First Long Island Investors, LLC is a boutique wealth management firm specializing in providing sophisticated money management services to high net worth clients. Established over 40 years ago, the firm is registered with the U.S. Securities and Exchange Commission and focuses on a long-term approach to wealth management, emphasizing individualized asset allocation for the preservation and growth of clients' net worth. The firm offers a broad range of investment and financial services, including diversification among equities, bonds, and private investments. The firm's principals invest side-by-side with clients in most strategies, tailoring advice to meet client needs and accepting restrictions in limited circumstances. For investment management services, clients are generally charged an annual advisory fee based on assets managed, with adjustments made for contributions and withdrawals. The firm also offers various strategies with different fee structures, such as the Dividend Growth Strategy, Core Strategy, Fixed Income accounts, and Legacy Positions. Additionally, clients may invest in partnerships that charge management fees and allocate a portion of gains to the general partner. The firm emphasizes the importance of risk management and provides detailed information on the risks associated with investments in partnerships. The firm has discretion over all assets managed and provides regular reviews of client accounts, voting on client securities, and custody services. The team includes experienced professionals like Robert D. Rosenthal, Ralph F. Palleschi, Philip W. Malakoff, Edward C. Palleschi, and Brian Gamble, who bring a wealth of educational backgrounds and business experience to the firm. The firm operates with transparency, disclosing any potential conflicts of interest and ensuring compliance with regulatory requirements. Clients are advised to contact the Chief Compliance Officer for any questions or clarifications.

Opal Wealth Advisors, LLC is a financial advisory firm based in Jericho, New York. It currently has approximately $456,820,391 of assets under management and employs about 15 people. Opal Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Gold Coast Wealth Management, LLC is a registered investment adviser established on January 3, 2011, located in Jericho, New York. The firm specializes in providing investment supervisory services on a discretionary basis to individuals and institutions with separately managed accounts, along with offering pension consulting services. As of December 2024, the firm managed approximately $414,920,456 in client assets, with fees based on a tiered structure ranging from 0.55% to 1.50% of assets under management. The firm does not participate in wrap fee programs and charges management fees quarterly in advance. Clients have the option to purchase recommended investment products through other brokers to mitigate conflicts of interest. Gold Coast Wealth Management employs various investment strategies, including buy and hold, equity, fundamental value, growth, and relative value strategies. The firm may engage in cross transactions between client accounts to optimize trade execution and allocation. Clients receive quarterly account statements and billing invoices for transparency. The firm does not accept voting authority for client securities and does not have any financial conditions impairing its ability to meet contractual commitments to clients. Gold Coast Wealth Management operates independently and is not affiliated with Charles Schwab & Co., Inc. Advisor Services, which provides various benefits and services to the firm.

Shelter Rock Management, LLC, established in 2006 by principal owner Sean Chaitman, offers personalized investment management services to individuals, pension plans, trusts, and small businesses. As a fee-only firm, Shelter Rock does not sell securities on a commission basis and does not act as a custodian of client assets. The firm provides investment advisory services on a discretionary and non-discretionary basis, focusing on asset allocation, investment selection, and ongoing portfolio monitoring. Clients can choose from various investment strategies, including Strategic Income, Conservative Allocation, Equity Income, Select Equity, and Customized Accounts. The minimum investment required to establish a new advisory account is $250,000, although this minimum may be waived at the discretion of the firm. Management fees are based on a percentage of assets under management and are billed quarterly in arrears. The fee schedule varies depending on the investment strategy and total client household assets. As of December 31, 2024, Shelter Rock managed approximately $206 million in assets for 130 clients, with $147 million managed on a discretionary basis. The firm does not participate in Wrap Fee Programs and does not use a performance-based fee structure. Clients have the option to direct brokerage, and the Adviser has a Business Continuity Plan in place to ensure operational resilience in the event of disruptions. Shelter Rock maintains an information security program and adheres to strict privacy practices to safeguard client information.

Stage Wealth Management, Inc. is a financial advisory firm based in Jericho, New York. It currently has approximately $67,317,768 of assets under management and employs about 3 people. Stage Wealth Management, Inc. uses a fee structure of and a percentage of assets under your management.

ARS Capital Advisors, Inc. is a financial advisory firm based in Jericho, NY. As of December 31, 2021, the firm manages approximately $132,000,000 in client assets, with $60,000,000 under discretionary management and $72,000,000 under non-discretionary management. Clients can request a free copy of the firm's brochure by contacting Anthony R. Spatafore. ARS Capital Advisors, Inc. is registered as an investment adviser, and information about the firm and its affiliated persons can be found on the SEC's website. The brochure emphasizes that registration does not imply a specific level of skill or training. The firm commits to informing clients of any material changes to its business practices by providing updated brochures or summaries. For further details or inquiries, individuals can reach out to Anthony R. Spatafore at 516-932-7223.