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.

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.

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.

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.

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.

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.

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.

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.

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.

I specialize in working with growing families, career changers, mid-to-late career professionals, therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on other life goals. I've taken my years of experience working for myself and deep knowledge of the financial space to build a process to help clients align their finances or business with their goals, family and future at the forefront. With the ability to work with families, professionals, therapists and the self-employed across the country, I listen, guide and encourage clients to unlock the value of their business and their finances. This builds better life-balance, wealth, and success, while your own goals, patients or client experiences flourish. This is done through a series of analyses, that includes: • Cash Flow Management • Goal Development • Ongoing Tax Optimization • Tax Filing • Investment Strategy or Management • Wealth and Risk Management • Financial Independence or Retirement Planning • Succession Planning I'm a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with a Master’s in Business and Economic Reporting from New York University and a certificate of Financial Planning from Boston University. I work out of United Financial Planning Group, based in Hauppauge, NY while I live in Huntington, NY with my wife, two kids and one small dog. You will often find me discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for my children.

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.

Evan Levy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with NestEgg Advisors, Inc., where he has worked for seven years, and has prior experience at Morgan Stanley, Bank of America, and Merrill. In addition to his advisory role, Levy operates a sole proprietorship providing insurance to clients upon request. NestEgg Advisors, Inc. offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio construction with a client-specific approach and educational support.