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.

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.

Brian Reynolds is a financial advisor with Capital Analysts, holding a Series 63 designation and 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life for eight years and has been with Capital Analysts and Lincoln Investment since 2024. Outside of his advisory role, Reynolds volunteers in marketing for the Peconic Hockey Foundation and operates a sole proprietorship selling collectibles. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and its in-house Investment Management & Research team.

Eduard Van Raay is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kovack Advisors since 2011, following a brief tenure at Raymond James Financial. Outside of advisory work, he is involved in financial education counseling and delivers financial education lectures at community venues. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse clientele including individuals, pension plans, charitable organizations, and governmental entities, employing a risk-driven investment process supported by Envestnet and utilizing both internal models and third-party managers.

Brendan Goldstein is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds a Series 65 designation and previously worked at Lebenthal Asset Management LLC. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, nonprofits, corporations, and government entities. The firm uses a range of analytical approaches and may employ long- and short-term trading, options, and margin strategies, often working with discretionary accounts and providing specialized planning services.

Ross Bruner is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co., Bank of America, and MassMutual. Bruner is also owner of Tristar Advisors LLC, a family-owned passive investment vehicle. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm employs a mix of top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts primarily on a discretionary basis.

Jeremy Paul is a Certified Financial Planner® with 28 years of experience in the financial services industry. He is currently with Perigon Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments, Inc., RLP Wealth Advisors, and National Planning Corporation. Mr. Paul serves as a board member of the National Cancer Center, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Marc Silverstein is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of advisory work, he is president of MAS Group, Inc., a property and casualty insurance business. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, customized portfolios, and retirement-plan advice through a network of independent advisors. The firm combines discretionary investment management by its in-house team with non-discretionary solutions and utilizes a proprietary mutual fund screening process called CAPSL.

Denis Corridan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2017. His prior experience includes eight years at Legend Advisory Corporation and 23 years at Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and combines discretionary and non-discretionary investment approaches with a proprietary mutual-fund screening process.

Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to his advisory role, he is licensed as an insurance agent/broker, providing health, life, disability, long-term care insurance, and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and internal investment management using proprietary screening and model portfolio construction.

Michael Geisen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of services including brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Racquel Oden is a financial advisor with HSBC Securities (USA) Inc. She holds a Series 66 designation and has 16 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, delivering both client-directed and discretionary portfolio options.

Stanley Hochhauser is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 60 years of industry experience. He has been with Janney since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Vincent Mattone is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Advisors Capital Management, LLC, TD Private Client Wealth LLC, TD Bank, N.A., and AllianceBernstein L.P. He is also associated with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides comprehensive wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and interval fund advisory services.

Keith Furio is a Series 66 licensed advisor with 21 years of industry experience. He is currently with Independent Financial Partners, where he has worked since 2025. Prior to joining Independent Financial Partners, he held roles at Realta Investment Advisors, Inc., Main Street Management Company, RIA, and Realta Equities, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Michael Paris is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked at Commonwealth since 2017 and previously held roles at ACI Partners, LLC, and National Planning Corporation. Outside of his advisory work, he is co-owner of GG & Groovy, LLC, an entity involved in managing residential real estate in Florida, and serves as a trustee and trust protector for client trusts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized investment solutions and manage portfolios through various discretionary model options.

Michael Oliver is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and totaling 25 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously at Morgan Stanley. Outside of his advisory role, Oliver serves as president of the Mattituck Booster Club, is a board member at True Light Church, and volunteers as a firefighter and medical rescuer with the Mattituck Fire Department. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—offering brokerage services, financial planning, consulting, and a range of advisory programs supported by in-house and third-party portfolio management.

Andrew Stern is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has previously worked at York Bridge Wealth Partners and Purshe Kaplan Sterling Investments. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private fund management alongside investment advisory services.

Theodore Dickson is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Yorkbridge Wealth Partners, LLC and E.T. Dayton Inc. He is based in Bridgehampton, NY. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.