Michael A Bernabeo

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.

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Chong Tong Chen is the sole advisor at Rhizome Capital Management LLC and holds a Series 65 designation with three years of industry experience. He has been with Rhizome Capital Management since 2021 and has been involved with Rhizome Partners LP since 2013. Rhizome Capital Management provides discretionary portfolio management to high-net-worth individuals and manages three privately offered Delaware limited-partnership funds under Regulation D. The firm employs fundamental analysis and pursues concentrated strategies including long/short trading in micro- and small-cap equity and debt, with additional focus on real-estate and hard-asset exposures.

Attila Mendli is a financial advisor at Mendlstein Capital Holdings LLC with a Series 65 credential. He has one year of industry experience and has held roles at Corvinus University and several companies including Uber Technologies and Hogan Personnel. Mendlstein Capital Holdings LLC provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth individuals, and small to medium-sized businesses. The firm focuses on ETF-centric portfolios using thematic, macroeconomic, and fundamental analysis with a long-term orientation and occasional tactical adjustments tailored to each client’s circumstances.

Neil Carousso is a Certified Financial Planner® with 32 years of industry experience, serving as the sole advisor at NGC Financial, LLC since 2000. He also owns an accounting and tax preparation business focused on individual tax clients during the seasonal period from February through April. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as advice to businesses on employer retirement plans. The firm employs a customized, tactical allocation approach with non-discretionary portfolio management and maintains an affiliation with a FINRA-registered broker-dealer while also offering affiliated tax and accounting services.