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.

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 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.

Steven Florio is a financial advisor with The Florio Wealth Management Group in Westbury, NY, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has been active since 2012. Florio is also licensed as an insurance agent, offering individual and group life and health products. The Florio Wealth Management Group provides pension consulting and financial planning services, primarily referring institutional and retirement-plan clients to third-party registered investment advisers. The firm offers fiduciary retirement-plan services under ERISA Section 3(38) and operates using hourly or fixed-fee engagements and referral arrangements rather than traditional percentage-of-assets fees.

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.

Giovanni Treglia is a financial advisor at Old Bridge Wealth, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management and Axa Advisors. Outside of his advisory role, he serves as an officer for the nonprofit Kick Start a Cure. Old Bridge Wealth, Inc. provides discretionary and non-discretionary portfolio management to individuals and business entities without account minimums. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage portfolios across various asset classes and strategies.

Barry Dampf is a financial advisor with Clear Point Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Clear Point Advisors, he worked at Aegis Capital Corp for three years. Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a global asset-allocation approach with tactical adjustments and offers participant education and due diligence on private investment funds as part of its retirement plan consulting.

Robert Sullivan is a ChFC® credentialed advisor with 12 years at Investment Insight Wealth Management and 2 years of industry experience. He is based in Massapequa, NY, and has worked exclusively with his current firm since 2014. 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 ERISA retirement plan consulting, frequently incorporating derivatives-related strategies in its portfolio management.

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.

David Papson is a financial advisor at CDT Capital Wealth Advisory LLC with a Series 65 designation. He has held positions at Macquarie Group Limited and Fiserv, Inc., and has been involved with CDT Capital Management LLC since 2017. CDT Capital Wealth Advisory provides comprehensive investment management and financial planning services to individuals, families, and corporate entities, focusing on tailored portfolio management rather than standardized model portfolios. The firm manages assets primarily on a non-discretionary basis, using a mix of asset allocation, quantitative, and fundamental analysis with an emphasis on a long-term, tax-sensitive approach.

Anthony Della Rocca is a financial advisor with Progressive Financial Planning Services Inc. and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at LPL Financial and Cadaret, Grant & Co., Inc. Outside of finance, he owns Taylors Woodshop, a woodworking business. Progressive Financial Planning Services Inc. is an investment management firm based in Melville, NY, serving clients through a team of four advisors.

Steven Brill is a ChFC®-designated financial advisor with 13 years of industry experience. He has been with Clear Point Advisors, Inc. since 1998. Clear Point Advisors provides fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm emphasizes an asset-allocation framework with global diversification, offers participant education and workshops as part of its retirement plan consulting, and conducts due diligence on unaffiliated private investment funds for qualified investors.

Bob Jahelka is a financial advisor at DSJ Wealth Management LLC with four years of industry experience. He holds the PFS™ and Series 63 designations and has been a partner at Demasco, Sena & Jahelka, LLP, an accounting firm, since 1993. DSJ Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm typically allocates client assets to independent third-party investment managers while tailoring direct advice to client risk tolerance, time horizon, and liquidity needs.

Cynthia Barry is a Series 65-licensed financial advisor at Sheehan Financial Advisors, LLC with 4 years of industry experience. She is also a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where she provides accounting, auditing, and tax services. Sheehan Financial Advisors primarily serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and businesses. The firm offers comprehensive financial planning and insurance placement, providing written plans on estate, retirement, employee benefits, business succession, education funding, and asset allocation while referring clients to third-party investment advisors for portfolio implementation.

Timothy Atkinson is a CFP® and holds a Series 63 license, serving as an advisor at Excomp Asset Management Ltd since 2000. He has 26 years of industry experience. Excomp Asset Management Ltd provides investment advisory and discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm primarily constructs portfolios using mutual funds and ETFs, managing client accounts on a discretionary basis aligned with stated objectives and utilizing institutional custody and reporting platforms.

William Koehler is a financial advisor at Koehler Asset Management with 11 years of industry experience. He previously worked for Kingsview Partners LLC and Kingsview Wealth Management LLC from 2016 to 2026. He holds the Series 66 designation. Koehler Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a variety of investment methods and offers services including pension consulting, financial planning, and the selection of third-party advisers.