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.

John Bailey is a financial advisor at LumenAI with five years of industry experience. He holds a Series 65 designation and has worked at VMG 2021 LLC since 2021 and Lumenai Investments LLC since 2020, alongside managing Spruce Management LLC since 2001. LumenAI provides investment management services to hedge funds, high-net-worth investors, investment advisors, fiduciaries, and institutions, utilizing a predominantly quantitative and AI-driven investment process. The firm manages tailored separate account portfolios and pooled vehicles, employing individual stocks, ETFs, mutual funds, and with client approval, futures, options, FX, or digital currencies.

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.

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.

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.

Jacques Cattier is a financial advisor at Clear Harbor Asset Management, LLC with five years of industry experience. He has worked at Clear Harbor since 2022 and has been associated with Security Asset Management, Inc. since 1997. Clear Harbor Asset Management provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $2.05 billion in assets and employs a multi-asset class approach that combines fundamental analysis with macro and cyclical perspectives.

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.

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Edward Schechter is a financial advisor with Trivium Point Advisory, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been associated with Paradigm Financial Partners, LLC since 2018 and Kestra Financial Services, Inc. from 2016 to 2018. In addition to his advisory role, he is a CPA at Berkow, Schechter & Company LLP, a position he has held since 1987, and serves as a non-compensatory trustee. He is also involved with Fire Island Synagogue. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans. The firm provides customized portfolio management and financial planning services, employing fundamental analysis and diversified allocations, and integrates both internal and external management resources.

Michael Carlin is a financial advisor at Fairfield, Bush & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering customized and model portfolios with both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective and employs a mix of long-term, short-term, and option strategies.

Stephen Childs is a CFP® and CFA® with six years of industry experience. He is currently with Clear Harbor Asset Management, LLC and previously worked for Bradley, Foster & Sargent, Inc. for 13 years. Clear Harbor Asset Management, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a multi-asset class approach that combines bottom-up fundamental analysis with top-down macro and cyclical views.