Patricia Cocozza is a financial advisor with First Financial Services in Hauppauge, NY, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has worked at First Financial Services since 1988, with prior experience at National Planning Corporation and OSAIC. Outside of her advisory role, Cocozza is involved in bookkeeping and tax preparation as an enrolled agent, and she assists in photographic services through two small businesses. First Financial Services provides pension consulting for retirement, profit-sharing, and 401(k) plans, as well as financial planning and consulting for individual clients and plan sponsors. The firm focuses on fiduciary compliance, investment policy development, and non-discretionary advisory services, with personnel who are also registered representatives and licensed insurance agents.

Jason Gladowsky is a financial advisor with The Gladowsky Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Gladowsky Capital Management Corp. since 1997. The Gladowsky Group offers wrap-fee advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm provides manager selection, asset allocation, due diligence, and reporting services, operating primarily on a non-discretionary basis while working with third-party investment managers who have trading discretion.

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 32 years of industry experience. He has been associated with Timecapital Securities Corporation since 1993. In addition to his advisory role, he sells individual and group insurance and insurance-related products, including fixed annuities and health insurance. TimeCapital Investor Advisory Services Inc provides investment advice primarily to individual investors, including high-net-worth clients, as well as pension plans, trusts, and retirement-plan sponsors. The firm offers a variety of investment programs, including separately managed accounts and model-portfolio solutions, combining top-down asset allocation with bottom-up security selection across multiple asset classes.

David Brezina is a CFP® professional at Southport Station Financial Management, LLC with 17 years of industry experience. He has been with Southport Station since 2008 and also operates an independent insurance agency, Barth Insurance Agency. Additionally, he owns and operates a landscaping and property management business. Southport Station Financial Management provides personalized financial planning and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs active derivatives and options strategies and offers both discretionary and non-discretionary portfolio management.

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.

James Webster is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Royal Alliance since 2017 and National Planning Corporation from 2003 to 2017. Outside of advising, he is president of Mid Island Tax, Inc., a company that prepares income tax returns for individuals and small businesses. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization and access to both discretionary and non-discretionary management strategies.

Buddy Levy is a CFP® and ChFC® with 32 years of experience in the financial industry. He has been a principal at NestEgg Advisors, Inc. since 1996 and has held roles at OSAIC and American Portfolios Advisors, Inc. Additionally, he is licensed to recommend life, disability, and long-term care insurance products. NestEgg Advisors, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a client-specific process focused on long-term portfolio construction using mutual funds, ETFs, and individual securities, while also offering educational workshops and acting as a fiduciary in client engagements.

Kelly Lynch is a CFP® professional with seven years at Arcadia Wealth Management and two years of industry experience. Prior to joining Arcadia, Kelly was a student for seven years. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with a long-term, low-turnover approach, emphasizing market efficiency and academic research, including factor-based tilts toward small-company and value exposures.

Rebecca Keiffert is a financial advisor at RoseMark Advisors, Inc. with 13 years at the firm and a total of 4 years of industry experience. She holds ownership and executive roles in several related insurance and service companies, including serving as CEO of Hometown Insurance Agency of LI Inc. and AMAC Senior Resources Network, Inc. Keiffert is also involved with the Association of Mature American Citizens, Inc. as a CEO and part-owner. RoseMark Advisors primarily serves members of the Association of Mature American Citizens and related entities, focusing on financial planning and cash-flow modeling for retirement, tax and estate coordination, college funding, and distribution planning. The firm refers clients seeking investment management to Miracle Mile Advisors and operates with a planning process centered on client interviews and document review.

Jeffrey Roberto is a CFP® with 23 years of industry experience currently serving at Aventine Financial Group. His prior roles include positions at Signature One LLC, Fisher Investments, and Ameriprise Financial Services Inc., among others. Aventine Financial Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and investment management using a process that incorporates both fundamental and technical analysis tailored to client goals.

Joseph Chiossone is a financial advisor at Federal Prep with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Federal Prep Advisors, Inc. since 2017, with prior experience at RNR Securities, LLC. Outside of advising, he is a college adjunct professor and serves as an EEO investigator. 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, real estate funds, annuities, and certain international securities.

Optaciano Rodriguez is a financial advisor at Ithaka Strategic Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services and Massmutual Life Insurance Company since 2017, following prior roles at NYlife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is licensed as an agent for individual and group life and health insurance. Ithaka Strategic Partners provides investment management, financial planning, and employee benefit plan services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, complemented by fundamental and technical analysis and the use of third-party managers.

Eric Peck is a financial advisor at Southport Station Financial Management, LLC in Southport, CT, holding a Series 65 license with six years of industry experience. He has been with Southport Station Financial Management since 2014, with prior roles at J&G Group, Inc. dba JPR Mechanical, Inc., and Walsh Construction Company II, LLC. Southport Station Financial Management is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $192 million across a range of investment strategies, including mutual funds, ETFs, equities, fixed income, and options, offering both portfolio management and financial planning services.

Gianfranco Rastelli is a financial advisor at B1 Financial with a Series 65 credential and one year of industry experience. Prior to joining B1 Financial, he has worked at Lorenzo Tax and held various roles at Sacred Heart University. Outside of financial advising, he has operated Riell's Homestyle since 2017. B1 Financial serves individual clients, including high-net-worth households, as well as corporate and employee benefit plan clients, offering financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm uses a diverse range of investment instruments and conducts regular portfolio reviews, managing accounts on a discretionary basis.

Gerard Barrasso is a CFP® professional with 4 years of industry experience, currently serving at United Financial Planning Group LLC in Hauppauge, NY. He has been with the firm since 2008. United Financial Planning Group LLC provides financial planning, asset management, and pension consulting services to individuals and small-business owners. The firm employs a passive, diversified asset-allocation strategy focused on mutual funds and ETFs, with tailored advice based on clients’ goals and risk tolerances.

Jonathan Hurd is a financial advisor at InCred Wealth Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at various firms including JM Financial Private Wealth Inc. and Exemplar Capital, LLC. Outside of his advisory work, Hurd is the CEO of Asgard Regulatory Group, LLC, a regulatory compliance and risk management firm, and serves as a non-executive director on the board of Intelligent Bio Solutions, Inc. InCred Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high net-worth individuals and institutional investors. The firm employs a long-term investment approach emphasizing fundamental analysis and diversification across multiple asset types, and is notable for its group structure with numerous international affiliates and sponsorship of alternative private funds.

Borui Zhang is a CFP® with nine years of industry experience and currently serves as an advisor at Youya Wealth. Prior to joining Youya Wealth, Zhang held roles at LPL Financial, Taurus Financial, Charles Schwab, TD Ameritrade, Scottrade, and National Life Group. Youya Wealth provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates both passive and active investment vehicles, with additional access to specialized strategies and in-house legal services.

I'm a dedicated financial professional with over a decade of experience, committed to helping my clients achieve their financial goals. Originally from Quito, Ecuador, I'm a first-generation immigrant who came to the United States to pursue my education and career. After a year of studying abroad in Paris in 2012, I earned my Bachelor's degree in Finance from Western Connecticut State University, marking the beginning of my journey in financial services. Since then, I've had the privilege of working closely with clients, guiding them through various financial landscapes. I believe in continuous learning and have invested in expanding my expertise to better serve their diverse needs. In 2022, I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a testament to my commitment to upholding the highest standards in financial planning. Additionally, I hold multiple other designations from the American College of Financial Services, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional® (RICP®). When I'm not in the office, you can find me enjoying a round of golf, catching a tennis match, or cheering on my favorite soccer team. I also love exploring new destinations and trying out new restaurants. I live in Norwalk, CT, with my wife, Paula.

Alex Rohman is a financial advisor with TimeCapital Investor Advisory Services Inc and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including 24 years with Timecapital Securities Corporation. Rohman serves as president and money manager at TimeCapital Investor Advisory Services. TimeCapital Investor Advisory Services provides investment advice primarily to individual and high-net-worth clients, as well as pension plans, trusts, and retirement-plan sponsors. The firm offers a range of portfolio management solutions, including actively managed model portfolios and multi-manager programs that combine top-down asset allocation with bottom-up security selection.