Nathan Tonsager is a CFA® charterholder with 10 years of industry experience. He is currently with Monument Wealth Management, where he has worked since 2022. His prior experience includes roles at Madison Ave Securities, Campbell Wealth Management, Merrill Lynch, Bank of America, and Buttonwood Partners. Monument Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a range of investment strategies, including direct indexing and tax-rebalanced portfolios, and combines fundamental and technical analysis in its portfolio management.

Robert Dahroug is a financial advisor with Partners Capital Services, Inc. and holds Series 63 and Series 65 designations. He has 22 years of industry experience, including prior roles at J.P. Morgan Securities LLC and American Capital Partners, LLC. Dahroug is based in Hauppauge, NY. 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 personalized investment policies and a range of strategies including fundamental and technical analysis, options strategies, and third-party money managers.

Christopher Congema is a CFP® professional with five years of industry experience. He has been with Landmark Wealth Management, LLC since 2015, working as part of a six-advisor team. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, and individual securities, and offers discretionary portfolio management, financial planning, and 401(k) plan services.

James Salerno is a CFP® and ChFC® with 18 years of experience in the financial industry. He currently works at Trivium Point Advisory, LLC and has previously been affiliated with LPL Financial and Massachusetts Mutual Life Insurance Company. He is involved in mortgage brokerage services through Affordable Financial Services. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering customized portfolio management and financial planning with an investment process focused on fundamental analysis and diversified allocations.

Frank Palumbo is a financial advisor with Partners Capital Services, Inc., holding Series 63, 65, and 66 licenses and possessing 33 years of industry experience. He has worked at American Capital Partners since 2006 and previously held roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory duties, he serves as an assistant coach at SUNY Old Westbury. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm utilizes an individualized investment approach with both discretionary and non-discretionary arrangements and facilitates 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 with Ruggiero Investments, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has worked at several firms including Finalis Securities LLC, Calton & Associates, Inc., and Dominion Investor Services, Inc. Outside of his advisory role, he is involved in entrepreneurial activities such as creating inventions, patents, and trademarks through Three Plus One Plus One, LLC. Ruggiero Investments serves individuals, high-net-worth clients, organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm focuses on long-term investment horizons and constructs client-specific plans using fundamental, technical, and quantitative analysis, operating as a fiduciary with tailored investment strategies.

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.

Robert Conzo is a CFP® professional with 25 years of experience in the financial services industry. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining The Wealth Alliance, LLC in 2019. Conzo serves as CEO and Managing Director at The Wealth Alliance and is also a registered representative with Purshe Kaplan Sterling Investments. He is a board member of the Northwell Health Southside Community Board, where he supports community awareness and fundraising efforts. 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 a range of investment vehicles and frequently incorporates third-party platforms and independent managers in its strategies.

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.

Seth Cohan is a financial advisor at The Wealth Alliance, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 20 years before joining The Wealth Alliance and Purshe Kaplan Sterling Investments in 2022. Outside of his advisory role, he owns LAD Associates, Inc., a pass-through entity for tax purposes, which he oversees. 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 a range of investment vehicles and frequently utilizes third-party platforms and independent managers.

Steven Schneider is a financial advisor with Partners Capital Services, Inc. in Hauppauge, NY. He holds Series 66 and Series 63 designations and has 13 years of industry experience. He has worked at American Capital Partners, LLC since 2012. Outside of advising, he is involved in soccer training through a separate business activity. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm employs an individualized data-gathering process and offers both discretionary and non-discretionary management, with a notable focus on client-directed accounts.

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.

Brian Cohen is a financial advisor at Landmark Wealth Management, LLC in Melville, NY, with ten years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2015. Landmark Wealth Management provides advisory services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, and individual stocks and bonds, emphasizing fundamental analysis and ongoing client contact. Landmark also offers discretionary portfolio management, financial planning, 401(k) plan management, and retirement plan participant education through multiple office locations and educational seminars.

Stephanie Ethe is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her career includes roles at firms such as Prudential Insurance Company of America and New York Life. Outside of advisory work, she is a life coach, registered social security analyst, senior leader for Robbins Research Inc., and an author. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a long-term strategic approach supplemented by tactical decisions and operates across six offices with a team of six advisors.

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 Jr. is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience as a full-time student and in roles at Yogurt Time and Long Island University. Draper Asset Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, emphasizing fundamental analysis and a long-term investment orientation. The firm constructs diversified portfolios tailored to clients’ objectives and risk tolerances, focusing primarily on portfolio management rather than standalone financial planning.