Shawn Klotsche is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an Investment Advisor Representative at The Wealth Alliance, LLC and a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Prior to his current roles, he worked at UBS Financial Services, Inc. and AXA Advisors, LLC. He serves on the board of directors for the Investment Management Association of Long Island. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, bonds, and alternative investments, often implementing strategies through third-party platforms and independent managers.

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.

Stuart Lempert is a financial advisor at Landmark Wealth Management, LLC with 34 years of industry experience. He holds the Series 65 and Series 63 credentials and previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory work, Lempert serves on the advisory board for Northwell Health's Cohen Children’s Medical Center, is a board member of the Madison Square Boys & Girls Club, and participates on the advisory board of the Nassau County Police Department Foundation. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, individual stocks and bonds, and offers retirement plan management along with educational seminars and fiduciary services.

James Burns Jr. is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, a firm he has been associated with since 1994. He holds a Series 63 license and is the owner of an insurance sales business, 232 JJB, LLC. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and a variety of institutional clients. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and heritage planning into its strategies.

Robert Adler is a financial advisor at Imperity Wealth Alliance LLC with over 40 years of industry experience. He holds the Series 63 designation and has previously worked at firms including Commonwealth Financial Network and Principal Securities Inc., as well as a long career at Principal Life Insurance Company. Outside of his advisory work, Adler is a ski instructor at Windham Mountain Resort. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services including wealth management, retirement plan consulting, insurance, and tax planning, managing approximately $139.7 million in assets with a customizable, open-architecture investment approach.

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.

Adam Kohler is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at J.J. Burns & Company and previously held roles at Fidelity Investments and TIAA-CREF. Outside of his financial advisory work, he serves as an adjunct instructor teaching introductory philosophy courses at Suffolk County Community College. 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 focuses on fundamental analysis and client-specific investment policies, offering personalized plans that integrate retirement, estate, charitable, and heritage planning.

James Millington is a CFP® professional with 26 years of industry experience. He has worked at Landmark Wealth Management, LLC since 2021 and spent 11 years at Fidelity prior to that. James holds Series 63 and Series 65 licenses. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and recently added 401(k) plan management, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual securities, and options strategies as appropriate.

David Carter is a CFA® charterholder with nine years of industry experience. He is currently with J.J. Burns & Company, where he has worked since 2025. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire / Lenox Wealth Advisors 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 emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and legacy planning into its portfolio management approach.

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.

Neal O Sullivan is a financial advisor at Prospect Financial Services LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and FBN Securities, Inc. Outside of his advisory work, he volunteers as a basketball coach with St. Rose Basketball (CYO) in Massapequa, NY. 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’s investment approach combines fundamental and technical analysis to build diversified portfolios, with an emphasis on long-term strategies and client-specific needs.

Gregory Lethbridge is an investment advisor representative with The Wealth Alliance, LLC and holds a Series 65 designation. He has been in the financial industry since 2024, with prior experience at Purshe Kaplan Sterling Investments, Inc. Outside of advisory work, he has held various roles including positions at FedEx Ground and Edge Case Capital Partners. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and frequently implements strategies through third-party platforms and independent managers.

Anamika Madan is a CFP®-designated financial advisor at J.J. Burns & Company with 19 years of industry experience. Her prior roles include positions at Element Financial Group, Commonwealth Financial Network, Financial Engines Advisors L.L.C., and Charles Schwab. J.J. Burns & Company offers 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 approach emphasizes fundamental analysis and client-specific investment policies, with ongoing portfolio supervision that incorporates each client’s objectives and tax considerations.

Michael Hartzman is a CFP® with 33 years of industry experience, currently serving at Lebenthal Global Advisors, LLC since 2017. He has held various roles within the Lebenthal organization since 2005, including positions at Lebenthal Wealth Planning, Inc. and Lebenthal Financial Services, Inc. Hartzman hosts The Lebenthal Report Podcast, a non-investment related radio broadcast. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

Ricky Bathija is a CFP® professional with five years of industry experience, currently serving at J.J. Burns & Company, where he has been employed since 2007. The firm operates as a team with seven advisors based in Melville, NY. J.J. Burns & Company provides discretionary investment management and comprehensive financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policies, integrating retirement, estate, and legacy planning into its financial strategies.

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.

Aidan Rooney is an advisor with Prospect Financial Services LLC and holds Series 66 and Series 63 credentials. He has been in the financial industry since 2025 and also holds a Registered Representative role with LPL Financial LLC. His prior experience includes roles at Cboe Global Markets, Global Trading Systems, LLC, Nationwide TFS, LLC, and teaching positions at Bates College and Avon Old Farms. Prospect Financial Services LLC offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios.

Amanda Khait is a financial advisor at Lebenthal Global Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has been with Lebenthal Financial Services, Inc. and Lebenthal Global Advisors since 2015 and 2019, respectively. In addition to her advisory role, she is a licensed independent insurance producer specializing in life and annuity products. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Frank Loria is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with various Lebenthal entities since 2013, including Lebenthal Diversified Asset Management and Lebenthal Financial Services, Inc. Loria is also a licensed independent insurance producer specializing in life and annuities. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, managing approximately $820 million in assets. The firm offers customized and model portfolios, financial planning, and pension consulting through a multi-advisor team, integrating advisory, brokerage, and insurance services.

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.