Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Brian Quinif is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Twin Bridges Advisory, where he has worked since 2026. His prior experience includes positions at HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Nomura Securities International, Inc. Twin Bridges Advisory is a newly registered SEC investment adviser that plans to serve individuals, high-net-worth clients, trusts, estates, business entities, and employee benefit plans. The firm offers a range of services including discretionary and non-discretionary investment management, standalone financial planning, and pension consulting, with an investment approach focused on long-term, tax-aware, globally diversified strategic asset allocation.

Alex Jastrzab is the sole advisor at Attuned Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior professional background includes roles at Macquarie Capital, The Carlyle Group, Ampla Technologies Inc, and Fidelity National Information Services, Inc. Attuned Wealth LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm’s approach uses model portfolios primarily implemented with low-cost ETFs and mutual funds, offering customization for tax management and values- or factor-based adjustments.

Adam Frank is a CFP® professional with six years of industry experience. He is the founder and sole advisor at Frank Finances LLC in New York, NY, where he has worked since 2019. Prior to that, he was self-employed and also worked at System Financial from 2016 to 2018. Outside of his advisory role, Mr. Frank provides financial coaching focused on budgeting and debt management. Frank Finances offers financial planning, investment management, educational seminars, and pension consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm emphasizes strategic asset allocation through proprietary model and custom portfolios, typically operating on a non-discretionary basis while also providing discretionary management options. It is notable for its small client base, non-discretionary assets under management, and its firm-led educational and pension consulting services.

Joshua Wallace is the sole advisor at Wallace Wealth Advisory, Inc., holding a Series 65 credential with no prior years of industry experience. His previous work history includes roles at Northwestern Mutual, Target Corp, Taco Bell, and Abraham Lincoln High School. Wallace Wealth Advisory is an independent firm that provides discretionary portfolio management and integrated financial planning primarily for young professionals. The firm employs a long-term investment approach focused on diversified asset allocation among equities and fixed income, using ETFs and mutual funds with ongoing monitoring and periodic rebalancing.

I’m Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, a fee-only fiduciary financial planning and investment management firm based in Hoboken, NJ, serving clients virtually nationwide. I work with women taking the lead in their financial lives, mainly in their 40s, 50s, and 60s: - Single professional women, who have built their savings on their own and want a plan for retirement - Widows, managing financial decisions after the loss of a spouse - Women after divorce, who are rebuilding a retirement plan around a new financial picture - Women nearing retirement, deciding when to stop working, how to draw income, and which pension and Social Security choices to make - Professional women with equity compensation, deciding what to do with RSUs, stock options, and company stock My commitment to women’s financial security is both professional and personal. I grew up watching my mother and grandmother, two independent women, work hard and manage carefully while still carrying financial anxiety. Their experiences shaped my lifelong advocacy for women who carry the financial decisions alone, and my belief that you deserve clear advice and a financial partner who listens. At Align, we connect retirement, investments, tax planning, equity compensation, and estate planning coordination into one coordinated plan. We help you put that plan into practice and revisit it as your life changes. I explain the details in plain English, show you the trade-offs, and welcome your questions, so you understand what we recommend and why. Outside of work, you’ll usually find me with my husband and our two daughters, recording my podcast, Align Your Retirement, or speaking to help more women make informed decisions about their futures.

William Siuta is a financial advisor at S Financial Advisory LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at KKR & Co. Inc, Tudor Investment Corporation, Bridgewater Associates, and DataRails. S Financial Advisory is a state-registered investment adviser that serves individuals and high-net-worth clients with discretionary investment management and fiduciary guidance for retirement accounts. The firm employs a primarily long-term, fundamental, and top-down investment approach and utilizes unaffiliated third-party managers and private fund sponsors for portions of client assets.

Peter Culver is a financial advisor at IWM Advisors, LLC in New York, NY, holding Series 65 and Series 66 licenses with 17 years of industry experience. He previously worked at BNY Mellon Securities Corporation and has been the managing member of Freedom Family Office since 2020, a multi-family office serving affluent families. IWM Advisors, LLC provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities, focusing on financial planning and the selection and monitoring of third-party money managers. The firm bases its investment approach on fundamental analysis and modern portfolio theory, offering both long-term and short-term strategies without exercising discretionary trading authority over client accounts.

Dee Ann Fox is a Certified Financial Planner® based in New York, NY, with 28 years of experience in financial planning. She operates as the sole advisor at Dee-Ann R. Fox, CFP, providing individualized financial and investment planning services. Her firm offers fee-only financial planning and investment advice to individuals, couples, high-net-worth clients, and trusts, managing approximately $34.7 million in assets without imposing a minimum account size. The firm emphasizes asset allocation, diversification, tax efficiency, and low-cost investment options, using primarily fixed-fee, hourly, and retainer billing rather than percentage-of-assets fees.

Theodore Weisberg is the sole advisor at Seaport Asset Management, LLC in New York City, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been affiliated with Seaport Securities Corp. and Seaport Securities since 1980 and has operated his own business, T.P. Weisberg, since 1974. Weisberg also serves as CEO of Seaport Securities Corp. Seaport Asset Management provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm focuses on long-term, tax-efficient capital appreciation through a value-oriented equity strategy that combines fundamental and technical analysis, offering portfolios typically diversified across sectors with concentrated holdings.

Juliusz Sas is the sole advisor at Global Special Situations Research Co. Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. He has been with the firm since 1997. Global Special Situations Research Co. Inc. provides discretionary portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a special-situations equity strategy focused on identifying undervalued acquisition candidates, managing concentrated portfolios with a mid-to-large-cap U.S. bias and a typical recovery horizon of three to five years.

Steven Irgang is a financial advisor at Maci Family Office Advisors in New York, NY, with 4 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Maci Family Office Advisors since 2011. Maci Family Office Advisors is a multi-family office serving affluent families, family offices, individuals, foundations, and trusts. The firm manages approximately $24 million and offers comprehensive services including investment management, succession and trust advice, philanthropic administration, personal CFO work, and concierge support, employing a strategic, tax-aware investment approach focused on long-term, diversified portfolios.

Andrew Saraga is a financial advisor at Khelp Financial LLC in New York, NY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Securities and Suntrust Robinson Humphrey. Outside of his advisory role, he manages Calican, LLC, a container packaging business. Khelp Financial LLC provides advisory services focused exclusively on digital assets such as cryptocurrencies and tokens, serving individuals, corporations, pension and profit-sharing plans, trusts, and foundations. The firm employs a client-centric intake process to place clients into one of two model strategies and offers both discretionary and non-discretionary account management with regular performance reporting.

Steven Mace is the principal of MACE Capital Management, LLC, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led his firm since 2005. Outside of his advisory role, he is also a licensed insurance agent and a licensed real estate agent in New York. MACE Capital Management provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $86 million in client assets on a non-discretionary, fee-only basis, using fundamental and cyclical analysis across a broad range of instruments and strategies.

Frederick Deyeso III is a CFP® with 21 years at Financial Filosophy and three years of industry experience. He operates as the sole advisor at his independent New York-based firm. Financial Filosophy provides personalized, fee-only financial planning and investment management to a select group of clients, including individuals, trusts, small businesses, and nonprofit organizations. The firm follows a strategic asset allocation approach using a core-and-satellite model, emphasizing global diversification and maintaining a fully non-discretionary management style.

Daniel Simmonds is the sole advisor at Beechnut Capital Management LLC, an independent firm based in New York, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 7 years of industry experience. Simmonds has been affiliated with Beechnut Capital Management in various forms since 2007. Beechnut Capital Management LLC provides ongoing portfolio management and personalized Investment Policy Statements primarily for individual and high-net-worth clients. The firm manages approximately $10 million across a small number of accounts, emphasizing non-discretionary advisory services and employing diverse analytical methods including charting, fundamental, technical, and modern portfolio theory.

Andrew Caraly is the sole advisor at Carsons Capital LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kleenpharm - Kleandaily and Intercarsons. Outside of advisory work, he is a partner in two real estate companies based in France, although he does not actively manage these investments. Carsons Capital LLC is a newly registered investment adviser focusing on discretionary and non-discretionary portfolio management for individual and high net worth clients. The firm employs a range of analytic approaches and investment strategies, including equities, options, derivatives, and ESG considerations, with individualized portfolio construction and ongoing monitoring.

Kimberly Chao is the principal of Zebra Crossing Asset Management LLC, an independent firm based in New York, NY. She holds the CFA® designation and has 11 years of industry experience. Since founding Zebra Crossing in 2014, she has focused on discretionary investment management, financial planning, and consulting. Zebra Crossing Asset Management serves individual and high-net-worth clients, managing approximately $26.1 million across a limited number of accounts. The firm combines fundamental, technical, and liquidity analysis in its investment process and offers formal financial education and workshop-style programming alongside advisory services.

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.

Anthony Aulisa is the sole advisor at Wealthie Advisors LLC in Brooklyn, NY, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. He is also the COO and co-founder of Wealthie Inc., a home equity investment startup. Wealthie Advisors, formed in 2025, provides discretionary investment management services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm focuses on a long-term, strategic approach using primarily low-cost ETFs and index mutual funds with periodic rebalancing.