Frank Palumbo is a financial advisor with Partners Capital Services, Inc., holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been affiliated with American Capital Partners since 2006. Outside of his advisory role, he serves as an assistant coach at SUNY Old Westbury. 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 customized investment strategies that include fundamental and technical analysis, options strategies, and 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 at Ruggiero Investments with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Finalis Securities LLC, Calton & Associates, Inc., and Dominion Investor Services, Inc. before his current roles. Outside of advising, he is involved in several business ventures including owning an invention and patent company and advising on succession planning for financial professionals. Ruggiero Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension consulting for retirement plans and organizations. The firm employs a multi-method investment approach focused on long-term horizons and manages portfolios that include a broad range of asset types.

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 previously worked at LPL Financial and Wells Fargo Advisors. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing comprehensive portfolio management and retirement plan consulting. The firm combines various asset allocation strategies with fundamental and qualitative analysis, managing discretionary and non-discretionary accounts, and oversees approximately $749 million in client assets with a four-advisor team.

Randolph Belonzi is a financial advisor at Lebenthal Global Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lebenthal firms since 2018. In addition to his advisory role, he is a licensed independent insurance producer and serves as a mortgage loan officer. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business retirement plans with discretionary and limited non-discretionary portfolio management through a wrap fee program. The firm employs model-based strategies managed by an affiliated sub-adviser, offering diversified, tax-sensitive, and specialty investment approaches customizable to client objectives and risk tolerances.

Michael Tavella is a CFP® with seven years of industry experience, currently serving as an Investment Adviser Representative at Lebenthal Global Advisors, LLC since 2019. He has also held roles at Lebenthal Diversified Asset Management Inc. and previously worked at Grant Thornton LLP. Outside of his advisory work, he manages property for a building owned by his family in Hauppauge, NY. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension plans. The firm employs model-based, tax-sensitive investment strategies managed through its affiliated sub-adviser and provides discretionary portfolio management combined with financial planning for its clients.

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.

Steven Schneider is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has worked at American Capital Partners, LLC since 2012. Outside of advisory work, he is involved in soccer training through SADA 12 LLC, dedicating approximately 10 hours per week. Partners Capital Services, Inc. provides investment supervisory services and individual portfolio management to individuals, small businesses, corporations, and trusts. The firm offers both discretionary and non-discretionary portfolio management, emphasizes client-directed accounts, and facilitates access to third-party money managers.

Roy Pfleger is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Concorde Asset Management, Inc. and Concorde Investment Services, LLC. Outside of his advisory work, he is president and owner of Roy V. Pfleger II Consulting, Inc., where he offers traditional and alternative investment strategies as a consultant. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm uses a multi-advisor platform and employs multiple custodial and platform arrangements to tailor portfolios to client objectives, incorporating both fundamental and technical analysis.

Joseph Cracchiola is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2015 to 2021. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, as well as various entities. The firm emphasizes a bottom-up, fundamental investment approach and serves public-sector employees through its Union Partners division, managing roughly $195 million in client assets.

Anthony Soldano is a financial advisor at William Joseph Capital Management, Inc. with 20 years of experience, holding a Series 65 designation. He has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2006. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting along with fee-based insurance product services.

Connor Mushorn is a financial advisor at Rockline Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Rockline, he worked in educational roles at Ithaca College, West Islip High School, and Beach Street Middle School. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing comprehensive portfolio management and retirement plan consulting. The firm manages both discretionary and non-discretionary accounts and employs a range of investment strategies and instruments tailored to client objectives.

Stephanie Ethe is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Prudential Insurance Company of America, and New York Life. Outside of her advisory work, she is a life coach, registered social security analyst, book author, and senior leader with Robbins Research Inc. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm employs a long-term strategic approach supplemented by tactical decisions, utilizing a broad range of investment instruments and operating across multiple offices with an emphasis on both advisory and insurance-related services.

Jonathan Grutman is an advisor at Lebenthal Global Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Lebenthal entities since 2011. Outside of his advisory role, he is a partner at Davis & Grutman, LLP, an accounting firm. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension plans. The firm offers discretionary portfolio management with model-based strategies managed through an affiliated sub-adviser, providing diversified and tax-sensitive investment options tailored to client objectives.

Michael Principe is a financial advisor at Draper Asset Management, LLC and holds a Series 65 designation. He began his advisory career at Draper Asset Management in 2024 after working at Long Island University and briefly at Yogurt Time. 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 division.

John Romano is a financial advisor at CFM Advisors Inc with 21 years of industry experience. He has been with CFM Advisors since 2006 and holds a Series 63 designation. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses. The firm focuses on non-discretionary advice, employing various analytical approaches and emphasizing asset allocation and manager selection to meet client-specific investment policies.

Gary Slavin is a financial advisor at Lebenthal Global Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at MML Investors Services, LLC and MetLife Securities Inc. Slavin serves on the boards of several chambers of commerce and is the author of a book titled *Pebbles on a Beach*. Lebenthal Global Advisors provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Henry Montag is a CFP® with 43 years of industry experience, currently serving as an advisor at Lebenthal Global Advisors, LLC. He has held roles at several firms including Lebenthal Financial Services, Inc., TLG Advisors, Inc., and Bristol Financial Services, Inc. Montag is also principal of The TOLI Center East, an insurance business. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

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.