Joseph Marino is a financial advisor at Prescott, Adams and Group Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Prescott, Adams and Group since 2005. Outside of his advisory role, Marino has been involved in the wedding services industry for over four decades through Prestige Weddings and provides promotional and administrative services with Arthur Abbott Productions. Prescott, Adams and Group serves a small number of individual and business clients, offering portfolio management, financial planning, and insurance consulting. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis along with long- and short-term trading and options-writing strategies.

Ira Schack is a CFP® with 10 years of experience in financial advising and has been the principal at Highland Wealth Advisors, LLC since 2013. He also operates the Law Office of Ira Schack, focusing on trusts and estates, and is involved in insurance sales and consulting through multiple entities. Schack combines his legal and financial expertise in his professional activities. Highland Wealth Advisors provides financial planning and referral services to individual clients, including high-net-worth individuals. The firm uses a variety of investment strategies and offers planning across multiple areas, often referring clients to third-party money managers.

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning - A Place Where Faith and Financial Planning Meet. I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue. I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals - but to plan for the long term. Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals. I can help you with that. And a favorite question I help clients to think about: How will you spend your time in retirement? Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well. I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

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 the principal advisor at Silk, holding a Series 65 designation with one year of experience in investment management. Prior to Silk, Turkmen worked at Parallel Distribution and held positions outside of finance, including roles at Northrop Grumman and The Cooper Union for the Advancement of Science and Art. Silk is an independent firm that provides discretionary investment management focused exclusively on U.S. equities and ETFs. It operates a single, AI-driven equity strategy using large language model APIs and proprietary software to manage a long/short, actively traded portfolio, serving individuals, high-net-worth investors, and institutional clients.

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.

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 10 years of industry experience. Kramer has been with Mott Capital Management since 2014. Mott Capital Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, focusing on U.S. equities and exchange-traded funds. The firm follows a long-term thematic growth investment approach and supplements its advisory services with commercial publishing and model-licensing activities.

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.

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.

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.

David Eilenberg is the principal of KPoint Capital LLC and holds a Series 65 license. He has prior experience at Morgan Stanley and JP Morgan Chase, as well as involvement with Rjs Realty LLC. KPoint Capital LLC provides discretionary and non-discretionary investment management and advisory services primarily for institutional and pooled accounts, including retirement plan sponsors, while also offering financial planning and consulting to individuals, families, small businesses, and trusts. The firm combines quantitative models, fundamental research, technical indicators, and macroeconomic analysis to guide investment decisions and is notable for its pension consulting practice and flexible 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.

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.

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.