Sean Kearney is a Series 65-licensed financial advisor with one year of experience, currently practicing at Amvoy Wealth, an independent advisory firm. He has also been involved with Skearney Financial Limited and Amvoy Wealth Limited in Dublin, Ireland, since 2019, holding roles including CEO and Chief Compliance Officer. Amvoy Wealth provides fee-only investment management and financial planning services to individual and high-net-worth clients, employing both passive and active strategies with a focus on no-load mutual funds, ETFs, and discretionary portfolio management. The firm integrates model portfolios and offers client-tailored asset allocation, also overseeing portfolios through in-house and third-party analysis.

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.

Owen King is a financial advisor at Stonehurst Management, LLC, an independent firm based in New York, NY. He holds the Series 66 designation and has 7 years of industry experience. He has been associated with Stonehurst Management since 2002. Stonehurst Management LLC is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to a diverse client base, including individuals, families, trusts, estates, charitable organizations, endowments, and business entities. The firm manages approximately $27 million in client assets and employs a client-specific investment approach based on modern portfolio theory, utilizing a range of traditional and alternative asset classes.

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.

Luciano Cuneo is the principal of Legado Wealth Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates and Kovack International Wealth Management. Outside of advisory activities, he serves as president of LMC Alternative Business Capital, a commercial finance company. Legado Wealth Management LLC is a single-advisor registered investment adviser that provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm follows a long-term, fundamental analysis approach and offers customized portfolios that may include ETFs, alternative investments, and sub-advised positions.

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.

Neil Grossman is a financial advisor at Indfin LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his work at Indfin, he is the managing member of GB Associates, LLC, a registered municipal advisor providing financial analysis and advisory services to municipalities, public agencies, and private corporations. He is also a licensed insurance agent. Indfin LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and advisory consulting to individuals, high-net-worth clients, and corporate clients. The firm manages about 55 accounts with approximately $128 million in assets, utilizing target asset allocations across individual securities, ETFs, and mutual funds, with risk management strategies including periodic rebalancing and stop-loss orders.

Peter Shiftouri is a Series 65-licensed financial advisor at Orion-Archstone Asset Management Inc. with four years of industry experience. His previous roles include consulting positions at Arch Capital Group and Morgan Stanley, as well as employment at Agam Capital and Credit Suisse. Orion-Archstone Asset Management is an independent, single-advisor firm managing approximately $1.8 million for a small client base. The firm offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, small businesses, nonprofit organizations, and pension and profit-sharing plans, utilizing a blend of fundamental and technical analysis alongside proprietary quantitative models.

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.

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.

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.

Bernard Meehan is a CFP® with 14 years of industry experience and operates as the sole advisor at Meehan, Bernard, an independent firm based in Astoria, NY. He has managed a tax preparation business, Forge Financial Services, since 1972, providing tax services primarily to his investment clients. Meehan, Bernard offers portfolio management and investment advisory services to both high-net-worth and non-high-net-worth individuals, managing approximately $7.1 million across 36 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to clients’ risk tolerance and objectives, providing both discretionary and non-discretionary mandates as well as hourly consultative reviews.

Antony Mott is a CFA® charterholder and the sole advisor at Customers' Yachts Advisers, Inc. in New York, NY, with 16 years at the firm and a total of four years of industry experience. His professional background includes expertise in valuation, structured products, and market-making, supported by advanced credentials and patents in valuation and risk management. Customers' Yachts Advisers is a fee-only independent firm managing about $7 million in client assets across individuals, IRAs, pension plans, foundations, and corporations. The firm employs a global, equity-oriented investment strategy using low-cost ETFs with infrequent rebalancing, accepts substantial cash positions, and operates with certain uncommon practices such as not voting client proxies or providing routine tax preparation.

Cengiz Ozdemir is a financial advisor at Arman James Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Arman James Investments since 2010. Arman James Investments provides customized portfolio management primarily for individual clients, focusing on value-oriented, research-driven investment strategies. The firm emphasizes account accessibility and liquidity, offering concentrated portfolios with active trading and option strategies tailored to client risk profiles.

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.

Kenneth Rilander is the sole advisor and principal at BasicValue Asset Management Inc., an independent firm based in New York, NY. He has over 30 years of experience in the industry, including 31 years with BasicValue Asset Management. Rilander holds an MBA from The Wharton School. BasicValue Asset Management serves a small client base of individuals and select institutional retirement and pension plans, managing approximately $38.7 million. The firm employs a value-oriented, long-only buy-and-hold strategy, constructing customized and diversified portfolios using independent research and modern portfolio tools.

Theresa Wan is a CFP® and CFA® charterholder with 13 years of industry experience. She founded Treesa Financial Planning, LLC in 2012 and serves as its sole advisor. The firm provides fee-only financial planning and investment consultation services to individual and family clients, focusing on comprehensive plans, retirement projections, and limited-scope sessions. Treesa Financial Planning employs a globally diversified, core-and-satellite investment approach that combines passive index funds with active management, and operates on hourly and fixed fees rather than percentage-of-assets billing.