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 previously worked at Lazard Frères & Co. LLC, Jefferies, and Wolfe Research. Outside of his advisory role, he is the founder of Freemind Consumer Products LLC, an online retail business unrelated to investment services. Freemind Financial Advisory serves individuals, high-net-worth clients, businesses, and charitable organizations by offering asset management, financial planning, estate planning, retirement plan services, accounting, tax, and fractional CFO services. The firm employs a fundamental analysis-based investment approach and combines retirement plan consulting with accounting and CFO services, managing approximately $7 million for a specialized client base.

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 the sole advisor at Clearview Financial Planning, Inc. in Southold, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Clearview Financial Planning since 2018 and has prior experience with VP Distributors Inc and Zweig Advisers LLC. Clearview Financial Planning, Inc. is an independent firm managing approximately $38 million for about 15 clients, offering portfolio management and financial planning services with tailored Investment Policy Statements. The firm uses a blend of analytical methods and manages client assets in-house, serving individuals, high-net-worth clients, corporate/business clients, and charitable organizations.

Steven Kaczmarek is the sole advisor at East End Wealth Management in Hampton Bays, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with East End Group Wealth Management since 2012 and served as president of East End Group, Inc., which is engaged in insurance sales and securities trading, since 2006. East End Wealth Management provides discretionary fixed-income portfolio management primarily to individuals, as well as consulting and assets-under-advisement services to investment advisers, pension plans, corporations, and charitable organizations. The firm focuses on customized short-term investment-grade bond strategies with ongoing monitoring and employs multiple methods of analysis to guide investment decisions.

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 Series 65 credentials and one year of industry experience. Prior to joining the firm, he was involved with Samsara Music LLC and Justcode. Outside of his advisory role, he maintains ongoing involvement with Samsara Music LLC. Guardant Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office advisory, and retirement plan services. The firm emphasizes customized asset allocation using independent managers and provides access to private and alternative investments through third-party platforms and affiliated special purpose vehicles.

Darren Graff is a financial advisor with Guardant Wealth Advisors and holds Series 63 and Series 65 designations. He has 30 years of industry experience, including roles at JPMorgan Chase Bank NA and Belpointe Asset Management. Outside of finance, he is involved as an owner and investor in several restaurant and recreational businesses. Guardant Wealth Advisors provides discretionary and non-discretionary investment and wealth management services, offering customized portfolio strategies and family office advisory primarily for a limited number of clients. The firm integrates private and alternative investments through third-party platforms and maintains affiliations with an in-house private investment sponsor.

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® with 30 years of experience in the financial industry. He has worked with East End Financial Group, Inc. since 1999 and has held additional roles at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory duties, Mr. Vorpahl serves as treasurer for The Kendall Madison Foundation and operates a business improvement and consulting firm, Ernie Vorpahl, Inc. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers customized, primarily long-term investment management, financial planning, and retirement-plan consulting, utilizing a diversified approach that includes low-cost mutual funds, ETFs, individual equities, and other securities.

Jeffrey Connolly is a CFA® charterholder with 13 years of industry experience. He is part of the six-advisor team at East End Financial Group, Inc. in Riverhead, NY, where he has worked since 2017. Before joining the firm, he was with Value Line, LLC for one year. Connolly serves as a trustee on the Mattituck-Cutchogue Union Free School District Board of Education. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm takes a primarily long-term, customized investment approach, managing portfolios that emphasize low-cost mutual funds and ETFs while also including other asset types as appropriate, and offers financial planning and retirement-plan consulting services.

Mary LaFemina is a financial advisor with East End Financial Group, Inc. in Riverhead, NY, holding a Series 66 designation and 23 years of industry experience. She has been with East End Financial Group since 2011 and also holds a registered representative role with American Portfolios Financial Services, Inc. Additionally, she is a licensed insurance agent with Kosinski Associates, Inc. East End Financial Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers customized, primarily long-term investment management and financial planning services, emphasizing diversified portfolios with low-cost mutual funds and ETFs, and provides specialized retirement-plan consulting for plan sponsors and municipalities.

Jack Kosinski is a CFP® certificant with 19 years of industry experience, currently serving as a wealth advisor at East End Financial Group, Inc. He worked previously at American Portfolios Financial Services, Inc. for 14 years and has been with Osaic since 2024. Outside of his advisory work, he is a managing member of 3KZ, LLC, a real estate management company. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a primarily long-term, customized investment approach utilizing diversified portfolios with low-cost mutual funds and ETFs.

Joseph Kosinski is a financial advisor with East End Financial Group, Inc. He holds the CFP® and ChFC® designations and has 22 years of industry experience. Kosinski has been with East End Financial Group since 2005 and previously worked with American Portfolios Financial Services, Inc. He serves on the board of the Gwen L. Kosinski Foundation, a nonprofit focused on brain cancer research, and holds a board position with the East Moriches Union Free School District. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers long-term, customized investment management and financial planning through a diversified approach that includes mutual funds, ETFs, equities, fixed income, and retirement-plan consulting, with a notable emphasis on serving municipalities and plan sponsors.

Mark Poitras is a Certified Financial Planner® with 18 years of industry experience. He is an investment advisor representative with East End Financial Group, Inc., where he has worked since 2017, and previously held roles at American Portfolios Advisors, Inc. and HSBC Bank USA, N.A. 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 basketball coaching and fundraising through Youth Hoop of Sag Harbor and participates in community service initiatives with the Sag Harbor Lions Club. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers customized, long-term investment management and financial planning, emphasizing diversified portfolios with primarily low-cost mutual funds and ETFs, and provides specialized retirement-plan consulting to plan sponsors alongside fiduciary services.

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.