Gilbert Cardillo is a financial advisor at Peconic Asset Planning with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investacorp and Securities America prior to his current role. Cardillo serves as a volunteer trustee for Suffolk County Parks, where he evaluates land purchases for parkland potential. Peconic Asset Planning provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm constructs customized portfolios using ETFs, mutual funds, stocks, and bonds, emphasizing continuous personal client contact and employing both fundamental and technical analysis to manage primarily long-term portfolios.

Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

David Dickerson is the sole advisor at Clearview Financial Planning, Inc. in Southold, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Clearview Financial Planning since 2018 and has prior experience with VP Distributors Inc and Zweig Advisers LLC. Clearview Financial Planning, Inc. is an independent firm managing approximately $38 million for about 15 clients, offering portfolio management and financial planning services with tailored Investment Policy Statements. The firm uses a blend of analytical methods and manages client assets in-house, serving individuals, high-net-worth clients, corporate/business clients, and charitable organizations.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.

Stuart Quan is a financial advisor at Powder Ridge Capital LP with five years of industry experience. He holds a Series 65 designation and has worked at Powder Ridge Capital since 2017, following two years at Eden Capital Management LLC. Powder Ridge Capital provides discretionary wealth advisory and investment management services to individuals, high-net-worth clients, family offices, and corporate entities. The firm focuses on U.S. equity investing through actively managed, often concentrated portfolios, utilizing fundamental company analysis and valuation.

Stephen Taylor is a financial advisor at Big Rock Advisors LLC with 25 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC and Credit Suisse Group from 2000 to 2023. In addition to his advisory role, he is involved in insurance sales and service as an insurance agent with Cardona and Company. Big Rock Advisors provides discretionary asset management, financial planning, and retirement-plan services to individuals and qualified plans. The firm offers tailored investment programs based on client goals and risk tolerance and maintains both limited fiduciary advice and full investment-manager duties.

Sean Hopkins is a CFA® charterholder with 15 years of industry experience. He currently works at Big Rock Advisors LLC and previously held roles at Tradeweb LLC and its affiliates. Outside of advisory work, he is involved as an accountant at La Sala CPA P.C. Big Rock Advisors LLC provides discretionary asset management, financial planning, and retirement-plan services to individuals and qualified plans. The firm tailors investment programs to clients’ goals and risk tolerance, employing fundamental analysis and a combination of long- and short-term strategies.

Anthony Cardona is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at firms including Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Cardona also owns AJ Cardona & Co, an insurance services business based in Sag Harbor, NY. Big Rock Advisors provides discretionary asset management, financial planning, and retirement-plan services to individuals and qualified plans. The firm manages approximately $20.6 million across 36 client accounts, tailoring investment programs to clients’ goals, time horizons, and risk tolerances through fundamental analysis and a combination of long- and short-term strategies.

Darren Graff is a financial advisor with Guardant Wealth Advisors and holds Series 63 and Series 65 designations. He has 30 years of industry experience, including roles at JPMorgan Chase Bank NA and Belpointe Asset Management. Outside of finance, he is involved as an owner and investor in several restaurant and recreational businesses. Guardant Wealth Advisors provides discretionary and non-discretionary investment and wealth management services, offering customized portfolio strategies and family office advisory primarily for a limited number of clients. The firm integrates private and alternative investments through third-party platforms and maintains affiliations with an in-house private investment sponsor.

Sean Lamb is a financial advisor with Old Beach Investment Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has been involved in film production as a manager and producer at Franklin Avenue Films since 2012. Old Beach Investment Advisors is a state-registered firm that provides discretionary portfolio management and supervisory services primarily to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm employs long-term equity strategies focused on fundamental analysis and maintains a small, concentrated client roster.

Mark Snow is a financial advisor with Snow Financial Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snow Financial Management since 2009 and has prior experience at HSBC Securities (USA) Inc. and HSBC dating back to 1998. Snow Financial Management is a registered investment adviser serving individuals, trusts, retirement accounts, charitable organizations, and businesses with discretionary investment management. The firm employs personalized portfolio construction using equities, fixed income, mutual funds, ETFs, and derivatives strategies, including options and short sales, managing approximately $98.6 million in assets across 49 client relationships.

Clifford Cornell III is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Bone Fide Wealth since 2021 and held prior positions at DLP Real Estate Capital, Innovative Tax Solution, Muhlenberg College, and South Side MS/HS. Outside of financial advising, he has worked as a server at The Frisky Oyster in Greenport, NY. Bone Fide Wealth serves millennials, young professionals, and entrepreneurs by offering comprehensive financial life planning, asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to deliver customized investment advice and provides employer-facing services such as plan sponsor consulting and financial education seminars.

Michael Snow is a financial advisor at Snow Financial Management, LLC with 29 years at the firm and 11 years of industry experience. He holds a Series 65 credential. Mr. Snow serves on the boards of several derivatives trading and clearing organizations, including BGC Derivative Markets, Cantor Clearinghouse, and Fenics Markets Xchange. Snow Financial Management provides personalized, discretionary investment management to individuals, trusts, retirement accounts, charitable organizations, and businesses. The firm uses a client-focused approach to build portfolios with individual securities, mutual funds, ETFs, and derivatives strategies, managing approximately $98.6 million in assets across about 49 client relationships.

Ernest Vorpahl is a CFP® with 30 years of experience in the financial industry. He has worked with East End Financial Group, Inc. since 1999 and has held additional roles at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory duties, Mr. Vorpahl serves as treasurer for The Kendall Madison Foundation and operates a business improvement and consulting firm, Ernie Vorpahl, Inc. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers customized, primarily long-term investment management, financial planning, and retirement-plan consulting, utilizing a diversified approach that includes low-cost mutual funds, ETFs, individual equities, and other securities.

Jeffrey Connolly is a CFA® charterholder with 13 years of industry experience. He is part of the six-advisor team at East End Financial Group, Inc. in Riverhead, NY, where he has worked since 2017. Before joining the firm, he was with Value Line, LLC for one year. Connolly serves as a trustee on the Mattituck-Cutchogue Union Free School District Board of Education. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm takes a primarily long-term, customized investment approach, managing portfolios that emphasize low-cost mutual funds and ETFs while also including other asset types as appropriate, and offers financial planning and retirement-plan consulting services.

Mary LaFemina is a financial advisor with East End Financial Group, Inc. in Riverhead, NY, holding a Series 66 designation and 23 years of industry experience. She has been with East End Financial Group since 2011 and also holds a registered representative role with American Portfolios Financial Services, Inc. Additionally, she is a licensed insurance agent with Kosinski Associates, Inc. East End Financial Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers customized, primarily long-term investment management and financial planning services, emphasizing diversified portfolios with low-cost mutual funds and ETFs, and provides specialized retirement-plan consulting for plan sponsors and municipalities.

Jack Kosinski is a CFP® certificant with 19 years of industry experience, currently serving as a wealth advisor at East End Financial Group, Inc. He worked previously at American Portfolios Financial Services, Inc. for 14 years and has been with Osaic since 2024. Outside of his advisory work, he is a managing member of 3KZ, LLC, a real estate management company. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a primarily long-term, customized investment approach utilizing diversified portfolios with low-cost mutual funds and ETFs.

Joseph Kosinski is a financial advisor with East End Financial Group, Inc. He holds the CFP® and ChFC® designations and has 22 years of industry experience. Kosinski has been with East End Financial Group since 2005 and previously worked with American Portfolios Financial Services, Inc. He serves on the board of the Gwen L. Kosinski Foundation, a nonprofit focused on brain cancer research, and holds a board position with the East Moriches Union Free School District. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers long-term, customized investment management and financial planning through a diversified approach that includes mutual funds, ETFs, equities, fixed income, and retirement-plan consulting, with a notable emphasis on serving municipalities and plan sponsors.

Mark Poitras is a Certified Financial Planner® with 18 years of industry experience. He is an investment advisor representative with East End Financial Group, Inc., where he has worked since 2017, and previously held roles at American Portfolios Advisors, Inc. and HSBC Bank USA, N.A. Outside of his advisory work, Mr. Poitras volunteers as an advanced emergency technician and instructor with the SAG Harbor Volunteer Ambulance and serves as chairman of the North Haven Village Zoning Board of Appeals. He is also involved in youth basketball coaching and fundraising through Youth Hoop of Sag Harbor and participates in community service initiatives with the Sag Harbor Lions Club. East End Financial Group, Inc. is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, municipalities, businesses, and retirement plans. The firm offers customized, long-term investment management and financial planning, emphasizing diversified portfolios with primarily low-cost mutual funds and ETFs, and provides specialized retirement-plan consulting to plan sponsors alongside fiduciary services.

Brian Reynolds is a financial advisor at Capital Analysts with 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life from 2016 to 2024. Outside of advising, Reynolds is a volunteer in marketing for the Peconic Hockey Foundation and operates a collectibles sales business as a sole proprietor. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes in-house research, discretionary and non-discretionary portfolio management, and offers customized investment solutions supported by affiliations with Lincoln Investment and Pershing/BNY.