Jacob Lambert is a CFP® with five years of industry experience, currently serving as a financial advisor at Tortoise Investment Management, LLC. His work history includes roles at Tortoise Investment Management and the University of Connecticut School of Business. 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 comprehensive financial advice on matters such as college and retirement planning, mortgage financing, insurance, charitable giving, and estate planning.

Erik Drewes is a financial advisor at Partners Capital Services, Inc. with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at Milestone Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Rhino Partners LLC and is an owner of SaltLife5 Inc. Partners Capital Services, Inc. provides investment supervisory services and individual portfolio management to individuals, small businesses, corporations, and trusts. The firm employs both discretionary and non-discretionary management strategies and facilitates access to third-party money managers, focusing significantly on client-directed accounts.

Scott Hartzman is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Lebenthal-affiliated firms since 2017 and has prior experience with companies including Gauntlet Entertainment Group and MP Music House. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program, using model-based strategies managed by its affiliated sub-adviser, and provides financial planning at no additional charge to portfolio management clients.

Jay Nathan is a financial advisor at Prospect Financial Services LLC with over 21 years of industry experience. He holds a Series 63 designation and has previously worked with LPL Financial, The Pinnacle Financial Group, and H.D. Vest. Outside of his advisory work, Nathan serves as Vice President on the board of the Long Island Charities Foundation and holds leadership roles in multiple family-owned CPA firms. 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 employs a primarily long-term investment process that combines fundamental and technical analysis to create diversified portfolios across various asset classes.

Mark Rose is a financial advisor at Rockline Wealth Management LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Wells Fargo Advisors. Rose has been with Rockline Wealth Management since 2023. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities by offering comprehensive portfolio management and retirement plan consulting. The firm employs a combination of fundamental and qualitative analysis with dynamic asset-allocation strategies and provides ongoing portfolio monitoring and rebalancing.

Ryan Haiss is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Flynn Zito Capital Management, LLC. He has been with Flynn Zito since 2012 and also maintains a role at LPL Financial. Haiss contributes financial insights to websites such as MarketWatch and Yahoo Finance on an unpaid basis. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm offers customized wealth management and investment services, combining discretionary portfolio management with sub-adviser solutions and leveraging a hybrid relationship with LPL Financial.

Francis Conway is a financial advisor at Bespoke Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Bespoke Investment Group, he worked for Connecticut Premier Hoops Development for eleven years. Bespoke Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and a range of online subscription research products and newsletters. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis to manage accounts, typically on a discretionary basis with monthly monitoring.

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.

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.

Anthony Lagiglia is a CFP® with 29 years of industry experience, currently serving at J.J. Burns & Company since 1996. His prior work includes a brief tenure at Cetera Advisor Networks LLC in 2019 and over two decades at North Ridge Securities Corp. He is also involved in insurance sales, focusing on life, disability, and long-term care products as an owner of 2.232 JJB, LLC. 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’s investment approach centers on fundamental analysis and developing client-specific policies with ongoing portfolio supervision tailored to individual objectives and tax considerations.

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.

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.

Jonathan Schott is a financial advisor at Lebenthal Global Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Hofstra University, Wendy's, and Massapequa Public School. Lebenthal Global Advisors serves individuals, high-net-worth clients and their families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning at no additional cost to portfolio management clients, utilizing model-based strategies managed by its affiliated sub-adviser.

James Fahey is a financial advisor at Wellington Shields & Co., LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wellington Shields since 2016, following a four-year tenure at Oppenheimer. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory and brokerage account options.

Tyler George is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He collaborates with clients to develop financial plans by first understanding their personal and financial priorities, goals, and values, ensuring the plans align with their objectives. Tyler has held several roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, Financial Representative from 2022 to 2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. Prior to joining Fidelity, he was a Client Relationship Associate at The Vanguard Group in 2021. Outside of his professional work, Tyler engages in family activities, fitness, social events with friends, golf, outdoor adventures, and sailing.

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.

Alexandra Rooney is a CFP® and Series 65 licensed financial advisor at Main Street Research LLC with four years of industry experience. She has worked at several firms, including Revolve Wealth Partners, SCS Capital Management, Kilingenstein Fields Advisors, and Wolf Group Capital Advisors. Main Street Research LLC is a multi-advisor firm managing approximately $2.38 billion for around 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. The firm employs a disciplined investment process combining fundamental, quantitative, and technical analysis, and it is notable for accepting performance-based fee arrangements alongside traditional fees.

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.

Brandon Velez is a financial advisor at 5C Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining 5C Capital Management, he worked at Better Mortgage Corporation, Rockit Solutions, Morgan Stanley, and JP Morgan Securities LLC. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a structured due-diligence process to build diversified portfolios using a blend of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets.

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.