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.

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.

Brett Testerman is a CFP® professional with Excomp Asset Management Ltd, where he has worked since 2003. He is based in Melville, NY, and has 23 years of experience in the industry. 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 uses mutual funds and ETFs to construct portfolios and manages client accounts on a discretionary basis aligned with their stated objectives.

John Defalco is a PFS™ credentialed advisor at Sheehan Financial Advisors, LLC with four years of industry experience. He is also a partner and 25% owner of Sheehan & Company, CPA, PC, a public accounting firm where he provides 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, insurance placement, and referrals to third-party investment advisory programs, focusing on constructing model asset allocations and coordinating tax and financial planning through its affiliation with a public accounting practice.

David Siegfried is a CFP® professional with 4 years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. in Farmingdale, NY, where he has worked since 2015. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs both fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities, complemented by cost-controlled index mutual funds and ETFs, and offers integrated accounting and tax preparation services through its affiliated accounting practice.

Buddy Levy is a CFP® and ChFC® with 32 years of experience in the financial industry. He has been a principal at NestEgg Advisors, Inc. since 1996 and has held roles at OSAIC and American Portfolios Advisors, Inc. Additionally, he is licensed to recommend life, disability, and long-term care insurance products. NestEgg Advisors, Inc. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a client-specific process focused on long-term portfolio construction using mutual funds, ETFs, and individual securities, while also offering educational workshops and acting as a fiduciary in client engagements.

Mario Veneroso is the principal advisor at Veneroso Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Kingsview Partners. Veneroso is also a licensed attorney who does not practice law and participates occasionally as a financial consultant in media interviews. Veneroso Wealth Management serves individuals, high-net-worth clients, businesses, and charitable organizations with asset management and financial planning services. The firm employs a diversified investment approach incorporating fundamental, technical, and portfolio theory analyses, offering both discretionary trading and flexible planning fee structures.

Joseph Downey is a CFP® and ChFC® with 26 years of experience in financial advisory services. He is the president of Private Client Asset Management, Inc., where he has worked since 2008, and previously held positions at American Portfolios Financial Services, Inc. and Annuity Express Brokerage. In addition to his advisory role, he is involved in tax preparation and the sale of fixed insurance products. Private Client Asset Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a tactical asset allocation strategy that combines fundamental and quantitative analysis, generally favoring long-term, buy-and-hold positions while using rebalancing and tactical overlays based on client objectives.

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.

Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.

Michael Triebwasser is a financial advisor with Progressive Financial Planning Services Inc. in Melville, NY, holding a Series 63 designation and with 27 years of industry experience. His career includes positions at Cadaret, Grant & Co., Inc. and LPL Financial before joining Progressive Financial Planning Services. Progressive Financial Planning Services, Inc. provides financial planning and investment advice to individual clients and offers corporate financial plans. The firm emphasizes consultative planning with clients retaining control of their assets, using an hourly fee model without discretionary management or performance-based fees.

Daniel Steinberg is a financial advisor with Steinberganna Wealth Management LLC in Huntington, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include fourteen years at American Portfolios and one year at OSAIC. Steinberg is a 50% owner of a fixed insurance sales firm unrelated to securities. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans with discretionary asset management, retirement-plan education, and estate and trust administrative services. The firm manages approximately $369 million in assets for about 262 clients, using a fundamental-analysis approach and a range of investment vehicles, with portfolios reviewed annually or more frequently.

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.

Brian Plunkett is a CFP® with five years of experience at Semper Financial and over 37 years as a CPA through his own firm, Brian Plunkett, CPA. He has worked with Semper Financial Advisors since 2011 and also operates an independent insurance agency selling term and long-term care insurance. Semper Financial Advisors provides discretionary investment management and financial planning to individual and high-net-worth clients, using a long-term, buy-and-hold strategy based on Modern Portfolio Theory. The firm is affiliated with a separate CPA practice and manages client assets on a boutique scale with a focus on diversified portfolios tailored to client goals and risk tolerance.