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.

Peter Creedon is a financial advisor at Crystal Brook Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Crystal Brook Advisors since 2014 and HSBC Securities (USA) Inc. since 2013. In addition to his advisory work, he teaches online courses as a moderator for The American College and is an enrolled agent providing tax preparation services. Crystal Brook Advisors offers financial planning, investment consultation, and portfolio supervisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of active, core+satellite, and passive investment strategies, provides referrals to third-party managers, and operates both discretionary digital accounts and primarily non-discretionary supervisory services.

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.

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.

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.

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.

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.

Raymond Passaro is a financial advisor at Snyder Wealth Group with 36 years of industry experience. He holds a Series 63 designation and has worked at Mark J Snyder Financial Services Inc. since 2021 and Royal Alliance Associates, Inc. since 2002. Outside of his advisory role, he owns a youth sports photography business and serves as an assistant wrestling coach at his local high school. Snyder Wealth Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting. The firm customizes allocations based on clients’ objectives and risk profiles, utilizing various investment vehicles and platforms.

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.

Eric Taitz is a financial advisor with Snyder Wealth Group, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Mark J. Snyder Financial Services Inc. and Royal Alliance Associates since 2010. Outside of his advisory role, he is the owner of RACLA, a corporation unrelated to investment activities, and is a member of the McArthur Business Alliance, a nonprofit organization. Snyder Wealth Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting. The firm customizes portfolios based on clients’ objectives and risk tolerance, employing various investment vehicles and managing accounts through platforms such as VISION2020 and WMAP SMA/UMA programs.

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.

Amy Fosbenner is a financial advisor at DAI Wealth, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Concorde Investment Services and Concorde Asset Management. Fosbenner is also the founder and president of Fosbenner Financial, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-advisor platform and uses third-party managers and platform providers to tailor portfolios according to client objectives.

Daniel Salazar is a financial advisor at Bull Harbor Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is co-owner of FIN Creative, a graphic design firm. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a variety of investment vehicles, including mutual funds, ETFs, individual equity, fixed income, and covered options.

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.