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.

Guy Gorham is a financial advisor with Partners Capital Services, Inc., holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Milestone Financial since 1999. Outside of his advisory role, he is involved in a health insurance referral business through Financial Liberty Group. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts, focusing on both discretionary and non-discretionary arrangements. The firm employs a variety of analysis methods and emphasizes client-directed accounts while facilitating access to third-party money managers.

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.

Edward Cahill is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Partners Capital Services since 2003 and American Capital Partners since 2002. Cahill is also president of Century Management, LLC, an outside business activity unrelated to investment advisory services. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts, managing approximately $94.1 million in client assets through a team of 12 advisors. The firm offers personalized investment policies and employs various strategies including fundamental and technical analysis, options strategies, and the use of third-party money managers.

Lawrence Just is a financial advisor at Partners Capital Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including American Capital Partners, LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as president of PELUT Devices Inc. and is on the executive board of the St. Catherine of Siena Foundation. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts and uses both discretionary and non-discretionary arrangements, incorporating a range of investment strategies and third-party manager reviews.

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.

Robert Dahroug is a financial advisor with Partners Capital Services, Inc. and holds Series 63 and Series 65 designations. He has 22 years of industry experience, including prior roles at J.P. Morgan Securities LLC and American Capital Partners, LLC. Dahroug is based in Hauppauge, NY. Partners Capital Services, Inc. provides investment advisory and portfolio management services to individuals, small businesses, corporations, and trusts. The firm manages approximately $94.1 million in client assets through a team of 12 advisors, offering personalized investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Frank Palumbo is a financial advisor with Partners Capital Services, Inc., holding Series 63, 65, and 66 licenses and possessing 33 years of industry experience. He has worked at American Capital Partners since 2006 and previously held roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory duties, he serves as an assistant coach at SUNY Old Westbury. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm utilizes an individualized investment approach with both discretionary and non-discretionary arrangements and facilitates access to third-party money managers.

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.

Daniel Salazar is a financial advisor at Bull Harbor Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is co-owner of FIN Creative, a graphic design firm. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a variety of investment vehicles, including mutual funds, ETFs, individual equity, fixed income, and covered options.

Thomas Ruggiero is a financial advisor with Ruggiero Investments, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has worked at several firms including Finalis Securities LLC, Calton & Associates, Inc., and Dominion Investor Services, Inc. Outside of his advisory role, he is involved in entrepreneurial activities such as creating inventions, patents, and trademarks through Three Plus One Plus One, LLC. Ruggiero Investments serves individuals, high-net-worth clients, organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm focuses on long-term investment horizons and constructs client-specific plans using fundamental, technical, and quantitative analysis, operating as a fiduciary with tailored investment strategies.

Gabriel Gallante is a financial advisor at Rockline Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Wells Fargo Clearing. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing portfolio management and retirement plan consulting. The firm combines asset-allocation strategies with fundamental and qualitative analysis to tailor investment solutions and manages a large asset base with a compact team.

Mark Snyder is a financial advisor at Snyder Wealth Group with the ChFC® designation and over 45 years of industry experience. He has held leadership roles at several firms including Long Island Financial Advisors, Inc. and runs his own entity, Mark J Snyder Financial Services Inc. Outside of his advisory work, he serves on the Stony Brook University School of Business Dean’s Advisory Board, is Treasurer of the JTM Foundation Board, and participates in community organizations such as the Rotary Club and the Boy Scouts. Snyder Wealth Group provides discretionary investment advisory services and retirement planning to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs asset-allocation strategies using a range of investment vehicles and manages approximately $382 million in assets across a six-advisor team.