Robert Fortune is the sole advisor at Fortune Advisory Services in Brooklyn, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HSBC Securities and HSBC Bank USA. In addition to investment management, he provides education on credit repair, budgeting, insurance products, and annuities. Fortune Advisory Services offers asset and wealth management to individuals, high-net-worth clients, and small businesses. The firm focuses on U.S. equities, index funds, ETFs, and bonds, using a long-term fundamental analysis approach and detailed historical visuals to guide investment decisions, with primarily non-discretionary client account management.

John Donnelly III is the sole advisor at Paulo Financial Advisors, LLC, an independent registered investment adviser based in Staten Island, NY. He holds Series 65 and Series 66 licenses and has five years of industry experience. Donnelly has worked with Paulo Financial Advisors since 2012 in various capacities. Paulo Financial Advisors serves individuals, including high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental analysis and asset allocation with a focus on index funds, mutual funds, ETFs, and model portfolios, providing discretionary and non-discretionary investment management along with financial planning and consulting services.

Ivan Thornton is a financial advisor with Fiduciary Management Group, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Thornton has been with Fiduciary Management Group since 2005. Fiduciary Management Group primarily serves high-net-worth individuals and families, as well as corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. The firm provides multi-client family office services and comprehensive financial planning, implementing individualized investment policies with discretionary portfolio management.

Bryan Weisgal is a financial advisor at Ruth with a Series 65 designation. He has no prior industry experience but has worked in legal and technology roles, including at Lowenstein Sandler LLP and My Technology, Inc. He also completed law school at the University of Georgia. Ruth is an independent advisory firm serving individual retail clients through a digital-first, non-discretionary platform. The firm focuses on a single long-term buy-and-hold investment strategy using the SPDR S&P 500 ETF (SPY) and offers clients exposure to the U.S. large-cap equity market with a flat advisory fee structure.

Rakesh Budhram is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Prolific Solutions and has previously worked at Redwood Advisory, LLC, MML Investors Services, LLC, Center for Wealth Preservation, and Mass Mutual Life Insurance Company. Prolific Solutions serves individuals, businesses, and retirement plans by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm uses a "Lifestyle Planning" framework that incorporates clients' living styles, family dynamics, and long-term goals, and employs third-party research to manage portfolios tailored to individual risk tolerance and objectives.

Nevada Carter is a financial advisor at Elessar Wealth with a Series 65 designation and one year of industry experience. Prior to joining Elessar Wealth, Carter held roles at Columbia University and Dynamic Wealth Strategies. Elessar Wealth is a registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes tailored client strategies through individualized investment objectives, portfolio management, and the option to allocate assets to third-party managers.

Stephen Parker is an independent financial advisor with TSN Management Inc. in New York, NY, holding Series 63, 65, and 66 licenses and 39 years of industry experience. His prior roles include positions at Cape Securities, Dawson James Securities, and Oppenheimer. TSN Management Inc. provides advisory and brokerage-related services primarily to individual clients who are not high-net-worth, focusing on portfolio management for pooled investment vehicles with performance-based fee arrangements. The firm operates on a small scale and combines broker-dealer affiliation with fee structures that differ from typical independent advisory firms.

Truman Hobbs III is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Boyar Value Group, Overbrook Management Corporation, and currently leads TwentyThree Advisory. Truman serves on the Board of Directors of The Adwell Corporation, where he acts as Treasurer and an Executive Committee Member. TwentyThree Advisory provides portfolio management services primarily to high-net-worth individuals, focusing on long-term equity investments supported by fundamental analysis. The firm offers both discretionary and non-discretionary arrangements and maintains a small, concentrated client base.

After almost two decades on Wall Street, Jay decided to follow his passion of helping like-minded working professionals and families achieve their financial goals. With experience spanning across financial planning, investment research, portfolio construction, and alternative investments, Jay has extensive and diverse perspectives to help clients secure their financial futures. His client base has spanned the rising affluent to the ultra-high net worth. Jay has been quoted in media outlets such as the Wall Street Journal, Bloomberg, and Barron's and has attained the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Analyst® (CFA) certifications, widely considered gold standards in financial planning and investment designations.

Arthur Flores is the principal advisor at Flores Wealth Planning, LLC, an independent firm based in New York, NY. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to founding his firm, he worked at Morgan Stanley from 2010 to 2011 and has been involved with Origin Financial LLC since 2018. In addition to his advisory role, Flores serves part-time as a family life and personal finance counselor providing human services solutions for military and veterans. Flores Wealth Planning serves individuals, families, trusts, and employer-sponsored retirement plans with comprehensive financial planning and investment advisory services. The firm employs a diversified investment approach based on Modern Portfolio Theory, combining passive core holdings with active satellite positions, and offers pension consulting and employee benefit plan services through a third-party affiliation.

Yuheng Fu is a CFA® charterholder based in New York, NY, with experience that includes roles at Three Dots Capital and Microsoft prior to founding Three Dots Advisory LLC. Fu has been working in financial advisory since 2026. Three Dots Advisory LLC serves high-net-worth individuals by providing discretionary portfolio management through separately managed accounts and non-discretionary hourly investment consulting. The firm focuses on U.S.-listed equities, ETFs, and exchange-listed options, offering both active long and index-enhancement strategies tailored to client preferences.

James Vitiello is the sole advisor at Fifth Avenue Wealth Advisors LLC in New York, NY. He holds Series 63, Series 65, and Series 66 credentials and has five years of industry experience. Vitiello has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser providing discretionary asset management and investment advice to high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm uses fundamental analysis alongside strategic and tactical asset allocation, emphasizing long-term holdings and periodic rebalancing, and conducts quarterly portfolio reviews.

Shi Zhou is a financial advisor at Stone Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Craft Capital Management, CAPE Securities, and Wilmington Capital Securities. Stone Capital Partners is an independent, single-manager investment adviser serving accredited individual investors with discretionary portfolio management. The firm employs a technically driven trading approach focused on momentum indicators and swing-trade techniques, primarily in listed equities, with rigorous risk controls and a compensation structure that includes both asset-based and performance-based fees.

Daniel Olson is a CFA® charterholder with four years of industry experience. He is affiliated with Olson Tax & Financial Planning and has worked at Citigroup Global Markets since 1998. Olson Tax & Financial Planning offers personalized financial planning, investment management, and tax preparation services to individuals, trusts and estates, pension and profit-sharing plans, nonprofit organizations, churches, and small businesses. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, global diversification, and regular rebalancing, and maintains a significant tax preparation practice alongside its advisory services.

Ronnie Massey is the principal of Massey Financial and holds Series 63 and Series 65 licenses, with 23 years of experience in the financial industry. He has led Massey Financial Group since 2015. Massey Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses both fundamental and technical analysis across various asset classes and manages a limited client base with accounts held at independent custodians.

Salma Abdulla is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. She has been with E. Magnus Oppenheim & Co., Inc. since 2005, serving as a portfolio manager. Outside of her advisory role, she volunteers as Vice President for the Insight Meditation Society, overseeing the organization's investment endowment. E. Magnus Oppenheim & Co., Inc. provides discretionary portfolio management, financial consulting, and investment research to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on fundamental equity research of larger NYSE- and NASDAQ-listed companies, managing portfolios with a conservative approach emphasizing diversification and dividend yield.

Andrew Donoghue is a CFP® professional with four years of experience in financial advising. He is the sole advisor at Upkeep Financial and also owns Upside Tax LLC, a public accounting firm. Donoghue has prior experience at Anchin Block & Anchin LLP. He may refer clients between his financial advisory and accounting businesses without receiving compensation for referrals. Upkeep Financial provides investment management and financial planning services to individuals, businesses, and institutional clients. The firm emphasizes passive portfolio construction using index funds and ETFs, supplemented by fundamental analysis and discretionary sub-advisors, and operates a wrap-fee program with documented due diligence and monitoring processes.

William Smith is the sole advisor at Blaine Capital, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 designations and has 23 years of industry experience. His prior roles include positions at Gray Wolf Capital Management, LLC, Kelleher Financial Advisors, LLC, SAM Advisors, LLC, and Smith Asset Management, Inc. Blaine Capital offers discretionary investment management and advisory services to individuals and high-net-worth clients, focusing on retirement accounts and customized portfolios. The firm uses an event-driven approach with a long-term orientation, employing concentrated equity, fixed income, ETFs, and occasional options strategies.

Megan John is a CFP® certificant and principal of Megan John Advisory, LLC with five years of industry experience. She previously worked at Wealthspire Advisors for five years and has operated her own advisory practice since 2026. Outside of her financial advisory work, she is also an artist. Megan John Advisory, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, combining personalized portfolio management with written financial plans and optional tax-preparation services. The firm employs a blend of passive and active investment strategies based on modern portfolio theory and offers educational seminars on personal finance topics.

Jennifer W. Kang, CFP® brings more than 20 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer’s passion for the financial services industry was born in 2006 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and HSBC and over the span of nearly two decades, she worked her way up to the Financial Planner she is today. JWK is a flat fee-only platform that offers comprehensive financial planning for first generation wealth building professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.