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.

Joseph Storzinger is a financial advisor at IBN Advisory Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Ameriprise Financial Services, Inc. and Zing Financial, Inc. Outside of his advisory work, he serves on the board of JSJ Energy Ventures, Inc., an energy consulting firm, and acts as a strategic advisor for Harlem Standard Equity. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple internal investment teams and allocates assets to proprietary and third-party strategies based on individualized investment policy statements.

Christopher Skutnik is a CFP®-certified financial advisor with six years of industry experience. He has worked at East End Financial Group, Inc. and Osaic Wealth, Inc. since 2026 and previously held positions at Ameriprise Financial Services, LLC and BNY Mellon. Outside of his advisory role, he serves on the board of directors for The League Of Yes and is involved in hospitality roles at Rose Hill Vineyards & Inn and Main & Mill House. East End Financial Group, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach, utilizing fundamental, technical, and cyclical analysis to build diversified portfolios with an emphasis on low-cost mutual funds and ETFs, while also offering retirement-plan consulting and fiduciary services.

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 14 years of industry experience. He is currently with East End Financial Group, Inc., where he has worked since 2017, and previously held positions at American Portfolios Financial Services, Inc. and Value Line, LLC. He 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 that serves 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, while also providing services to municipalities and retirement-plan sponsors.

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.

Thomas Ruggiero is a financial advisor at Ruggiero Investments with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Finalis Securities, LLC and Dominion Investor Services, Inc. He is also the owner of Reliable Accountants, LLC, an accounting practice providing bookkeeping and tax services. Ruggiero Investments offers discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, organizations, and non-profits. The firm employs a long-term, client-specific approach using various analytical methods and operates as a fiduciary.

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.

Eric Taitz is a financial advisor with Snyder Wealth Group, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Mark J. Snyder Financial Services Inc. and Royal Alliance Associates since 2010. Outside of his advisory role, he is the owner of RACLA, a corporation unrelated to investment activities, and is a member of the McArthur Business Alliance, a nonprofit organization. Snyder Wealth Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary portfolio management and retirement consulting. The firm customizes portfolios based on clients’ objectives and risk tolerance, employing various investment vehicles and managing accounts through platforms such as VISION2020 and WMAP SMA/UMA programs.

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.

Matthew Cianci is a financial advisor at Ruggiero Investments with four years of industry experience. He holds a Series 63 designation and has prior experience at UBS Securities LLC and Bank of America Private Bank. Cianci serves as trustee for a family irrevocable trust, managing its assets and tax-related filings. Ruggiero Investments provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, organizations, and trusts. The firm focuses on long-term management using fundamental, technical, quantitative analysis, and modern portfolio theory to create client-specific investment plans.

Daniel Salazar is a financial advisor at Bull Harbor Capital LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is co-owner of FIN Creative, a graphic design firm. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a variety of investment vehicles, including mutual funds, ETFs, individual equity, fixed income, and covered options.

Thomas Ruggiero is a financial advisor with Ruggiero Investments, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has worked at several firms including Finalis Securities LLC, Calton & Associates, Inc., and Dominion Investor Services, Inc. Outside of his advisory role, he is involved in entrepreneurial activities such as creating inventions, patents, and trademarks through Three Plus One Plus One, LLC. Ruggiero Investments serves individuals, high-net-worth clients, organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm focuses on long-term investment horizons and constructs client-specific plans using fundamental, technical, and quantitative analysis, operating as a fiduciary with tailored investment strategies.

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.

Mark Snyder is a financial advisor at Snyder Wealth Group with the ChFC® designation and over 45 years of industry experience. He has held leadership roles at several firms including Long Island Financial Advisors, Inc. and runs his own entity, Mark J Snyder Financial Services Inc. Outside of his advisory work, he serves on the Stony Brook University School of Business Dean’s Advisory Board, is Treasurer of the JTM Foundation Board, and participates in community organizations such as the Rotary Club and the Boy Scouts. Snyder Wealth Group provides discretionary investment advisory services and retirement planning to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs asset-allocation strategies using a range of investment vehicles and manages approximately $382 million in assets across a six-advisor team.

Roy Pfleger is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Concorde Asset Management, Inc. and Concorde Investment Services, LLC. Outside of his advisory work, he is president and owner of Roy V. Pfleger II Consulting, Inc., where he offers traditional and alternative investment strategies as a consultant. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm uses a multi-advisor platform and employs multiple custodial and platform arrangements to tailor portfolios to client objectives, incorporating both fundamental and technical analysis.