Catharine Chandler

Gilbert Cardillo is a financial advisor at Peconic Asset Planning with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investacorp and Securities America prior to his current role. Cardillo serves as a volunteer trustee for Suffolk County Parks, where he evaluates land purchases for parkland potential. Peconic Asset Planning provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm constructs customized portfolios using ETFs, mutual funds, stocks, and bonds, emphasizing continuous personal client contact and employing both fundamental and technical analysis to manage primarily long-term portfolios.

Daniel Smith is a financial advisor at Freemind Financial Advisory with two years of industry experience. He holds a Series 65 designation and previously worked at Lazard Frères & Co. LLC, Jefferies, and Wolfe Research. Outside of his advisory role, he is the founder of Freemind Consumer Products LLC, an online retail business unrelated to investment services. Freemind Financial Advisory serves individuals, high-net-worth clients, businesses, and charitable organizations by offering asset management, financial planning, estate planning, retirement plan services, accounting, tax, and fractional CFO services. The firm employs a fundamental analysis-based investment approach and combines retirement plan consulting with accounting and CFO services, managing approximately $7 million for a specialized client base.

Griffin Schulz is a financial advisor at FlexIncome Fund with one year of industry experience. He holds a Series 65 designation and previously worked at BHG Financial, Black Eagle Asset Management, and Symmetry Financial Group. Schulz also had self-employment experience prior to joining FlexIncome Fund. FlexIncome Fund provides discretionary portfolio management and investment planning to high-net-worth individuals, institutions, businesses, and retail investors. The firm manages customized portfolios focused on equities, ETFs, and options, utilizing both fundamental and technical analysis alongside dividend-oriented and options strategies for income and risk management.

Steven Kaczmarek is the sole advisor at East End Wealth Management in Hampton Bays, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with East End Group Wealth Management since 2012 and served as president of East End Group, Inc., which is engaged in insurance sales and securities trading, since 2006. East End Wealth Management provides discretionary fixed-income portfolio management primarily to individuals, as well as consulting and assets-under-advisement services to investment advisers, pension plans, corporations, and charitable organizations. The firm focuses on customized short-term investment-grade bond strategies with ongoing monitoring and employs multiple methods of analysis to guide investment decisions.

Richard Sponholz is the sole advisor at R.O.S. Asset Management in Bellport, NY, with 19 years of industry experience. He holds the CFA® designation along with Series 63 and 65 licenses and has been with R.O.S. Asset Management since 1990. R.O.S. Asset Management provides discretionary, fee-only portfolio management and investment advice to individual and business clients, focusing on a long-term, buy-and-hold strategy grounded in fundamental analysis. The firm typically manages concentrated portfolios and uses no-load mutual funds for certain market segments while operating with discretionary authority under client limited power of attorney.

Lisa Kelly is a CFP® and PFS™ credentialed advisor at Federmann Financial Advisors Inc. with four years of industry experience. She has been a licensed CPA since 2011 and has been affiliated with Federmann Financial Advisors since 2006. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies across bonds, mutual funds, and ETFs, and provides in-house tax preparation services through its CPA and enrolled agent.