Steven Joseph Kaczmarek

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 at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

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.

John Zolidis is a financial advisor at Quo Vadis Capital, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Buckingham Research Group. Quo Vadis Capital provides research and consulting products to institutional investors and discretionary separately managed account services to high-net-worth clients. The firm uses a proprietary analytical method focused on detailed structural analysis of financial statements and industry data to pursue long-term capital appreciation.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.