investments with four years of industry experience. He holds a Series 63 designation and has prior experience at UBS Securities LLC and Bank of America Private Bank. Cianci serves as trustee for a family irrevocable trust, managing its assets and tax-related filings. Ruggiero Investments provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, organizations, and trusts. The firm focuses on long-term management using fundamental, technical, quantitative analysis, and modern portfolio theory to create client-specific investment plans.

Vinson Guigliano is a financial advisor at Draper Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education for six years and attended Quinnipiac University for four years. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s approach focuses on fundamental analysis and long-term portfolio construction using a range of securities, emphasizing ongoing discretionary supervision without charging performance-based fees.

Amy Fosbenner is a financial advisor at DAI Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Concorde Investment Services and Concorde Asset Management, LLC. Fosbenner is also the president and founder of Fosbenner Financial, LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm combines advisor-led customization with third-party models and platforms to deliver investment management, financial planning, and retirement-plan advisory services.

Myles Boege is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Sovereign Financial Group, Inc. since 2022. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America from 2016 to 2022. Outside of his advisory role, he is involved in insurance sales through Innovative Underwriters Inc. and Mass Mutual. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and consulting services, emphasizing low-cost, diversified investments and long-term strategies with flexibility for tactical adjustments.