Scott works with a diverse group of clients, with particular expertise in business owners, entrepreneurs, and multi-generational families. He is especially drawn to individuals who are building something meaningful, whether that’s a company, a personal brand, or a lasting family legacy.

He also has extensive experience working with athletes and entertainers, helping them navigate the unique financial complexities that come with non-traditional income streams and high-visibility careers. Across all client segments, Scott is focused on maximizing long-term value, aligning financial decisions with broader life goals, and creating structures that support both present needs and future generations.

Scott’s approach is rooted in education, mentorship, and trust. He believes clients should fully understand the “why” behind every recommendation, and he takes the time to ensure they feel confident in every decision being made.

His role often extends beyond traditional financial advising, serving as a sounding board, a guide through challenging situations, and at times, a steadying force during periods of uncertainty. Clients frequently describe him as responsive, thoughtful, and genuinely invested in their well-being. Above all, Scott operates with a clear standard: he doesn’t rest until he knows his clients are positioned properly and can move forward with confidence.

Scott began his career in the financial industry in 1992 as a stockbroker, shortly after completing his education; a pivotal time in his life that also marked the beginning of his marriage. Entering both his career and family life simultaneously, he embraced a period of uncertainty that would ultimately shape the foundation of everything that followed.

His interest in the markets was sparked early, particularly during the 1987 stock market crash while he was in college, an experience that solidified his fascination with investing and economic dynamics.

Over time, his career evolved alongside the industry. In the late 1990s, his focus shifted from transactional work toward comprehensive financial planning, and by the early 2000s, he had helped build a team centered around a private wealth management approach. Today, that evolution continues to shape how he serves clients, with an emphasis on long-term planning, strategic coordination, and deeply personalized advice.

More than 35 years later, Scott has built a career he’s proud of, one that has provided for his family and allowed him to make a meaningful difference in the lives of his clients.

Chartered Retirement Planning Counselor^® (CRPC^®)

Chartered Retirement Plans Specialist^® (CRPS^®)

Bachelor of Science in Business Administration – Boston University

MBA in Finance and Management – Hofstra University

Scott splits his time between Long Island, New York (where he was born and raised) and Sarasota, Florida, where he has lived since 2019. He has been married to his wife, Lisa, since 1992, and together they have three children.

Family has always been central to his life, and he made it a priority to stay closely involved as his children were growing up by coaching their sports teams and building lasting relationships with their friends and community.

He is a passionate New York sports fan, following the Giants, Islanders, Mets, and Knicks, and values time spent with family and friends. He credits his father as a major influence in his life, both for sparking his early interest in the stock market and for instilling his lifelong passion for New York sports.

Scott has been actively involved in his community, particularly through youth athletics. He spent over a decade running youth sports programs in Great Neck and later built a hockey program for the local school district. These efforts reflect his belief in mentorship, teamwork, and the importance of investing time in the next generation.

Stay relevant, show up consistently, and surround yourself with the right people. Growth comes from stepping outside your comfort zone and being willing to engage, learn, and evolve over time.

Peter works primarily with high-net-worth and ultra-high-net-worth individuals and families, helping them design and implement investment strategies that support their long-term goals. He is especially drawn to clients who value the relationship and are looking for a dedicated advisor to help guide important decisions over time.

His work centers on integrating financial planning with disciplined investment management, creating a cohesive strategy that evolves alongside each client’s life, priorities, and opportunities.

Peter views each client relationship as a true partnership. While many of his clients lead busy, demanding lives and rely on him to guide the process, he places a strong emphasis on education to ensure they understand the strategy and feel confident in the path forward.

Clients often describe Peter as a strong listener, highly responsive, and someone they trust deeply. That trust is foundational to his approach, and he works to earn and reinforce it in every interaction.

Peter began his career in the financial industry in 1997 with Merrill Lynch, launching what would become a lifelong commitment to helping clients plan, invest, and achieve their goals.

His interest in financial markets started early. As a child, he participated in a classroom “stock market game,” managing a hypothetical portfolio. It was an experience that sparked a lasting fascination. From that point forward, he began working, saving, and investing on his own, building a foundation that would shape his future career.

Over the past 25+ years, Peter has built his career around deep experience, long-term client relationships, and a disciplined process designed to guide clients through every stage of their financial lives. He feels fortunate to have built a career centered on hard work, taking care of clients, and creating a level of success that allows him to give back and be a positive influence in the lives of others. Even with that experience, he remains energized by what’s ahead and believes his best days are still to come.

Bachelor of Science – University of Vermont

Peter lives in Westport, Connecticut, where he and his family relocated after spending 15 years in Manhattan. He has been married to his wife, Alison, for nearly two decades, and together they have two daughters. Family is central to Peter’s life, and much of his perspective (both personally and professionally) is shaped by that role. He is also a proud dog owner to Bode and Ozzie, who he describes as his two best friends.

Outside of work, Peter enjoys maintaining an active lifestyle, including weight training, golf, skiing, cooking, and travel.

Peter has long supported charitable organizations, with a focus on St. Jude Children’s Research Hospital and the Tunnel to Towers Foundation, two causes that hold deep personal meaning for him.

As a father, he was especially moved to support families facing pediatric cancer, and his experience working in Midtown Manhattan during the events of September 11, 2001, had a lasting impact, which strengthened his connection to organizations that support first responders and their families. In recent years, he has become increasingly involved not just financially, but with his time as well.

Embrace today’s technology, but don’t lose sight of what made the generations before you successful. There’s real value in combining those old-school principles with the tools and opportunities we have today.

Jolene’s client-first philosophy focuses on anticipatory client service with a commitment to ensuring clients are confident that every detail is handled with care.

Bachelor of Arts in Psychology – Brooklyn College

Master of Arts in Corporate Communications – Baruch College

Jolene lives on Long Island with her husband, TJ, and their dogs, Ruffers and Joey. She enjoys gardening, traveling, and spending time with family and friends.

Justin oversees investment strategies for the firm and helps identify opportunities for clients to grow and preserve their wealth. He has a particular interest in emerging sectors, including artificial intelligence and database infrastructure, and he enjoys staying closely connected to evolving trends that shape the investment landscape.

He especially enjoys working with clients who value strong relationships, open communication, and intentional decision-making. Many of the individuals and families Justin works with lead busy, demanding lives and appreciate an efficient, direct approach grounded in trust and accessibility.

Justin believes client relationships are a true partnership. The more he understands about a client’s goals, priorities, and life circumstances, the better he can serve them and provide meaningful guidance.

Clients often describe Justin as highly responsive and consistently available. He understands that important financial decisions rarely happen within a traditional 9-to-5 schedule, and he takes pride in being a dependable resource when clients need him most.

Justin began his career in the financial industry in 2011 after discovering his passion for investing and portfolio management during college. As part of his university’s Student Managed Investment Fund, he helped oversee a portion of the school’s endowment, an experience that solidified his interest in the markets and long-term investing.

He later interned with Merrill Lynch, where he confirmed his desire not only to work in portfolio management, but to help families navigate the complexities of wealth and long-term financial planning. That combination of investment knowledge and passion for serving others continues to shape his work today.

Bachelor of Science in Finance – Florida Gulf Coast University

Justin was born and raised in Sarasota, Florida, where he currently resides with his wife, Breezy, and their four children, Anderson, Savannah, Evangeline, and Sawyer. They also have two dogs, Doc Holliday and Murphy.

Outside of work, Justin and his wife share a strong passion for fitness and competition. Together, they enjoy CrossFit, HYROX training, and maintaining an active lifestyle centered around health and personal growth.

Find your passion and give it 100%. Hard work pays off.

Molly works closely with young couples, multi-generational families, next-generation business owners, and entrepreneurs to help them organize and prioritize their goals. Her specialties include retirement planning, annuity analysis, Social Security strategies, insurance planning, education funding through 529 plans, and corporate retirement plans such as 401(k), 403(b), profit-sharing, and defined benefit plans. She is especially passionate about financial wellness and enjoys helping clients better understand their finances through practical, approachable education.

Molly is also deeply passionate about helping women build financial confidence and independence. One of the most rewarding aspects of her work is helping women feel more informed, engaged, and empowered in financial conversations and decisions, whether they are navigating life transitions, planning for their families, or building long-term wealth independently.

Molly approaches every client relationship with empathy, transparency, and education at the forefront. She believes clients feel more confident and engaged when they fully understand how their financial strategies connect to their goals and priorities, and she takes pride in creating an environment where people feel comfortable asking questions and sharing their personal stories. Clients often describe Molly as approachable, honest, and highly communicative, appreciating her ability to explain complex topics in a way that feels clear and actionable.

Molly began her career in the financial industry in 2008 at PEAK6 Investments, an options trading firm in Chicago. In 2010, she transitioned to wealth management, joining an independent advisory team with LPL Financial, where she earned her CERTIFIED FINANCIAL PLANNER^® certification and became an Associate Financial Advisor.

In 2015, Molly relocated to New York City and joined the Zelniker Dorfman team to serve as a dedicated financial planner. Her complementary skill set strengthened the team’s ability to deliver comprehensive financial guidance across a wide range of client needs. Over time, Molly developed her own client base, and in 2021 became a partner at the firm.

CERTIFIED FINANCIAL PLANNER^® (CFP^®)

Accredited Investment Fiduciary^® (AIF^®)

Bachelor of Arts in International Studies – University of Illinois at Urbana-Champaign

Molly has lived in Brooklyn, New York, since 2017 with her husband Alex and their three children, Elliot, Caroline, and Simon. With three young children involved in activities ranging from karate and basketball to swimming and ballet, much of her free time revolves around family. Their weekends are often spent exploring New York together, visiting the city’s parks, museums, and zoos, or enjoying the outdoors in East Hampton.

Molly also enjoys traveling, Pilates, live music, and long walks along the waterfront at Brooklyn Bridge Park.

To the next generation of women in particular: be your own advocate, and advocate for the women around you. Financial independence starts with understanding your balance sheet, income sources, and objectives (both short- and long-term). If you consistently make decisions with these three things in mind, you’ll be able to reach your goals. You don’t need to be a financial expert to stay informed. Seek sound advice, stay engaged, and encourage your female peers to do the same.

Ryan works with a wide range of clients, with a specialized focus on the next generation within multi-generational families and athletes with complex financial situations. He is drawn to individuals who are relentlessly optimistic and deeply committed to their goals; people who are driven to be their best for their families and their businesses.

With a strong interest in the equity markets, Ryan brings both analytical perspective and a personal approach to his work, helping clients navigate opportunities while staying aligned with their broader financial plan.

Ryan’s approach is collaborative and relationship-driven. He prioritizes getting to know clients beyond the balance sheet, understanding what matters most to them so he can help guide decisions in a way that reflects their goals and values.

Clients often describe him as responsive, thoughtful, and thorough, bringing the right resources and perspectives to every situation. His goal is to ensure clients feel supported and confident, knowing that every aspect of their financial life is being carefully managed.

Ryan began his career in the financial industry in 2015 with Merrill Lynch, joining the Zelniker Dorfman team after interning with the group in the summer of 2014.

His interest in financial markets developed early and led him to pursue a degree in finance, but it was wealth management that ultimately stood out, offering the opportunity to combine market knowledge with meaningful, one-on-one client relationships.

Since joining the team, Ryan has played an important role in supporting clients and contributing to the firm’s growth, including relocating to Sarasota, Florida in 2018 to help expand the team’s presence in the area.

Chartered Retirement Planning Counselor^® (CRPC^®)

Bachelor of Science in Finance – Villanova University School of Business

Ryan lives in Sarasota, Florida, where he moved in 2018 after beginning his career in the Northeast. Originally from New Jersey and having worked in Manhattan, the transition marked a meaningful shift; one that has proven to be both personally and professionally rewarding.

He is married to his wife, Jackie, a dentist and devoted mother, and together they have two young children, Ava and Cooper.

Outside of work, Ryan enjoys golf, fishing, traveling, and spending time with family and friends. He credits his parents as a major influence in his life and values the role they’ve played in shaping both his personal and professional outlook.

There is no substitute for hard work, and you can’t be afraid of rejection. Every setback is just another step closer to success.

Chris specializes in helping athletes, entertainers, and high-net-worth individuals develop financial strategies tailored to their unique lifestyles and goals. He focuses on the complexities of managing assets in careers marked by volatility and non-traditional income streams, helping to ensure that clients have the resources to sustain their success both now and in the future.

Chris is also passionate about helping multi-generational families navigate the intricacies of wealth management, from investing and retirement planning to tax efficiency and wealth transfer strategies.

Chris approaches financial planning with the heart of a teacher, believing that all clients should understand not only what is being recommended, but why. He is dedicated to building strong, personal relationships and providing hands-on guidance, so clients are informed and supported at every stage of their financial journey. Through clear communication and education, Chris helps ensure his clients feel secure in their financial decisions, knowing they have a long-term partner who is dedicated to their success.

Before entering the financial services industry in 2021, Chris spent 10 years as a professional baseball player, reaching the major leagues with the Pittsburgh Pirates and the Miami Marlins. During his time as an athlete, he developed a deep interest in financial management, realizing the complexities of managing a high-profile career and non-traditional income.

This inspired his eventual transition to wealth management, where he could use his personal experience to help others navigate similar financial situations. Today, he’s passionate about working with athletes, entertainers, and multi-generational families, helping them be as prudent and efficient as possible with their unique assets and opportunities.

Bachelor of Science in Finance – Florida International University

Chris and his wife Lora live in Lakewood Ranch, Florida, and have three young children, Jay, Nia, and Olivia. Being with family is one of Chris’s greatest joys in life, and many of his weekends are spent attending his kids’ sporting events. In his free time, he also loves to golf.

Chris considers his own parents his greatest mentors. They instilled in him a relentless work ethic and taught him the value of stewarding hard-earned money well, a principle he shares with his clients today.

Chris and Lora are deeply involved in their community. They volunteer as a host family for Better Together, a nonprofit organization dedicated to helping children and families in crisis. Since 2019, they have hosted over a dozen children in their home while their parents work to overcome difficult circumstances.

In addition to his work with Better Together, Chris serves as a member of the Board of Directors for the Aquinas Foundation, which manages the endowment for his alma mater, Aquinas Institute in Rochester, New York. He also volunteers as a baseball coach at Lakewood Ranch High School.

Find what you are good at, pursue it relentlessly, and ignore the opinions of people you wouldn’t ask for advice.

With eight years of experience at UBS before joining the Zelniker Dorfman team in 2018, Nick understands that service is a key differentiator in the wealth management industry. He takes pride in being a dedicated resource for clients, building long-term relationships grounded in trust, responsiveness, and consistency. By leveraging valuable knowledge and delivering a client-first approach, his goal is to strengthen the relationships and reputation the firm has built over time.

Bachelor of Arts in Law and Society – John Jay College

Outside the office, Nick enjoys spending time with family and friends, traveling, and going to the beach whenever he can. He is also an avid soccer player and passionate New York Knicks fan.

Before joining the firm in 2025, Jordan built his career in professional sports, working with organizations like the New York Islanders, Washington Wizards, and Washington Capitals. His work focused heavily on gaming verticals and next-generation fan engagement, helping him develop a strong understanding of branding, relationship development, and how to connect with younger and often underserved audiences. That experience taught him the value of building trust-based relationships over time, which is something that continues to shape how he works with clients today. With his relational focus and fresh perspective, he’s passionate about marrying the firm’s decades of experience with innovative, practical guidance.

Certified Exit Planning Advisor (CEPA^®)

Bachelor of Science in Business Administration – Binghamton University

Master of Professional Studies in Sports Industry Management – Georgetown University

Outside of work, Jordan enjoys staying active through hockey, skiing, tennis, and pickleball, and is an avid New York sports fan (particularly of the Islanders, Giants, Mets, and Knicks), a passion passed down through his father and grandfather. He also enjoys traveling both domestically and internationally, spending time with family, and engaging in the horse racing industry.