Abigail Portela is a financial advisor at Draper Asset Management, LLC in Smithtown, NY. She holds a Series 65 designation and has been with Draper Asset Management for a total of four years. Prior to her current role, she was affiliated with Augusta National Golf Club and attended the University of South Carolina. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes fundamental analysis and a long-term investment approach, constructing portfolios primarily from individual securities and ETFs while tailoring strategies to clients’ objectives and risk tolerances.

John Passaro is a financial advisor with Snyder Wealth Group, holding a Series 63 license and bringing 37 years of industry experience. His prior roles include positions at Long Island Financial Advisors, Inc. and Royal Alliance Associate, Inc. Outside of his advisory work, he is an author and manages a sports card buying and selling hobby. He also provides personal caregiving for his daughter who requires 24-hour care. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management and consulting services. The firm customizes asset allocations based on client objectives and risk profiles, utilizing various investment vehicles and technology platforms to manage portfolios.

Hayden Santos is a financial advisor at CSP Financial Group LLC with a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he worked at Legacy Transportation and runs Energy Fitness as a sole proprietor. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm utilizes an investment process centered on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers like Matson Money to implement strategies.

Christopher Ippolito is a financial advisor with Snyder Wealth Group in Medford, NY, holding a Series 66 designation and eight years of industry experience. He has worked at Royal Alliance Associates since 2017 and is also the Director of Portfolio Management at Mark J. Snyder Financial Services, where he is involved in securities research, portfolio analysis, and client meetings. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting tailored to clients’ objectives and risk profiles. The firm uses various investment vehicles and program platforms to construct and manage portfolios, serving over 1,700 clients from five offices.

William Bonacci is a financial advisor at CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at CFM Advisors since 2018 and previously was with Sentinel Benefits & Financial Group from 2015 to 2017. CFM Advisors provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on non-discretionary advice with an emphasis on asset allocation and manager selection. The firm manages approximately $3.49 billion across more than 2,000 clients with a manager-of-managers approach and prepares personalized investment policy statements for its clients.

Lilli Seidman is a financial advisor at Draper Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Wealthspire Advisors LLC and the University of Florida. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, with an investment approach focused on fundamental analysis and long-term portfolio construction.

Alan Tanenblatt is a financial advisor with Snyder Wealth Group, bringing 54 years of industry experience. His career includes roles at Mark J Snyder Financial Services Inc, Long Island Financial Advisors, Inc., and Royal Alliance Associates, Inc. He also provides college financial aid planning services through Long Island Financial Advisors Inc. and acts as a broker for various life and health companies and fixed annuities. Snyder Wealth Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and retirement consulting. The firm customizes asset allocations based on client objectives and risk profiles, utilizing a range of investment vehicles and technology platforms to manage portfolios.

Barry Phillips is a financial advisor with Snyder Wealth Group in Great Neck, NY, holding a Series 63 designation and 33 years of industry experience. His prior work includes roles at OSAIC, Snyder Wealth Management, Long Island Financial Advisors, Inc., and Royal Alliance Associates, Inc. Snyder Wealth Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting tailored to clients’ objectives and risk profiles. The firm uses various investment vehicles and technology platforms to manage portfolios and serves a large client base across five offices.

Vincent Pappalardo is a financial advisor with Stevens Capital Partners, holding a Series 65 designation and two years of industry experience. Prior to joining Stevens Capital Partners in 2023, he worked for three years at Zans Kosher Deli and spent ten years as a full-time student. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses, managing approximately $810 million in assets across 661 client relationships. The firm combines fundamental analysis with modern portfolio theory to develop personalized investment strategies, offering both discretionary and non-discretionary management along with comprehensive financial planning services.

Christopher Ruggiero is a financial advisor with Ruggiero Investments and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at firms such as SW Financial and Capital One Financial Advisors. Outside of financial advising, he owns and operates an entertainment business and is involved in real estate as a licensed agent and broker. Ruggiero Investments provides discretionary portfolio management, financial planning, pension consulting, and related advisory services to individuals, high-net-worth clients, businesses, non-profits, trusts, and families. The firm focuses on long-term, discretionary management and creates client-specific plans using fundamental, technical, and quantitative analysis alongside modern portfolio theory.

Justin Galluzzo is a financial advisor with Draper Asset Management, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Draper Asset Management, he spent six years in education and four years at SUNY Cortland. 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 serves a notable public-sector client base through its Union Partners affiliate.

Rachel Gentz is a financial advisor at Verity Asset Management with seven years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Menna Wealth Planning Group and The Prudential Insurance Company of America. Outside of her advisory role, she serves as President and Owner of Rachel A Menna Advisors Inc. Verity Asset Management is a multi-team SEC-registered advisory firm overseeing approximately $1.15 billion and serving a diverse client base, including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process emphasizing tactical asset allocation and offers a range of services, including discretionary portfolio management, retirement plan consulting, and sub-advisory arrangements.

Richard Russo Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Advisory Services Network. His prior experience includes long-term roles at Triad Financial Inc. and Montuori & Associates. Outside of advisory services, he oversees tax and accounting services at Long Island Financial Services Group and is a licensed independent insurance agent in New York. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances, utilizing diverse investment vehicles and flexible engagement models.

John Palmer is a CFP® with 42 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has been since 2026. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing for a combined 18 years. Outside of his advisory role, Palmer serves as a FINRA arbitrator and is involved as co-general partner in family-related limited partnerships. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with a mix of discretionary and non-discretionary account management.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge Asset Management since 2016 and also has extensive tenure at Bisys dating back to 1996. Outside of advising, she is the founder and president of a nonprofit women's group called POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a mix of portfolio management approaches, including third-party models and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Ronald Posnack is a CFP® professional with 42 years of industry experience, currently affiliated with Capital Analysts. His prior work includes tenure at Lincoln Investment and Legend Advisory Corporation, as well as over three decades at Legend Equities Corporation. Outside of advising, he prepares personal income taxes and owns a local recreational soccer league in Smithtown, NY. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a nationwide network of advisors and an in-house Investment Management & Research team that uses a proprietary mutual fund screening process to construct model portfolios.

Robert Cuccaro is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2011 to 2015. Cuccaro is the CEO and President of Integrarisk Corp., where he dedicates part of his time to hiring and training independent insurance representatives. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent financial advisors and an in-house Private Client Group. The firm employs diverse investment strategies and platforms, and operates as part of the larger StoneX Group, which provides integrated clearing, custody, and lending services.

Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.

Richard Cecchi is a financial advisor at Verity Asset Management with 28 years of industry experience. He holds a Series 63 designation and has a background that includes ownership of a CPA practice and a longstanding role as National Secretary/Treasurer for the Workmen’s Benefit Fund. His career also includes positions at Planmember Securities Corporation and involvement with multiple entities under the Verity umbrella. Verity Asset Management is an SEC-registered investment adviser serving individual investors, including high-net-worth clients, as well as corporate and institutional clients. The firm employs a model-driven investment process focused on tactical asset allocation across diverse asset classes and offers both discretionary and non-discretionary advisory services.

Ryan Thiel is a financial advisor with The Pinnacle Financial Group in Smithtown, NY, holding a Series 63 designation and 14 years of industry experience. He has been associated with Ryan Thiel & Associates Inc., The Pinnacle Financial Group, and LPL Financial LLC since 2015. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach across various investment instruments and manages accounts primarily on a discretionary basis with regular monitoring and reviews.