Daniel Larsen is a CFP® with 12 years of experience in the financial industry. He is currently affiliated with NestEgg Advisors, Inc. and has held roles at American Portfolios Financial Services, Inc., CETERA Advisor Networks LLC, and LPL Financial, LLC. Larsen is also involved in insurance sales, dedicating part of his professional time to this activity. NestEgg Advisors, Inc. provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on client-specific portfolio construction using mutual funds, ETFs, and, when appropriate, individual securities, while offering financial education and acting as a fiduciary in client engagements.

Christine Backel is a CFP® professional with four years of experience currently advising at United Financial Planning Group LLC. She has held roles across financial services and related fields, including positions at Aurora Consulting Insights LTD, the New York State Department of Financial Services’ Criminal Investigations Unit, and a CPA firm. Outside of advisory work, she serves as president of Aurora Consulting Insights LTD, a consulting firm providing accounting and tax services. United Financial Planning Group serves individuals, high-net-worth clients, and small business owners with financial planning, portfolio management, and pension consulting. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client goals and risk tolerance, and coordinating with other professional advisors.

John Trotta is a financial advisor at Financial Advisor Network, Inc. with four years of industry experience. He holds a Series 63 designation and works alongside one other advisor at the firm. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold strategy focused on individual equities while incorporating no-load, no-transaction-fee index funds and ETFs to manage costs, and also offers tax preparation and accounting services through an affiliated practice.

Vincent D'eletto is a financial advisor at Investment Insight Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. He has previously worked at Investment Insight Wealth Management from 2008 to 2017 and owns Clarion Inbound Marketing, LLC, a marketing consulting business based in Brightwaters, NY. Investment Insight Wealth Management is a small, owner-controlled registered investment adviser serving individual and high-net-worth clients as well as employer retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, including fiduciary services and plan reviews, with portfolios customized to client goals and incorporating strategies such as options and margin transactions.

Chao Yang is a CFA® charterholder with 12 years at Conrad Capital Management, Inc. and four years of industry experience. He is based in Hauppauge, NY. Conrad Capital Management serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a top-down, demographically driven investment process focused on long-term holding and tax efficiency, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Philip Brucato is a CFP® professional with nine years of experience at R.W. Rogé & Company, Inc. and two years at Bank of America. He is based in Bohemia, NY. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation and bottom-up equity selection, utilizing a proprietary due-diligence process and offering a range of financial planning and portfolio management services.

Donald Conrad is the President and CEO of Conrad Capital Management, Inc., with 44 years of industry experience. He has been with Conrad Capital Management since 1997 and has also worked at Purshe Kaplan Sterling Investments since 2011. Conrad holds Series 63 and Series 65 licenses and serves as a life insurance agent, evaluating client policies. Conrad Capital Management serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and related services, employing a top-down, demographically driven investment process focused on long-term holding and tax efficiency.

Yehoshua Sternbach is a ChFC® credentialed financial advisor with nine years of industry experience. He is the principal of Yields For You, LLC and also holds roles at Teucrium Investment Advisors LLC and Yields for You Fund Management, Inc., where he provides marketing and consulting services to ETFs and money managers. Sternbach has experience subcontracting as a CTO for advisory platforms. Yields For You, LLC is an independent investment adviser managing approximately $10.8 million for individual and institutional clients. The firm provides investment management, financial planning, group coaching, and educational seminars, using a combination of passive and active strategies tailored to client goals and risk tolerance.

Andrew Kerper is a financial advisor with Federal Prep Advisors, Inc. He holds a Series 65 designation and has three years of industry experience. In addition to his advisory role, he has worked in various educational institutions since 2016. Kerper is also licensed as a life insurance agent and earns commissions from the sale of life insurance and annuities. Federal Prep Advisors primarily serves individual clients, providing portfolio management, retirement-plan advice, and guidance on employer plan rollovers. The firm employs an investment approach based on Modern Portfolio Theory, combining risk tolerance assessments with both long- and short-term trading strategies.

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.

Barry Dampf is a financial advisor with Clear Point Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Clear Point Advisors, he worked at Aegis Capital Corp for three years. Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a global asset-allocation approach with tactical adjustments and offers participant education and due diligence on private investment funds as part of its retirement plan consulting.

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.

Anthony Della Rocca is a financial advisor with Progressive Financial Planning Services Inc. and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at LPL Financial and Cadaret, Grant & Co., Inc. Outside of finance, he owns Taylors Woodshop, a woodworking business. Progressive Financial Planning Services Inc. is an investment management firm based in Melville, NY, serving clients through a team of four advisors.

Steven Brill is a ChFC®-designated financial advisor with 13 years of industry experience. He has been with Clear Point Advisors, Inc. since 1998. Clear Point Advisors provides fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm emphasizes an asset-allocation framework with global diversification, offers participant education and workshops as part of its retirement plan consulting, and conducts due diligence on unaffiliated private investment funds for qualified investors.

Cynthia Barry is a Series 65-licensed financial advisor at Sheehan Financial Advisors, LLC with 4 years of industry experience. She is also a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where she provides accounting, auditing, and tax services. Sheehan Financial Advisors primarily serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and businesses. The firm offers comprehensive financial planning and insurance placement, providing written plans on estate, retirement, employee benefits, business succession, education funding, and asset allocation while referring clients to third-party investment advisors for portfolio implementation.

Timothy Atkinson is a CFP® and holds a Series 63 license, serving as an advisor at Excomp Asset Management Ltd since 2000. He has 26 years of industry experience. Excomp Asset Management Ltd provides investment advisory and discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm primarily constructs portfolios using mutual funds and ETFs, managing client accounts on a discretionary basis aligned with stated objectives and utilizing institutional custody and reporting platforms.

William Koehler is a financial advisor at Koehler Asset Management with 11 years of industry experience. He previously worked for Kingsview Partners LLC and Kingsview Wealth Management LLC from 2016 to 2026. He holds the Series 66 designation. Koehler Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a variety of investment methods and offers services including pension consulting, financial planning, and the selection of third-party advisers.

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.

Brett Testerman is a CFP® professional with Excomp Asset Management Ltd, where he has worked since 2003. He is based in Melville, NY, and has 23 years of experience in the industry. Excomp Asset Management Ltd provides investment advisory and discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm primarily uses mutual funds and ETFs to construct portfolios and manages client accounts on a discretionary basis aligned with their stated objectives.

John Defalco is a PFS™ credentialed advisor at Sheehan Financial Advisors, LLC with four years of industry experience. He is also a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where he provides tax services. Sheehan Financial Advisors primarily serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and businesses. The firm offers comprehensive financial planning, insurance placement, and referrals to third-party investment advisory programs, focusing on constructing model asset allocations and coordinating tax and financial planning through its affiliation with a public accounting practice.