Jeffrey Barnett is a financial advisor at Fintegrity LLC with eight years of industry experience. He holds a Series 65 designation and has been with Fintegrity since 2017. Fintegrity is an independent, fee-only registered investment adviser serving high-net-worth individuals, families, trusts, business entities, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and ongoing advisory services, employing a long-term, tax-aware investment approach grounded in fundamental analysis and behavioral finance.

Adam Young is a financial advisor with Precession Capital Management, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Precession Capital Management in 2021, he worked at Clear Haven Capital Management LLC from 2012 to 2021. Precession Capital Management provides discretionary and non-discretionary portfolio management services to high-net-worth and institutional qualified investors, focusing on credit-sensitive fixed income instruments. The firm employs a macro-informed, absolute-return oriented investment approach and uses performance-based fees for qualified clients.

Jonathan Wiley is a financial advisor with Wiley Capital Partners in Greenwich, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cambridge Investment Research, Arch Global Advisors, and Voya Financial Advisors. Wiley Capital Partners is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm also provides pension consulting services, applying various analytical methods and operating under ERISA/IRC fiduciary standards for retirement plans.

Benjamin Lubin is a financial advisor with Securities Industry Management Corp. in Greenwich, CT, holding a Series 63 designation and over 30 years of industry experience. He has been with Securities Industry Management Corp. since 1981. Securities Industry Management Corp. provides discretionary portfolio management for a small group of primarily middle-class retail clients, focusing on equity and fixed-income holdings. The firm employs a balanced, income-oriented strategy emphasizing current yield and modest capital appreciation, with an investment approach that avoids high-yield or distressed credits and limits turnover to reduce costs.

Pouria Dehgan is the sole advisor at Axia Asset Management, LLC, holding a Series 65 designation with 5 years of industry experience. He has worked with several related entities since 2003, including XE Partners I, LLC and XE Partners II, LLC, where he is a partner involved in real estate investment activities outside of advisory services. Axia Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, offering a range of strategies including long- and short-term trading, short sales, margin, and options in separately managed accounts.

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.

P. O'Gorman is the sole advisor at O'Gorman Asset Management, Inc., holding a Series 65 designation and with 23 years at the firm. He also owns an insurance agency, maintaining an active role in insurance sales alongside his advisory practice. O'Gorman Asset Management provides investment advisory services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and financial planning for business retirement plans and charitable organizations. The firm employs a value-oriented investment approach based on fundamental analysis and manages portfolios using individual equities, ETFs, mutual funds, and fixed-income securities.

I educate and empower domestic and international families for financial success in a non-judgemental and personal way. I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals. Our focus is helping families—many are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment. I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose. What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision. I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community. I hold the credentials and have the education to help: * Certified Financial Planner™ professional. * Chartered Financial Analyst designation. * Masters of Business, University of Chicago Booth School of Business, Concentration in Finance. * Bachelor of Arts in Psychology and Political Science, University of Rochester. Schedule a free 15-minute consultation to get started. Once again, welcome!

Garth Weil is a financial advisor at Diversified Strategies LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Diversified Strategies since 2005. Diversified Strategies provides financial coaching, investor education, fiduciary retirement-plan analysis, and consultative investment services primarily for individual investors, trusts, estates, and small business owners. The firm typically introduces clients to Matson Money for discretionary asset management and serves as a co-advisor and liaison throughout the investment process, emphasizing ongoing investor education and periodic portfolio reviews.

Theresa Wan is a CFP® and CFA® credentialed advisor with 14 years of industry experience. She is the sole advisor at Treesa Financial Planning, LLC, where she has worked since 2012. Treesa Financial Planning offers fee-only financial planning and investment consultation to individual and family clients, focusing on hourly or fixed-fee engagements rather than ongoing portfolio management. The firm employs a globally diversified core-and-satellite investment approach using index and active funds and ETFs, and it does not take custody of client assets or provide discretionary trading.

Vasiles Athineos is a financial advisor at Stronghold Investment Management with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and operates Strong Current Ltd dba Indi Surf Skate, a retail surf and skate shop specializing in apparel, footwear, and gear. Stronghold Investment Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to individual clients. The firm uses a combination of technical, fundamental, and quantitative analysis to tailor investment strategies across various asset classes, including mutual funds, ETFs, equities, fixed income, and options.

Samuel Schaeffer is a financial advisor at Lords Wealth with five years of industry experience. He holds a Series 65 designation and has previously worked at B S F S Advisors and The Leneta Company. Outside of advising, he also works as a personal coach and serves as an administrator for The Leneta Company, a manufacturing business. Lords Wealth provides investment education, advisory, and limited financial consulting services to individual investors, focusing on buy-and-hold equity mutual fund portfolios for long-term capital appreciation. The firm emphasizes client-directed account management, structured educational workshops, and publishes detailed historical and backtested performance data for its recommended funds.

Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase & Co. for nine years and McKissack & McKissack for two years. Outside of her advisory role, she provides operational and administrative support at JPMorgan Chase in a non-advisory capacity. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates with financial planning, portfolio management, year-round tax planning, IRS representation, insurance planning, and community educational workshops. The firm combines tax representation and financial planning, offering tailored advisory services based on client goals and risk tolerance.

Louise Bryant is a CFP® professional with 23 years at Financial Spyglass and 10 years of industry experience. She operates as a sole advisor at Financial Spyglass in Rye, NY. Financial Spyglass serves individual and high-net-worth clients by providing comprehensive financial planning and investment advisory services, utilizing a passive portfolio construction approach with third-party money managers. The firm maintains non-discretionary relationships, emphasizes written financial plans, and offers educational seminars alongside personalized planning.

Vinay Munikoti is the sole advisor at System Research, LLC in White Plains, NY, with 14 years of industry experience. He holds a Series 65 designation and has led System Research since 2008. Outside of his advisory role, Munikoti is the CEO of Returnstream LLC, an online newsletter publisher providing trading signals for stocks, mutual funds, and ETFs, as well as Global Dynamic Systems LLC, which sells artwork. System Research provides discretionary portfolio management to individuals and high-net-worth clients, using systematic, research-driven computer models to generate short- to intermediate-term forecasts and implement trades across multiple asset classes. The firm’s explicit market-timing approach and its combination of quantitative program development and diverse strategies, including digital assets, distinguish it within the independent advisory space.

Luke Albright is the sole advisor at Oak Grove Management LLC, an independent firm based in Greenwich, CT. He holds a Series 65 designation and has 12 years of industry experience. Albright has managed Oak Grove since its founding in 2013. Oak Grove Management LLC provides discretionary portfolio management and investment supervisory services primarily to high-net-worth individuals and select institutional clients. The firm employs a variety of analytical methods and manages accounts on a discretionary basis, using performance-based fees for qualified clients and maintaining direct control over portfolio management without outsourcing.

James Botti is a financial advisor at Garrison Phillips, LLC with 7 years of industry experience. He holds the Series 66 designation and has been with Garrison Phillips since 2005. Garrison Phillips, LLC provides investment advisory, management, and financial planning services to individuals, institutions, corporations, trusts, estates, and qualified retirement plans. The firm uses a global macroeconomic framework with sector rotation to guide asset allocation and typically employs ETFs and individual fixed-income securities, while also offering pension consulting and retirement plan sponsor advisory services.

Michael Reisin is a financial advisor with Integrated Wealth Management Solutions, LLC in Port Chester, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Integrated Wealth Management Solutions since 2017 and concurrently at Wunderlich Securities, Inc. since 2016. Integrated Wealth Management Solutions provides customized financial planning and investment management to individual investors, including high-net-worth clients, and small businesses. The firm employs a mix of strategies combining fundamental research with technical and cyclical analysis and offers both discretionary and nondiscretionary portfolio management.

James Vorchheimer is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Integrated Financial Consulting, LLC. He has been with the firm since 2002. Integrated Financial Consulting provides fee-only financial planning and investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, estates, and small businesses. The firm uses a functional asset allocation framework with mutual funds, ETFs, individual securities, and bonds, operating primarily on a non-discretionary basis and offering non-securities advice such as tax and estate planning.