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.

Jason Huang is a Financial Advisor at Oppenheimer & Co. Inc., where he helps individuals and families achieve financial security through personalized guidance in insurance, investment strategies, and retirement planning. Prior to his current role, Jason served as a Financial Representative at Northwestern Mutual and a Senior Associate at Premier Financial Alliance. His early career includes technical positions at Henry Schein and Verizon, reflecting a diverse professional background. Jason is a CERTIFIED FINANCIAL PLANNER® professional since 2024. He has also obtained the Chartered Financial Consultant® (ChFC®) designation in 2024, and the Wealth Management Certified Professional® (WMCP®) designation in 2022, both through The American College of Financial Services. Additionally, he holds Series 7 and 66 FINRA licenses. Jason earned his B.A. in International Relations, Global Political Economy from the State University of New York at Geneseo. Committed to community service, Jason is an Eagle Scout Award recipient and is still active in his local Scouting Council. He has been recognized with the President’s Volunteer Service Award and a Certificate of Special Congressional Recognition for over 400+ hours of service. In his personal life, Jason enjoys hiking and camping in nature during the spring and alpine sports in winter. He is passionate about environmental issues. Jason currently resides with his wife and son in Stony Brook, NY.

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.

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.

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.

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Gina Giannou is the sole advisor at Life Planning Agency, Inc, an independent registered investment adviser. She holds a Series 65 designation and has four years of industry experience. Prior to founding her firm, she worked at Ronald Seroda CPA PC for seven years and currently owns and operates GIGL Accounting Inc., a tax preparation and bookkeeping business. Life Planning Agency, Inc provides discretionary portfolio management and securities-based investment advice to individuals, families, closely held pension and profit-sharing plans, and charitable organizations. The firm manages approximately $4 million in client assets and employs a diversified investment approach emphasizing fundamental analysis and dividend-paying companies.

Jon Nixon is a Series 65 credentialed advisor with over 13 years of industry experience. He is the principal of Jon A Nixon CPA PC, an independent firm specializing in accounting and tax services. Nixon also owns consulting and tax preparation firms serving international organization employees and operates as a financial operations principal for multiple FINRA member firms. Jon A Nixon CPA PC primarily offers accounting and tax services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, coordinating tax and accounting matters with clients’ investment arrangements. The firm refers clients to third-party money managers for investment advice and asset management, maintaining a distinctive structure that focuses on its CPA practice rather than direct asset management.

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.

David Goldenberg is a financial advisor at Cove Capital Management Inc. in Oyster Bay, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Cove Capital Management since 2011. Cove Capital Management is an independent firm providing discretionary portfolio management and periodic portfolio reviews for individuals, partnerships, pension plans, trusts, and home offices. The firm employs fundamental analysis and a range of active strategies, including long- and short-term trading, short sales, margin transactions, and options writing, with portfolios typically including equities, bonds, mutual funds, ETFs, REITs, and exchange-traded partnerships.

Loretta Nolan is a CFP® with 28 years of industry experience and the principal of Loretta Nolan Associates, LLC, an independent advisory firm she has led since 1997. She holds Series 63 and Series 65 licenses. Loretta Nolan Associates, LLC provides portfolio management, financial planning, consulting, and income tax preparation services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $135.8 million in client assets, primarily on a non-discretionary basis, and employs a fundamental analysis investment process with a long-term orientation that also allows for short-term trades and option-writing strategies.

Sumit Kumar is a financial advisor at Stone Lake Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stone Lake Wealth since 2016. Stone Lake Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on client interviews, asset allocation, and periodic reviews, utilizing both fundamental and quantitative analysis to build portfolios that may include stocks, bonds, ETFs, mutual funds, and, when appropriate, leveraged and derivatives strategies.

Christopher Wargas is a financial advisor with First Shelbourne LLC, holding a Series 65 credential and four years of industry experience. Prior to founding First Shelbourne in 2020, he spent 20 years with the Metropolitan Transportation Authority. His background includes a long tenure as a police sergeant. First Shelbourne is an independent registered investment adviser that manages portfolios for individuals, high net worth clients, small businesses, and charitable organizations. The firm uses proprietary tiered model portfolios composed of low-cost exchange-traded funds and generally manages accounts on a discretionary basis.

William Rand is the sole advisor at Cloud Peak Advisors, holding a Series 65 designation with five years of experience in the financial industry. He has over 25 years of experience as the principal and owner of the Law Office of William Coudert Rand, providing legal services. Cloud Peak Advisors is a New York-registered independent advisory firm specializing in portfolio management predominantly for trusts and investment company clients. The firm operates as a single-advisor practice and serves a very small client base, focusing on discretionary investment management combined with legal and trust-administration services.

Nathaniel Kane is the principal of Kane Asset Management, LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has seven years of experience at EWM Global LLC and four years at Bridgewater Associates. Kane Asset Management, LLC provides discretionary investment management to individuals and high-net-worth families, offering customized portfolios that combine fundamental and technical analysis with a focus on asset allocation. The firm emphasizes long-term holdings while allowing short-term trading for rebalancing or opportunistic purposes.

Samer Hakoura is the managing member of Alphyn Capital Management LLC and holds a Series 65 license with four years of industry experience. He has been involved with Alphyn Capital entities since 2013 and serves as a director of TCI Waste Disposal Services Ltd., where he receives an annual dividend. Outside of his advisory role, he manages personal investments through Alphyn Capital LLC and participates in the waste disposal business. Alphyn Capital Management LLC provides discretionary portfolio management to individual and high-net-worth clients, employing a hedge fund–style master portfolio replicated across accounts alongside broader wealth-management strategies. The firm uses fundamental analysis, options, short-sale strategies, and may incorporate private investments, with distinctive features including quarterly performance reporting and a third-party administered performance-fee trading program for qualified clients.

Mark Brody is a financial advisor with Financial Planning Analysts, LLC in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Financial Planning Analysts, LLC since 2002 and has been involved with Planned Financial Programs, Inc. since 1990. Outside of his advisory role, Brody serves as a director at Unity Bancorp and acts as an arbitrator for FINRA. Financial Planning Analysts, LLC provides investment supervisory services, discretionary portfolio management, and personal financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment process emphasizes fundamental analysis with a focus on large-cap equities, employing strategies including long and short-term purchases, margin, and limited option writing.

Laurence Bloom is a Series 65-licensed advisor with BloomSchon CPAs LLC in Jericho, NY, where he has worked since 2011. He has two years of industry experience and is also a member manager of BloomSchon CPAs LLC, a certified public accounting firm. BloomSchon CPAs LLC provides accounting, tax, and advisory services primarily to small- and middle-market companies, professional practices, investment partnerships, and entrepreneurs. The firm partners with external investment advisers to assist clients with asset allocation and annual account monitoring, combining accounting and tax advisory services with coordination of outside investment managers.