Daniel Michael Sanborn

David Warshaw is a CFP® and ChFC® with 20 years of industry experience. He is the principal advisor at The WealthPlan LLC, an independent firm based in Great Neck, NY. Prior to founding The WealthPlan LLC and WealthPlan Risk Management LLC in 2020, he worked at Blueprint Wealth Alliance LLC and American Portfolios Financial Services, Inc. Warshaw is also a licensed insurance agent, focusing on life insurance, fixed annuities, and related products. The WealthPlan LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $73.8 million in assets and offers customized portfolio construction based on client goals, time horizons, and risk tolerance, incorporating a range of investment strategies and advising on held-away workplace accounts and digital asset custody.

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Jason Huang is a Financial Advisor at Oppenheimer & Co. Inc., where he helps individuals and families achieve financial security through personalized guidance in insurance, investment strategies, and retirement planning. Prior to his current role, Jason served as a Financial Representative at Northwestern Mutual and a Senior Associate at Premier Financial Alliance. His early career includes technical positions at Henry Schein and Verizon, reflecting a diverse professional background. Jason is a CERTIFIED FINANCIAL PLANNER® professional since 2024. He has also obtained the Chartered Financial Consultant® (ChFC®) designation in 2024, and the Wealth Management Certified Professional® (WMCP®) designation in 2022, both through The American College of Financial Services. Additionally, he holds Series 7 and 66 FINRA licenses. Jason earned his B.A. in International Relations, Global Political Economy from the State University of New York at Geneseo. Committed to community service, Jason is an Eagle Scout Award recipient and is still active in his local Scouting Council. He has been recognized with the President’s Volunteer Service Award and a Certificate of Special Congressional Recognition for over 400+ hours of service. In his personal life, Jason enjoys hiking and camping in nature during the spring and alpine sports in winter. He is passionate about environmental issues. Jason currently resides with his wife and son in Stony Brook, NY.

Deirdre Smith is a CFP® professional with experience at Capital Group, Elodie Wealth, and Sparrow Wealth Management, where she has worked since 2025. She is based in Mamaroneck, NY. Sparrow Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm’s approach combines asset allocation based on Modern Portfolio Theory and fundamental analysis, blending passive and active investments while incorporating tax considerations and ESG screens upon client request.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Andre Mcdonnaugh is a CFP® with 37 years of experience in the financial industry. He is currently the sole advisor at Delphin Investments and has prior experience with McDonnaugh Securities LLC and AI McDonnaugh & Co. Inc. He also owns and operates a tax preparation service alongside his investment-related activities. Delphin Investments serves institutional clients and sophisticated individuals through private investment funds and separate-account OCIO engagements. The firm employs a proprietary Global Tactical Asset Allocation model and diversified small-cap strategies, while also offering a regional Caribbean fund and investment technology products, distinguishing it within its market niche.