Rahimul Taher is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at Taher Financial Planning in Brooklyn, NY, and has worked in various professional roles since 2011. In addition to financial advising, he operates a separate tax practice, Taher Tax. Taher Financial Planning serves individual clients by providing investment management, comprehensive financial planning, and business-planning consulting. The firm uses a combination of active and passive management and supports clients through discretionary portfolio management and recommendations of outside managers via the Betterment for Advisors platform.

Dillon Ferguson is a CFP® professional affiliated with Forward Wealth, an independent firm, and has three years of industry experience. His prior roles include positions at Domain Money, Zoe Financial, Inc., and LearnVest Planning Services. Forward Wealth is a state-registered investment adviser focused on serving individual clients, including high-net-worth households, by combining investment management and financial planning into a single engagement. The firm plans to manage discretionary portfolios with an emphasis on tax-aware strategies and integrates comprehensive financial planning into every managed relationship.

Jonathan Vyorst is a financial advisor at Ashbay Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Ashbay Capital since 2014. Ashbay Capital is an independent firm providing fee-only, discretionary investment management to individuals, trusts, foundations, corporations, and pension and profit-sharing plans. The firm employs a bottom-up, value-oriented approach focused on intrinsic value and long-term holdings, managing approximately $137.7 million across about 30 client relationships.

David Chew is the founder and sole advisor of PFS Planning LLC in New York, NY. He holds the PFS™ designation and has 4 years of industry experience, alongside more than 35 years as a CPA. His background is primarily in accounting and financial planning. PFS Planning LLC serves individuals, high-net-worth clients, and business owners with personal financial planning services. The firm operates as a solo practice focused on long-term, buy-and-hold investment guidance and refers clients to external managers for portfolio implementation.

John Tringle is the sole advisor at Tringle Jr., John R., an independent firm based in New York, NY. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Since 2014, he has worked exclusively with his current firm. Tringle Jr., John R. provides fee-based, discretionary portfolio management and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and utilizes a broad range of investment instruments while monitoring accounts on an ongoing basis.

You’ve spent your career creating impact, building success, and navigating complexity with intelligence and grace. And now, as life shifts because of career changes, liquidity events, or new opportunities, you’re ready for a financial advisor who sees the full picture. Now, you’re stepping into your next chapter, ready to align your wealth with your values, pursue new goals, and make confident, intentional decisions about what comes next. I started StackWealth for women like you: professionals who’ve thrived in demanding roles at technology and financial services companies, often quietly making everything work behind the scenes. The name StackWealth reflects my philosophy that wealth is built layer by layer through thoughtful decisions around cash flow, investing, taxes, and long-term planning. StackWealth combines comprehensive financial planning with disciplined, low-cost investment strategies designed for real life, not just theory. Through transparent pricing and an ongoing advisory partnership, clients receive personalized advice aligned with their values and future goals.

Stephanie Genkin is a CFP® professional with 10 years at My Financial Planner, LLC and 13 years teaching Investing Fundamentals as an adjunct instructor at New York University. She has prior experience at World Learning and maintains a teaching role outside her advisory work. My Financial Planner, LLC serves individuals, couples, families, trusts, and estates with comprehensive financial planning, investment advice, and money coaching through one-time plans and hourly engagements. The firm emphasizes cost-conscious, tax-efficient investment recommendations and offers educational seminars, financial therapy, and divorce financial planning, focusing on behavior change rather than ongoing portfolio management.

Laura Casey is a financial advisor at Coastal Wealth Management in New York, NY, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley, and Capitol Securities Management prior to her current role. Coastal Wealth Management is an independent SEC-registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach based on fundamental analysis and manages discretionary portfolios with a focus on long-term security selection and option strategies.

Kevin Guan is a CFP® with three years of industry experience, currently serving as the principal advisor at Royal Treasure Advisory LLC in New York, NY. His prior roles include positions at Aurfy Equity Asset Management LLC and Beta International (USA) Corp. Outside of financial advising, he is involved as a salesperson in residential real estate and owns a firm providing individual tax filing services. Royal Treasure Advisory LLC offers portfolio management and investment advice primarily to individual and high-net-worth clients, focusing on customized investment policy statements and non-discretionary portfolio oversight. The firm employs a combined approach of cyclical, fundamental, modern portfolio theory, and technical analysis with a long-term trading orientation.

Brian Sheahen is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the managing member of Hudson Oak Wealth Advisory LLC and also operates Hudson Oak Tax Advisory LLC, a tax preparation and consulting firm. Prior to founding Hudson Oak, he worked at Andersen Tax LLC, Modera Wealth Management, LLC, and BBR Partners LLC. Hudson Oak Wealth Advisory provides wealth management services to individuals, families, trusts, charitable organizations, small businesses, and closely held entities. The firm’s investment approach is planning-driven, focusing on diversification and cost- and tax-efficient implementation, with an affiliation to an accounting and tax practice that offers integrated tax planning and optional tax preparation services.

Brandon Sullivan is a financial advisor at Spring Street Wealth with 15 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and its affiliates from 2016 to 2025. Sullivan is also involved with Simplicity Group, where he engages in insurance product recommendations and sales. Spring Street Wealth is an independent, SEC-registered firm managing approximately $26 million for individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and financial planning, utilizing quantitative, fundamental, and economic analysis with an emphasis on tax-aware strategies and access to private placements for qualified investors.

Dmitriy Dolgin is a financial advisor at Universe, Inc. in Brooklyn, NY, holding a Series 65 designation with five years of industry experience. He has been associated with Universe, Inc. since 1996. Universe, Inc. provides discretionary investment supervisory services to individual clients and ERISA fiduciary investment management and consulting for pension plans and corporate entities. The firm uses a fundamental analysis-based approach supplemented by technical methods, constructing custom portfolios with no-load mutual funds, ETFs, and other securities, serving both individual and institutional clients.

James Berman is the sole advisor and principal of JBGLOBAL.COM LLC, an independent firm based in New York, NY. He holds a Series 65 designation and has 16 years of industry experience. Berman has operated JBGLOBAL.COM LLC since 1996. He is also involved in financial education and media as an author and instructor. JBGLOBAL.COM LLC provides discretionary investment management to individual clients, trusts, and foundations through separately managed accounts. The firm employs a long-term, fundamental value-investing approach, tailoring asset allocation and security selection to each client’s goals.

Juan Romero Daccarett is a financial advisor at Better Wealth Advisory LLC in New York, NY, holding a Series 65 credential with one year of industry experience. He has held roles at Amex TRS Company, Inc. since 2023, where he serves as a finance manager involved in credit card issuance, payment processing, and travel-related services. Prior to that, he worked at Play Business, SAPI de CV, and the Instituto Tecnologico y de Estudios Superiores de Monterrey. Better Wealth Advisory serves individual and high-net-worth clients with comprehensive financial planning and offers educational workshops and personal-finance courses. The firm’s investment approach emphasizes passive, long-term strategies using low-cost index funds and ETFs, focusing on strategic asset allocation, tax efficiency, and periodic rebalancing.

Sharon Highland is a financial advisor at Barak Asset Management LLC with four years of industry experience. She holds a Series 66 designation and has been the owner and CEO of Barak Asset Management since 2007. Prior to and alongside this role, she has worked with THS Ltd since 2008. Barak Asset Management provides investment advisory and portfolio management services to individuals, pension plans, foundations, government entities, private funds, and corporations. The firm employs a global-core asset allocation strategy with ESG screening and an emphasis on dividend income, tailoring portfolios to client objectives and monitoring them regularly.

Sotirios Keros is the principal of Stkeros Financial Planning, LLC in New York, NY, with 10 years of industry experience. He holds a Series 65 designation and has a background that includes clinical work and academic roles at Weill Cornell Medical College and Sanford Children's Hospital. Keros combines his financial planning practice with formal tax preparation and educational workshops for medical professionals. Stkeros Financial Planning, LLC provides fee-only financial planning and investment advice primarily through hourly engagements to individuals, families, and small businesses, including high-net-worth clients. The firm employs a passive, Modern Portfolio Theory–based investment approach using low-cost index funds and ETFs, offering individualized financial planning and non-discretionary recommendations without ongoing asset management fees.

Jonathan Elks is a CFP® and holds a Series 65 license, with four years of industry experience. He has been the sole advisor at Boerum Hill Financial Advisors LLC since 2017, following a prior role at Hoyt and Bond Consulting, LLC. The firm serves individual and high-net-worth clients by providing discretionary wealth management, financial planning, and consulting services. Boerum Hill Financial Advisors employs a long-term investment approach focused on strategic asset allocation, global diversification, tax efficiency, and cost control, utilizing passive investment vehicles alongside selective analysis and third-party managers.

Laura Lati is a financial advisor at Lati Capital in New York, NY, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at GLR Investment Advisory LLC and has experience outside finance, including time at Leila Heller Gallery. Lati Capital provides discretionary portfolio management to individual clients, including high-net-worth investors, through a proprietary online advisory platform that offers automated onboarding and personalized model portfolio recommendations ranging from conservative to aggressive. The firm operates primarily as an internet adviser and publishes hypothetical and model performance in its marketing materials.

Wayne George is a financial advisor at Nuvern Wealth Advisors LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. He has been associated with George Capital Advisors LLC since 2016, accumulating ten years of work experience there. Nuvern Wealth Advisors is an independent firm serving primarily individual clients as well as business and other legal entities. The firm offers comprehensive financial planning and investment advisory services, constructing customized portfolios using a combination of equities, fixed income, and other investments while operating on a non-discretionary basis with ongoing account monitoring and quarterly reviews.

Margaret Browning is a financial advisor at MBB Advisory LLC in New York, NY, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley & Co LLC from 2015 to 2019 before founding MBB Advisory LLC in 2019. MBB Advisory LLC provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis to construct portfolios that blend passive core exposures with active management, offering modular or broad-based planning and investment consultation.