Dushyant Pandit is a financial advisor at Dorchester Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dorchester Advisors since 2010. Dorchester Advisors LLC provides discretionary investment management, financial planning, and outside money-manager selection for individuals, businesses, trusts, charities, and endowments. The firm serves a range of clients, including high-net-worth households and small pension and profit-sharing plans, using a fundamentally driven, value-oriented investment approach that emphasizes tailored portfolios and routine monitoring.

I’m Igor Aronov, CFP®, founder of FAR Financial, an independent, fiduciary, advice-only financial planning firm based in Brooklyn, NY. I help business owners, busy professionals, and modern families bring order and clarity to complex financial lives through thoughtful, objective advice on cash flow, taxes, investments, retirement, education funding, business planning and much more. My previous professional life was in design and technology, spending last 20 years as a business owner and a co-founder of FAR Creative, a design and development studio. Leading a business, managing employees, and balancing family responsibilities gave me firsthand experience with the real pressures professionals face when their financial lives become complicated and time is in short supply. That perspective now shapes the way I work with clients: blending technical expertise with empathy and clear communication. My role is to help you see the full picture, make confident decisions, and create a financial structure that supports your life, not the other way around. I am a CERTIFIED FINANCIAL PLANNER® professional and an active member of professional organizations that uphold the highest standards of fiduciary, fee-only planning: FPA, NAPFA, XYPN, Fee-Only Network and Advice-Only Network. I hold a BFA in Photography from the School of Visual Arts and was a winner of illy’s international photographic competition. I live in Brooklyn, NY, with my family and our dog, and I work with clients locally and virtually across the country. Financial planning, for me, is about simplifying complexity and creating a sense of clarity and confidence so you can focus on what matters most in your life. Let’s create a financial plan that fits your story!

Evan Friday is a financial advisor at YRN Industries LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he has worked at Maxim Group LLC and Munson, and he has also been involved in education at the Allen-Stevenson School. Outside of advising, he has experience working as a retail employee at Munson. YRN Industries LLC provides discretionary portfolio management focused on fundamental analysis to select equity securities. The firm serves individual clients by tailoring portfolios to their risk tolerance and investment objectives, employing a single-custodian approach and offering asset-based advisory fees without performance-based charges.

Milan Karki is a financial advisor at Titanhub Capital Management LLC with a Series 65 credential and four years of industry experience. His work history includes roles at Titanhub Investment Trust, Titanhub Capital Management LLC, Everset Federal Credit Union, and Oyesol Inc. He is involved in an immigration and consulting practice outside of his advisory work. Titanhub Capital Management LLC is an independent investment adviser serving individual and small-business clients. The firm offers tailored portfolio management, financial planning, and educational workshops, combining fundamental and technical analysis with strategic asset allocation and risk management techniques.

Deva Panambur is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. Since 2010, Panambur has operated as the sole advisor at Sarsi, LLC, following four years at Neuberger Berman BD LLC. Sarsi, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and institutions, including family offices. The firm integrates strategic asset allocation with both traditional and alternative investments and employs options strategies in separately managed accounts alongside consulting and due-diligence services focused on alternative and private funds.

Christina Davis is a financial advisor at Mikhael Paul Wealth Management in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at firms including Northwestern Mutual, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of advisory work, she is the owner of Queendom Company, a music creation business. Mikhael Paul Wealth Management provides financial planning, portfolio management, and corporate financial-planning services to a diverse client base including corporations, small businesses, charitable organizations, and individuals. The firm offers customized advisory services alongside non-advisory business-management solutions such as payroll and bookkeeping, with a variety of billing options.

Sunsierre Atkinson is a CFP® professional with two years of industry experience, currently affiliated with Team Financial Planning in Union, NJ. Prior to this, Atkinson worked at DTCC from 2015 to 2021 and is the founder of Teach Everyone About Money LLC, a coaching and teaching business. Team Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients as well as employer plan sponsors and other organizations. The firm provides discretionary portfolio management and financial planning, employing a blend of passive and active strategies alongside fundamental, technical, and cyclical analysis, with options for socially responsible investing upon client request.

Tabor Butler is the sole advisor at The Butler Group LLC, an independent registered investment adviser based in New York, NY. He holds a Series 66 designation and has five years of industry experience, with The Butler Group LLC operating since 2004. The Butler Group LLC primarily serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension accounts. The firm provides financial planning and discretionary portfolio management, using a tailored asset allocation approach based on fundamental analysis, multiple research ratings, and geopolitical commentary.

James Keenan Jr. is the sole advisor at Keenan Private Wealth Management in New York, NY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has led Keenan Investment Management, Inc. since 2001. Keenan Private Wealth Management serves individual clients by providing private wealth management, financial planning, and investment consulting through written plans or ongoing advisory relationships. The firm primarily utilizes third-party managers via the BNY Advisors Managed 360 wrap program, focusing on tailored asset allocations and periodic portfolio reviews while clients retain responsibility for custody and implementation.

Richard Taborda is a CFP® and holds a Series 65 license with 16 years of experience in the financial services industry. He is the president and investment adviser representative of LBT Wealth Management, LLC, an independent firm he has been associated with since 2011. Prior to this, he worked at Freeman Capital Advisors, LLC from 2019 to 2023 and Wealth More Enterprise, Inc. starting in 2024. LBT Wealth Management primarily serves individual clients through discretionary portfolio management and financial planning, employing a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios. The firm uses advanced trading strategies and held-away order management systems uncommon for a firm of its size.

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.

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.

Christopher Colyer is a financial advisor at CMC Wealth LLC with five years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to founding CMC Wealth LLC in 2025, he worked at EisnerAmper Wealth Management & Corporate Benefits, LLC, Eisner Advisory Group LLC, and Wiss Private Client Advisors, LLC. He is also an accountant and owner of CMC Advisors LLC and operates as an independent licensed insurance agent. CMC Wealth LLC provides portfolio management services to individuals and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. The firm requires client approval for investment decisions and offers regular portfolio monitoring and reporting.

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.