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.

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.

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.

Fabian Degen is a CFP® and CFA® credentialed advisor with one year of industry experience. He is the sole advisor at FMD Wealth Advisors LLC, an independent firm located in White Plains, NY. Prior to founding his firm, he worked for 16 years at DWS Group. In addition to his advisory role, he performs seasonal tax preparation work with H&R Block. FMD Wealth Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers wealth management, investment management, and financial planning services, typically utilizing low-cost mutual funds and ETFs within a process that combines fundamental and technical analysis for long-term portfolio construction.

Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

Jay Taparia is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Sanskar Advisors, Inc., an independent registered investment adviser based in Nyack, NY. His prior roles include positions at Climate CFOs, Inc. and New York University, and he has been involved with Sanskar Tax Advisors, Inc. since 2005. Sanskar Advisors provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis, offers diversification across multiple asset classes, and is affiliated with an in-house tax and accounting practice.

Paul Barrett is the sole advisor at Ravine Road Advisors in Greenwich, CT, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including J.P. Morgan Securities, Citigroup Global Markets, and Entoro Capital. Outside of investment management, he is a principal at River Road Advisors LLC, advising companies on credit facilities, and a partner in Taurus Affiliates LLC, an online coupon and survey business. Ravine Road Advisors offers discretionary, fee-based investment management to institutional and private investment entities, including individuals and retirement accounts. The firm employs a tactical asset-allocation approach combining fundamental and technical analysis, using a variety of securities to implement strategies tailored to client objectives and risk tolerance.

Mason Tilden is the sole advisor at Tilden Capital Management, LLC, an independent registered investment adviser based in Valhalla, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, having been with his firm since its inception in 2010. Tilden Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary asset-allocation model grounded in Post-Modern Portfolio Theory to construct diversified portfolios, focusing on index- and value-oriented securities and ETFs, with tailored adjustments based on client-specific investment restrictions.

Jared Cutler is the sole advisor at Five Factor Capital Advisors, an independent firm based in Rye Brook, NY. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Jared has been with Five Factor Capital Advisors since 2010. Five Factor Capital Advisors serves individuals, high-net-worth clients, and institutional accounts such as pensions and endowments. The firm emphasizes long-term, asset-allocation oriented portfolios grounded in modern portfolio theory, providing portfolio management and individualized investment policy statements while outsourcing administrative functions and utilizing specific custody and execution arrangements.

Robert Hu is a financial advisor at Firmiacer Investment LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at JM Cohen & Co. for fourteen years before joining Firmiacer in 2017. Firmiacer Investment LLC provides discretionary investment advisory services to high-net-worth individuals, pooled investment vehicles, and institutional investors. The firm employs a focused, buy-and-hold investment approach based on fundamental, bottom-up equity analysis, typically avoiding leverage and offering specialized services that include performance-based fee arrangements.

Curtis Pope is a CFP®-certified financial advisor with eight years of industry experience, currently operating as the sole advisor at Pope Wealth Planning, LLC in Tarrytown, NY. His prior experience includes roles at Morgan Stanley, Wealthsimple, Ameriprise Financial Services, and Northstar Money, where he also serves as a financial planner for a fintech company focused on employer financial wellness programs. Pope Wealth Planning, LLC provides investment management and financial planning services to individuals, couples, and high-net-worth clients, emphasizing passive portfolio construction through index funds and ETFs combined with fundamental analysis and third-party models. The firm typically operates under non-discretionary trading arrangements, offering a hybrid service model that integrates ongoing planning with model-driven execution.

William Martone is the principal of Martone Capital Management, Inc. in Tarrytown, NY, with over 31 years at the firm and eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent. Martone Capital Management provides fee-based investment advisory and portfolio management services to individuals, high-net-worth investors, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes, managing a majority of assets on a non-discretionary basis with a focus on pension and profit-sharing clients.

Samir Shah is the sole advisor at MBS Mantra, LLC, an independent registered investment adviser based in Stamford, CT. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 12 years at MBS Mantra. MBS Mantra serves high-net-worth and qualified investors, as well as trusts, foundations, corporations, retirement systems, and other institutional clients. The firm offers discretionary portfolio management, outsourced CIO services, and is developing private limited partnership fund structures. Its research-driven investment approach focuses on structured fixed-income products, primarily mortgage-related securities, while maintaining flexibility to use corporate bonds, ETFs, mutual funds, equities, and derivatives for hedging and asset allocation.

Jason Joseph is a financial advisor with Abby Advisors LLC in Dobbs Ferry, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Abby Advisors, he worked as a self-employed advisor for several years. Abby Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a combination of passive and active investment strategies and offers both discretionary and non-discretionary account management, with a focus on long-term holdings alongside occasional short-term trades.

Angelo Martorell is a CFA® charterholder and principal of Martorell Capital Partners, LLC, based in Greenwich, CT, with nine years of industry experience. He has been with Martorell Capital Partners since 2017, following a year at Martorell Capital. Martorell Capital Partners provides discretionary investment management to a select group of clients, including individuals, families, trusts, foundations, pooled investment vehicles, pension plans, and institutional investors, with a notable portion of assets managed for non-U.S. clients. The firm’s investment approach emphasizes fundamental research, concentrated positions, and explicit price targets across equities, high-yield and distressed debt, sovereign debt, and related credit instruments, employing performance-based fees and various trading strategies.

Hans Olsen is a CFA charterholder with 19 years of industry experience. He is the principal at Brooklands Partners, LLC, where he has worked since 2025. His prior roles include positions at Fiduciary Trust Company and Stifel. Outside of his advisory work, Olsen serves as managing partner and owner of Gladstone LLC and participates on investment committees for Atlantic Charter Insurance Company and the Cabot-Wellington family office. Brooklands Partners, LLC is an investment manager focused on discretionary asset management for pooled vehicles and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, and emphasizes selecting and overseeing third-party sub-advisors as part of its investment approach.

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time. Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

Elizabeth Landau is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with three years of industry experience. She has been the sole advisor at Landau Advisory LLC since 2015. Landau Advisory LLC is an independent, fee-only firm that provides hourly and project-based financial planning services to individuals and families without requiring minimums. The firm also offers customizable financial education workshops for employers and other organizations, focusing on long-term, diversified investment strategies using low-cost index funds and ETFs.