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 licenses and bringing 33 years of industry experience. He has worked at D.H. Hill Advisors and its related entities since 2015 and has been involved with Capital Growth Corp since 1989, where he also operates as an insurance agent. Additionally, he serves as an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors offers wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, combining discretionary and nondiscretionary investment management with financial planning. The firm employs a range of investment strategies, including tactical asset allocation and tax-aware techniques, while managing assets through both firm-level strategies and advisor-managed custom portfolios.

Jeb Armstrong is a financial advisor at Clear Harbor Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clear Harbor since 2018. Prior to joining Clear Harbor, he was employed at Tecogen Inc and was self-employed for a period. Clear Harbor Asset Management provides financial planning, consulting, and both discretionary and non-discretionary investment management services to a range of clients including individuals, pooled vehicles, pension plans, trusts, and charitable organizations. The firm employs a combined bottom-up and top-down investment approach and manages approximately $1.743 billion in assets across 19 advisors.

Richard Hall is a financial advisor with Bourgeon Capital Management LLC and holds a Series 66 designation. He has seven years of industry experience, including seven years at UBS Financial Services before joining Bourgeon Capital Management. Bourgeon Capital Management provides discretionary investment management, retirement-plan advice, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both high-net-worth and non-HNW individuals and emphasizes tailored portfolios based on fundamental analysis, managing over $1.2 billion with a small advisory team.

Carl Zuckerberg is a CFP® with 26 years of industry experience and is a principal at RZH Advisors LLC, where he has worked since 2000. He holds a Series 63 license and is based in Stamford, CT. Outside of advisory services, he is involved in fixed insurance sales as an insurance agent. RZH Advisors serves individual and high-net-worth clients, as well as trusts, estates, business entities, and charitable organizations, providing fee-based wealth management, discretionary investment management, and financial planning. The firm manages approximately $2.1 billion in assets, typically on a discretionary basis, and utilizes a range of investment vehicles including mutual funds, ETFs, independent managers, and private funds, with some portfolios incorporating Dimensional Fund Advisors strategies.

Brian Crane is a financial advisor at Tortoise Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022. His prior roles include positions at Spring Street Market and Williams College. 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 approach. The firm also offers financial planning and advice on various non-investment matters upon client request.

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.

Michaelangelo Dooley is a CFP® with 15 years of experience in the financial services industry. He is currently with New Edge Wealth in Stamford, CT, having previously worked at UBS Financial Services for 12 years. Dooley serves on the board of directors for South Florida After-School All-Stars and became Chairman in August 2022. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, and trusts, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a blend of independent managers, model strategies, and proprietary solutions with technology-enhanced, human-reviewed investment processes.

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.

Raymond Pruzinsky is an investment advisor representative with SeaCrest Wealth Management, LLC and a registered representative with Purshe Kaplan Sterling Investments, holding Series 63 and Series 65 licenses. He has 44 years of industry experience, including seven years with Wells Fargo Advisors LLC and over ten years with his current firms. Additionally, he operates a non-variable insurance agency offering various insurance policies to clients. SeaCrest Wealth Management is a multi-advisor wealth management firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and utilizes artificial-intelligence tools alongside human review.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Jefferies Investment Advisers LLC since 2023, as well as at Leucadia Asset Management and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Vincent Fiore is a financial advisor with Principal Advised Services and holds a Series 63 designation. He has 26 years of industry experience, including roles at Principal Advised Services since 2022 and Principal Financial Services and Principal Life Insurance Company since 2005. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party research and proprietary models, serving clients through its integration with the Principal Financial Group family of companies.

James Diver is a CFP® with 10 years of industry experience, currently serving as an advisor at Procyon since 2021. Prior to that, he worked at Pivotal Planning Group, LLC for seven years. He is a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a diverse client base including high-net-worth individuals, families, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm emphasizes customized, fundamentally driven portfolios and operates through multiple offices and affiliated businesses, supporting both discretionary and non-discretionary asset management.

Peter Tcherepnine is a financial advisor with Gamco Asset Management Inc., holding Series 63 and 65 licenses and bringing 59 years of industry experience. He worked at Loeb Partners Corporation for 37 years before joining GAMCO Investors Inc. in 2019. He serves on the board of the American Institute for Foreign Study (AIFS, Inc.) and on the board of Loeb Holding, which is no longer engaged in investment activities. Gamco Asset Management Inc. provides discretionary investment management and separate-account solutions to a diverse client base, applying a research-driven value discipline complemented by growth strategies. The firm manages approximately $11.6 billion in discretionary assets and offers tailored portfolio management with an emphasis on bottom-up analysis and catalyst-driven investment theses.

Louis Orgera is a CFP® with 30 years of experience in the financial services industry. He currently serves as an advisor at Level Four Advisory Services and has prior experience at Mid Atlantic Securities, Inc. and operates a CPA practice focused on tax services for small businesses and individuals. Additionally, he acts as an executor for an estate and is involved in selling life insurance on a limited basis. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,800 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, employing model portfolios managed internally or through sub-advisers and third-party managers.

Gilles Gouraige is a financial advisor at NewEdge Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at John Hancock Investment Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Michael Gorman is a financial advisor with Vanderbilt Advisory Services in Summit, NJ, holding 55 years of industry experience. He has been with Vanderbilt Securities since 2003 and is also president of ANTAX Consulting Corp, a tax consulting firm he founded in 1972. Gorman serves as vice president of the Robert & Nancy Brooks Foundation, a private foundation affiliated with one of his tax clients. Vanderbilt Advisory Services serves a diverse clientele including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with an investment approach that combines strategic asset allocation and various analytical methods, alongside integrated retirement-plan consulting and administration services.

Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at Gladstone since 2017, following eight years at Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Jeffrey Tucker is a financial advisor at BOK Financial Securities, Inc. in Stamford, CT, holding Series 63 and Series 66 licenses with 39 years of industry experience. His prior work includes roles at Credit Suisse Securities (USA) LLC and KeyBanc Capital Markets. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Jeffrey Kobernick is a financial advisor at New Edge Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2008 to 2020. Kobernick serves as treasurer for Friends of Concordia University and is a board member of Banyan Golf Club. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multifaceted investment approach that includes proprietary strategies, third-party managers, and alternative exposures across multiple asset classes.