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.

Eric Dieckhoff is a financial advisor with ARCAP Partners LLC, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Equitable Advisors, and Securities Research, Inc. of Florida. He is also a licensed insurance agent, engaging in insurance product sales alongside his advisory work. ARCAP Partners LLC provides comprehensive and modular financial planning and discretionary investment management primarily for individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach utilizing ETFs, mutual funds, and alternative vehicles, managing about $40.5 million across roughly 34 client accounts with a two-person advisory team.

John Trotta is a financial advisor at Financial Advisor Network, Inc. with four years of industry experience. He holds a Series 63 designation and works alongside one other advisor at the firm. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold strategy focused on individual equities while incorporating no-load, no-transaction-fee index funds and ETFs to manage costs, and also offers tax preparation and accounting services through an affiliated practice.

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.

Sean Chaitman is a financial advisor at Shelter Rock Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shelter Rock Management since 2006. Shelter Rock Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $206 million in client assets, offering goal-based, fundamental analysis-driven portfolio management across defined strategies, customized accounts, and retirement plan services.

Brendan O'Brien is a financial advisor at Gold Coast Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at R F Lafferty & Co., Inc. since 2013 in addition to his role at Gold Coast Wealth Management since 2010. Outside of advisory work, he is involved in a marketing services business, THE 1 TRAIN LLC, where he participates in operational decisions. Gold Coast Wealth Management provides discretionary investment supervisory services and pension consulting to individual and institutional clients. The firm manages approximately $415 million in assets using a multi-method investment process and offers tailored portfolio management including allocations to pooled investment vehicles and hedge funds.

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.

Paula Oliveras is a financial advisor at ADC Wealth Management, LLC with 5 years of industry experience. She holds the Series 65 designation and has been with ADC Wealth Management since 2012. ADC Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to execute both long- and short-term trading strategies, and is notable for its use of options writing and derivatives within separately managed accounts.

Yehoshua Sternbach is a ChFC® credentialed financial advisor with nine years of industry experience. He is the principal of Yields For You, LLC and also holds roles at Teucrium Investment Advisors LLC and Yields for You Fund Management, Inc., where he provides marketing and consulting services to ETFs and money managers. Sternbach has experience subcontracting as a CTO for advisory platforms. Yields For You, LLC is an independent investment adviser managing approximately $10.8 million for individual and institutional clients. The firm provides investment management, financial planning, group coaching, and educational seminars, using a combination of passive and active strategies tailored to client goals and risk tolerance.

Jeffrey Myers is a CFP® with four years of industry experience, currently serving as an investment advisor representative at Compass Advisors. He also holds a role with Long Island Wealth Management, where he has been affiliated for over 20 years. Myers is based in Raleigh, NC. Compass Advisors is a team of five advisors offering investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and macroeconomic analysis with a long-term focus, using diversified portfolios primarily made up of low-cost mutual funds and ETFs, and incorporates options strategies in managed accounts.

Andrew Kerper is a Series 65-licensed financial advisor with Federal Prep Advisors, Inc., bringing three years of industry experience. He has worked with Federal Prep since 2021 and has experience in public education and community organizations. Outside of advising, he is also licensed as a life insurance agent and earns commissions from the sale of life insurance and annuities. Federal Prep Advisors, Inc. primarily serves individual clients, offering portfolio management, retirement-plan advice, and guidance on employer plan rollovers. The firm uses a Modern Portfolio Theory-based approach and provides both discretionary and non-discretionary investment management, with a notably high client-to-advisor ratio.

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.

Douglas Castro is a financial advisor at ADC Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with ADC Wealth Management and Charles Schwab & Co., Inc. for over a decade. ADC Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of analytical techniques and options-writing strategies within mostly non-discretionary accounts, managing approximately $206 million in assets across about 90 client relationships.