Leslie Giordano is a ChFC® credentialed advisor with six years of industry experience. She is the sole advisor at Leslie Marie Giordano, an independent firm based in Garden City, NY. Leslie also serves as Director of Employee Benefits at Independent Group & Life Agency, Inc., a health and life insurance agency where she has been involved since 1992. Her firm provides discretionary investment supervisory services and financial planning to individuals, families, small businesses, and charitable organizations. It manages equity, fixed-income, and balanced portfolios using both fundamental and technical analysis, with a generally long-term holding horizon and periodic reviews.

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.

Leslie Lewis is the Chief Executive Officer and Chief Compliance Officer of MultiGenerational.Black Inc., with three years of industry experience. She holds a Series 65 designation and has a background that includes roles at Business Insider, Bookmark Publications, and Broadview Phoenix Productions. Outside of her advisory work, Ms. Lewis serves as a board member Emeritus of the Reginald F Lewis Foundation, oversees publishing at Bookmark Publications, produces theater and film projects with Broadview Phoenix Productions, and organizes events for Black Harvard Alumni United, LLC. MultiGenerational.Black Inc. provides discretionary investment management and comprehensive financial planning to individuals, estates, businesses, and retirement plans, including 401(k) plan design services. The firm operates as a fiduciary and employs a fundamental, long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by educational programming and fee-based training products aimed particularly at increasing financial fluency among first-time African American stock market investors.

Stephen Parker is the principal of TSN Management Inc. in New York, NY, holding Series 63, 65, and 66 licenses with 39 years of industry experience. His career includes multiple periods at TSN Management and positions at Cape Securities and Dawson James Securities. TSN Management Inc. serves primarily individual clients who are not high-net-worth, offering advisory and brokerage services with a focus on portfolio management for pooled investment vehicles. The firm combines broker-dealer affiliation with performance-based fee arrangements, operating on a small scale with direct client service by its principal.

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.

Michael Kramer is the sole advisor at Mott Capital Management LLC, an independent registered investment adviser based in Garden City, NY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having led Mott Capital Management since 2014. The firm provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, primarily focusing on U.S. equities and exchange-traded funds. Mott Capital follows a long-term thematic growth investment approach and supplements its advisory services with commercial publishing and model-licensing activities through third-party platforms.

Arthur Flores is a CFP® and holds a Series 66 license, with six years of industry experience. He is the principal advisor at Flores Wealth Planning, LLC, an independent firm based in New York, NY. Outside of his advisory work, he serves part-time as a family life and personal finance counselor for a human services organization supporting military and veterans. Flores Wealth Planning, LLC provides financial planning, investment consultation, and employee benefit plan consulting to individuals, families, trusts, estates, and pension/profit-sharing plans. The firm follows a fiduciary standard and employs a diversification-focused, long-term investment approach using passive, low-cost vehicles, offering both discretionary supervisory services and access to institutional platforms and third-party managers.

Paul Sebetic is the sole advisor at Sebetic Advisors, LLC, an independent firm based in East Williston, NY. He holds a Series 65 designation and has four years of industry experience, including nine years at Citibank prior to founding his firm in 2019. Sebetic Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, and trusts and estates, focusing on retirement investors seeking income and distributions. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop income-oriented, risk-aligned portfolios, offering performance-based fee arrangements to qualified clients.

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, holding Series 63, 65, and 66 designations with five years of industry experience. He has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser serving high-net-worth individuals and institutional clients such as pension and profit-sharing plans. The firm uses fundamental analysis combined with strategic and tactical asset allocation, focusing on long-term holdings and periodic rebalancing, and manages portfolios primarily through a third-party platform with discretionary authority when agreed.

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.

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 a financial advisor at Blaine Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gray Wolf Capital Management, LLC for the past 10 years. Blaine Capital, LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm uses an event-driven approach with a long-term orientation, offering customized portfolios that may include equities, fixed income, ETFs, and occasionally options, managing approximately $16.8 million across a small number of client relationships.

Gregory Davidian is the sole advisor at LAMBENT Asset Management, LLC, based in Jericho, NY. He holds the CFA® designation and has over 10 years with LAMBENT, with a total of 5 years in the industry. LAMBENT Asset Management provides discretionary investment management for a small group of private and institutional clients. The firm employs a top-down, macro-focused investment approach across multiple asset types and uses derivative instruments along with long/short and 130/30 strategies.

Simon Brady is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Anglia Advisors. He previously worked at Origin Financial and has been with Anglia Advisors since 2013. Outside of his advisory role, Brady is a paid soccer referee and coach with the Long Island Soccer Referees Association. Anglia Advisors serves individual and household clients, focusing on younger professionals, recently divorced or widowed clients in that age group, and foreign nationals living in the U.S. The firm employs a primarily ETF- and fund-centered investment approach based on Modern Portfolio Theory, offering discretionary portfolio management alongside financial planning services, educational workshops, and specialized consultations for foreign nationals.

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.