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.

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 a financial advisor at Clearview Financial Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Virtus Investment Partners and Zweig Advisers LLC. He is also associated with Vp Distributors Inc. Clearview Financial Planning serves individual, high-net-worth, and charitable organization clients, offering portfolio management and comprehensive financial planning. The firm’s investment approach integrates modern portfolio theory with fundamental, quantitative, technical, and cyclical analysis, primarily focusing on equities and equity ETFs alongside other asset classes.

Steven Kaczmarek is the president of East End Group, Inc. and East End Wealth Management, serving as a financial advisor with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the insurance business since 1990. Kaczmarek oversees day-to-day operations at East End Group, which is engaged in insurance sales and securities trading. East End Wealth Management is an independent registered investment adviser that serves individuals, other advisers, pension plans, and corporations. The firm focuses on discretionary portfolio management with an emphasis on income-oriented fixed-income strategies, combining fundamental, technical, and charting analysis while accommodating client restrictions and tax considerations.

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.

Catharine Chandler is a Series 65 licensed financial advisor with Benjamin Securities, Inc., where she has worked since 2012. She has 11 years of industry experience. Outside of her advisory role, she owns and manages rental properties in St. Thomas, U.S. Virgin Islands. Benjamin Securities, Inc. provides investment advice and brokerage services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs fundamental and cyclical analysis within a primarily long-term investment strategy, offering both discretionary and non-discretionary management tailored to client needs.

Harshvardhan Ved is a financial advisor at Guardant Wealth Advisors with one year of experience at the firm. He holds the Series 65 designation. Outside of his advisory role, he is involved with Samsara Music LLC, where he has been active since 2021. Guardant Wealth Advisors provides investment advisory, financial planning, consulting, family office, and retirement plan advisory services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a range of investment vehicles and is notable for its formal selection and integration of third-party advisers and independent managers.

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.

Clifford Cornell III is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Bone Fide Wealth since 2021 and held prior positions at DLP Real Estate Capital, Innovative Tax Solution, Muhlenberg College, and South Side MS/HS. Outside of financial advising, he has worked as a server at The Frisky Oyster in Greenport, NY. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering comprehensive financial life planning, asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to deliver customized investment advice and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Ashley White is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc., bringing one year of industry experience. Prior to joining Federmann Financial Advisors in 2022, White worked five years at Coastline Wealth Management and spent six years at North Country Limousine. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of long-term, short-term, and trading strategies across bonds, mutual funds, and ETFs, and offers in-house tax preparation services through its CPA and enrolled agent.

Ernest Vorpahl is a CFP®-designated financial advisor with 29 years of industry experience. He is affiliated with East End Financial Group, Inc., where he has worked since 1999, and has prior experience with American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, Mr. Vorpahl is president of Ernie Vorpahl, Inc., a business improvement and consulting firm, and serves as treasurer for The Kendall Madison Foundation, a nonprofit organization. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, municipalities, and retirement plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs along with other investment vehicles, applying fundamental, technical, and cyclical analysis with ongoing monitoring and annual reviews.

Jeffrey Connolly is a CFA® charterholder with 13 years of industry experience. He is currently with East End Financial Group, Inc., where he has worked since 2017, and also holds a Series 63 license. Prior to joining East End Financial Group, he held positions at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., Value Line, LLC, and Clarksons Platou Securities, Inc. Outside of his advisory roles, he serves as a trustee on the Mattituck-Cutchogue Union Free School District Board of Education. East End Financial Group provides investment management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, municipalities, and retirement plans. The firm manages approximately $579 million in assets and constructs customized, primarily long-term portfolios using a variety of investment vehicles, applying fundamental, technical, and cyclical analysis with ongoing monitoring and formal reviews.

Mary Lafemina is a financial advisor with East End Financial Group, Inc. She holds a Series 66 designation and has 23 years of industry experience. She has worked with East End Financial Group since 2011 and with Osaic Wealth, Inc. since 2024. In addition to her advisory role, she is a licensed insurance agent with Kosinski Associates, Inc. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and municipalities. The firm manages approximately $579 million in client assets and constructs primarily long-term, customized portfolios using a range of investment vehicles and analytical approaches.

Jack Kosinski is a CFP® professional with 19 years of experience currently serving as a wealth advisor at East End Financial Group, Inc. He previously worked at American Portfolios Financial Services, Inc. for 14 years before joining Osaic Wealth, Inc. in 2024. Kosinski is also a managing member of 3KZ, LLC, a real estate management company. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and municipalities. The firm constructs customized, primarily long-term portfolios using a variety of investment vehicles and offers comprehensive services such as portfolio management and Group 401(k) custodial platforms.

Joseph Kosinski is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with OSAIC and has held positions at East End Financial Group, Inc. and American Portfolios Financial Services, Inc. Kosinski serves on the board of the Gwen L. Kosinski Foundation, a nonprofit organization focused on brain cancer research, and is a board member of the East Moriches School District. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that delivers advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment programs and solutions supported by advanced portfolio management tools.

Mark Poitras is a CFP® professional with 17 years of industry experience, currently serving at East End Financial Group, Inc. He has held prior roles at Osaic Wealth, Inc., American Portfolios Advisors, Inc., and HSBC Securities. Outside of his advisory work, Mr. Poitras volunteers as an advanced emergency technician and instructor with the SAG Harbor Volunteer Ambulance and serves as chairman of the North Haven Village Zoning Board of Appeals. He is also involved in youth sports coaching and community service through the Sag Harbor Lions Club. East End Financial Group provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, municipalities, and retirement plans. The firm constructs customized portfolios primarily using low-cost mutual funds and ETFs, incorporates fundamental and technical analysis, and offers specialized services including municipal client support and retirement plan consulting.

Melissa Pavone is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Forefront. She previously worked at Oppenheimer & Co for 11 years. Outside of her advisory role, she is involved with Money Matters in Marriage, assisting couples in improving financial communication, and she founded Mindful Divorce Partners, which focuses on divorce financial analysis. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering tailored investment policies, portfolio management, and specialized planning including retirement, estate, tax, and special-needs services. The firm operates multiple offices and maintains affiliated businesses to support comprehensive client needs.

Charles Catapano is a financial advisor at RMR Wealth Builders, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Calton & Associates, Inc. and Newbridge Securities Corporation. Prior to his advisory career, he was employed at Northwell Health/LIJ Medical Center. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving primarily individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives.