Ricardo A Urena Jr.

Brandon G. Furlan is an advisor at Capital Gains Advisory LLC, a New Jersey fee-only registered investment adviser, and holds the Series 65. He is also a Certified Public Accountant licensed in New Jersey. Before Capital Gains Advisory, he earned a B.S. in Accounting from Rutgers University and spent several years in Finance Transformation at a Big Four consulting firm.

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.

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

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.

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, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Euclid Harding, he worked at CIG Capital Advisors, CIG Asset Management Inc., CIG Securities, and Rueone Investments. He also operates as a sole proprietor providing fixed insurance sales and service. Euclid Harding, LLC is a small independent registered investment adviser serving individuals, families, trusts, estates, charitable organizations, corporations, and other entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, focusing on strategic asset allocation and a broad range of investment instruments.