Barry Picker is a CFP® professional with over 20 years of experience at Calculated Financial Solutions, LLC and more than 21 years at Picker & Auerbach, CPAs P.C. He provides financial planning and investment advisory services from Cedarhurst, NY. Calculated Financial Solutions, LLC serves individuals, trusts, and estates by tailoring portfolios and plans to client goals, time horizons, and risk tolerances. The firm combines asset allocation with fundamental and technical analysis and offers integrated tax and financial planning through its affiliation with an accounting practice.

Frank Delape is a financial advisor at Coordinated Planning Group, Inc. with over 18 years of industry experience. He holds the ChFC® and Series 63 designations and has prior experience with Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of advising, he is the proprietor and president of an insurance brokerage specializing in life, accident, health, disability insurance, and annuities. Coordinated Planning Group serves a select group of high-net-worth individuals and business entities, offering portfolio management, financial planning, and adviser selection services. The firm employs written investment policy statements and financial modeling tools under a fiduciary standard, primarily managing assets on a non-discretionary basis and implementing strategies through third-party managers and broker-dealer alliances.

Jay Ambroson is a CFP® and CFA® with 47 years of industry experience. He is the sole advisor at Invictus Timing Service Ltd., where he has worked since 1986. Ambroson is also a partner in Gould, Ambroson & Associates, a tax and accounting firm where he provides tax preparation and accounting services. Invictus Timing Service, Ltd. offers discretionary investment advisory and portfolio management primarily to individual and high-net-worth clients, integrating continuous market timing with individualized investment policies. The firm combines technical and fundamental analysis to actively manage allocations across equity, bond, and money-market positions.

Alek Turkmen is a financial advisor at Silk with a Series 65 designation and approximately one year of experience. His prior work includes roles at Parallel Distribution, Northrop Grumman, and Jaros, Baum & Bolles, as well as a multi-year tenure at The Cooper Union for the Advancement of Science and Art. Silk provides discretionary investment management to individuals, high-net-worth investors, and institutional clients, focusing on U.S. equities and exchange-traded funds through a single AI-driven equity strategy. The firm employs autonomous large-language-model agents to manage portfolios actively, incorporating long and short positions and margin, with human oversight and pre-trade controls.

David Schiller is the principal and sole advisor at Arcanum Capital Management LLC, holding a Series 65 designation with one year of industry experience. He also serves as president of DCS, PLLC, a management consulting and tax services firm. Arcanum Capital Management LLC provides discretionary and non-discretionary asset management and financial consulting services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and utilizes equity, option, and fixed-income strategies, conducting periodic account reviews.

Leslie Giordano is a ChFC® credentialed advisor with six years of industry experience. She is the sole advisor at Leslie Marie Giordano, an independent firm based in Garden City, NY. Leslie also serves as Director of Employee Benefits at Independent Group & Life Agency, Inc., a health and life insurance agency where she has been involved since 1992. Her firm provides discretionary investment supervisory services and financial planning to individuals, families, small businesses, and charitable organizations. It manages equity, fixed-income, and balanced portfolios using both fundamental and technical analysis, with a generally long-term holding horizon and periodic reviews.

Rakesh Budhram is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Prolific Solutions and has previously worked at Redwood Advisory, LLC, MML Investors Services, LLC, Center for Wealth Preservation, and Mass Mutual Life Insurance Company. Prolific Solutions serves individuals, businesses, and retirement plans by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm uses a "Lifestyle Planning" framework that incorporates clients' living styles, family dynamics, and long-term goals, and employs third-party research to manage portfolios tailored to individual risk tolerance and objectives.

Richard Seeger is a CFP® with over 30 years of experience in the financial services industry, currently serving as the sole advisor at R. Seeger Wealth Management, Ltd. He has been with Fidelity Brokerage Services since 1994 and has led his independent advisory firm since 2010. In addition to his advisory work, he acts as a trustee for several family trust accounts, assisting with tax payments, property maintenance, and coordination with legal counsel. R. Seeger Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, businesses, trusts, retirement accounts, and charitable organizations. The firm emphasizes asset allocation using managed mutual funds, ETFs, bond funds, and individual bonds, tailoring equity exposure to client needs while avoiding frequent trading and market timing. It also sponsors a wrap fee program and conducts annual custody audits for accounts with trustee or executor involvement.

Michael Kramer is the sole advisor at Mott Capital Management LLC, an independent registered investment adviser based in Garden City, NY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having led Mott Capital Management since 2014. The firm provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, primarily focusing on U.S. equities and exchange-traded funds. Mott Capital follows a long-term thematic growth investment approach and supplements its advisory services with commercial publishing and model-licensing activities through third-party platforms.

Paul Sebetic is the sole advisor at Sebetic Advisors, LLC, an independent firm based in East Williston, NY. He holds a Series 65 designation and has four years of industry experience, including nine years at Citibank prior to founding his firm in 2019. Sebetic Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, and trusts and estates, focusing on retirement investors seeking income and distributions. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop income-oriented, risk-aligned portfolios, offering performance-based fee arrangements to qualified clients.

Daniel Olson is a CFA® charterholder with four years of industry experience. He is affiliated with Olson Tax & Financial Planning and has worked at Citigroup Global Markets since 1998. Olson Tax & Financial Planning offers personalized financial planning, investment management, and tax preparation services to individuals, trusts and estates, pension and profit-sharing plans, nonprofit organizations, churches, and small businesses. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, global diversification, and regular rebalancing, and maintains a significant tax preparation practice alongside its advisory services.

Gregory Davidian is a CFA® charterholder and the sole advisor at Lambent Asset Management, LLC, where he has worked since 2016. He has four years of industry experience. Lambent Asset Management provides discretionary investment management to a small number of private and institutional clients, using a top-down, macro-focused process that incorporates both traditional and non-traditional equity strategies. The firm employs derivatives and long/short equity approaches in separately managed accounts, distinguishing it among independent advisers.

Simon Brady is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Anglia Advisors. He previously worked at Origin Financial and has been with Anglia Advisors since 2013. Outside of his advisory role, Brady is a paid soccer referee and coach with the Long Island Soccer Referees Association. Anglia Advisors serves individual and household clients, focusing on younger professionals, recently divorced or widowed clients in that age group, and foreign nationals living in the U.S. The firm employs a primarily ETF- and fund-centered investment approach based on Modern Portfolio Theory, offering discretionary portfolio management alongside financial planning services, educational workshops, and specialized consultations for foreign nationals.

Haiqiang Zou is the sole advisor at Zou Capital Management LLC in Flushing, NY, holding a Series 65 credential with four years of industry experience. Before founding his independent firm in 2022, he worked at Amazon from 2017 to 2021. Outside of advisory work, he owns and manages several property management businesses. Zou Capital Management provides discretionary portfolio management to individuals, corporations, and other entities, offering model portfolios tailored to different risk tolerances and advice related to IRA rollovers. The firm uses a combination of charting, fundamental, technical, cyclical, and economic analysis to guide investment decisions across long- and short-term strategies.

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.

David Eilenberg is a financial advisor at KPoint Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley for six years and JP Morgan Chase for four years. Outside of his advisory role, he has experience with Rjs Realty LLC. KPoint Capital LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, small businesses, trusts, retirement plans, and institutional clients. The firm combines quantitative, fundamental, technical, and macro analysis to create diversified portfolios and also offers project-based pension consulting and performance-based fee arrangements for qualified clients.

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.

Todd Thomas is the sole advisor at Versalife Advisors in Jamaica, NY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Allied Universal, Teleperformance, T3 Trading Group, and rideshare companies Uber and Lyft. Versalife Advisors provides discretionary investment management to individuals and families through separately managed accounts, focusing on biotechnology equities and listed options. The firm uses a bottom-up, research-driven approach combining fundamental and technical analysis, actively managing accounts with strategies that include options, short sales, and leverage.

Pamela Diamond is the principal and Managing Member of Creative Wealth Builders, LLC, an independent registered investment adviser. She holds the PFS™ designation and Series 65 license, with five years of industry experience. Pamela also operates a separate certified public accounting practice, Pamela Diamond, CPA/PFS, which provides accounting and tax services independently of her advisory firm. Creative Wealth Builders provides personalized investment management and financial planning to individuals and families, managing approximately $19.9 million across 75 discretionary accounts. The firm emphasizes customized investment policy statements, discretionary asset management with ongoing monitoring and rebalancing, and employs a proprietary portfolio rebalancing algorithm to guide trade decisions.

John Foote is a financial advisor at Modoo Strategy LLC in Great Neck, NY, holding a Series 65 credential with two years of industry experience. He concurrently serves as the managing member and anesthesiologist at LIC Anesthesia, PLLC. Modoo Strategy LLC primarily serves employer-sponsored retirement plans, pooled or institutional accounts, and business clients, offering investment management, retirement plan consulting, and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and provides both ongoing advisory relationships and project-based engagements.