Jordan James Davis

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.

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.

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.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.