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.

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.

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.

George Antonopoulos is the sole advisor at WallStreeti.com, LLC, based in New York, NY, with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has operated Wallstreeti.Com, LLC since 2002. Outside of financial advising, he is involved in film and theatrical production. WallStreeti.com, LLC provides fee-only investment management and advisory services primarily to high-net-worth individuals and certain institutional clients. The firm follows a Modern Portfolio Theory framework emphasizing diversified, passively managed portfolios and delivers primarily non-discretionary services where clients retain trading authority.

Mohammad Hosseini Nejad is a financial advisor with Investment Management 911, holding 19 years of industry experience. He has been with Investment Management 911 since 2000 and also has a long tenure with Unilever HPC USA starting in 1989. Investment Management 911 serves individual and business clients by providing discretionary investment management, customized investment policies, periodic rebalancing, and financial planning. The firm focuses on diversified, asset-allocation portfolios using primarily low-cost, no-load mutual funds and ETFs, emphasizing tax-efficient placement and minimizing investment costs.

Jason Ginsburg is a financial advisor with DJ Wealth Systems, LLC in New York, NY, holding a Series 63 designation and 24 years of industry experience. His prior experience includes 20 years at Goldman Sachs and a year at Fortis Capital Advisors, LLC. He has led DJ Wealth Systems since 2018. DJ Wealth Systems, LLC provides discretionary portfolio management to individual and high-net-worth clients, focusing on Investment Policy Statements and customized asset allocations across equities, fixed income, ETFs, and commodities. The firm uses quantitative and technical analysis with short-term trading techniques, including margin and options strategies, and emphasizes tailored risk management and quarterly reporting.

I’m Paul Cipriano, the founder of Cipriano Wealth Management. I decided to launch Cipriano Wealth Management as a fee-only, independent registered investment advisor to eliminate the inherent conflicts of interest that investors are often forced to accept when engaging with a financial advisor. I offer comprehensive financial planning under a monthly subscription service. I also combine financial planning with ongoing investment management services and charge fees based on the value of the assets managed (AUM). I prioritize the development of your unique comprehensive financial plan as the foundation of our relationship. I am not singularly focused on gathering assets and refrain from managing investment portfolios unless we have developed a strategic plan for your assets. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers on portfolio management, investment strategy and market risk. I combine that experience with my training as a CFP® professional to help middle- and high-income families from working class backgrounds achieve their personal financial goals. Would you like to connect? Book a 20 Minute Intro call on my online calendar at calendly.com/ciprianowealth.

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.

Rushi Patel is a financial advisor at Fairbridge Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Gibbs Wealth Management. Patel also operates a separate insurance business as a licensed insurance producer. Fairbridge Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $15.3 million across 55 client relationships. The firm employs tactical equity strategies focused on thematic and dividend value equities and integrates ongoing supervision and rebalancing based on client-specific investment policies.

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.

Giuseppe Bianco is the principal of Bianco Wealth Advisors LLC and holds Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities LLC, as well as work with Cornerstone Planning Group, LLC. In addition to his advisory work, he operates an insurance brokerage through Cambium Strategies LLC. Bianco Wealth Advisors LLC provides discretionary asset management and financial planning services primarily to pooled vehicles and institutional clients, while also serving individuals, trusts, small businesses, and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing mutual funds, ETFs, fixed income, and options strategies, with portfolio reviews conducted at least quarterly.

Robert Centrella is a CFA® charterholder with 27 years of industry experience. He has been the principal advisor at Forza Investment Advisory, LLC since 2010. Forza Investment Advisory provides discretionary portfolio management and investment consultation to private individuals, select small businesses, and a variety of institutional clients. The firm employs a combined top-down macroeconomic and bottom-up fundamental approach, tailoring portfolios to client objectives with a focus on documented investment policies and disciplined risk management.

John Coumarianos is the principal of Mindful Advisory, LLC, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including roles at CityWire USA and Dow Jones. In addition to his advisory work, he serves as a writer and editor for CityWire USA, contributing approximately 20 hours per month. Mindful Advisory, LLC provides fee-only investment advisory services to individuals, high-net-worth clients, retirement plans, and other entities. The firm employs a valuation-driven investment approach, managing portfolios with a focus on both fixed income and flexible long-duration assets, and occasionally uses short-term trading strategies tailored to client objectives.

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.

David Dowd is a CFP® professional with 16 years of experience in financial planning. He has operated Dowd Financial Planning since 2009 in Montclair, NJ. Dowd Financial Planning is an independent, fee-only firm providing comprehensive financial planning to individuals and families through annual retainers, project retainers, and shorter Financial Fitness Reviews. The firm offers non-discretionary, tailored recommendations focused on tax-aware investment strategies and integrated financial and tax planning without managing client assets directly.

Giovanni Gambino is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Inner Circle Platinum Advisors LLC since 2011. He also operates a separate tax preparation and planning business, where he serves as president and sole owner. Inner Circle Platinum Advisors provides financial planning and investment advice to individuals, businesses, charities, and small pension plans, focusing on a conservative, advice-driven approach that emphasizes mutual funds and broad asset-class guidance. The firm offers hourly consulting and fixed-fee subscription arrangements, with clients implementing recommendations themselves rather than granting trading discretion or custody.

Kyle Wright is the principal of Wright Financial Advisory LLC in West Orange, NJ. He holds a Series 65 credential and has prior work experience at Brilliant Earth. Wright Financial Advisory LLC is an independent, fee-only firm offering comprehensive financial planning and investment consultation to individuals and small businesses. The firm provides advice on a non-discretionary basis without managing client assets, using fundamental and macroeconomic analysis delivered through various engagement models including hourly consulting and subscription services.

Daniel Sciortino is a ChFC® and Series 63 credentialed advisor with 14 years of industry experience. He is the principal of Fig Tree Wealth Management LLC, an independent firm he has led since 2022. His prior experience includes roles at National Wealth Management, Foresters Financial Services, and Sound State Entertainment. Outside of financial advising, he is involved in book publishing and education on biblical stewardship through Fig Tree Stewardship and is a member-owner of Godwit Coffee LLC, a coffee roastery focused on charitable activities. Fig Tree Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach includes diversified allocations tailored to risk profiles, with a Biblically Responsible Investing overlay that screens for consistency with specified Christian values, and offers pension consulting and participant education services.