Jean Chung

Cyrus Eslami is the principal of Eslami & Co. Wealth Management, LLC, an independent firm based in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Betterment for several years and is actively involved as a founding engineer at Warmer, a company developing AI-powered software to streamline financial advisor workflows. Additionally, he conducts independent development of automated and semi-automated mid-frequency trading strategies in US futures markets. Eslami & Co. Wealth Management provides fee-only investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a diversified asset-allocation strategy using ETFs, mutual funds, and targeted alternative exposures, integrating quantitative elements and tax-aware overlay strategies for select clients. The principal's background in technology and systematic trading is reflected in the firm's approach and independent trading activities.

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

I am a seasoned financial advisor with over 18 years of experience in helping clients achieve their financial aspirations. My interest in financial planning was inspired by witnessing the effects of the financial crisis on my family. My upbringing, alongside a profoundly disabled brother, instilled in me a deep sense of empathy and a commitment to assisting those in need. These formative experiences have shaped my dedication to guiding individuals through complex financial challenges with precision and care. A graduate of the University at Albany (SUNY), I have built a thriving practice focused on personalized service and innovative solutions. My approach emphasizes risk management, portfolio diversification, and long-term financial security, empowering clients to confidently navigate today's ever-changing financial landscape. I hold several industry licenses and designations, including Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, and Accredited Investment Fiduciary (AIF®). I live in Long Island, New York, with my wife, two children, and dog. Securities offered through Simplicity Investments. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Investment Advisors, Inc. is not affiliated with Simplicity

Connor Smith is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at the University of Notre Dame and The Pingry School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes affiliated trust and insurance entities.

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

John Mirsepahi is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.