Carlos Ponce is a financial advisor at BPBI LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at BPBI since 2017. His prior experience includes roles at Bank of America and Merrill. BPBI LLC serves high-net-worth individuals, family offices, trusts, estates, and corporate clients, with a focus on international investors, primarily from Mexico. The firm offers comprehensive portfolio management, financial planning, and sub-advisory services, delivering individualized investment advice often on a non-discretionary basis.

Mark Reisman is the sole advisor at Pelican Bay Asset Management, Inc. in New York City, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked exclusively at Pelican Bay Asset Management since 1999. Pelican Bay Asset Management provides investment supervisory services to a select group of clients including corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages separate accounts through a non-discretionary, long-term buy-and-hold approach tailored to each client’s circumstances.

Sean Kearney is a Series 65-licensed financial advisor with one year of experience, currently practicing at Amvoy Wealth, an independent advisory firm. He has also been involved with Skearney Financial Limited and Amvoy Wealth Limited in Dublin, Ireland, since 2019, holding roles including CEO and Chief Compliance Officer. Amvoy Wealth provides fee-only investment management and financial planning services to individual and high-net-worth clients, employing both passive and active strategies with a focus on no-load mutual funds, ETFs, and discretionary portfolio management. The firm integrates model portfolios and offers client-tailored asset allocation, also overseeing portfolios through in-house and third-party analysis.

Let’s navigate this late-capitalist hellscape together. 🔥 I’m a flat-fee, values-driven financial planner who helps people like you figure out what a good, livable version of success looks like—and how to get there with your money. Some of my clients are high earners in tech, wondering how much longer they can (or want to) stay in the game. Others are purpose-driven professionals—therapists, professors, nonprofit leaders—who never expected to make a ton, but still want clarity, security, and options. Whether you’re burned out and thinking about what’s next, or finally reaching stability and ready to make the most of it, I’m here to help you align your finances with your values, your goals, and your actual life. If that sounds like a fit, let’s talk.

Zhiheng Zhang is the principal and sole advisor at Zhang Capital Management Corp. in New York, NY. He holds Series 63 and Series 65 licenses and has led Zhang Capital Management since 2006, accumulating 20 years of industry experience. Zhang Capital Management Corp. provides discretionary investment advisory services to high-net-worth individuals and select institutional clients, focusing on portfolio supervision through equities, ETFs, money market instruments, and options. The firm employs a quantitative, short-term trading approach based on intraday price and volume data and proprietary stock behavior patterns, implementing strategies primarily via directional equity options with average holding periods measured in days.

Owen King is a financial advisor at Stonehurst Management, LLC, based in New York, NY, with 6 years of industry experience. He holds the Series 66 designation and has been with Stonehurst Management since 2002. Stonehurst Management provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, endowments, business entities, and corporate clients. The firm employs a strategic asset allocation process grounded in modern portfolio theory and manages assets for nonprofit and institutional clients while maintaining portfolio management in-house.

Jason Collis is a financial advisor with Sharply AI Wealth Advisors LLC in New York, NY, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Qwest Investment Fund Management Limited and Gluskin Sheff + Associates. Additionally, he works as an independent contractor providing strategy and project management consulting to investment companies. Sharply AI Wealth Advisors LLC offers discretionary portfolio management and investment advisory services to individual and high-net-worth clients, focusing primarily on broad-based U.S. ETFs. The firm’s investment process uses quantitative analysis, including both long- and short-term trading techniques, and provides a performance-based fee option with a high-water mark and S&P hurdle for qualified clients.

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 14 years of industry experience. He has been with Roseheart Investment Advisors since 2012 and previously worked at Roseheart Associates, LLC for 21 years. He holds the Series 63 and Series 65 designations. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, creating written Investment Policy Statements tailored to each client's goals, tax considerations, and risk tolerance. The firm’s investment approach incorporates fundamental and technical analysis across a range of asset classes and employs both long-term and active trading strategies, managing approximately $24 million in discretionary assets for a relatively small client base.

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.

Luciano Cuneo is the principal advisor at Legado Wealth Management LLC, an independent registered investment adviser based in New York, NY. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to founding Legado Wealth Management, he held roles at Marco Polo Securities Inc., Scala Capital LLC, Kovack International Wealth Management, Inc., and Raymond James & Associates. He is also president of LMC Alternative Business Capital, a commercial finance company. Legado Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including other financial professionals. The firm employs a long-term, fundamental analysis approach with customized portfolios that may include ETFs, alternative investments, and sub-advised positions, and serves a significant non-U.S. client base.

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.

Peter Shiftouri is a Series 65-licensed financial advisor at Orion-Archstone Asset Management Inc. with four years of industry experience. His previous roles include consulting positions at Arch Capital Group and Morgan Stanley, as well as employment at Agam Capital and Credit Suisse. Orion-Archstone Asset Management is an independent, single-advisor firm managing approximately $1.8 million for a small client base. The firm offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, small businesses, nonprofit organizations, and pension and profit-sharing plans, utilizing a blend of fundamental and technical analysis alongside proprietary quantitative models.

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.

Anthony Orlando is the owner and president of Anthony J. Orlando, Inc., an independent registered investment adviser based in Oradell, NJ. He holds the CFP® designation and Series 63 license and has 37 years of industry experience. Prior to founding his firm in 1995, he has also been affiliated with Osaic Wealth, Inc. since 2000. In addition to advisory services, he is involved in the sale of life, health, disability, and long-term care insurance. Anthony J. Orlando, Inc. provides financial planning, consulting, and investment and wealth management services to individuals, corporations, trusts, estates, non-profits, and pension or profit-sharing plans. The firm manages approximately $89.9 million in assets, primarily on a non-discretionary basis, and employs an investment approach based on Modern Portfolio Theory combined with a tactical, trend-following overlay.

Kfir Weinraub is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is the principal of Kind Capital Wealth LLC, a registered investment adviser founded in 2025. Prior to this, he held roles at eHealth Inc., Interpublic Group, Ernst & Young, and Ralph Lauren. Outside of his advisory work, he serves as Vice President of Total Global Rewards and HR Business Partner at eHealth Inc. and owns an HR consulting business, Kind Compensation LLC. Kind Capital Wealth LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental-analysis approach to portfolio construction, typically using ETFs and low-cost mutual funds, and offers retirement-plan consulting services in a 3(21) fiduciary capacity.

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.