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 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.

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.

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.

Joseph Chuisano is a CFP® professional with 21 years of experience, operating as the sole advisor at Chuisano and Albert, L.L.C. in Old Bridge, NJ. The firm provides customized financial planning and investment advisory services to individuals and families, managing approximately $15 million across 37 client relationships. Chuisano and Albert offers tailored portfolios primarily composed of mutual funds and individual stocks, emphasizing asset allocation over market timing. All accounts are managed on a non-discretionary basis with client approval required before trades, and the firm operates on a fee-only structure without accepting third-party compensation.

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.

Mohit Desai is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal of MD Wealth Advisors Inc. and also owns MD Tax Advisors, a tax preparation business. His prior experience includes roles at Fidelity, Morgan Stanley, and Strategic Advisers. MD Wealth Advisors Inc. provides holistic wealth planning and investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm offers tailored discretionary portfolios and retirement-plan advisory services, with an affiliated tax-preparation practice as part of its comprehensive approach.

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.

Yassir Samra is a financial advisor at Skyy Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has maintained an academic appointment at Manhattan College since 2005. Skyy Financial Group provides investment advice and portfolio management to individuals, investment clubs, partnerships, and business accounts, along with educational services such as tutoring, seminars, and a subscription trading service. The firm’s investment approach integrates technical and value analysis with macroeconomic research and uses a variety of trading strategies tailored to clients’ cash flow and risk profiles.

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. He holds Series 65 and Series 63 licenses and has three years of industry experience, with ten years at George Capital Advisors LLC prior to joining his current firm. Nuvern Wealth Advisors is an independent advisory firm serving primarily individual clients, as well as business and other legal entities. The firm offers comprehensive financial planning and investment advisory services, utilizing customized portfolios that combine equities, fixed income, and other investments, with an emphasis on fundamental and technical analysis and a non-discretionary approach.

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 worked at Morgan Stanley & Co LLC for four years before founding MBB Advisory LLC in 2019, where she has served clients for seven years. MBB Advisory LLC provides fee-only wealth management and financial planning services to individuals and high-net-worth clients. The firm manages client accounts on a discretionary basis and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios blending passive and active managers.

Philip Frank is the sole advisor at Insight Asset Management LLC, an independent investment management firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, having led Insight Asset Management since 2003. Insight Asset Management provides discretionary portfolio management to individuals, trusts, investment companies, and pension plans. The firm employs a research-driven, long-term investment process with flexibility across market capitalizations, sectors, and investment styles, serving a diverse client base that includes institutional and charitable entities.

Anthony Pranzo is a financial advisor at New York Financial AVP, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is also licensed as a New York state insurance agent for life, accident, and health insurance. He has been with New York Financial AVP, LLC since 2013. New York Financial AVP, LLC provides advice-only financial consulting to a diverse client base, including high-net-worth individuals, institutional investors, and pension plans. The firm focuses on portfolio assessments, adviser selection and oversight, retirement and cash-flow advising, estate coordination, and investment education, delivering services remotely without discretionary management or custody of assets.

Andrew Balkam is the sole advisor at Canny Capital Management, LLC, an independent firm based in Brooklyn, NY. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Canny Capital Management in 2013, he has worked part-time since 2012 as a researcher with Assured Research, LLC, an insurance research firm unrelated to investment management. Canny Capital Management primarily serves individual investors through discretionary portfolio management and integrated financial planning. The firm employs a value-oriented, bottom-up investment approach with a long-term horizon and emphasizes cost efficiency, disciplined rebalancing, and customized client reporting.