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.

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.

David Astorr is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wilmington Capital Securities since 2015. Astorr is the owner and sole proprietor of an investment-related business operating under daveastorr.com. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy to manage risk and enhance performance, utilizing a range of securities and analyses while maintaining client accounts with third-party custodians.

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.

Michael Finnan is a financial advisor with First American Asset Advisory, LLC in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Wilshire Securities, Inc. since 1997. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities, offering portfolio management across mutual funds, ETFs, individual securities, and allocations to independent managers. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios and delivers both discretionary and non-discretionary services, including participation in a wrap-fee program.

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 an advisor at Aurora Private Wealth, Inc. with over 33 years of industry experience. He has held roles at firms including MML Investors Services Inc. and MassMutual. Outside of Aurora, he serves as Vice President and Member of Standard Pension Services, where he provides retirement plan and benefits consulting. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and both discretionary and non-discretionary investment management through a team of 18 advisors, utilizing individualized investment policies, model portfolios, and independent managers across approximately $374 million in assets.

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.

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.

Raymond Schwabe is a financial advisor at First American Asset Advisory, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Wilshire Securities, Inc. since 1998. First American Asset Advisory provides investment management and advisory services to individuals, corporations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor tailored portfolios, offering both discretionary and non-discretionary services across various investment vehicles.

William Klein is a CFA® charterholder with six years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2021 and previously at Highland Associates and Baldwin Brothers Inc. Baldwin Wealth Partners advises a broad range of clients including individuals, trusts, pensions, charitable organizations, and pooled investment vehicles. The firm uses a combination of top-down macro analysis and bottom-up fundamental research, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Mohamed Keita is a financial advisor with Aimcdonnaugh & Co. Inc. in Baldwin, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at multiple firms including McDonnaugh Securities LLC and Joseph Stone Capital, LLC. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, offering financial planning, consulting, and portfolio management services. The firm emphasizes long-term investment allocation using fundamental and technical analysis and provides both discretionary and non-discretionary management options.

John Colucci is a financial advisor with Alden Capital, holding a Series 66 credential and 15 years of industry experience. He has worked at Alden Capital Management and J Alden Associates since 2018 and previously spent 11 years at Bank of America and Merrill Lynch. Outside of his advisory role, he is CEO of Colucci Creative Solutions LLC, a consulting business focused on sales coaching and pipeline management, and is a shareholder in EIR Healthcare, providing financial consulting services. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion and offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm provides sub-advisory services, fee-only financial planning, and retirement plan design, utilizing proprietary strategies and third-party managers through its Alden COVE platform.

Brendan Hyde is a financial advisor at Compass Advisors with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Compass Advisors since 2020 following five years at Transamerica Retirement Solutions. Compass Advisors is an SEC-registered firm managing approximately $767.5 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, using primarily low-cost, diversified mutual funds and ETFs while also incorporating individual securities and derivatives to meet specific client needs.

Candy Batista is a financial advisor at United Asset Strategies Inc. with eight years at the firm and a total of four years in the industry. Her prior experience includes roles at Marsh & McLennan and the Westbury School District. United Asset Strategies provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans through a team-based advisory model. The firm manages approximately $2.22 billion in client assets and employs diversified, tailored portfolios with a range of risk management and trading strategies.

Thomas Healy III is a financial advisor at United Asset Strategies Inc. with 11 years at the firm and four years of industry experience. The firm provides discretionary investment management, retirement-plan consulting, participant-directed brokerage services, and estate and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. United Asset Strategies manages approximately $2.22 billion in client assets and operates through a team-based advisory model emphasizing diversified, tailored portfolios and active risk management strategies.