Jennie Wright

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.

I’m Gabriel Kaplan, CFP®, CPA, and founder of Wealth Habits, an integrated financial planning and investment management firm. I help busy professionals, tech employees, founders, and business owners make better financial decisions across investments, taxes, equity compensation, retirement, cash flow, and estate planning. My work includes strategies for ISOs, NQSOs, RSUs, retirement plans, tax-efficient investing, business transitions, and major life decisions such as buying a home or preparing for retirement. Before founding Wealth Habits, I worked in asset management, tax, and consulting. I hold an MBA from NYU Stern, a Master’s in Business Taxation from USC, and a BSE from the University of Pennsylvania. As a fee-only advisor, I believe financial advice should be tailored, practical, and always aligned with the client’s best interests.

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

John Mirsepahi is a financial advisor with Morgan Stanley Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley since 2009, as well as prior experience at Citigroup Global Markets, Merrill, Bank of America, and Painewebber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee resources.

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.

Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at CIG Capital Advisors, CIG Asset Management Inc., CIG Securities, and Rueone Investments. Outside of his advisory role, he engages in fixed insurance sales and service as a sole proprietor on a limited basis. Euclid Harding provides financial planning, discretionary portfolio management, and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach using diversified investment vehicles and offers specialized services such as illiquid asset management, retirement-plan advisory under ERISA 3(21), and business advisory support.