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.

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.

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.

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.

Kerry Rothemich is a financial advisor with TimeCapital Investor Advisory Services Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining TimeCapital, he operated his own CPA practice and has over two decades of experience in accounting and law. TimeCapital Investor Advisory Services Inc. provides investment advice primarily to individual and high-net-worth investors, as well as pension plans, trusts, and retirement-plan sponsors. The firm offers a range of investment solutions including actively managed model portfolios, separately managed accounts, and multi-manager programs, combining top-down asset allocation with bottom-up security selection.

Matthew Racanelli is a financial advisor at RoseMark Advisors, Inc. with 4 years of industry experience. He has been affiliated with RoseMark Advisors since 2013 and is involved with the Association of Mature American Citizens (AMAC) since 2017. Outside of his advisory role, he advises New York volunteer fire districts on their pension plans and provides related insurance products. RoseMark Advisors primarily serves members of AMAC and related entities, focusing on financial planning and cash-flow modeling for retirement, tax, estate coordination, college funding, and distribution planning. The firm emphasizes an interview-driven, document-based planning process and refers clients seeking investment management to Miracle Mile Advisors.

Christine Parisi is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at R.W. Rogé & Company, Inc. since 2018 and previously held roles at Cadaret, Grant & Co., Inc. and RLB Wealth Planning, Inc. from 2015 to 2018. 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 combination of strategic asset-allocation modeling based on Modern Portfolio Theory and a bottom-up, value-oriented equity selection process through its proprietary ResearchEdge due-diligence methodology.

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.

Kevin Moloney is a financial advisor at Independent Investors Inc with 5 years of industry experience. He has been with Independent Investors Inc since 2004, totaling 22 years with the firm. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, trusts, charitable foundations, and corporations. The firm emphasizes customized portfolios tailored to client preferences and employs a long-term, diversified investment approach supported by fundamental analysis and additional research.

Matthew Stendardi is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients, focusing on non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes individualized investment policy statements, manager selection, and quarterly performance reviews, with a significant advisory role in 401(k) plans.

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.

Nicholas Lucas is a financial advisor at Draper Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at the Maurice A. Deane School of Law at Hofstra University and a brief position at Salt Shack. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach and serves public-sector employees through its Union Partners program.

Margaret Moloney is a financial advisor with Independent Investors Inc and holds five years of industry experience. She has been with Independent Investors since 1991, concurrently with the firm’s longstanding operation. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, trusts, charitable foundations, and corporations. The firm emphasizes customized portfolios and applies a fundamental analysis-driven, long-term diversified approach while incorporating technical research and client-specific preferences.

Robert Draper is a financial advisor at Draper Asset Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Draper Asset Management since 2009. Draper Asset Management provides discretionary investment management and financial consulting services to individuals, including high-net-worth clients, and various entities. The firm emphasizes a bottom-up, fundamental investment approach focused on intrinsic valuation and free cash flow projections, serving both private clients and public-sector employees through its Union Partners division.

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.

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.

Michael Panella is a financial advisor with CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Advisors LLC, and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients with non-discretionary portfolio management, pension consulting, and financial planning. The firm emphasizes individualized investment policy statements, asset allocation, and manager selection, with a notable focus on advisory services for retirement plans.