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.

Jonathan Russo is a financial advisor at LightedWay Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Global Retirement Partners, LLC. LightedWay Advisory Services provides discretionary portfolio management primarily to individuals and high-net-worth clients, as well as consulting services to pension and employee benefit plans and charitable organizations. The firm employs model allocations and a long-term trading approach based on multiple analytical methods, maintaining a high client count supported by standardized processes and model portfolios.

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.

Shi Zhou is an investment advisor at Stone Capital Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Craft Capital Management, LLC, CAPE Securities Inc., and Wilmington Capital Securities, LLC. Stone Capital Partners is a single-manager investment adviser serving accredited individual investors with discretionary portfolio management. The firm employs a technically driven trading strategy focused on momentum indicators and swing-trading, primarily in listed equities and options, managing risk through position sizing, stop orders, and policies against naked option positions.

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.

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.

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 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.

Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm based in Rye, NY. He holds a Series 66 designation and has 20 years of industry experience, including 11 years at HSBC Securities (USA) Inc. and 10 years leading his own firm. Outside of his advisory role, he serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement in Brookline, MA. Munakata Associates provides investment advisory and portfolio management services primarily to high-net-worth individuals, charitable foundations, and trusts. The firm employs a combination of charting, fundamental and technical analysis, and cyclical analysis to tailor strategies based on client objectives, with accounts reviewed at least weekly.

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.

Mark Blumberg is the sole advisor at Blumberg B+V Advisors, LLC in Rye, NY, holding Series 63 and Series 65 designations with 13 years of industry experience. He has led the firm since its founding in 2012. Blumberg B+V Advisors provides investment supervisory and portfolio management services primarily to high-net-worth individuals, focusing on individualized Investment Policy Statements that address goals, tax considerations, and risk tolerance. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term trading, short sales, and options writing, managing approximately $20.2 million across a concentrated client base.

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.