Keith Butler is a CFA® charterholder with 10 years of industry experience. He is currently with TimeCapital Investor Advisory Services Inc. and previously worked at Deutsche Bank and Barclays Capital Inc. Butler holds a Series 63 license. 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 range of investment solutions such as separately managed accounts, model portfolios, and multi-manager programs that combine top-down asset allocation with bottom-up security selection.

Walter Wisniewski is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management since 2012. He previously worked at Paragon Capital Management Corp from 1993 to 2017. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm emphasizes globally diversified, balanced portfolios grounded in market efficiency and academic research, with a focus on small-company and value exposures using mutual funds and ETFs.

Emanuel De Freitas is a CFP® professional at Safe Harbor Asset Management, Inc. with five years of industry experience. He has been affiliated with Safe Harbor since 2021 and maintains a long-standing role at DeFreitas & Minsky, LLP since 1986. Safe Harbor Asset Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a quantitative, drawdown-focused investment approach developed with Redwood Investment Management, offering risk-managed portfolios that combine passive ETFs, mutual funds, private debt, and specialized strategies.

Allison Vanaski is a CFP® with four years of industry experience, currently serving as an advisor at Arcadia Wealth Management. She has been with the firm since 2012 and holds a Series 63 license. 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 an investment approach based on market efficiency and academic research, specializing in small-company and value factor tilts using Dimensional Fund Advisors and Schwab mutual funds.

Alexander Steinberg is a financial advisor with Safe Harbor Asset Management, Inc., holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Kensington Company & Associates, Great Point Capital, LLC, and Axiom Capital Management, Inc. Outside of advising, he is the owner and managing broker of Proper Foundations, LLC, a real estate brokerage. Safe Harbor Asset Management provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a quantitative, drawdown-focused investment approach with diversified portfolios that combine passive ETFs, tactically risk-managed strategies, and specialized funds.

Kevin Schmutz is a financial advisor at Sheehan Financial Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has been with Sheehan Financial Advisors since 2017. In addition to his advisory role, Schmutz is a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where he provides accounting, auditing, and tax services. Sheehan Financial Advisors primarily serves individual clients, including high-net-worth individuals, retirement plans, trusts, and businesses. The firm offers comprehensive financial planning and insurance placement, focusing on goal assessment and model asset allocation while referring clients to third-party investment managers.

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.

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.

George Torounidis is a financial advisor at Ithaka Strategic Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup and EquityBee Securities. Outside of financial advising, he serves as an evaluator for Coyle Hospitality Group, a hospitality service measurement and analysis company. Ithaka Strategic Partners provides investment management, financial planning, and employee benefit plan services to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary and non-discretionary management options.

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.

Stephen Davis is a financial advisor at Safe Harbor Asset Management, Inc. in Huntington, NY, with 39 years of industry experience. He holds a Series 63 designation and has been with Safe Harbor Asset Management since 1995. In addition to his advisory role, he conducts business in life and annuity insurance. Safe Harbor Asset Management provides discretionary portfolio management and financial planning services to a select group of individual and institutional clients, including high-net-worth individuals and employer retirement plans. The firm employs a quantitative, drawdown-focused investment approach called Engineered Risk Budgets, emphasizing capital preservation through diversified portfolios that include ETFs, mutual funds, private debt, and specialized funds.

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.

Kerri Chiodo is a financial advisor at Elevation Wealth Partners LLC with 16 years of industry experience. She has held Series 63, 65, and 66 designations and previously worked at Merrill from 2017 to 2023 and Backflow Corp of NY from 2003 to 2017. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm manages approximately $219.6 million in assets and employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs along with individual stocks, bonds, and alternative investments.

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.

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.

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.