Joseph Carbone is a CFP® certificant with 21 years of experience in financial advisory services. He has been the sole advisor at Focus Planning Group since 2015 and also holds insurance licensure as an independent insurance agent for various companies. Focus Planning Group serves individuals, small businesses, charitable organizations, and retirement plans, offering financial planning, investment consultation, and portfolio management. The firm employs a Modern Portfolio Theory-based investment approach, primarily utilizing diversified, low-cost passive ETFs alongside other asset types, and provides educational workshops on personal finance and investing.

Gigi Turbow Marx is the sole advisor at Old Field Advisors LLC, an independent firm where she has worked since 2005. She holds a Series 65 designation and has four years of industry experience. Old Field Advisors provides fee-only financial planning and wealth management services to individuals, families, trusts, estates, privately held businesses, and nonprofit organizations. The firm employs a core-and-satellite investment approach emphasizing passive index funds and ETFs, with active funds or individual holdings used selectively, and offers specialized services in charitable planning and sub-advising other registered investment advisors.

Johnathan Komich is a CFA® charterholder and registered financial advisor with seven years of industry experience. He is the principal of Komich Capital Advisors, an independent firm he founded in 2019, and previously worked at Eaton Vance Management. In addition to his advisory role, he is an insurance agent with Barson Associates, focusing on personal and commercial insurance lines. Komich Capital Advisors provides financial planning and investment management services to individuals, trusts, investment companies, pension plans, and business entities. The firm emphasizes comprehensive household-level planning and custom portfolio construction based on after-tax expected returns and historic volatility, using ETFs, individual debt securities, mutual funds, and third-party managed accounts.

Andrew O’Connor is a financial advisor with Upside Lab Advisors Inc. in Huntington, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Royal Alliance, Gateway Investments, and Scottrade. Outside of advisory work, he owns a compliance consulting firm and also works as a bartender for private events. Upside Lab Advisors Inc. provides advisory services primarily to individual clients, managing approximately $1.69 million across four accounts. The firm offers discretionary portfolio management and one-time financial planning, utilizing fundamental analysis, modern portfolio theory, and quantitative methods, with strategies that include options trading and investments in equities, ETFs, and insurance products.

Welcome to Financial Boss where we help you become the boss of your finances. Financial Boss is dedicated to helping early-to-mid career professionals gain control over their finances with the goal of becoming financially independent. By focusing on maximizing cashflow and investment returns, we help convert your high earnings to long term wealth. Justin Belkin is a CERTIFIED FINANCIAL PLANNER® and the lead financial planner at Financial Boss. Justin is an Enrolled Agent (IRS-licensed tax professional) and previously worked as a financial advisor at major Wall Street firms like Morgan Stanley and Citigroup. He represented Citigroup Microfinance as a Board Member of the Microfinance Club of New York. Justin also taught investments as a college professor. Justin also draws on his corporate experience working as a Project Management Professional (PMP)® and software product manager at a Fortune 500 company by making the process of planning and achieving your financial goals easy and stress-free. He earned an MBA from the University of Oxford. Financial Boss would like to help you become the boss of your finances. If you would like to learn more, then please visit our website using the link above, or click on the “Contact this advisor” button.

Richard Sponholz is the sole advisor at R.O.S. Asset Management in Bellport, NY, with 19 years of industry experience. He holds the CFA® designation along with Series 63 and 65 licenses and has been with R.O.S. Asset Management since 1990. R.O.S. Asset Management provides discretionary, fee-only portfolio management and investment advice to individual and business clients, focusing on a long-term, buy-and-hold strategy grounded in fundamental analysis. The firm typically manages concentrated portfolios and uses no-load mutual funds for certain market segments while operating with discretionary authority under client limited power of attorney.

Thatcher Martin is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He is the sole advisor at Spree Capital Advisers and previously worked at Wolf Hill Capital Management, Bishop Rock Capital, and as a consultant. Spree Capital Advisers is a single-advisor independent firm serving high-net-worth individuals with discretionary portfolio management. The firm emphasizes fundamental analysis, primarily recommending equities alongside fixed income, ETFs, and international securities, and offers both traditional and performance-based fee arrangements.

Ronald Stein is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Good Harvest Financial Group, Inc. He has been associated with Good Harvest since 1992 and operates Stein Financial Services, a life insurance agency largely focused on servicing existing clients. Good Harvest Financial Group provides portfolio management and financial planning services primarily to high-net-worth individuals and institutional clients, tailoring investment strategies based on client objectives and risk tolerance through a combination of fundamental analysis and varied trading approaches.

Nicholas Susko is a CFA® charterholder and the sole advisor at Wavelet Capital, with a total of 10 years of industry experience. His prior roles include positions at Verition Fund Management, Balyasny Asset Management, and Scopus Asset Management. Wavelet Capital is a state-registered investment adviser that provides discretionary investment management and non-discretionary consulting to qualified investors such as high-net-worth individuals, trusts, and institutions. The firm employs a long/short equity strategy focused on U.S. equities and related derivatives, utilizing bottom-up fundamental research, proprietary earnings models, and a high idea-velocity process to identify investment opportunities.

Steven Varvaro is a CFP® with 11 years of experience in financial advising, currently operating Four Corners Financial in Melville, NY. He worked at Larry Heller & Associates prior to founding Four Corners Financial, where he has served clients since 2017. Four Corners Financial provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm manages approximately $104.8 million across about 45 client relationships, using diversified mutual funds and ETFs as the core of its portfolios while employing cyclical analysis and the Fama–French three-factor model in its investment process. It also maintains a formal retirement plan advisory practice offering a range of ERISA-compliant services.

Robert Leahy is a CFP® and ChFC® with 30 years of industry experience. He has been with MFC Portfolios, Inc. since 2009. MFC Portfolios, Inc. provides wealth management and comprehensive retirement and financial planning services to high-net-worth and individual clients, managing portfolios primarily using ETFs, stocks, bonds, and government securities. The firm employs a diversified asset allocation framework that combines passive core exposure with tactical overlay strategies focused on long-term risk management.

Devinder Singh is the sole advisor at Northstar Financial Advisors LLC in Northport, NY, holding Series 63 and Series 65 licenses with 4 years of industry experience. He has been with Northstar Financial Advisors since 2008. Northstar Financial Advisors is an independent firm managing approximately $53.8 million across 33 client relationships. The firm provides individualized asset management and financial planning primarily for individual clients, as well as pension and profit-sharing plans, trusts, corporations, and other institutional clients. Its investment approach incorporates fundamental, technical, cyclical, and charting analysis, utilizing long-term, short-term, and trading strategies, including the use of leverage and derivatives when appropriate.

Salvatore Caruso is a CFP® with 26 years of industry experience. He currently works at TSG Alpha Partners, LLC and has held roles at various financial and insurance companies including Nationwide Financial, American Equity Investment Life Insurance Company, and New York Life Insurance Co. His career spans multiple firms specializing in life insurance and financial services. TSG Alpha Partners, LLC provides investment advisory services to individuals and institutional clients, including retirement plan sponsors. The firm offers portfolio management, financial planning, and pension consulting, and manages affiliated private pooled investment vehicles focused on private equity and privately held companies.

Jordan Awoye is the principal and sole advisor at Awoye Capital, LLC, an independent firm based in Bay Shore, NY. He holds a Series 66 designation and has 10 years of experience in the financial services industry, including prior roles at Equitable Advisors and Axa Advisors. He is also the founder and instructor of The Language of Money LLC, which offers a financial literacy e-course. Awoye Capital serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management, financial planning, business consulting, and ERISA retirement-plan services. The firm tailors investment programs to clients’ goals and risk tolerance, employing fundamental, technical, and cyclical analysis, and offers educational seminars and financial literacy courses as part of its advisory services.

Joseph Eassa is the sole advisor at The Educator's Advisor and holds a Series 65 designation. He has seven years of experience working in educational institutions, including Westbury School District and Unity Preparatory Charter School. The Educator's Advisor provides investment education and advice primarily to teachers, focusing on educator-specific retirement accounts such as 403(b) and 457(b) plans, as well as IRAs, brokerage accounts, mutual funds, ETFs, and 529 plans. The firm offers one-on-one consultations and group educational workshops, emphasizing low-cost, diversified, buy-and-hold investment strategies and operates on a one-time, fixed-fee engagement model.

Michael Voltz is the principal at Voltz Asset Management Inc. in Bay Shore, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Tradition Asiel Securities Inc. since 2000. Voltz Asset Management Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plans, focusing on a small number of client relationships. The firm employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, and private placements, guided by individualized Investment Policy Statements and a combination of charting, fundamental, technical, and cyclical analysis.

James Connolly is the principal advisor at Derryrush Wealth with 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Connolly owns an eCommerce clothing retailer and serves as the History Chairman of the Suffolk County Ancient Order of Hibernians. Derryrush Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and quantitative analysis to manage accounts on a discretionary basis and offers specialized services such as Divorce Financial Decision Clarity analysis and pension consulting.

Keith Butler is a CFA® charterholder with 10 years of industry experience. He is currently with TimeCapital Investor Advisory Services Inc. and previously worked at Deutsche Bank and Barclays Capital Inc. Butler holds a Series 63 license. TimeCapital Investor Advisory Services Inc. provides investment advice primarily to individual investors, including high-net-worth clients, as well as pension plans, trusts, and retirement-plan sponsors. The firm offers a range of investment solutions such as separately managed accounts, model portfolios, and multi-manager programs that combine top-down asset allocation with bottom-up security selection.

Walter Wisniewski is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management since 2012. He previously worked at Paragon Capital Management Corp from 1993 to 2017. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm emphasizes globally diversified, balanced portfolios grounded in market efficiency and academic research, with a focus on small-company and value exposures using mutual funds and ETFs.

Emanuel De Freitas is a CFP® professional at Safe Harbor Asset Management, Inc. with five years of industry experience. He has been affiliated with Safe Harbor since 2021 and maintains a long-standing role at DeFreitas & Minsky, LLP since 1986. Safe Harbor Asset Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a quantitative, drawdown-focused investment approach developed with Redwood Investment Management, offering risk-managed portfolios that combine passive ETFs, mutual funds, private debt, and specialized strategies.