Bozidar Jovanovic is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He is the principal advisor at Honey Badger Advisors LLC and serves as a Professor of Practice at Boston College, where he teaches university-level finance courses. His prior experience includes roles at Leumi Investment Services Inc and William Raveis. Honey Badger Advisors LLC provides discretionary portfolio management, financial planning, and consulting services to a select client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental, modern portfolio theory and quantitative analysis to manage accounts, offering both customized and model portfolios under discretionary authority.

Robert Chambers is a financial advisor at 80 Rods Advisors LLC in Larchmont, NY, holding a Series 65 designation with six years of industry experience. He previously worked at BNY Mellon from 2015 to 2022 before founding his current independent advisory firm. 80 Rods Advisors is a single-advisor firm offering comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm employs a long-term, passive investment strategy based on Modern Portfolio Theory and provides tailored financial planning alongside regular portfolio reviews and rebalancing.

Joshua Wallace is the sole advisor at Wallace Wealth Advisory, Inc., holding a Series 65 credential with no prior years of industry experience. His previous work history includes roles at Northwestern Mutual, Target Corp, Taco Bell, and Abraham Lincoln High School. Wallace Wealth Advisory is an independent firm that provides discretionary portfolio management and integrated financial planning primarily for young professionals. The firm employs a long-term investment approach focused on diversified asset allocation among equities and fixed income, using ETFs and mutual funds with ongoing monitoring and periodic rebalancing.

Evan Kessler is the sole advisor at ESK Capital Management Inc. in Great Neck, NY, with 15 years at the firm and five years of industry experience. He holds credentials relevant to his role and leads an independent wealth management practice. ESK Capital Management provides investment management and comprehensive financial planning primarily to individuals and high-net-worth clients, creating customized portfolios based on fundamental and valuation analysis. The firm focuses on clients with accounts typically between $250,000 and $2 million and offers ongoing portfolio reviews and limited-scope advisory engagements.

Anthea Perkinson is a CFP® with five years of experience in the financial advisory industry. She is the sole advisor at Monterey Associates Financial Planning & Education and has previously worked at Blueprint Financial Planning LLC and Equitable Distributors, Inc. Perkinson’s practice includes ongoing involvement in nonprofit financial literacy efforts. Monterey Associates Financial Planning & Education provides personalized, fiduciary financial planning and education to individuals, couples, nonprofits, and small business owners. The firm emphasizes low-cost, passive investment strategies and offers fee-only services without portfolio management or custody of client assets.

William Rand is the sole advisor at Cloud Peak Advisors, holding a Series 65 designation with five years of experience in the financial industry. He has over 25 years of experience as the principal and owner of the Law Office of William Coudert Rand, providing legal services. Cloud Peak Advisors is a New York-registered independent advisory firm specializing in portfolio management predominantly for trusts and investment company clients. The firm operates as a single-advisor practice and serves a very small client base, focusing on discretionary investment management combined with legal and trust-administration services.

Mark Johnson is a CFP® professional with eight years at MEJ Wealth Advisors LLC and over 28 years of experience at Qside Federal Credit Union. He is based in Bayside, NY. MEJ Wealth Advisors provides financial planning, investment management, and business consultation primarily for individual clients, as well as trusts, estates, business entities, and ERISA plans. The firm employs a balanced, long-term, cost- and tax-aware approach, offering discretionary portfolios and occasional no-fee educational seminars.

Rajendra Prashad is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Eagle Tax Planning & Advisory Group, LLC. He has been involved with Eagle Tax Planning & Advisory Group since 2000 and also works with Origin Financial. Prashad provides tax preparation and financial advice through his ownership of Eagle Tax Planning & Advisory Group. Eagle Tax Planning & Advisory Group offers personalized financial planning, investment management, and tax preparation services to individuals, trusts, small businesses, and other entities. The firm employs a strategic asset-allocation approach focusing on passive index funds and ETFs, integrates tax services within advisory agreements, and participates in sub-advisory relationships with platforms like Betterment Institutional.

Hao Sheng is a financial advisor at Riemann Capital LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Prime Number Capital, LLC, Prudence Investment, and Credit Suisse Hong Kong. Riemann Capital LLC provides portfolio management and advisory services to high-net-worth individuals, corporations, charitable institutions, endowments, trusts, and other institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and may manage accounts on a discretionary or non-discretionary basis.

Eric Vehstedt is the principal and sole advisor at EV Capital Management LLC, holding a Series 65 designation. He founded the firm in 2025 and has prior experience as Vice President of Finance at Tilting Point Media, a mobile game publisher. Outside of his advisory role, he remains active in the gaming industry through Tilting Point Media. EV Capital Management LLC offers portfolio management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a subscription-based consulting model alongside discretionary investment management that incorporates multiple analytical methods and diverse asset classes.

Jonathan Wiley is a financial advisor with Wiley Capital Partners in Greenwich, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cambridge Investment Research, Arch Global Advisors, and Voya Financial Advisors. Wiley Capital Partners is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm also provides pension consulting services, applying various analytical methods and operating under ERISA/IRC fiduciary standards for retirement plans.

Alex Karavousanos is a financial advisor at Ariston Advisors LLC with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Easysend, Trepp LLC, and Consolidated Portfolio Review. Outside of advisory work, he serves as Vice President and Head of Business Development for Easysend, a SaaS platform providing digital transformation solutions. Ariston Advisors offers model-based investment solutions and research primarily for other investment professionals and institutional uses. The firm focuses on standardized model portfolios and provides subscription-based research, publications, and consulting services rather than individualized portfolio management.

Pouria Dehgan is the sole advisor at Axia Asset Management, LLC, holding a Series 65 designation with 5 years of industry experience. He has worked with several related entities since 2003, including XE Partners I, LLC and XE Partners II, LLC, where he is a partner involved in real estate investment activities outside of advisory services. Axia Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, offering a range of strategies including long- and short-term trading, short sales, margin, and options in separately managed accounts.

Kevin Burns is a CFP® professional at Navwell Advisors with four years of industry experience. He previously worked at Verition Fund Management, Lake Road Advisors, Highbridge Capital Management, The Blackstone Group, and Citicorp Investment Services. Navwell Advisors provides investment management and financial planning to individuals and high-net-worth clients, emphasizing asset allocation and Modern Portfolio Theory with a focus on passive management using mutual funds and ETFs. The firm uses multiple platform options for portfolio implementation and operates as a fee-only independent adviser.

Anthony Errico is a financial advisor at Port Capital Management with 11 years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for 14 years, followed by a role at The AYCO Company, L.P. He also engages in insurance sales, dedicating approximately 10% of his time to this activity. Port Capital Management is an independent registered investment adviser serving individuals and high-net-worth clients with customized portfolio management. The firm focuses on long-term portfolios using low-cost mutual funds and ETFs, primarily managing assets on a non-discretionary basis and incorporating borrowing strategies when appropriate.

I educate and empower domestic and international families for financial success in a non-judgemental and personal way. I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals. Our focus is helping families—many are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment. I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose. What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision. I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community. I hold the credentials and have the education to help: * Certified Financial Planner™ professional. * Chartered Financial Analyst designation. * Masters of Business, University of Chicago Booth School of Business, Concentration in Finance. * Bachelor of Arts in Psychology and Political Science, University of Rochester. Schedule a free 15-minute consultation to get started. Once again, welcome!

Samer Hakoura is the managing member of Alphyn Capital Management LLC and holds a Series 65 license with four years of industry experience. He has been involved with Alphyn Capital entities since 2013 and serves as a director of TCI Waste Disposal Services Ltd., where he receives an annual dividend. Outside of his advisory role, he manages personal investments through Alphyn Capital LLC and participates in the waste disposal business. Alphyn Capital Management LLC provides discretionary portfolio management to individual and high-net-worth clients, employing a hedge fund–style master portfolio replicated across accounts alongside broader wealth-management strategies. The firm uses fundamental analysis, options, short-sale strategies, and may incorporate private investments, with distinctive features including quarterly performance reporting and a third-party administered performance-fee trading program for qualified clients.

Vasiles Athineos is a financial advisor at Stronghold Investment Management with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and operates Strong Current Ltd dba Indi Surf Skate, a retail surf and skate shop specializing in apparel, footwear, and gear. Stronghold Investment Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individual clients. The firm uses a combination of technical, fundamental, and quantitative analysis to tailor investment strategies across various asset classes, including mutual funds, ETFs, equities, fixed income, and options.

Louise Bryant is a CFP® professional with 23 years at Financial Spyglass and 10 years of industry experience. She operates as a sole advisor at Financial Spyglass in Rye, NY. Financial Spyglass serves individual and high-net-worth clients by providing comprehensive financial planning and investment advisory services, utilizing a passive portfolio construction approach with third-party money managers. The firm maintains non-discretionary relationships, emphasizes written financial plans, and offers educational seminars alongside personalized planning.

Mark Brody is a financial advisor with Financial Planning Analysts, LLC in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Financial Planning Analysts, LLC since 2002 and has been involved with Planned Financial Programs, Inc. since 1990. Outside of his advisory role, Brody serves as a director at Unity Bancorp and acts as an arbitrator for FINRA. Financial Planning Analysts, LLC provides investment supervisory services, discretionary portfolio management, and personal financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment process emphasizes fundamental analysis with a focus on large-cap equities, employing strategies including long and short-term purchases, margin, and limited option writing.