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.

Christopher Ruggiero is a financial advisor with Ruggiero Investments and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at firms such as SW Financial and Capital One Financial Advisors. Outside of financial advising, he owns and operates an entertainment business and is involved in real estate as a licensed agent and broker. Ruggiero Investments provides discretionary portfolio management, financial planning, pension consulting, and related advisory services to individuals, high-net-worth clients, businesses, non-profits, trusts, and families. The firm focuses on long-term, discretionary management and creates client-specific plans using fundamental, technical, and quantitative analysis alongside modern portfolio theory.

Alan Sasserath is a financial advisor at Madison Global Advisors LLC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Strata Financial, Sasserath & Company, Shelter Rock Management, LLC, and Sasserath & ZoraiAn, LLP. He is also the owner of Alan R Sasserath CPA PC, a CPA firm. Madison Global Advisors LLC is a team-based registered investment adviser managing approximately $71 million for around 229 clients through eight advisors. The firm provides financial planning and portfolio management services to individuals, trusts, nonprofits, corporations, and retirement plans, tailoring portfolios through asset allocation and diversification using various analytical methods.

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 the Series 63, Series 65, and Series 66 designations and has been with Milestone Financial Services, Inc. since 1999. Outside of advising, he serves as president of Rhino Partners LLC, a holding company, and is also involved with SaltLife5 Inc. as an owner. Partners Capital Services, Inc. provides investment supervisory services and portfolio management to individuals, small businesses, corporations, and trusts. The firm emphasizes client-directed accounts and utilizes a variety of strategies, including discretionary and non-discretionary management, as well as access to third-party money managers.

Scott Hartzman is a financial advisor at Lebenthal Global Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Lebenthal Financial Services and Lebenthal Global Advisors since 2017. Prior to his financial advisory roles, he was involved in entertainment and music-related businesses. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program with model-based strategies managed by an affiliated sub-adviser, focusing on diversified, tax-sensitive, and specialty portfolios.

Mark Rose is a financial advisor at Rockline Wealth Management LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Wells Fargo Clearing. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses with comprehensive portfolio management and retirement plan consulting. The firm integrates asset-allocation strategies with fundamental and qualitative analysis, managing a substantial asset base with a compact team.

Jonathan Schott is a financial advisor at Lebenthal Global Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Hofstra University, Wendy's, and Massapequa Public School. Lebenthal Global Advisors serves individuals, high-net-worth clients and their families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning at no additional cost to portfolio management clients, utilizing model-based strategies managed by its affiliated sub-adviser.

Justin Galluzzo is a financial advisor with Draper Asset Management, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Draper Asset Management, he spent six years in education and four years at SUNY Cortland. 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 affiliate.

Salvatore Licata is a financial advisor at Rockline Wealth Management LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at ETF Global for seven years. Rockline Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing portfolio management and retirement plan consulting. The firm combines asset allocation strategies with fundamental and qualitative analysis across various investment instruments and manages roughly $749 million in client assets with a four-advisor team.

Thomas Katovitz is a financial advisor with Lebenthal Global Advisors, LLC, holding a Series 63 designation and over 41 years of industry experience. He has been with the Lebenthal organization since 2013, serving in various roles including Chief Compliance Officer and Registered Representative across affiliated entities. 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 through a multi-advisor team.

Rachel Gentz is a financial advisor at Verity Asset Management with seven years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Menna Wealth Planning Group and The Prudential Insurance Company of America. Outside of her advisory role, she serves as President and Owner of Rachel A Menna Advisors Inc. Verity Asset Management is a multi-team SEC-registered advisory firm overseeing approximately $1.15 billion and serving a diverse client base, including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process emphasizing tactical asset allocation and offers a range of services, including discretionary portfolio management, retirement plan consulting, and sub-advisory arrangements.

Richard Russo Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Advisory Services Network. His prior experience includes long-term roles at Triad Financial Inc. and Montuori & Associates. Outside of advisory services, he oversees tax and accounting services at Long Island Financial Services Group and is a licensed independent insurance agent in New York. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances, utilizing diverse investment vehicles and flexible engagement models.

John Palmer is a CFP® with 42 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has been since 2026. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing for a combined 18 years. Outside of his advisory role, Palmer serves as a FINRA arbitrator and is involved as co-general partner in family-related limited partnerships. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with a mix of discretionary and non-discretionary account management.

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 designation and over 33 years of industry experience. She has been with Blackridge Asset Management since 2016 and also has extensive tenure at Bisys dating back to 1996. Outside of advising, she is the founder and president of a nonprofit women's group called POWER, serves on the Town of Brookhaven Women's Advisory Board, and hosts a radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a mix of portfolio management approaches, including third-party models and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Ronald Posnack is a CFP® professional with 42 years of industry experience, currently affiliated with Capital Analysts. His prior work includes tenure at Lincoln Investment and Legend Advisory Corporation, as well as over three decades at Legend Equities Corporation. Outside of advising, he prepares personal income taxes and owns a local recreational soccer league in Smithtown, NY. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a nationwide network of advisors and an in-house Investment Management & Research team that uses a proprietary mutual fund screening process to construct model portfolios.

Robert Cuccaro is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2011 to 2015. Cuccaro is the CEO and President of Integrarisk Corp., where he dedicates part of his time to hiring and training independent insurance representatives. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent financial advisors and an in-house Private Client Group. The firm employs diverse investment strategies and platforms, and operates as part of the larger StoneX Group, which provides integrated clearing, custody, and lending services.