Most people come to me at a similar point in life: income has jumped, life has gotten complicated faster than anyone prepared them for, and they have no time to sort it out. That's where I come in. I'm a CFP® professional and financial advisor with Firebrand Wealth Management, a women-owned fee-only fiduciary RIA. Our firm serves women, their families & allies, along with people that our industry has traditionally overlooked. That's the work I care about. I'm also a first-generation professional, and many of the people I work with are building wealth without a foundation. That includes LGBTQ+ households. I mentor first-generation business students at Rutgers for the same reason. My clients typically fall under two buckets: - Physicians, from residency training through pre-retirement. Residents and fellows moving into attending roles, mid-career doctors weighing partnership decisions (e.g., private practice, private equity-backed, or non-profit), and attendings planning for their next step. Student loans and PSLF, contract review, retirement plans, estate planning, and asset protection. - Early-career professionals in tech, marketing, law, and consulting whose pay is complicated and who are making these calls for the first time. Equity compensation like RSUs and ISOs, tax planning, cash flow, and an investment strategy you can stick with.

Leslie Beck is a financial advisor at COMPASS Wealth Management, LLC with 27 years of industry experience. She holds the CFP® and Series 63 designations and has worked with Strategic Blueprint, LLC and several academic institutions including William Paterson University and Bloomfield College. Outside of advisory work, she is a partner in 379 Associates LLC, which provides small business consulting and personal and business coaching services. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning through comprehensive or limited written plans. The firm does not manage client assets directly but supports implementation through third-party registered adviser platforms.

Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Third Eye Associates since 2005 and previously worked at Nathan & Lewis Securities, Inc. from 2002 to 2003. Third Eye Associates serves individuals, families, business owners, and high-net-worth clients, offering financial life-planning and advisory services centered on goals, retirement, tax, and estate coordination. The firm employs a values-based planning approach and refers clients to third-party managers for discretionary asset management rather than managing portfolios directly.

Robert Mazzocco is a financial advisor at LeClair Wealth Partners in New York, NY, holding Series 66 and Series 65 licenses. He has experience working at several firms including GT Securities, LeClair Capital Partners, and Arch Cape Company. LeClair Wealth Partners provides financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach supported by artificial intelligence tools and offers a broad range of investment products through a digital platform.

David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.

Thomas Kahn is a CFA® charterholder with 57 years of industry experience. He is a principal at Kahn Brothers Advisors LLC in New York, where he has worked since 2007. Kahn serves as a manager and analyst at several affiliated investment firms. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm uses a modified value investing approach focused on bottom-up fundamental analysis of U.S. equities, emphasizing downside protection and long-term investment horizons.

Leslie Quick is the managing partner of The Quick Group LLC and holds a Series 66 designation with 20 years of industry experience. Prior to founding The Quick Group in 2025, Leslie worked at Stifel for 10 years, Barclays Capital Inc. for six years, and Lehman Brothers Inc. for one year. Leslie also serves as a registered representative of Finalis Securities LLC. The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trust or foundation accounts, focusing on separate-account portfolio management, researched security selection, and tax-aware strategies. The firm uses a combined top-down and bottom-up investment process and employs a range of assets including ETFs, equities, fixed income, and alternative exposures.

David Enciso is a Series 65-credentialed advisor at Financial Q Group LLC with experience at MetLife Investment Management, QQ Capital Fund, and Lockheed Martin. He has been with Financial Q Group since 2026. Financial Q Group LLC is a registered investment adviser serving high-net-worth individuals, trusts, family offices, and other entities. The firm employs a disciplined, systematic investment process combining fundamental, macroeconomic, and technical analysis, utilizing a range of instruments including derivatives, hedging, and short positions to tailor strategies across multiple time horizons.

Francis Astorino is a CFP® with 42 years of industry experience, currently serving at The Astorino Financial Group, Inc., where he has worked since 1998. He also maintains a long-term association with LPL Financial beginning in 2003. Astorino is a notary public and has experience selling non-variable insurance products through outside companies. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory or portfolio management services but assists clients who choose to implement recommendations through LPL Financial or other providers.

Cheng Luo is a financial advisor with HHL Wealth Advisors Inc. holding Series 65 and Series 63 licenses and has three years of industry experience. He has worked at several firms including Cetera Financial Specialists LLC and Prime Number Capital, LLC. Luo also serves as an adjunct assistant professor at Baruch College, where he has taught accounting courses since 2015. HHL Wealth Advisors Inc. provides investment management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, and small businesses. The firm uses a combination of passive and active investment vehicles based on asset-allocation frameworks and fundamental analysis, tailoring strategies to clients’ goals and risk tolerance.

Arber Jashari is a financial advisor at Passive Management LLC in New York, NY, holding a Series 65 credential and five years of industry experience. His work history includes roles at Passive Management LLC, Advisory Management, and TD Bank. Prior to his financial industry career, he worked nearly a decade at Angelina's Ristorante. Passive Management LLC serves individual clients, small businesses, trusts, estates, and retirement plans, managing approximately $22.3 million across about 109 clients. The firm employs a model-driven investment approach combining quantitative, fundamental, and technical analysis, with discretionary portfolio management that may include the use of leverage, derivatives, and alternative exposures such as crypto ETFs.

Tanya Frias is a Certified Financial Planner® with 24 years of industry experience, currently with Wealth More Enterprise, Inc. She has held roles at firms including J.P. Morgan Securities, Wells Fargo Advisors, and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she is involved with Andwise, providing financial education, and advises on business and compliance strategy for Quantitative Finance. Wealth More Enterprise offers investment advisory and financial planning services through a mobile-first platform, combining algorithmic account management with discretionary human oversight. The firm serves individual clients using proprietary risk scoring and multiple model portfolios, facilitating client engagement via digital communication alongside expert consultations.

Amanda Spiteri is a financial advisor at Valley Financial Management, Inc. with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing online discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients. Clients interact exclusively through a web- and mobile-based platform and maintain accounts with Valley National Bank to fund and receive distributions.

Junyi Yuan is a financial advisor with Quantel Asset Management LLC based in New York, NY. He holds a Series 65 designation and has previously worked at Quantel AI, Inc., Rutgers Business School, and Shanghai University. Yuan has no prior industry experience outside his current advisory role. Quantel offers investment services to mass-affluent, high-net-worth, and institutional clients through a web-based platform and mobile app. The firm uses a systematic, algorithm-driven process combining fundamental, technical, and sentiment analysis to manage portfolios aligned with client risk profiles, providing both discretionary and non-discretionary advisory services.

Mathew Goldberg is a Series 66-credentialed advisor with 25 years of experience, currently with Manhattan Wealth Management Group in New York, NY. His career includes roles at MWMG Advisors, Mpwm Advisory Solutions, Chase Investment Services Corp., and Wells Fargo Clearing. Manhattan Wealth Management Group is an SEC-registered investment adviser offering portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based investment approach, utilizing a combination of internally managed assets, third-party managers, and model portfolios.

Nilanjan Das is a CFA® charterholder currently with Ciro Capital LLC and has one year of experience in the industry. His prior work history includes roles at Blue Sun Advisors LLC, Decimal Point Analytics, and Deutsche Bank. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios and incorporates third-party money manager oversight as part of its investment approach.

Yijia Fan is a Series 65-licensed advisor with IONE Capital Management LLC, bringing seven years of industry experience. Fan has served with IONE Capital Management since 2015. Outside of advisory services, Fan is a general partner of the iOne Multi Asset Strategy Fund, a private investment fund. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach, utilizing statistical alpha strategies, algorithmic asset allocation, and risk management policies, while managing accounts on a discretionary basis.

Clifford Michaels is a CFP®-designated financial advisor with 38 years of industry experience. He is the sole advisor at Institutional Investment Advisors Corp and has previously worked at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Michaels is also an author associated with Highland Group LLC. Institutional Investment Advisors Corp provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset allocation using a core-and-satellite framework with passive index funds and actively managed high-dividend equities, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Shalabh Mehrish is a financial advisor at VinsonCap Wealth Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Hudson Advisors/Lone Star Funds for twelve years. Mehrish is also a member of VinsonCap LLC, serving as a general partner of the VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors provides portfolio management and advisory services to high-net-worth individuals, family offices, and corporate clients. The firm employs a customized, long-term investment approach emphasizing diversification, consistency, and tax considerations.

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.