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.

Charles D'angelo is a CFA® charterholder serving as the sole advisor at Westmount Capital Group LLC with four years of industry experience. His prior work includes roles at Cantex Holdings II, LLC and Alexandria Capital, LLC. In addition to his advisory work, he is involved in a real estate consulting practice. Westmount Capital Group LLC provides investment advisory and wealth management services primarily to high-net-worth individuals, family offices, trusts, and estates. The firm combines fundamental and quantitative analysis to pursue strategies including long-term equity and fixed income investing, tactical asset allocation, and alternative investments, generally managing client accounts on a discretionary basis.

Raul Velazquez is a financial advisor at Cenador Financial Advisers LLC in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses, with 5 years of industry experience. He is also President and CEO of Velazquez Ventures LLC, a consulting firm, and Senior Managing Director at Cenador Capital LLC, focusing on alternative business opportunities. Cenador Financial Advisers LLC provides discretionary portfolio management and limited consulting services primarily to individual clients using a fee-only structure. The firm offers public educational seminars and builds portfolios based on client objectives and risk tolerance, employing a variety of investment strategies including mutual funds, ETFs, options, short sales, and allocations to independent managers.

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 in Brooklyn, NY. He holds Series 63 and Series 65 designations and has 12 years of experience with Long Cast Advisers, including 5 years in the financial industry. Long Cast Advisers provides discretionary investment management to individuals, endowments, funds, partnerships, and charitable organizations, focusing on concentrated small- and micro-cap equity portfolios that may include OTC and pink-sheet securities. The firm employs a research-intensive, fundamentally driven, long-biased, tax-aware buy-and-hold strategy targeting companies generally below $2 billion in market capitalization.

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 a financial advisor at Kasanda Capital with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Merrill. Outside of his advisory role, Maxime owns a talent representation company called Millie Management and is a licensed insurance agent. Kasanda Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and trading strategies, offering discretionary portfolio management alongside one-time and ongoing financial planning.

David Polevoy is a Certified Financial Planner® with 13 years of industry experience. He has been the sole advisor at Beekman Financial Planning LLC since 2012 and has prior experience with SPC, VSR Financial Services, Inc., and Wells Fargo Advisors. He is also a licensed life insurance agent in New York. Beekman Financial Planning LLC is an independent, single-advisor firm serving individuals and small businesses with financial planning, investment consultation, and supervisory services. The firm employs a blend of fundamental and cyclical analysis alongside varied investment strategies to build diversified portfolios, primarily managing assets on a non-discretionary basis for a concentrated client roster.

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.

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.

Keun Soo Kim is a financial advisor at Klimax Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley DW Inc. before founding Klimax Asset Management, where he has been since 2004. Klimax Wealth Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high net worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm provides financial planning and consulting alongside non-discretionary investment management, focusing on mutual funds, ETFs, and individual stocks.

Warren Stean is a Series 65-licensed financial advisor with seven years of industry experience. He is the founder and director of Atlantica Wealth, LLC, a firm providing financial consultancy services to UK expatriates, where he focuses on business development for investment advisory services in the United States. He has worked at Liberty Wealth Managers since 2022 and has prior experience at several firms, including WestFuller Advisors and Abbey Financial Solutions. Liberty Wealth Managers offers fee-based investment advisory services primarily to individual United Kingdom expatriates, specializing in pension transfer assistance and portfolio management. The firm uses a tactical allocation approach mainly through exchange-traded funds and mutual funds, operating on a non-discretionary basis with a focus on longer-term holdings.

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.

Eric Gabor is a Certified Financial Planner® and holds a Series 66 license. He is the sole advisor at Eagle Grove Advisors LLC, an independent firm based in Westfield, NJ, and has 14 years of industry experience. He has led Eagle Grove Advisors since its founding in 2016. Eagle Grove Advisors serves individual and high-net-worth clients by providing discretionary investment management and various financial planning services. The firm employs a primarily passive investment strategy, using diversified portfolios of index mutual funds and ETFs tailored to clients’ goals and risk tolerances, with regular portfolio reviews and rebalancing as needed.

John Hannigan is the sole advisor at Hannigan Financial, LLC and holds Series 65 and Series 63 licenses with 14 years of industry experience. He has worked at Barclays Capital Inc. since 2007. Outside of financial advising, Hannigan is also a professional actor and singer. Hannigan Financial, LLC offers hourly financial planning and investment advisory services to individuals and families, focusing on retirement planning, budgeting, investment education, risk management, and estate planning coordination. The firm operates without managing client assets or executing trades, providing advice on a non-discretionary, as-needed basis.

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.

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.

Jay Rosenberg is the sole advisor at Arrival Capital Management LLC in New York, NY. He holds a Series 65 designation and has 23 years of experience with the firm, which he has been associated with since 2003. Prior to founding Arrival Capital Management, his background includes legal, corporate finance, and public-sector roles, along with formal training in valuation and behavioral finance. Arrival Capital Management provides fee-only investment management and wealth services to individuals, high net worth clients, corporations, and trusts. The firm employs a value investing approach combined with behavioral and contrarian analysis, focusing on long-term, diversified portfolios tailored to client objectives.

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.