David Whitcomb Karr

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.

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.

Douglas Miscoll is a financial advisor with Ravello Partners LLC in Sag Harbor, NY. He holds a Series 65 designation and has 14 years of industry experience. Since 2011, he has been with Ravello Partners, an independent firm of which he is the sole advisor. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process emphasizes fundamental research and typically targets multi-year holding periods, using a range of instruments including equities, fixed income, municipal securities, options, and cash, with a relatively small client base to allow for personalized service.

Justin Swiderski is a financial advisor at Palm Capital Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wilmington Capital Securities LLC since 2015. Palm Capital Group provides discretionary portfolio management to high-income and high-net-worth individuals, as well as charitable organizations and businesses. The firm employs a bottom-up value investing approach, managing concentrated portfolios primarily through equity, debt, and options securities, and offers performance-based fee arrangements for qualified clients.

David Dickerson is the sole advisor at Clearview Financial Planning, Inc. in Southold, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Clearview Financial Planning since 2018 and has prior experience with VP Distributors Inc and Zweig Advisers LLC. Clearview Financial Planning, Inc. is an independent firm managing approximately $38 million for about 15 clients, offering portfolio management and financial planning services with tailored Investment Policy Statements. The firm uses a blend of analytical methods and manages client assets in-house, serving individuals, high-net-worth clients, corporate/business clients, and charitable organizations.

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.