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.

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 an advisor with First Financial Services in Hauppauge, NY, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has worked at First Financial Services since 1988 and previously spent 14 years at National Planning Corporation. Outside of her advisory role, she provides bookkeeping and tax preparation services through her own businesses and acts as a notary public. First Financial Services specializes in pension consulting for retirement, profit-sharing, and 401(k) plans, as well as financial planning and consulting for individuals and plan sponsors. The firm focuses on non-discretionary advisory services including asset allocation frameworks, investment review, and participant education, while acknowledging fiduciary duties under ERISA.

Jason Gladowsky is the principal of The Gladowsky Group and holds Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Gladowsky Capital Management Corp. since 1997. The Gladowsky Group provides wrap-fee advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers manager selection, asset allocation, and due diligence services, operating primarily on a non-discretionary basis, and sponsors its own wrap fee programs alongside affiliated professional firms in accounting and law.

Michael Kerper is a financial advisor with Federal Prep Advisors, Inc., holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Federal Prep Advisors since 2016 and is also the owner of Rainmaker Alliance LLC, through which he offers insurance products. Federal Prep Advisors primarily serves individual clients with portfolio management and retirement-plan advice, applying an investment approach based on Modern Portfolio Theory. The firm offers both non-discretionary and discretionary management and is noted for its high client-to-advisor ratio and integration of insurance services.

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.

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.

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.

Buddy Levy is a financial advisor with NestEgg Advisors, Inc. in Hauppauge, NY. He holds CFP® and ChFC® designations and has 33 years of industry experience. He has worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. and has been with NestEgg Advisors since 1996, where he serves as President. NestEgg Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses a client-specific process to construct primarily long-term portfolios with mutual funds, ETFs, and individual securities, and offers education and reporting as part of its fiduciary services.

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.

Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.

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.

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 worked at multiple financial firms including ICBC Standard Securities Inc. and JM Financial Securities, Inc. Outside of his advisory role, he serves as CEO of Asgard Regulatory Group, LLC, which provides regulatory compliance and risk management services, and sits on the board of Intelligent Bio Solutions, Inc., a life sciences company. InCred Wealth Inc. offers investment advisory and consulting services to a variety of clients, including high net-worth individuals, pension plans, trusts, and corporations. The firm focuses on long-term investment approaches using fundamental analysis and diversification, supporting its strategies with a group structure that includes alternative private funds and international affiliates.

Anna Barone is a financial advisor at Universal Wealth Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Prudential Advisors, and David Lerner Associates. Outside of her advisory role, she is involved with Grace Group Medicare, Life & Health Consulting Corp. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, offering access to a variety of securities and model portfolios from unaffiliated managers. The firm employs fundamental analysis and a mix of long- and short-term strategies in its investment approach.

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.