Sheila Pettee is a CFA® charterholder with 35 years of experience in the investment industry. She is president and chief compliance officer of Pettee Investors, Inc., where she has worked since 2015. Since 2018, she has also been involved with Hoya Capital Real Estate, LLC. Pettee Investors, Inc. provides discretionary and non-discretionary investment management to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutions. The firm focuses on valuation-driven equity strategies across large- and mid-cap growth and equity REITs, employing fundamental and technical analysis with a typical one- to three-year investment horizon.

Evan Levy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with NestEgg Advisors, Inc., where he has worked for seven years, and has prior experience at Morgan Stanley, Bank of America, and Merrill. In addition to his advisory role, Levy operates a sole proprietorship providing insurance to clients upon request. NestEgg Advisors, Inc. offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio construction with a client-specific approach and educational support.

Donald Donnelly Jr. is a financial advisor with First Financial Services in Hauppage, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corp. Outside of financial advising, he serves as Vice President of International Asbestos Removal, Inc. and holds several trustee and officer roles related to the insulation industry. First Financial Services provides pension consulting and financial planning primarily to retirement, profit-sharing, and 401(k) plans, as well as individual clients and plan sponsors. The firm focuses on fiduciary advisory services including Investment Policy Statement preparation, investment vehicle selection and monitoring, and participant education, without offering discretionary investment management or custody.

Christine Parisi is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at R.W. Rogé & Company, Inc. since 2018 and previously held roles at Cadaret, Grant & Co., Inc. and RLB Wealth Planning, Inc. from 2015 to 2018. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and other institutional clients. The firm employs a combination of strategic asset-allocation modeling based on Modern Portfolio Theory and a bottom-up, value-oriented equity selection process through its proprietary ResearchEdge due-diligence methodology.

Yoon Chang is an advisor at Grant Wealth Advisors LLC with Series 63 and Series 65 licenses. He has seven years of experience at Ohana Management and prior roles at Commonwealth Bank of Australia and Bloomberg LP. Chang joined Grant Wealth Advisors in 2025. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytical methods and implements strategies ranging from long- and short-term trading to margin and options transactions.

Timothy Pettee is a financial advisor at Pettee Investors Inc with a Series 65 credential and three years of industry experience. He has previously worked at AIG Sunamerica Capital Services and AIG Sunamerica Asset Management Corp for over 17 years. He is also involved with Hoya Capital Real Estate, an affiliated SEC-registered investment adviser. Pettee Investors Inc provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutional clients. The firm emphasizes valuation-driven equity strategies across large- and mid-cap growth and equity REITs, managing portfolios with a one- to three-year horizon using fundamental and technical analysis.

Kenneth Anna is a financial advisor at Steinberganna Wealth Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Portfolios and OSAIC prior to joining his current firm. Outside of his advisory role, he serves as a volunteer EMT and firefighter officer at the Halesite Fire Department and is a board member of the Carleigh Mac Foundation, a charitable organization. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans with a focus on discretionary asset management, retirement-plan education, and estate and trust services. The firm employs a fundamental-analysis approach to develop portfolios using ETFs, mutual funds, stocks, bonds, and third-party managers, managing approximately $369 million in assets across 262 clients.

Aurora Maher is a financial advisor at AMFA LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with AMFA LLC since 2018. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients, including other investment advisers and non-U.S. investors. The firm employs a data-driven, quantitative investment approach that includes portfolio management across public securities, private fund interests, digital assets, commodities, and derivatives.

Allan Pelkonen is a CFP® and ChFC® with 34 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 15 years before joining Pelkonen and Associates LLC in 2020, where he is currently an advisor. In addition to his advisory work, he is involved in fixed insurance sales. Pelkonen and Associates serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management as well as financial planning and consulting. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with portfolios typically constructed from ETFs, mutual funds, and other asset types.

Michael Hunt is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63, 65, and 66 licenses, and has 26 years of industry experience. He has held previous roles at firms including Commonwealth Financial Network, Principal Life Insurance Company, and Prudential Insurance Company of America. Outside of advising, he is involved in tax preparation and co-owns multiple tax service entities. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, offering a range of in-house and third-party investment strategies alongside tax planning, insurance, and risk-management solutions.

Anton Gerdes is a financial advisor with Madison Global Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Madison Global Advisors since 2018 and previously worked at Madison Global Partners LLC and Trident Partners LTD. Outside of his advisory role, he is involved in a non-securities consulting business called CADAT Corp. Madison Global Advisors provides financial planning and portfolio management services to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, employing multiple analytical approaches across various asset classes.

Brian Rockowitz is a financial advisor at Madison Global Advisors LLC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Aegis Capital Corp. and Madison Global Partners, LLC. Outside of his advisory role, he serves as president of BDR Group, Inc., a business established for income tax purposes, and is involved in insurance sales through Prestige Insurance. Madison Global Advisors provides financial planning and portfolio management to individual and institutional clients, including high net worth individuals and pension plans. The firm emphasizes asset allocation, diversification, and modern portfolio theory, offering both discretionary and non-discretionary investment management services.

Gregory Steele is a financial advisor at Silverlake Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mizuho Securities USA LLC and RBC Capital Markets. Silverlake Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $849 million in client assets using a customized, primarily long-term investment approach that includes fundamental and technical analysis, diversified portfolios, and oversight of unaffiliated Independent Managers.

Richard Zerah is a CFP® and PFS™ with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and has previously worked at Commonwealth Financial Network, Principal Securities Inc., and founded Zerah & Company CPAs P.C., where he remains a co-owner providing tax and accounting services. In addition to financial advising, he is involved in tax preparation and co-owns two tax and accounting firms. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture investment approach, offering a mix of in-house and third-party strategies, and integrates tax planning and risk-management solutions alongside wealth management services.

Kevin Moloney is a financial advisor at Independent Investors Inc with 22 years at the firm and 5 years of industry experience. He works in the Nesconset, NY office as part of a two-advisor team. Independent Investors Inc provides discretionary portfolio management services to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations. The firm utilizes fundamental analysis combined with outside research and technical analysis to build diversified portfolios tailored to client preferences, employing a long-term investment approach alongside opportunistic short-term trading.

Joyce Streithorst is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Frisch Financial Group, Inc. in Melville, NY. She has been with the firm since 2004. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a diversified investment approach across equities, fixed income, mutual funds, ETFs, and options, using a range of strategies supported by third-party research and ongoing portfolio monitoring.

Alexander Dimartini is a financial advisor with Imperity Wealth Alliance LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at firms including UBS Financial Services and Royal Alliance Associates. He is the owner of Soundview Wealth Management Group, LLC, a private entity facilitating securities, advisory, and insurance business. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, combining in-house and third-party strategies and offers services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Joy Martinsen is an investment adviser representative with Nobles & Richards Advisors, LLC and holds Series 63 and Series 66 credentials. She has 12 years of industry experience, including roles at Fourstar Wealth Advisors LLC and Centaurus Financial, Inc. Outside of investment advising, she is a partner at Comprehensive Health Solutions LLC, a Medicare sales and service company. Nobles & Richards Advisors, LLC provides financial planning, investment advisory, and focused consulting services to individual, institutional, and nonprofit clients. The firm employs a primarily non-discretionary investment approach, combining fundamental and market-based analysis with multiple custodial and sub-advisory arrangements.

Matthew Stendardi is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients, focusing on non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes individualized investment policy statements, manager selection, and quarterly performance reviews, with a significant advisory role in 401(k) plans.

Michael Goldfeder is a CFP® professional with over 31 years of industry experience. He is currently with Prospect Financial Services LLC, where he has worked since 2021, and has prior experience at LPL Financial LLC, Pinnacle Financial Group, and Lincoln Financial Advisors. In addition to his advisory work, he is also an agent selling various insurance products including whole life and fixed annuities. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, employing a long-term, asset-allocation oriented approach while incorporating fundamental and technical analysis.