David Soo Hoo is a financial advisor at Angel Wealth Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial. Outside of finance, he has experience at Redeemer Presbyterian Church Downtown and Reformed Theological Seminary. Angel Wealth Advisors LLC is a fee-only, state-registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a portfolio construction approach based on Modern Portfolio Theory, combining passive and active investment vehicles, and offers a range of financial planning services with flexible billing options.

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.

I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

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.

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.

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, 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.

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 23 years of industry experience. He holds a Series 66 designation and has been with Klimax Asset Management, LLC 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 services alongside non-discretionary investment management, with a focus on pension and 401(k) plan consulting in addition to individual portfolio management.

Vincent Grosso is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Grosso Wealth Management LLC, an independent firm he has led since 2022. Prior to founding his firm, he worked at Kestra Private Wealth Services from 2018 to 2021. Outside of advising, he serves as President of the Joanne Grosso Foundation Inc. Grosso Wealth Management provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, along with consulting services for employer-sponsored retirement plans. The firm employs a passive, long-term investment approach and offers retirement plan advisory services including ERISA fiduciary roles, a practice less common among similarly sized advisers.

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.

Michael Nisiotis is a financial advisor with Nisiotis, Michael, holding a Series 65 designation and five years of industry experience. He has served as Managing Director and President of Michael Anthony & Associates since 2002, a management consulting firm focused on project and process management for new products and services. Surpass Yourself Advisors provides financial and retirement planning, education, and coaching to individuals, families, small businesses, and organizations through virtual one-on-one sessions, webinars, and workplace programs. The firm emphasizes asset allocation with diversified, primarily passive portfolios and operates on flat or hourly fees without managing client assets or accepting discretionary authority.