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.

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.

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.

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.

Stuart Quan is a financial advisor at Powder Ridge Capital LP with five years of industry experience. He holds a Series 65 designation and has worked at Powder Ridge Capital since 2017, following two years at Eden Capital Management LLC. Powder Ridge Capital provides discretionary wealth advisory and investment management services to individuals, high-net-worth clients, family offices, and corporate entities. The firm focuses on U.S. equity investing through actively managed, often concentrated portfolios, utilizing fundamental company analysis and valuation.

Stephen Taylor is a financial advisor at Big Rock Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 23 years. He also maintains an insurance agent role at Cardona and Company, providing insurance sales and service. Big Rock Advisors is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning to individual investors and qualified retirement plans. The firm uses fundamental analysis and a tailored investment approach, managing approximately $8.14 million in discretionary assets.

Sean Hopkins is a CFA® charterholder with 14 years of industry experience. He is currently with Big Rock Advisors LLC and also operates La Sala CPA P.C., where he provides accounting and bookkeeping services. Prior to joining Big Rock Advisors, he worked at Tradeweb LLC and its affiliates for over a decade. Big Rock Advisors LLC is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning services primarily to individual investors and qualified retirement plans. The firm employs a tailored investment approach based on fundamental analysis and ongoing portfolio monitoring.

Anthony Cardona is a financial advisor at Big Rock Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and The Leaders Group, Inc. Cardona is also the owner of AJ Cardona & Co, an insurance services business. Big Rock Advisors is a small registered investment adviser serving individual investors and qualified retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning services, employing tailored investment programs based on clients’ goals and risk tolerance.

Darren Graff is a financial advisor at Guardant Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA, J.P. Morgan Securities, Belpointe Asset Management, and Guardant Partners. Outside of his advisory role, he is involved as an owner or investor in several restaurant and recreational businesses. 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 multi-manager approach, incorporating third-party advisers and independent managers alongside internal management.

Sean Lamb is a financial advisor with Old Beach Investment Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has been involved in film production as a manager and producer at Franklin Avenue Films since 2012. Old Beach Investment Advisors is a state-registered firm that provides discretionary portfolio management and supervisory services primarily to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm employs long-term equity strategies focused on fundamental analysis and maintains a small, concentrated client roster.

Mark Snow is a financial advisor with Snow Financial Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snow Financial Management since 2009 and has prior experience at HSBC Securities (USA) Inc. and HSBC dating back to 1998. Snow Financial Management is a registered investment adviser serving individuals, trusts, retirement accounts, charitable organizations, and businesses with discretionary investment management. The firm employs personalized portfolio construction using equities, fixed income, mutual funds, ETFs, and derivatives strategies, including options and short sales, managing approximately $98.6 million in assets across 49 client relationships.

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.

Michael Snow is a financial advisor at Snow Financial Management, LLC with 29 years at the firm and 11 years of industry experience. He holds a Series 65 credential. Mr. Snow serves on the boards of several derivatives trading and clearing organizations, including BGC Derivative Markets, Cantor Clearinghouse, and Fenics Markets Xchange. Snow Financial Management provides personalized, discretionary investment management to individuals, trusts, retirement accounts, charitable organizations, and businesses. The firm uses a client-focused approach to build portfolios with individual securities, mutual funds, ETFs, and derivatives strategies, managing approximately $98.6 million in assets across about 49 client relationships.

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.

Ross Bruner is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co., Bank of America, and MassMutual. Bruner is also owner of Tristar Advisors LLC, a family-owned passive investment vehicle. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm employs a mix of top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts primarily on a discretionary basis.

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.