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.

Carlos Ponce is a financial advisor at BPBI LLC in New York, NY, with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2007 to 2017 and Bank of America, NA since 2010. Ponce has been with BPBI LLC since 2017. BPBI LLC serves high-net-worth individuals, family offices, trusts, estates, and corporate clients, focusing notably on international investors, primarily from Mexico. The firm offers comprehensive portfolio management, financial planning, family-office oversight, and sub-advisory services, often managing a substantial portion of assets on a non-discretionary basis.

Anthea Perkinson is a CFP® with five years of experience in the financial advisory industry. She is the sole advisor at Monterey Associates Financial Planning & Education and has previously worked at Blueprint Financial Planning LLC and Equitable Distributors, Inc. Perkinson’s practice includes ongoing involvement in nonprofit financial literacy efforts. Monterey Associates Financial Planning & Education provides personalized, fiduciary financial planning and education to individuals, couples, nonprofits, and small business owners. The firm emphasizes low-cost, passive investment strategies and offers fee-only services without portfolio management or custody of client assets.

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.

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 Johnson is a CFP® with eight years at MEJ Wealth Advisors LLC and over 25 years of experience at Qside Federal Credit Union. He has been advising clients since 2018 through MEJ Wealth Advisors, an independent firm based in Bayside, NY. MEJ Wealth Advisors LLC provides financial planning and discretionary investment management primarily for individual clients, as well as trusts, estates, pension plans, and business entities. The firm’s approach focuses on balanced, long-term, cost- and tax-efficient strategies with a low-cost, low-turnover investment philosophy tailored to client goals and risk tolerance.

Hao Sheng is a financial advisor at Riemann Capital LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Prime Number Capital, LLC, Prudence Investment, and Credit Suisse Hong Kong. Riemann Capital LLC provides portfolio management and advisory services to high-net-worth individuals, corporations, charitable institutions, endowments, trusts, and other institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and may manage accounts on a discretionary or non-discretionary basis.

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.

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.

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.

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.

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.

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!

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.