Matthew Ricks is a CFP® professional with 11 years of industry experience. He is the sole advisor at Haystack Financial Planning, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Clearing Services, and Wells Fargo Advisors. Haystack Financial Planning serves individuals, high-net-worth clients, charitable organizations, and select corporate clients by providing investment management, comprehensive financial planning, business planning consulting, and employee benefit plan services. The firm emphasizes passive investment management guided by Modern Portfolio Theory and offers specialized pension and profit-sharing plan consulting, combining individualized plan implementation with workplace retirement-plan advisory services.

Jasdeep Khera is a financial advisor at Yieldwink Capital with five years of industry experience. He holds a Series 66 designation and has worked at RainMaker Securities, Goldsher Group, CION Securities, and Lord Abbett Co. Khera is also the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, private equity, and private credit offerings, and serves as a principal at Goldsher Group, a New York-based alternative investment firm. Yieldwink Capital is a fee-only registered investment adviser that provides discretionary and non-discretionary investment management, retirement plan consulting, and integrated financial planning to individuals and institutional clients. The firm’s approach centers on customized portfolios emphasizing asset allocation, specialist managers, tax management, and continuous oversight, with an uncommon focus on pooled vehicles and pension consulting within a solo independent advisory model.

Jonathan Seif is a financial advisor with The ProFolio Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Betterment Holdings, Inc. since founding The ProFolio Group in 2018. The ProFolio Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with automated rebalancing and tax-loss harvesting, alongside options for individual stock portfolios and covered-call strategies. It also provides formal retirement plan consulting, fiduciary support, participant education, and combines institutional automated ETF platforms with separate stock-trading custodians for specialized mandates.

Wills Henriquez is a financial advisor with Ezana Capital Advisers, LLC in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include work at Polk Ave Capital, Inc. and Network 1 Financial Securities, Inc. Henriquez is also the owner of Polk Avenue Capital, Inc., a corporation maintained for tax purposes. Ezana Capital Advisers provides investment advisory and financial planning services to institutions, small- and medium-sized businesses, and individual clients. The firm offers a range of services including holistic financial planning, pension consulting for plan sponsors, and educational seminars, structuring portfolios around clients’ tax situations, risk tolerance, and goals.

Joseph Marino is a financial advisor at Prescott, Adams and Group Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Prescott, Adams and Group since 2005. Outside of his advisory role, Marino has been involved in the wedding services industry for over four decades through Prestige Weddings and provides promotional and administrative services with Arthur Abbott Productions. Prescott, Adams and Group serves a small number of individual and business clients, offering portfolio management, financial planning, and insurance consulting. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis along with long- and short-term trading and options-writing strategies.

Ira Schack is a CFP® with 10 years of experience in financial advising and has been the principal at Highland Wealth Advisors, LLC since 2013. He also operates the Law Office of Ira Schack, focusing on trusts and estates, and is involved in insurance sales and consulting through multiple entities. Schack combines his legal and financial expertise in his professional activities. Highland Wealth Advisors provides financial planning and referral services to individual clients, including high-net-worth individuals. The firm uses a variety of investment strategies and offers planning across multiple areas, often referring clients to third-party money managers.

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning - A Place Where Faith and Financial Planning Meet. I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue. I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals - but to plan for the long term. Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals. I can help you with that. And a favorite question I help clients to think about: How will you spend your time in retirement? Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well. I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

Barry Picker is a CFP® professional with over 20 years of experience at Calculated Financial Solutions, LLC and more than 21 years at Picker & Auerbach, CPAs P.C. He provides financial planning and investment advisory services from Cedarhurst, NY. Calculated Financial Solutions, LLC serves individuals, trusts, and estates by tailoring portfolios and plans to client goals, time horizons, and risk tolerances. The firm combines asset allocation with fundamental and technical analysis and offers integrated tax and financial planning through its affiliation with an accounting practice.

I’m Igor Aronov, CFP®, founder of FAR Financial, an independent, fiduciary, advice-only financial planning firm based in Brooklyn, NY. I help business owners, busy professionals, and modern families bring order and clarity to complex financial lives through thoughtful, objective advice on cash flow, taxes, investments, retirement, education funding, business planning and much more. My previous professional life was in design and technology, spending last 20 years as a business owner and a co-founder of FAR Creative, a design and development studio. Leading a business, managing employees, and balancing family responsibilities gave me firsthand experience with the real pressures professionals face when their financial lives become complicated and time is in short supply. That perspective now shapes the way I work with clients: blending technical expertise with empathy and clear communication. My role is to help you see the full picture, make confident decisions, and create a financial structure that supports your life, not the other way around. I am a CERTIFIED FINANCIAL PLANNER® professional and an active member of professional organizations that uphold the highest standards of fiduciary, fee-only planning: FPA, NAPFA, XYPN, Fee-Only Network and Advice-Only Network. I hold a BFA in Photography from the School of Visual Arts and was a winner of illy’s international photographic competition. I live in Brooklyn, NY, with my family and our dog, and I work with clients locally and virtually across the country. Financial planning, for me, is about simplifying complexity and creating a sense of clarity and confidence so you can focus on what matters most in your life. Let’s create a financial plan that fits your story!

Frank Delape is a financial advisor at Coordinated Planning Group, Inc. with over 18 years of industry experience. He holds the ChFC® and Series 63 designations and has prior experience with Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of advising, he is the proprietor and president of an insurance brokerage specializing in life, accident, health, disability insurance, and annuities. Coordinated Planning Group serves a select group of high-net-worth individuals and business entities, offering portfolio management, financial planning, and adviser selection services. The firm employs written investment policy statements and financial modeling tools under a fiduciary standard, primarily managing assets on a non-discretionary basis and implementing strategies through third-party managers and broker-dealer alliances.

Milan Karki is a financial advisor at Titanhub Capital Management LLC with a Series 65 credential and four years of industry experience. His work history includes roles at Titanhub Investment Trust, Titanhub Capital Management LLC, Everset Federal Credit Union, and Oyesol Inc. He is involved in an immigration and consulting practice outside of his advisory work. Titanhub Capital Management LLC is an independent investment adviser serving individual and small-business clients. The firm offers tailored portfolio management, financial planning, and educational workshops, combining fundamental and technical analysis with strategic asset allocation and risk management techniques.

Jay Ambroson is a CFP® and CFA® with 47 years of industry experience. He is the sole advisor at Invictus Timing Service Ltd., where he has worked since 1986. Ambroson is also a partner in Gould, Ambroson & Associates, a tax and accounting firm where he provides tax preparation and accounting services. Invictus Timing Service, Ltd. offers discretionary investment advisory and portfolio management primarily to individual and high-net-worth clients, integrating continuous market timing with individualized investment policies. The firm combines technical and fundamental analysis to actively manage allocations across equity, bond, and money-market positions.

Alek Turkmen is a financial advisor at Silk with a Series 65 designation and approximately one year of experience. His prior work includes roles at Parallel Distribution, Northrop Grumman, and Jaros, Baum & Bolles, as well as a multi-year tenure at The Cooper Union for the Advancement of Science and Art. Silk provides discretionary investment management to individuals, high-net-worth investors, and institutional clients, focusing on U.S. equities and exchange-traded funds through a single AI-driven equity strategy. The firm employs autonomous large-language-model agents to manage portfolios actively, incorporating long and short positions and margin, with human oversight and pre-trade controls.

Patrick Hsu is the sole advisor at Hawkeye Investment Management LLC in Demarest, NJ, holding Series 65 and Series 66 licenses with 14 years of industry experience. He has managed Hawkeye since 2011. Outside of investment management, Hsu works as a licensed New Jersey REALTOR. Hawkeye Investment Management provides discretionary investment management primarily to individuals, families, trusts, and small-business retirement plans, focusing on larger or qualified investor accounts. The firm employs a discount capture strategy in closed-end funds, utilizing both hedged long/short and long-only approaches, with portfolio management supported by Morningstar data and Insider Score institutional ownership information.

Robert Fortune is the principal advisor at Fortune Advisory Services with 17 years of industry experience. He held a position at HSBC Bank USA before founding his current firm in 2017. In addition to investment advisory, Fortune provides educational services related to credit repair, budgeting, insurance products, and annuities. Fortune Advisory Services manages assets and wealth for individuals, high-net-worth clients, and small businesses, focusing on U.S. equities, index funds, ETFs, and bonds. The firm employs a long-term, fundamental analysis approach and primarily operates on a non-discretionary basis with frequent client interaction and integrated financial planning.

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.

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.