Our Team

With over 15 years of experience in the financial services industry, Edward Kotak leads Island Wealth Solutions with a mission to empower clients through professionalism, knowledge, and clarity. As a trusted financial advisor, Edward specializes in working with company 401(k) plans, individual families, high-performing sales leaders, and educators in the public school sector.  His personalized approach ensures that each client feels confident and informed about the strategies and plans they put in place together. Whether guiding a business through retirement planning or helping a family secure their financial future, Edward is committed to making complex financial matters understandable and actionable.  Outside of the office, Edward enjoys spending quality time with his family, exploring new destinations, and hitting the open road on his motorcycle. A self-proclaimed tequila and bourbon connoisseur, he also has a deep love for dogs and the joy they bring to life.

Edward is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC. Edward offers securities in New York and is insurance licensed in New York.

With over 30 years of experience in the financial services industry, David D’auria is passionate about helping individuals, families, and business owners craft personalized strategies to achieve their financial goals and build lasting legacies. His approach is rooted in developing long-term relationships, providing guidance that reflects each client’s unique vision, values, and aspirations. David and his team utilize one of the most comprehensive financial platforms available today. By creating customized “life maps,” they guide clients through life’s many transitions—whether it’s preparing for retirement, selling a business, navigating a career change, or planning for marriage and family. His holistic approach focuses on enhancing, protecting, and growing wealth through thoughtful planning and proactive advice. David also has extensive experience working with educators, offering expertise in 403(b) and TDA accounts, pension analysis, and retirement planning. His goal is to help teachers maximize their benefits and feel confident about their financial future.  No matter the season of life—whether celebrating major milestones or navigating the unexpected—David is committed to being a steady, trusted advisor for every step of the journey.  Beyond his professional work, David is deeply involved in the community. He proudly serves on the Long Island advisory boards of the American Cancer Society and Friends of Karen, reflecting his strong dedication to service and making a meaningful impact in the lives of others.

David D'Auria is licensed to sell securities in NY, NJ and is insurance-licensed in NY, NJ and FL.