Iakov Pevzner is a Certified Financial Planner (CFP®) with five years of industry experience. He is the sole advisor at Gotham Block, LLC, where he has worked since 2006. Gotham Block provides investment management, financial planning, and quantitative finance consulting for a diverse client base, including pension plans, trusts, corporations, and individual investors. The firm combines macroeconomic and technical analysis with systematic quantitative methods to manage portfolio risk and implement tax-efficient strategies, also offering public educational seminars and corporate consulting in quantitative finance and data science.

Claudio Calado is a financial advisor with Calado Capital in New York, NY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has held roles at Doeren Mayhew Capital Advisors and Decosimo Corporate Finance and serves as CEO of Gissing Holdings, an automotive parts manufacturer. Calado is also involved in film production as managing partner of Purgatory Films LLC. Calado Capital offers personalized financial planning, discretionary portfolio management, and retirement-plan advisory for individuals, trusts, estates, for-profit organizations, and qualified retirement plans. The firm manages client accounts on a discretionary basis using fundamental, technical, and cyclical analysis, with a focus on pension consulting and institutional retirement-plan management alongside participant education and plan-sponsor services.

Martin Fleisher is the sole advisor at Fleisher, Martin, holding a Series 65 designation with four years of industry experience. He has worked at Martin Fleisher, JD., PC. since 2022 and concurrently with Dearborn Capital Partners since 1992. In addition to his advisory work, he maintains a law practice. Fleisher, Martin provides discretionary portfolio management primarily to high-net-worth individuals, focusing on a concentrated client base. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative techniques to guide investment decisions across various asset classes, and employs both long- and short-term trading strategies including options.

Michael Livian is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is the managing member of Lehmann, Livian, Fridson Advisors, LLC and has prior work experience with Livian & Co, LLC and Safdie Investment Services Corp. Lehmann, Livian, Fridson Advisors, LLC provides discretionary and non-discretionary portfolio management and investment consulting primarily to high-net-worth individuals, as well as trusts, estates, and business entities. The firm employs a combined top-down macro assessment with fundamental and technical analysis to manage portfolios across equities, debt securities, mutual funds, ETFs/ETNs, and options, offering both ongoing supervision and limited consulting services.

Hi, I'm Zach! I'm a CERTIFIED FINANCIAL PLANNER® and the founder of ZZ Planning. Before becoming a financial planner, I was a litigator. I graduated from law school with a ton of debt, clerked, and worked in New York for two biglaw firms for more than a decade. I know what it's like to rush to meet a midnight filing deadline, or to be on call on vacation. But I also know how to be smart with money, and create a plan that will allow you to reach your goals. Now that I've left the law, I'm here to share my experience. Everything you are going through, or are going to go through, I've gone through it too. I can help.​

Avram Fisher is the sole advisor at Long Cast Advisers, LLC, an independent registered investment adviser based in Brooklyn, NY. He holds Series 63 and Series 65 designations and has 12 years of experience with Long Cast Advisers, where he has worked since 2014. Long Cast Advisers manages discretionary equity portfolios for individuals, endowments, charitable organizations, and pooled investment vehicles. The firm focuses on a concentrated, long-biased buy-and-hold approach targeting small-cap equities, utilizing fundamental, research-intensive analysis and ongoing portfolio monitoring.

Matthew Sola is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Ironbound Advisory LLC since 2019. His prior experience includes eight years at Eagle Strategies, LLC, followed by two additional years at the same firm. Outside of his advisory role, he volunteers as a class officer and board member for Cornell University alumni organizations. Ironbound Advisory provides financial planning and portfolio management services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory to tailor investment strategies across various asset classes, offering both discretionary and non-discretionary account management.

Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Maxime Kasanda is the principal of Kasanda Capital with 13 years of experience in the financial industry. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015. In addition to his advisory role, Kasanda is a licensed insurance agent and owns a talent representation company called Millie Management. Kasanda Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of analytical methods and offers discretionary portfolio management alongside one-time and ongoing financial planning.

David Polevoy is a CFP® professional with 12 years of experience in financial advising. He has been the sole advisor at Beekman Financial Planning LLC since 2012. In addition to his advisory role, he is a licensed life insurance agent. Beekman Financial Planning LLC is an independent, single-advisor firm serving individuals, small businesses, and certain retirement plans. The firm employs a blend of fundamental and cyclical analysis with strategies such as active management and core-plus-satellite, primarily managing assets on a non-discretionary basis.

Thomas Mullarkey Jr. is a CFP® professional with 31 years of experience in the financial industry. He is the principal advisor at Hive Retirement Planning LLC since 2023 and has prior experience at Credit Suisse Securities (USA) LLC from 2003 to 2017. He also serves as a Senior Advisor with Shelter Rock Capital Group LLC, an activity that accounts for part of his time during trading hours. Hive Retirement Planning specializes in retirement-focused financial planning and investment advisory services for individuals and high-net-worth clients near or in retirement. The firm offers fixed-fee, tailored advice that includes both passive and fundamental investment strategies, with options for discretionary management or client-directed implementation.

Todd Thomas is the sole advisor at Versalife Advisors in Jamaica, NY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Allied Universal, Teleperformance, T3 Trading Group, and rideshare companies Uber and Lyft. Versalife Advisors provides discretionary investment management to individuals and families through separately managed accounts, focusing on biotechnology equities and listed options. The firm uses a bottom-up, research-driven approach combining fundamental and technical analysis, actively managing accounts with strategies that include options, short sales, and leverage.

Adrian Kierans is a financial advisor at Cloverhill Capital Management in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has been with Cloverhill Capital Management since 2015, following a prior role at Purshe Kaplan Sterling Investments. Cloverhill Capital Management is a small, independent registered investment adviser serving individual investors, small and medium-sized businesses, and employer-sponsored retirement plans. The firm focuses on asset-class investing and long-term allocation using low-cost institutional index funds and model portfolios, with a distinctive emphasis on pension consulting, corporate retirement plan services, and educational workshops.

Nelson Pang is the principal of Variety RIA LLC, a registered investment adviser based in Brooklyn, NY. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Outside of his advisory role, he practices as a pharmacist and operates a tax preparation business, in addition to being a licensed real estate broker. Variety RIA LLC provides wealth management, financial planning, and discretionary investment management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an asset-allocation strategy based on Modern Portfolio Theory, combining passive and active funds with a long-term investment approach.

John Hannigan is the sole advisor at Hannigan Financial, LLC, an independent firm based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Hannigan has worked at Barclays Capital Inc. since 2007. Outside of finance, he is also active as a professional actor and singer. Hannigan Financial, LLC offers hourly financial planning and investment advisory services to individuals and families. The firm provides non-discretionary advice without managing client assets, focusing on retirement planning, budgeting, investment education, and coordination of estate planning.

Manikanthan Velayutham is a financial advisor at Sakthi Capital LLC with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Sakthi Capital, he worked at Korn Ferry ICS, Open Systems, SEQ Technology, and INTL FCStone. Sakthi Capital provides portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, corporations, trusts, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory and offers both discretionary account management and financial education workshops.

Dylan Cohan is a CFA® charterholder and the sole advisor at CatsGame Capital LLC, with four years of industry experience. Prior to founding CatsGame Capital in 2020, he worked at Portland House Group for 12 years. He also works as an analyst for a family office during trading hours. CatsGame Capital LLC provides discretionary investment management to a small group of qualified clients, focusing on concentrated equity portfolios and employing a performance-based fee structure. The firm emphasizes fundamental research and uses targeted short positions and derivatives to manage risk.

Richard Colacino is a CFP® with 31 years of industry experience, currently serving at OSAIC and Rc Financial, Inc. He has been involved with OSAIC since 2003 and founded Colacino Tax Partners in 2002, where he prepares tax returns. His background includes leadership as president and investment adviser representative at Rc Financial, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a comprehensive investment process combining risk assessment, asset allocation, and portfolio optimization.

Richard Pasiuk is a financial advisor at Duracapital with three years of industry experience. He holds a Series 65 designation and has worked at Duracapital since 2017. Pasiuk also has a long tenure at Con Edison beginning in 2005. Duracapital provides portfolio management and pension consulting services primarily to pension, profit-sharing, and 401(k) plans, as well as to individuals, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies and instruments tailored to clients’ objectives, with a focus on ongoing account monitoring and asset allocation.

Priyanka Ranjan is a financial advisor at Pioneer Advisory LLC holding a Series 65 designation with experience at Goldman Sachs & Co. LLC, Venerable, J.P. Morgan Chase & Co., and Fidelity Investments. Prior to entering the industry, Ranjan completed five years of full-time education. Pioneer Advisory operates PiTrade, an SEC-registered internet investment adviser delivering automated, algorithm-driven portfolio management and copytrading through a mobile application. The firm uses a subscription-based model and provides continuous automated advisory services with real-time monitoring and adjustments to align with client risk tolerance and objectives.