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.

Stephen Jahelka is a CFA® charterholder with four years of industry experience. He has worked at DSJ Wealth Management LLC since 2022 and has been involved with Demasco Sena & Jahelka since 2019. Prior to that, he spent three years at KPMG. DSJ Wealth Management provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm allocates client assets to independent third-party investment managers and offers tailored advice using fundamental, technical, and cyclical analysis.

Stephen Garry is a CFP® and ChFC® with 35 years of industry experience. He is the principal of Stephen J. Garry & Associates, LLC, where he has worked since 2018, following a 13-year tenure at Ameriprise Financial Services, Inc. Garry is also involved in insurance and annuity sales through several agencies. Stephen J. Garry & Associates is an SEC-registered advisory firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $124 million in client assets, focusing on fundamental analysis, customized asset allocation, and primarily long-term portfolio management using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

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.

Michael Riccardi is a financial advisor at United Asset Strategies Inc. with 17 years at the firm and 11 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Riccardi is a managing member and part-owner of EME Asset Management, LLC, which oversees a real estate company, and he is also a principal and part-owner of 360 Family Office Advisor, LLC, a consulting business for small privately held companies. United Asset Strategies provides discretionary investment management, retirement-plan consulting, and estate and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages approximately $2.22 billion in client assets through a team-based advisory model that emphasizes diversified, tailored portfolios and active risk management.

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.

Robert Tirrito Jr. is a financial advisor at Platform Technology Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years and NAVSEA - Norfolk Naval Shipyard for six years. He also holds a salaried administrative position at Spire Securities, LLC. Platform Technology Partners serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing discretionary and non-discretionary portfolio management across publicly traded securities, mutual funds, ETFs, and, when suitable, privately held or illiquid alternative investments. The firm’s investment process involves client participation in setting objectives and ongoing portfolio monitoring, and it is notable for its active management and sponsorship of pooled investment vehicles and private funds.

Kevin Brooks is a financial advisor at Legacy Edge Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Tiaa for 16 years. Brooks is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm customizes investment strategies based on written Investment Policy Statements and employs a combination of fundamental, quantitative, and technical analysis across a range of asset classes.

Michael Laderer is a financial advisor with Henley & Company Wealth Management LLC in Uniondale, NY, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Henley & Company Wealth Management since 2007 and has been affiliated with Henley & Company LLC since 2004. Henley & Company Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm builds tailored portfolios based on client risk profiles, employing various analytical approaches and conducting ongoing monitoring and rebalancing.

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.

Robert Rosenthal is a financial advisor with First Long Island Investors, LLC, holding a Series 63 designation and over 39 years of industry experience. He has been with First Long Island Investors since 1983 and serves as chairman, CEO, and chief investment officer. Additionally, Rosenthal has been a lead director at Global Industrial Company (formerly Systemax, Inc.) since 1995 and acts as trustee or co-trustee of trusts for family office clients and his own family. First Long Island Investors, LLC is a boutique wealth management firm serving individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a long-term, diversified asset allocation strategy with internally managed equity approaches and tailored fixed income allocations, while also sponsoring multiple private investment partnerships and executing side-by-side management with its principals.

Daniel Gibbons is a financial advisor with Opal Wealth Advisors, LLC, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Opal Wealth Advisors since 2021 and previously held roles at Purshe Kaplan Sterling Investments, Equitable Advisors, Magii, and 4Thought Financial Group Inc. Gibbons also serves as a Client Service Associate at Opal Wealth Management. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with financial planning, consulting, and portfolio management. The firm manages approximately $1.24 billion in client assets, employing a diversified investment approach that includes mutual funds, ETFs, bonds, and independent managers, complemented by proprietary model strategies and the use of artificial intelligence tools under human oversight.

Howard Zodicoff is a financial advisor with Aurora Private Wealth, Inc., holding a Series 63 designation and bringing 34 years of industry experience. He has worked at several firms, including MML Investors Services Inc. and MASSMUTUAL. Outside of his advisory role, he serves as vice president and member of Standard Pension Services, providing retirement plan consulting and insurance services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team-based approach, utilizing both firm-designed models and independent managers.

Matthew Segal is a financial advisor with Platform Technology Partners in New York, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years and has been with Spire Securities, LLC and Platform Technology Partners since 2019. Outside of advisory work, Segal is involved in life and health insurance sales on a limited basis. Platform Technology Partners is an SEC-registered investment adviser managing approximately $1.09 billion for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial consultation, and family-office style administrative services, with a distinctive approach that includes managing private funds and utilizing pooled investment vehicles subject to PCAOB audits.

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.