Samuel Muffly is the sole advisor at SM Carlton Advisory, holding a Series 65 credential with four years of industry experience. He works full-time as a Special Gifts Officer for the Northwell Health Foundation, the philanthropic arm of a nonprofit hospital system. His role at SM Carlton Advisory is in addition to his full-time position. SM Carlton Advisory serves individual investors with a $50,000 minimum, providing discretionary portfolio management focused exclusively on publicly traded equities. The firm employs a fundamental analysis approach inspired by investment principles from Warren Buffett, Peter Lynch, and David Gardner, managing individualized, equity-only accounts with a low-turnover, buy-and-hold strategy.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Anthony Rouzzo is a CFA charterholder and the sole advisor at Aristo Advisors LLC in New York, NY, with 12 years at the firm and five years of industry experience. His background includes institutional equity research and private portfolio management. Aristo Advisors provides discretionary investment management to individual and high-net-worth clients, focusing on personalized portfolios primarily composed of individual equity securities. The firm employs a research-intensive, value-oriented approach aimed at long-term capital appreciation and typically maintains a very small client base to allow for hands-on management.

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.

Prakash Chandak is a financial advisor at Regenesys Capital Management LLC in New York, NY, holding Series 65 and Series 66 designations with two years of industry experience. He previously worked at Goldman Sachs for eight years and has been involved with Umergence LLC since 2024. Regenesys Capital Management LLC serves high-net-worth and ultra-high-net-worth clients, providing discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments. The firm uses a strategic asset allocation framework combined with macro factor–based regime analysis and often employs a manager-of-managers approach with curated third-party 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!

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.

Christina Davis is a financial advisor at Mikhael Paul Wealth Management in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at firms including Northwestern Mutual, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of advisory work, she is the owner of Queendom Company, a music creation business. Mikhael Paul Wealth Management provides financial planning, portfolio management, and corporate financial-planning services to a diverse client base including corporations, small businesses, charitable organizations, and individuals. The firm offers customized advisory services alongside non-advisory business-management solutions such as payroll and bookkeeping, with a variety of billing options.

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.

James Keenan Jr. is the sole advisor at Keenan Private Wealth Management in New York, NY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has led Keenan Investment Management, Inc. since 2001. Keenan Private Wealth Management serves individual clients by providing private wealth management, financial planning, and investment consulting through written plans or ongoing advisory relationships. The firm primarily utilizes third-party managers via the BNY Advisors Managed 360 wrap program, focusing on tailored asset allocations and periodic portfolio reviews while clients retain responsibility for custody and implementation.

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.

Ivan Thornton is a financial advisor with Fiduciary Management Group, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Thornton has been with Fiduciary Management Group since 2005. Fiduciary Management Group primarily serves high-net-worth individuals and families, as well as corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. The firm provides multi-client family office services and comprehensive financial planning, implementing individualized investment policies with discretionary portfolio management.

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.