Christopher Gething founded Atherean Asset Management LLC in 2014 as an independent investment advisory firm after working as a financial adviser at various firms including MetLife Securities since 2006. He is also the managing member of the general partner to the Atherean Value Fund, LP, a value-oriented long-short equity fund which was formed in 2023. Prior to working in investment management he worked as an engineer at companies including ABAQUS, Inc, now part of Dassault Systèmes. He is a CFA charterholder and a member of the New York Society of Security Analysts, and is also a Certified Financial Planner practitioner. He has Sc.B. and Sc.M. degrees in engineering from Brown University, and did graduate work at the Massachusetts Institute of Technology, where he was a member of Sigma Xi. Atherean Asset Management LLC offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and investment funds. The firm manages customized separately managed accounts and a private pooled vehicle, Atherean Value Fund, LP, using an equity-centered approach that combines strategic asset allocation, tactical adjustments, and fundamental valuation.

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.

Cyrus Eslami is the principal advisor at Eslami & Co. Wealth Management, LLC in Glen Ridge, NJ. He holds a Series 65 credential and has one year of industry experience. Prior to founding his firm, he worked at Betterment and has founded Warmer Holdings, where he serves as a founding engineer developing AI-powered software for financial advisor workflows. He also engages in independent development of automated trading strategies for US futures markets. Eslami & Co. Wealth Management provides fee-only investment management and financial planning services to individuals and high-net-worth clients. The firm combines diversified asset allocation with quantitative strategies and targeted alternative exposures, employing third-party Sub-Advisors for specialized mandates and maintaining a technology-driven approach distinct within the independent advisory sector.

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.

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

I am a seasoned financial advisor with over 18 years of experience in helping clients achieve their financial aspirations. My interest in financial planning was inspired by witnessing the effects of the financial crisis on my family. My upbringing, alongside a profoundly disabled brother, instilled in me a deep sense of empathy and a commitment to assisting those in need. These formative experiences have shaped my dedication to guiding individuals through complex financial challenges with precision and care. A graduate of the University at Albany (SUNY), I have built a thriving practice focused on personalized service and innovative solutions. My approach emphasizes risk management, portfolio diversification, and long-term financial security, empowering clients to confidently navigate today's ever-changing financial landscape. I hold several industry licenses and designations, including Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, and Accredited Investment Fiduciary (AIF®). I live in Long Island, New York, with my wife, two children, and dog. Securities offered through Simplicity Investments. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Investment Advisors, Inc. is not affiliated with Simplicity

Connor Smith is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at the University of Notre Dame and The Pingry School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes affiliated trust and insurance entities.

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.

John Mirsepahi is a financial advisor with Morgan Stanley Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley since 2009, as well as prior experience at Citigroup Global Markets, Merrill, Bank of America, and Painewebber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee resources.

Stephanie Vitti is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Based in New York, NY, she has spent over a decade with the firm in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

Kevin Scott is a CFP® and ChFC® with 16 years of industry experience. He is currently a financial advisor at Wealth Enhancement Advisory Services, LLC, having joined the firm in 2026. Prior to this, he worked for State Street Global Advisors and related entities from 2015 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

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.

Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, an independent registered investment adviser based in New York, NY. He holds the Series 66 designation and has 23 years of industry experience, with prior roles at UCAP Asset Management LLC, UCAP Securities LLC, and Insight Securities Inc. Legado Wealth Management LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including other financial professionals. The firm emphasizes a long-term, fundamental-analysis investment approach and manages approximately $51 million in discretionary assets across about 75 client relationships.

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.

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.