Thomas Judge is a financial advisor at Partners Capital Services, Inc. with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Partners Capital Services, LLC since 2016 and American Capital Partners, LLC since 2011. Outside of his advisory role, he operates a web-based goods purchasing center and a catering service. 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 tailored investment policies and a variety of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Larry McGrory is a financial advisor at Your Choice Financial LLC with over 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 registrations. His prior roles include positions at Mass Mutual Life Insurance Co, Eagle Strategies LLLC, and New York Life Insurance Company. Outside of advising, McGrory is involved in continuing education as a proctor and instructor for insurance agents, serves as a board member of the SUNY Cortland Alumni Association, and teaches adult education courses on long-term care, estate planning, and social security. Your Choice Financial LLC serves individuals, pension plans, and business entities with portfolio management, financial planning, and pension consulting. The firm pursues a long-term strategic investment approach supplemented by tactical decisions, employing various analytical methods and a wide range of investment instruments, while operating across multiple offices with a small advisory team.

Anna Barone is a financial advisor at Universal Wealth Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Prudential Advisors, and David Lerner Associates. Outside of her advisory role, she is involved with Grace Group Medicare, Life & Health Consulting Corp. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, offering access to a variety of securities and model portfolios from unaffiliated managers. The firm employs fundamental analysis and a mix of long- and short-term strategies in its investment approach.

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.

David Kaplan is a financial advisor at Madison Global Advisors LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Global Advisors since 2018, following prior roles at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory work, Kaplan is involved in non-securities related business development and consulting and is a licensed insurance agent. Madison Global Advisors provides financial planning and portfolio management for individuals, trusts, corporations, and institutional plans. The firm employs a diversified investment approach incorporating asset allocation, fundamental and technical analysis, and offers both discretionary and non-discretionary management services.

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 a Series 65 designation and one year of industry experience. Prior to joining Draper Asset Management, she worked at Wealthspire Advisors LLC and has a background that includes four years at the University of Florida and six years in middle and high school education. Draper Asset Management provides discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm focuses on long-term portfolio construction using individual stocks, bonds, options, REITs, and ETFs, with an emphasis on fundamental analysis and client-specific investment objectives.

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.

Nicholas Coluzzi is a financial advisor at Rockline Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and New York Sports Clubs. Rockline Wealth Management LLC serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management and retirement plan consulting. The firm uses a combination of fundamental and tactical asset allocation strategies and provides ongoing monitoring and rebalancing of client portfolios.

Anthony Santo is a financial advisor with Partners Capital Services, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at American Capital Partners, Rockline Wealth Management, LPL Financial, Fidelity Investments, Bank of America, Merrill, and Brown & Brown Insurance. Outside of advisory services, he is also an insurance agent specializing in non-variable insurance. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts, emphasizing client-directed accounts through discretionary and non-discretionary arrangements. The firm employs a range of strategies developed via individualized data gathering, utilizing fundamental, technical, and third-party manager analyses.

Drew Gordon is a financial advisor at Madison Global Advisors LLC with Series 65 and Series 63 licenses and no prior industry experience. His background includes roles outside finance, such as positions in physical therapy clinics and studies at the University at Buffalo. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for around 229 clients. The firm serves individuals, trusts, nonprofits, corporations, and retirement plans, using asset allocation and diversification with various analysis methods to tailor portfolios to client goals and risk tolerance.

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.

Ely Bangiyev is an investment adviser at Lebenthal Global Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including BB Tax & Advisory Inc., where he serves as President and Owner. Outside of advisory work, he is a 50% owner of Knickerbocker Laundry Services LLC. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm employs model-based strategies managed through its affiliated sub-adviser, offering diversified, tax-sensitive portfolios tailored to client objectives and risk tolerances.

John Cierski is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Madison Global Advisors LLC and Madison Global Partners LLC since 2018, following three years at Trident Partners. Outside of his advisory role, he is involved in a non-securities consulting business and serves as managing member or co-manager for special purpose vehicles. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm provides financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, tailoring portfolios through asset allocation and diversification across various investment vehicles.

Alan Sasserath is a financial advisor with Madison Global Advisors LLC, holding Series 65 and Series 63 licenses and 21 years of industry experience. He has worked at several firms including Strata Financial, Sasserath & Company, Shelter Rock Management, LLC, and Sasserath & ZoraiAn, LLP. Outside of investment advising, he owns a CPA firm and is involved in managing various business ventures including pet stores and insurance-related enterprises. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for about 229 clients. The firm offers financial planning and portfolio management to individuals, trusts, nonprofits, corporations, and retirement plans, using asset allocation and diversified investment strategies that include stocks, bonds, mutual funds, and ETFs.

Andrew Gilmartin is a CFP® with one year of industry experience, currently serving as a financial advisor at Lebenthal Global Advisors, LLC. His prior experience includes roles at Northern Trust Wealth Management and Fiduciary Trust International. He is also a licensed insurance agent. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Dillon Szmala is a financial advisor at Bull Harbor Capital LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Wealth Advisory Group LLC, JTs on the Bay, and SUNY Geneseo. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including 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 utilizes a variety of investment vehicles and third-party platforms.

Erik Drewes is a financial advisor at Partners Capital Services, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Milestone Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Rhino Partners LLC and is the owner of SaltLife5 Inc. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm employs an individualized investment approach and manages a substantial portion of client assets through fee-based, client-directed programs and sub-advisers on the RBC platform.

Scott Hartzman is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at Lebenthal Financial Services, Gauntlet Entertainment Group, MP Music House, LifeofScott, and Gap. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans, including 401(k) participants. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning at no additional charge to portfolio management clients, utilizing model-based strategies managed by its affiliated sub-adviser.