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 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.

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.

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.

Thinley Wangchuk is the sole advisor at Wangchuk Capital, LLC, holding a Series 65 designation with three years of industry experience. He has managed Wangchuk Capital since its founding in 2014. Wangchuk Capital provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment process that includes long-term and short-term trading strategies across various asset classes, including mutual funds, equities, fixed income, real estate funds, ETFs, and non-U.S. securities.

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.

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 sole advisor at Creative Wealth Builders, LLC, an independent registered investment adviser. She holds the PFS™ designation and Series 65 license with four years of industry experience. In addition to her advisory role, she manages a certified public accounting firm, Pamela Diamond, CPA/PFS, which operates independently and provides accounting and tax preparation services. Creative Wealth Builders offers personalized investment management and financial planning services primarily to individuals and families. The firm employs written investment policy statements, proprietary portfolio rebalancing algorithms, and discretionary asset management with ongoing monitoring to manage approximately $19.9 million across 75 discretionary accounts.

Robert Leitner is a CFP®-designated financial advisor with over 4 years of industry experience, affiliated with Financial Advisory Network. He has been associated with the firm since 1998 and has been self-employed since 1995. Financial Advisory Network serves individual clients as well as retirement and institutional accounts such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, consulting, and comprehensive written financial plans, supported by ongoing investment supervision and client education through seminars and newsletters.

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.

Weiqin Dong is a CFA® charterholder and the sole advisor at Metis Asset Management Advisory, LLC, with four years of industry experience. Prior to joining Metis, Dong worked at South Brook Asset Management LLC and Buckingham Global Advisors, LLC, and held a role at GE Capital. Metis Asset Management Advisory provides discretionary investment advisory services focusing on data-driven, quantitative strategies that incorporate multiple market signals and emphasize risk management. The firm manages approximately $16.65 million in discretionary assets across a small number of managed accounts.

Rosanna Pezzo Brizio is a financial advisor at Tuliptree Advisors with Series 63 and 65 licenses and two years of industry experience. She previously worked at New York Life Investment Management and Intesa SanPaolo. In addition to advising, she is an adjunct professor at Columbia University. Tuliptree Advisors is an independent, fee-only firm serving individual and institutional clients with investment management, financial planning, retirement plan consulting, and other advisory services. The firm employs a multi-method investment approach and is notable for managing ERISA retirement plans and offering educational seminars.

Stephen Zheng is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been the sole advisor at Wealthlet Advisory LLC since 2016 and previously worked at New York University from 2015 to 2019. Wealthlet is an independent advisory firm that provides portfolio management, financial planning, and specialized investment-immigration services, including EB-5 and E-2 matters. The firm serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, using a fundamental, bottom-up value investing approach while integrating investment-immigration advisory work alongside traditional wealth management.