Jeffrey Wang is a Managing Partner, Private Wealth Advisor and serves as portfolio manager with more than three decades of experience in the financial services industry. He holds the Qualified Plan Financial Consultant designation and advises individuals, families, trusts, corporations, and nonprofit organizations on a broad range of wealth management matters.

He is known for helping clients gain clarity and confidence in their financial future while building long-term relationships rooted in trust. Jeff finds it especially rewarding to work with multiple generations of families, helping them preserve and grow wealth over time. His approach integrates investment strategy, retirement planning, tax considerations, estate planning strategies, and corporate cash management into cohesive, personalized plans.

Jeff was previously a member of the WS Group who was recognized as one of the Forbes Best-In-State Wealth Management Teams for the years 2023-2026. Before starting Twin Harbors Private Wealth, Jeff earned the distinguished title of Managing Director while at Merrill Lynch. He earned his business degree from Hofstra University and maintains FINRA Series 7, 63, and 65 securities registrations, along with life and health insurance registrations.

He lives in Fort Salonga, New York with his wife, Donna, and enjoys spending time with his daughters, Nikki and Jessie, as well as golfing, boating, volunteering, and staying active in the community.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Joseph Ilg is a Managing Partner and Private Wealth Advisor with 12 years of experience helping individuals and families make informed financial decisions. He holds the CFP® and QPFC designations and as a previous member of the A.I.R.N. & Associates team which was recognized as one of the Forbes Best-In-State Wealth Management Teams list for the years 2024-2026.

He is passionate about guiding clients through key financial milestones, including retirement planning, wealth building, and preparing future generations. Joseph takes pride in building long-term relationships and serving as a trusted resource, helping clients feel confident and clear about their financial future.

He especially enjoys working closely with clients to develop strategies aligned with their goals and values, helping simplify complex financial concepts into practical, actionable plans.

Joseph spent 12 years at Merrill Lynch as a Financial Advisor, where he developed experience in investment management, retirement planning, and holistic wealth strategy. Prior to his financial career, he served seven years in the United States Navy, an experience that shaped his disciplined, service-driven approach.

Outside of work, Joseph enjoys spending time with his family, supporting his children in sports, and playing golf, embracing the game’s constant pursuit of improvement.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Corey Streim is a Partner and Private Wealth Advisor with more than 20 years of experience helping individuals and families navigate complex financial decisions. He holds the Qualified Plan Financial Consultant designation and as a previous member of the WS Group was recognized as one of the Forbes Best-In-State Wealth Management Teams list for the years 2023-2026.

He is committed to building long-term relationships and guiding clients through key financial moments with clarity and confidence. Corey is known for simplifying complex situations and developing practical strategies aligned with each client’s goals, with experience spanning investment management, retirement planning, tax considerations, and long-term wealth preservation.

Corey earned his degree in Economics from Binghamton University and holds Series 7, 63, and 66 FINRA registrations, along with life and health insurance licenses.

He lives on the North Shore of Long Island with his wife, Lisa, and their two sons, and enjoys tennis, travel, and spending time with his family.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

John Rizzo is a Partner and Private Wealth Advisor who helps individuals and families make confident, informed financial decisions. He holds the CFP® and QPFC® designations and is dedicated to providing personalized guidance across every stage of life

He is passionate about helping clients navigate important milestones such as retirement, business transitions, and building generational wealth. John values long-term relationships and takes pride in being a trusted resource for clients as their financial needs evolve.

John spent nearly a decade at Merrill Lynch, where he served as a First Vice President and was previously a member of the A.I.R.N. & Associates team which was recognized as one of the Forbes Best-In-State Wealth Management Teams list for the years 2024-2026. During that time, he gained experience in investment management, retirement planning, tax-efficient strategies, and comprehensive planning. His approach blends disciplined fundamentals with modern strategies to help clients plan with clarity and confidence.

He lives on the South Shore of Long Island with his wife, Sarah, and their dog, Sandy. Outside of work, he enjoys boating, staying active, traveling, and spending time with family and friends.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Kyle Napolitano is a Partner and Private Wealth Advisor with seven years of experience helping clients navigate important financial decisions. He holds the CFP® designation and was previously a member of the A.I.R.N. & Associates team which was recognized as one of the Forbes Best-In-State Wealth Management Teams list for the years 2024-2026.

He is passionate about helping clients feel more confident, organized, and prepared for the future. Kyle focuses on building strong, long-term relationships and guiding individuals and families through key financial milestones with clarity and care.

He developed the foundation of his practice at Merrill, where he worked alongside senior advisors and gained experience across planning, investment strategy, and client service. Working with a diverse group of clients helped shape his approach, which centers on creating thoughtful, personalized strategies aligned with each client’s goals.

Outside of work, Kyle enjoys spending time with family, staying active, and supporting charitable causes in his community.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Daniel Sporn is a First Vice President and Private Wealth Advisor with three years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER® certification.

He is passionate about helping clients bring clarity and structure to their financial lives. Daniel focuses on understanding each client’s unique story and developing strategies that support long-term success. He is known for delivering thoughtful guidance and meaningful solutions through personal connection and attentive planning.

He works closely with corporate executives on equity compensation, high-net-worth individuals preparing for retirement or major life events, and families building financial foundations for future generations. Daniel earned his degree in Economics from Hofstra University and began his career at a startup in Manhattan before joining Merrill Lynch. He holds Series 7 and 66 registrations, life and health insurance licenses, and the CFP® certification.

Outside of work, he enjoys golfing and spending time with his fiancée, Taylor, their golden retriever, Winnie, and his family, especially his young niece, Dakota.