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.

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.

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® credentialed advisor with Excomp Asset Management Ltd, where he has worked since 2000. He holds a Series 63 license and is based in Melville, NY. Atkinson has 26 years of industry experience. Excomp Asset Management, Ltd provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm emphasizes portfolios tailored to client objectives and uses mutual funds, ETFs, and third-party manager selections in its investment approach.

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 23 years of experience at Excomp Asset Management Ltd, where he has worked since 2003. He is based in Melville, NY. Excomp Asset Management provides discretionary investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm focuses on implementing client portfolios primarily through mutual funds and exchange-traded funds, guided by each client’s investment objectives and supported by publicly available research and third-party manager selections.

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 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.

Mario Veneroso is a financial advisor at Veneroso Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Kingsview Partners LLC, Wells Fargo Advisors, and Merrill. Veneroso is also an attorney and serves as a chief financial consultant, providing market commentary on occasion. Veneroso Wealth Management serves individuals, high-net-worth clients, businesses, and charitable organizations by offering asset management alongside financial planning and consulting services. The firm combines multiple analytical methods in its investment approach and provides portfolio management for both individual and institutional clients, with financial planning offered on an hourly or fixed-fee basis.

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.