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.

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

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.

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.

Andrew Bogart is the sole advisor at Bogart Advisory Group LLC and holds a Series 65 designation. He has professional experience spanning roles at Ally Anesthesia since 2022, Northwell Health from 2016 to 2022, and Boston Medical Center from 2013 to 2016. Bogart Advisory Group LLC serves high-net-worth individuals by providing ongoing portfolio management services that include individualized investment policy statements and discretionary trading authority. The firm’s investment approach integrates fundamental analysis with modern portfolio theory, focusing on long-term trading across mutual funds, equities, ETFs, and fixed-income securities.

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.

Johnathan Komich is a CFA® charterholder and registered financial advisor with seven years of industry experience. He is the principal of Komich Capital Advisors, an independent firm he founded in 2019, and previously worked at Eaton Vance Management. In addition to his advisory role, he is an insurance agent with Barson Associates, focusing on personal and commercial insurance lines. Komich Capital Advisors provides financial planning and investment management services to individuals, trusts, investment companies, pension plans, and business entities. The firm emphasizes comprehensive household-level planning and custom portfolio construction based on after-tax expected returns and historic volatility, using ETFs, individual debt securities, mutual funds, and third-party managed accounts.

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.

Salvatore Caruso is a CFP® with 26 years of industry experience. He currently works at TSG Alpha Partners, LLC and has held roles at various financial and insurance companies including Nationwide Financial, American Equity Investment Life Insurance Company, and New York Life Insurance Co. His career spans multiple firms specializing in life insurance and financial services. TSG Alpha Partners, LLC provides investment advisory services to individuals and institutional clients, including retirement plan sponsors. The firm offers portfolio management, financial planning, and pension consulting, and manages affiliated private pooled investment vehicles focused on private equity and privately held companies.

James Connolly is a financial advisor at Derryrush Wealth with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he owns an eCommerce clothing retailer and serves as the History Chairman of the Suffolk County Ancient Order of Hibernians. Derryrush Wealth provides portfolio management and pension consulting services to pension plans, charitable organizations, corporations, and high-net-worth individuals. The firm uses a diverse investment approach incorporating charting, cyclical, fundamental, and quantitative analysis, and it may allocate assets to third-party managers.

Keith Butler is a CFA® charterholder with 10 years of industry experience. He is currently with TimeCapital Investor Advisory Services Inc and previously worked at Deutsche Bank and Barclays Capital Inc. TimeCapital Investor Advisory Services Inc primarily serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through separately managed accounts, a wrap-fee program, and access to private investment funds, using a combination of top-down asset allocation and bottom-up security selection.

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.

Philip Brucato is a CFP® professional with nine years of industry experience, currently serving at R.W. Rogé & Company, Inc. since 2017. Prior to that, he worked at Bank of America for two years. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and other institutional clients. The firm employs a value-oriented investment approach combined with strategic asset allocation and a proprietary due-diligence process to manage diversified portfolios across various risk models.

Andrew Kerper is a Series 65 licensed financial advisor with Federal Prep Advisors, Inc., where he has worked since 2022. He has three years of industry experience and a background that includes roles in public education and community organizations. Outside of advising, he is also a licensed life insurance agent. Federal Prep Advisors, Inc. provides non-discretionary portfolio management and advisory services to individual clients, focusing on employer retirement plans and IRA rollovers. The firm uses a risk tolerance questionnaire to tailor investment strategies and manages a large client base through a consultative approach.

Michael Kerper is a financial advisor at Federal Prep Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Federal Prep since 2008, including its advisory affiliate Federal Prep Advisors, Inc. and Rainmaker Alliance LLC, of which he is the owner. He is also a licensed insurance agent and occasionally offers insurance products through his Rainmaker Alliance business. Federal Prep Advisors, Inc. provides non-discretionary portfolio management and advisory services to individual clients, focusing on employer retirement plans and IRA rollovers. The firm uses modern portfolio theory and risk tolerance assessments to tailor investment strategies, advising on mutual funds, ETFs, fixed income, and other securities while maintaining a high client-to-advisor ratio.

Joseph Stein is a financial advisor with TimeCapital Investor Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at TimeCapital Securities Corporation since 1993. Outside of advisory services, he sells individual and group insurance and insurance-related products through his own business. TimeCapital serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm offers portfolio management through separately managed accounts using a combination of top-down asset allocation and bottom-up security selection, implemented via actively managed model portfolios and multiple solution offerings.

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.