Alina Fisch is a CFA® charterholder and securities licensed financial advisor with 30 years of industry experience. She is the sole advisor at Contessa Capital, an independent firm she has led since 2022. Prior to that, she held roles at Park Avenue Securities, Guardian Life Insurance Company, and Propellr Securities LLC. Outside of advising, Alina contributes periodically to an online magazine, writing a series titled “How To Stay Rich.” Contessa Capital serves individual clients by providing tailored investment management and financial planning services. The firm combines strategic asset allocation with both passive and active investment approaches, managing approximately $9.3 million in discretionary assets for a small client base.

James Leo is the principal and sole advisor at Leo Wealth Management, LLC, with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services and LPL Financial. In addition to his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and health insurance. Leo Wealth Management provides discretionary asset management and financial planning for individuals, high-net-worth clients, IRAs, trusts, estates, and business entities. The firm offers portfolio construction and ongoing management across multiple asset classes, employing tactical and technical analysis with active rebalancing, cash management, and tax-loss harvesting strategies.

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.

Anthea Perkinson is a CFP® professional with four years of financial advisory experience, currently practicing at Monterey Associates Financial Planning & Education. She has worked at Blueprint Financial Planning LLC since 2015 and maintains a long-term affiliation with Equitable Distributors, Inc. Her firm offers personalized, fee-only financial planning and education to individuals, families, nonprofits, and small business owners. The firm emphasizes cost-efficient, passive investment strategies and provides services through varied engagement formats, including educational seminars and workshops.

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.

Zaim Hajdari is the owner and financial advisor of The Hajdari Group, LLC with 19 years of industry experience. He previously worked at Ni Advisors Inc. and Raymond James Financial Services and serves as managing director of the Hajdari Family Foundation, a private charitable foundation. The Hajdari Group advises a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, and businesses, offering discretionary portfolio management and financial planning services. The firm employs a long-term, fundamental analysis approach and utilizes ETFs, mutual funds, individual securities, private offerings, REITs, and structured notes, sometimes engaging Independent Managers for portfolio implementation.

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.

Mark Johnson is a CFP® professional with eight years at MEJ Wealth Advisors LLC and over 28 years of experience at Qside Federal Credit Union. He is based in Bayside, NY. MEJ Wealth Advisors provides financial planning, investment management, and business consultation primarily for individual clients, as well as trusts, estates, business entities, and ERISA plans. The firm employs a balanced, long-term, cost- and tax-aware approach, offering discretionary portfolios and occasional no-fee educational seminars.

Temitope Omojola is the sole advisor at Expected Value Management LLC, holding Series 63 and Series 65 licenses with 16 years of industry experience. Prior to founding his firm, he worked at UBS Securities LLC for five years and has been involved with Mailform Inc since 2018. Expected Value Management provides investment management for pooled funds and single-investor accounts, alongside risk-management software and consulting aimed at family offices and corporate treasurers. The firm’s investment approach emphasizes unified risk measurement and frequent portfolio analysis, focusing on sovereign and fixed-income opportunities supported by analytics and automation.

Rajendra Prashad is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Eagle Tax Planning & Advisory Group, LLC. He has been involved with Eagle Tax Planning & Advisory Group since 2000 and also works with Origin Financial. Prashad provides tax preparation and financial advice through his ownership of Eagle Tax Planning & Advisory Group. Eagle Tax Planning & Advisory Group offers personalized financial planning, investment management, and tax preparation services to individuals, trusts, small businesses, and other entities. The firm employs a strategic asset-allocation approach focusing on passive index funds and ETFs, integrates tax services within advisory agreements, and participates in sub-advisory relationships with platforms like Betterment Institutional.

Hao Sheng is a financial advisor at Riemann Capital LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Prime Number Capital, LLC, Prudence Investment, and Credit Suisse Hong Kong. Riemann Capital LLC provides portfolio management and advisory services to high-net-worth individuals, corporations, charitable institutions, endowments, trusts, and other institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and may manage accounts on a discretionary or non-discretionary basis.

Eric Vehstedt is the principal and sole advisor at EV Capital Management LLC, holding a Series 65 designation. He founded the firm in 2025 and has prior experience as Vice President of Finance at Tilting Point Media, a mobile game publisher. Outside of his advisory role, he remains active in the gaming industry through Tilting Point Media. EV Capital Management LLC offers portfolio management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a subscription-based consulting model alongside discretionary investment management that incorporates multiple analytical methods and diverse asset classes.

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.

Stephen Chen is the principal of Followthru Planning Associates LLC, an independent firm based in Brooklyn, NY. He holds the CFA® charter and Series 66 license, with 19 years at his current firm and a total of four years of industry experience. In addition to financial advising, Chen provides tax preparation and bookkeeping services and is licensed to sell fixed insurance products. Followthru Planning Associates LLC offers financial planning and investment advisory services primarily to individuals and families, with an investment approach focused on long-term allocation using a mix of mutual funds, ETFs, individual securities, and conservative option strategies. The firm combines planning with operating-level services such as tax preparation, bookkeeping, and insurance sales, conducting formal periodic reviews without charging performance-based fees.

Jeffrey Barnett is the sole advisor at Fintegrity LLC, an independent registered investment adviser based in Tenafly, NJ. He holds a Series 65 designation and has eight years of industry experience. Barnett has managed Fintegrity since 2017. Fintegrity LLC provides discretionary and non-discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals, families, trusts, business entities, and retirement accounts. The firm employs a fundamental analysis and behavioral finance approach, focusing on individual stocks, bonds, and cash equivalents, with selective use of ETFs and mutual funds, and emphasizes customized portfolio management and client-specific considerations.

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.