Graziella Ruffo

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 has worked previously at Lazard Frères & Co. LLC, Jefferies, and Wolfe Research. Outside of finance, he is the founder of Freemind Consumer Products LLC, an online retail business. Freemind Financial Advisory serves individuals, businesses, and charitable organizations, offering asset management, financial planning, estate planning, retirement plan services, and fractional CFO support. The firm focuses on fundamental analysis and tailored asset allocation, with a distinctive emphasis on retirement plan consulting and business-oriented financial advisory services.

Griffin Schulz is a financial advisor with FlexIncome Fund in Westhampton, NY. He holds a Series 65 designation and has several years of experience including roles at BHG Financial, Black Eagle Asset Management, and Symmetry Financial Group. Schulz has also worked independently prior to joining FlexIncome Fund. FlexIncome Fund serves high-net-worth individuals through discretionary portfolio management and comprehensive financial planning. The firm emphasizes equities, exchange-traded funds, and selective options strategies, combining fundamental and technical analysis to build diversified portfolios with an aim toward income generation and risk management.

Joseph Ohara is a PFS™ credentialed financial advisor with eight years at O'Hara Wealth Management Inc and a total of 17 years in the industry, including his ongoing role at O'Hara & Company. He also serves as CFO for an auto parts supplier. O'Hara Wealth Management Inc is an independent investment adviser that provides portfolio management and comprehensive financial planning to individual and high-net-worth clients, employing fundamental analysis and modern portfolio theory to construct portfolios. The firm is affiliated with an accounting practice and is led by a licensed CPA, offering both discretionary and non-discretionary services.

Joseph Carbone is a CFP® certificant with 21 years of experience in financial advisory services. He has been the sole advisor at Focus Planning Group since 2015 and also holds insurance licensure as an independent insurance agent for various companies. Focus Planning Group serves individuals, small businesses, charitable organizations, and retirement plans, offering financial planning, investment consultation, and portfolio management. The firm employs a Modern Portfolio Theory-based investment approach, primarily utilizing diversified, low-cost passive ETFs alongside other asset types, and provides educational workshops on personal finance and investing.

Gigi Turbow Marx is the sole advisor at Old Field Advisors LLC, an independent firm where she has worked since 2005. She holds a Series 65 designation and has four years of industry experience. Old Field Advisors provides fee-only financial planning and wealth management services to individuals, families, trusts, estates, privately held businesses, and nonprofit organizations. The firm employs a core-and-satellite investment approach emphasizing passive index funds and ETFs, with active funds or individual holdings used selectively, and offers specialized services in charitable planning and sub-advising other registered investment advisors.