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.

Ryan Mcdermott is a financial advisor at Everbridge Advisors with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Oxford Place Investment Company and Finalis Securities LLC. He is the founder of Everbridge Merchant, a capital advisory business focused on sourcing investors for private middle market sponsors. Everbridge Advisors provides discretionary portfolio management and institutional consulting to institutional clients and high-net-worth individuals. The firm employs a combination of fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that offers funding solutions to firms seeking acquisitions or growth.

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 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.

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 14 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 is an officer of Kick Start A Cure, a nonprofit organization that organizes events. Old Bridge Wealth serves individuals, high-net-worth clients, and business entities by providing portfolio management, written investment policy statements, and referrals to third-party managers. The firm employs multiple analysis methods and a range of investment strategies, including both long- and short-term approaches and allocations to nontraditional vehicles.

Kevin Hegarty is a financial advisor at Hegarty Advisors, LLC in Garden City, NY, with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Securities LLC for three years before founding Hegarty Advisors in 2019. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm focuses on passive, asset-class-based portfolios using index mutual funds and ETFs, emphasizing low turnover and tax efficiency, and manages approximately $171 million across just over one hundred client relationships.

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.

Sarah Hopkins is a financial advisor at Tublin - DiFusco Advisors Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been employed with the Saratoga Springs City School District since 2012. Tublin - DiFusco Advisors Inc. provides discretionary investment advisory services primarily to individual clients, including high net worth individuals, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm bases investment decisions on fundamental analysis and considers factors such as asset allocation, income needs, tax implications, and market outlook.

Jason Gladowsky is a financial advisor with The Gladowsky Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Gladowsky Capital Management Corp. since 1997. The Gladowsky Group offers wrap-fee advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm provides manager selection, asset allocation, due diligence, and reporting services, operating primarily on a non-discretionary basis while working with third-party investment managers who have trading discretion.

Michael Kerper is a financial advisor at Federal Prep Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Federal Prep since 2008, including its advisory affiliate Federal Prep Advisors, Inc. and Rainmaker Alliance LLC, of which he is the owner. He is also a licensed insurance agent and occasionally offers insurance products through his Rainmaker Alliance business. 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, and other securities while maintaining a high client-to-advisor ratio.

Brian Hegarty is a financial advisor with Hegarty Advisors, LLC in Garden City, NY, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Credit Suisse Securities (USA) LLC, Btig LLC, and Berenberg Capital Markets LLC. Hegarty Advisors serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm manages approximately $171 million for over one hundred clients, primarily using passive, asset-class-based portfolios with an emphasis on tax-efficient construction and individualized investment policy statements.

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.