David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

Itay Maymon is a financial advisor at Clavis Capital Management, LLC with Series 65 credentials and experience dating back to 2014, including prior work at Latium Capital Ltd. He is the founder and CEO of Global Wave Management Ltd., a technology-oriented business focused on developing statistical models and software for the financial industry. Clavis Capital Management provides portfolio management and advisory services primarily to high-net-worth individuals and business entities, using a combination of quantitative and qualitative investment methods. The firm employs strategies such as short-term trading, short sales, trend following, and global macro futures trading across diverse asset classes, operating with trading discretion and incorporating commodity and futures exposure in client portfolios.

Juliusz Sas is the sole advisor at Global Special Situations Research Co. Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. He has been with the firm since 1997. Global Special Situations Research Co. Inc. provides discretionary portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a special-situations equity strategy focused on identifying undervalued acquisition candidates, managing concentrated portfolios with a mid-to-large-cap U.S. bias and a typical recovery horizon of three to five years.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes roles at Shiseido Americas Corporation and Marubeni America Corporation. In addition to his advisory work, he maintains a full-time external tax role and provides tax consulting. Amber Wealth Advisors is an independent firm offering fee-only financial planning to individuals and high-net-worth clients, focusing on areas such as business planning, retirement, and tax considerations. The firm provides investment analysis and recommendations without discretionary portfolio management, using a fixed or hourly fee model rather than percentage-of-assets billing.

Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.

Denise Sarkor is a financial advisor at Sarkor Financial Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and IBM. In addition to her advisory role, she is the principal and lead executive coach at New Roots Development, LLC, a professional coaching and management training company. Sarkor Financial Advisors serves individual clients, including career executives and small business owners, offering comprehensive financial planning, investment management, business advisory, and philanthropic advisory services. The firm employs a combination of passive and active investment strategies and provides both discretionary and non-discretionary mandate management alongside specialized services such as exit planning and cross-border advice.

Paul Cheransky is a CFP® professional with 10 years of industry experience. He is currently with Jeffrey N. Mehler, CFP LLC and has previously worked at Panorama Financial LLC, SAX Wealth Advisors, and Silvercrest Asset Management Group. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment management, and consulting services, employing a fundamental analysis-based investment process that includes customized portfolios and the use of derivatives and margin transactions where appropriate.

Richard Bregman is a CFA® charterholder and principal of MJB Asset Management LLC, with 29 years at the firm and four years of industry experience. Based in New York, NY, he has focused his career at MJB Asset Management since its founding. MJB Asset Management provides investment advisory services to individuals, businesses, not-for-profits, high net worth investors, and institutional clients, with a particular emphasis on corporate and pension clients. The firm offers discretionary portfolio management and pension consulting services, combining fundamental and technical analysis to manage portfolios tailored to client goals and market conditions.

Mark Reisman is the sole advisor at Pelican Bay Asset Management, Inc. in New York City, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked exclusively at Pelican Bay Asset Management since 1999. Pelican Bay Asset Management provides investment supervisory services to a select group of clients including corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages separate accounts through a non-discretionary, long-term buy-and-hold approach tailored to each client’s circumstances.

I started Joint Financial after moving back to New Jersey from Colorado. During my time out west, I noticed how many people had interests outside of their work, which inspired me to help others become work-optional and pursue their own personal interests and passions. My work focuses on helping clients build a tax-efficient roadmap to financial independence before age 65. This includes retirement projections, long-term tax planning, asset withdrawal strategies, investment management, equity compensation, and insurance/estate review. In my free time, I am likely working on my golf game, or if the weather won't cooperate, thinking about playing golf. All jokes aside, I love to exercise, read, ski, and cook when I am not golfing, or thinking about golfing!

Let’s navigate this late-capitalist hellscape together. 🔥 I’m a flat-fee, values-driven financial planner who helps people like you figure out what a good, livable version of success looks like—and how to get there with your money. Some of my clients are high earners in tech, wondering how much longer they can (or want to) stay in the game. Others are purpose-driven professionals—therapists, professors, nonprofit leaders—who never expected to make a ton, but still want clarity, security, and options. Whether you’re burned out and thinking about what’s next, or finally reaching stability and ready to make the most of it, I’m here to help you align your finances with your values, your goals, and your actual life. If that sounds like a fit, let’s talk.

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 14 years of industry experience. He has been with Roseheart Investment Advisors since 2012 and previously worked at Roseheart Associates, LLC for 21 years. He holds the Series 63 and Series 65 designations. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, creating written Investment Policy Statements tailored to each client's goals, tax considerations, and risk tolerance. The firm’s investment approach incorporates fundamental and technical analysis across a range of asset classes and employs both long-term and active trading strategies, managing approximately $24 million in discretionary assets for a relatively small client base.

Mark Meyerowitz is the sole advisor at Meyerowitz Investment Management in West Orange, NJ, holding Series 63 and Series 65 designations with 21 years of industry experience. He has managed his independent firm since 2003. Meyerowitz Investment Management provides advisory and asset management services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis and offers personalized portfolio management across various investment instruments, with an emphasis on discretionary management and periodic portfolio reviews.

Jeffrey Barnett is the sole advisor at Fintegrity LLC, an independent registered investment adviser based in Tenafly, NJ. He holds a Series 65 designation and has eight years of industry experience. Barnett has managed Fintegrity since 2017. Fintegrity LLC provides discretionary and non-discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals, families, trusts, business entities, and retirement accounts. The firm employs a fundamental analysis and behavioral finance approach, focusing on individual stocks, bonds, and cash equivalents, with selective use of ETFs and mutual funds, and emphasizes customized portfolio management and client-specific considerations.

Edward Dove is the president of ESD Advisory Services Inc, an independent registered investment adviser. He holds a Series 63 designation and has 12 years of industry experience. He has been associated with ESD Advisory Services since 1982 and Lincoln Financial Advisors Corporation since 1994. In addition to his advisory work, he prepares income tax returns. ESD Advisory Services operates as a solo practice, providing discretionary portfolio management and financial planning to individuals, business owners, trusts, estates, and charitable organizations. The firm manages approximately $42 million, focusing on a small number of larger accounts with an emphasis on long-term, quality-oriented portfolios and careful manager selection.

Adam Young is a financial advisor at Precession Capital Management, LLC, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Clear Haven Capital Management LLC from 2012 to 2021. Precession Capital Management specializes in discretionary and non-discretionary portfolio management for high-net-worth and institutional qualified investors, focusing on credit-sensitive fixed income instruments through a macro-informed, absolute-return oriented investment approach. The firm uses performance-based fees for qualified clients and manages side-by-side allocation conflicts with documented procedures.

Mohammad Hosseini Nejad is a financial advisor with Investment Management 911, holding 19 years of industry experience. He has been with Investment Management 911 since 2000 and also has a long tenure with Unilever HPC USA starting in 1989. Investment Management 911 serves individual and business clients by providing discretionary investment management, customized investment policies, periodic rebalancing, and financial planning. The firm focuses on diversified, asset-allocation portfolios using primarily low-cost, no-load mutual funds and ETFs, emphasizing tax-efficient placement and minimizing investment costs.

I’m Paul Cipriano, the founder of Cipriano Wealth Management. I decided to launch Cipriano Wealth Management as a fee-only, independent registered investment advisor to eliminate the inherent conflicts of interest that investors are often forced to accept when engaging with a financial advisor. I offer comprehensive financial planning under a monthly subscription service. I also combine financial planning with ongoing investment management services and charge fees based on the value of the assets managed (AUM). I prioritize the development of your unique comprehensive financial plan as the foundation of our relationship. I am not singularly focused on gathering assets and refrain from managing investment portfolios unless we have developed a strategic plan for your assets. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers on portfolio management, investment strategy and market risk. I combine that experience with my training as a CFP® professional to help middle- and high-income families from working class backgrounds achieve their personal financial goals. Would you like to connect? Book a 20 Minute Intro call on my online calendar at calendly.com/ciprianowealth.

John O'Brien is the principal of O'Brien Capital Management, Inc., an independent firm based in Nyack, NY. He holds the CFP® and Series 63 designations and has 21 years of experience managing portfolios at his firm. O'Brien Capital Management is a fee-only, SEC-registered investment adviser managing approximately $37.2 million across 41 client accounts. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, using a long-term buy-and-hold investment approach grounded in fundamental analysis and modern portfolio theory.

Kfir Weinraub is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is the principal of Kind Capital Wealth LLC, a registered investment adviser founded in 2025. Prior to this, he held roles at eHealth Inc., Interpublic Group, Ernst & Young, and Ralph Lauren. Outside of his advisory work, he serves as Vice President of Total Global Rewards and HR Business Partner at eHealth Inc. and owns an HR consulting business, Kind Compensation LLC. Kind Capital Wealth LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental-analysis approach to portfolio construction, typically using ETFs and low-cost mutual funds, and offers retirement-plan consulting services in a 3(21) fiduciary capacity.