Evan Kessler is the sole advisor at ESK Capital Management Inc. in Great Neck, NY, with 15 years at the firm and a total of 4 years of industry experience. ESK Capital Management is an independent, fee-based wealth management firm serving individuals and high-net-worth clients, focusing on accounts generally between $250,000 and $2 million. The firm provides discretionary, customized portfolios and comprehensive financial planning services, including retirement, tax, estate, insurance, and business planning.

Anthea Perkinson is a CFP® professional with four years of financial advisory experience, currently practicing at Monterey Associates Financial Planning & Education. She has worked at Blueprint Financial Planning LLC since 2015 and maintains a long-term affiliation with Equitable Distributors, Inc. Her firm offers personalized, fee-only financial planning and education to individuals, families, nonprofits, and small business owners. The firm emphasizes cost-efficient, passive investment strategies and provides services through varied engagement formats, including educational seminars and workshops.

William Rand is the principal of Cloud Peak Advisors, an independent investment advisory firm based in Oyster Bay, NY. He holds a Series 65 designation and has four years of experience in financial advising. Rand also operates the Law Office of William Coudert Rand, providing legal services as a sole proprietor since 2001. Cloud Peak Advisors offers portfolio management services primarily to trusts and investment company clients, focusing on discretionary investment work for trustees and institutional accounts. The firm operates as a single-advisor practice and acts as its own qualified custodian.

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.

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.

Jonathan Wiley is a financial advisor at Wiley Capital Partners in Greenwich, CT, with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cadaret, Grant & Co., Cambridge Investment Research, Arch Global Advisors, and Voya Financial Advisors. Wiley Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and financial planning, also providing consulting services to pension and employee benefit plans. The firm’s investment approach integrates cyclical, fundamental, modern-portfolio-theory, and quantitative analysis, employing strategies such as margin and options trading alongside retirement-plan consulting, a combination uncommon among independent advisors.

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.

Kevin Burns is a CFP®-certified financial advisor at Navwell Advisors with four years of industry experience. His prior work includes roles at The Blackstone Group and Highbridge Capital Management. Navwell Advisors provides investment management and financial planning to individuals and high-net-worth clients, offering both discretionary portfolio management and project-based planning. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, using passive management strategies such as mutual funds and ETFs, while considering tax and risk factors.

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.

James Botti is a financial advisor at Garrison Phillips, LLC with 7 years of industry experience. He holds the Series 66 designation and has been with Garrison Phillips since 2005. Garrison Phillips, LLC provides investment advisory, management, and financial planning services to individuals, institutions, corporations, trusts, estates, and qualified retirement plans. The firm uses a global macroeconomic framework with sector rotation to guide asset allocation and typically employs ETFs and individual fixed-income securities, while also offering pension consulting and retirement plan sponsor advisory services.

Laurence Bloom is a Series 65-licensed advisor with BloomSchon CPAs LLC in Jericho, NY, where he has worked since 2011. He has two years of industry experience and is also a member manager of BloomSchon CPAs LLC, a certified public accounting firm. BloomSchon CPAs LLC provides accounting, tax, and advisory services primarily to small- and middle-market companies, professional practices, investment partnerships, and entrepreneurs. The firm partners with external investment advisers to assist clients with asset allocation and annual account monitoring, combining accounting and tax advisory services with coordination of outside investment managers.

Sharon Highland is a financial advisor at Barak Asset Management LLC with four years of industry experience. She holds a Series 66 designation and has been the owner and CEO of Barak Asset Management since 2007. Prior to and alongside this role, she has worked with THS Ltd since 2008. Barak Asset Management provides investment advisory and portfolio management services to individuals, pension plans, foundations, government entities, private funds, and corporations. The firm employs a global-core asset allocation strategy with ESG screening and an emphasis on dividend income, tailoring portfolios to client objectives and monitoring them regularly.

Michael Reisin is a financial advisor with Integrated Wealth Management Solutions, LLC in Port Chester, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Integrated Wealth Management Solutions since 2017 and concurrently at Wunderlich Securities, Inc. since 2016. Integrated Wealth Management Solutions provides customized financial planning and investment management to individual investors, including high-net-worth clients, and small businesses. The firm employs a mix of strategies combining fundamental research with technical and cyclical analysis and offers both discretionary and nondiscretionary portfolio management.

Richard Faux is a CFA® charterholder and registered investment adviser with eight years of industry experience. He has been with Trieste Capital LLC, formerly Invescore Global Asset Management, since 2010. The firm is an independent, state-registered adviser serving a select group of clients. Trieste Capital LLC provides discretionary portfolio management primarily to high net worth individuals, corporations, pension and profit-sharing plans, and foundations. The firm employs a valuation-driven, thematic investment approach with multiple strategy profiles and utilizes a broad range of instruments, including derivatives and options, to manage client portfolios.

Adam Hart is a financial advisor at Triple Balance Advisers Inc with five years of industry experience. He holds a Series 65 credential and has prior work experience with the Office of Senator John Brooks and the New York City Department of Transportation. Triple Balance Advisers Inc. provides discretionary portfolio management services primarily to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach based on technical analysis and charting, recommending equities alongside mutual funds, fixed income, ETFs, and non-U.S. securities when appropriate.