Brian Sheahen is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the managing member of Hudson Oak Wealth Advisory LLC and also operates Hudson Oak Tax Advisory LLC, a tax preparation and consulting firm. Prior to founding Hudson Oak, he worked at Andersen Tax LLC, Modera Wealth Management, LLC, and BBR Partners LLC. Hudson Oak Wealth Advisory provides wealth management services to individuals, families, trusts, charitable organizations, small businesses, and closely held entities. The firm’s investment approach is planning-driven, focusing on diversification and cost- and tax-efficient implementation, with an affiliation to an accounting and tax practice that offers integrated tax planning and optional tax preparation services.

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.

Scott Doyle is a financial advisor at Horicon Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he works as a bartender with Dehart Associates LLC. Horicon Wealth Management is a fee-only, SEC-registered investment adviser that primarily serves employer-sponsored retirement plans and also offers financial planning and wealth management services for individuals. The firm integrates goals-based planning with modern portfolio theory and provides pension consulting and ERISA 3(38) investment management services.

James Chen is the sole advisor at Solid Street Capital Management in Pine Brook, NJ, holding Series 63 and Series 65 designations with 11 years of industry experience. He has been affiliated with City Index Group since 2012. Solid Street Capital Management offers discretionary portfolio management primarily for pooled vehicles and institutional or corporate accounts, utilizing a blend of technical, fundamental, and statistical analysis. The firm employs a proprietary SS-Rating system to guide security selection and position sizing, and emphasizes client education through seminars, workshops, and published materials.

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.

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.

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, holding Series 65 and Series 63 licenses with three years of industry experience. He has been associated with George Capital Advisors LLC since 2016, accumulating ten years of work experience there. Nuvern Wealth Advisors is an independent firm serving primarily individual clients as well as business and other legal entities. The firm offers comprehensive financial planning and investment advisory services, constructing customized portfolios using a combination of equities, fixed income, and other investments while operating on a non-discretionary basis with ongoing account monitoring and quarterly reviews.

Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

Michael Ashton is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Enduring Investments LLC, an independent firm he has been associated with since 2009, and previously worked at Real Asset Strategies, LLC. Outside of his advisory role, he serves as an external consultant to BAG Corp, assisting with quantitative business issues such as sales targeting and inventory management. Enduring Investments advises individuals, institutional clients, and pooled investment vehicles, providing discretionary portfolio management and licensed access to systematic model portfolios. The firm focuses on inflation-indexed products and employs a variety of securities and techniques to tailor accounts according to client objectives and risk profiles.

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 previously worked at Morgan Stanley & Co LLC from 2015 to 2019 before founding MBB Advisory LLC in 2019. MBB Advisory LLC provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis to construct portfolios that blend passive core exposures with active management, offering modular or broad-based planning and investment consultation.

Ronn Yaish is the sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 11 years of industry experience, having founded Yaish Financial Services LLC in 2015. Outside of advisory work, Yaish is involved in life insurance sales and operates Yaish Media Group, an online business offering courses and educational content on leadership, marketing, and personal finance. Yaish Financial provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed, asset-class model portfolios, with a formal pension consulting practice that includes fiduciary services and participant education.

Ajit Paranjpe is a financial advisor at Prima Innotech with nine years of industry experience. He holds a Series 65 designation and has been with Prima Innotech since 2012. In addition to his advisory role, he has a long tenure at Veeco Instruments starting in 2006. Prima Innotech is an independent registered investment adviser that provides discretionary portfolio management and consulting services to individual clients. The firm employs a proprietary OptionMaximizer analysis engine to guide investment decisions and supports clients through educational seminars, publications, and a subscription-based platform for self-directed investors.

Bruce Julien is the sole advisor at Julien Planning, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked in wealth management and financial planning since 1991, including roles at National Wealth Management, LLC and his own firms, Julien Financial, LLC and Julien Planning, LLC. Julien also operates as an insurance agent and tax preparer through affiliated businesses. Julien Planning, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a goal-driven investment process using fundamental and technical analysis and offers portfolio management alongside financial planning covering retirement, taxes, employee benefits, and estate matters.

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.

Yair Harari is a CFA® charterholder and holds a Series 65 license. He is the sole advisor at 4-3-3 Capital LLC and has prior experience at Millennium Management and Balyasny Asset Management. Harari has been active in the investment industry since 2016. 4-3-3 Capital LLC provides discretionary portfolio management services primarily for pooled or institutional mandates, as well as individual, small-business, and high-net-worth accounts. The firm employs a combination of fundamental, quantitative, technical, charting, and cyclical analyses to construct equity- and ETF-focused portfolios, utilizing both long- and short-term trading strategies including short sales and margin.

Xiaowei Jiang is a financial advisor at Oceanus Capital Management in Miami, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Oceanus Capital Management in 2024, Jiang worked at Oceanus Research LLC, GSA Capital, and Welton Investment Partners. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm uses a combination of fundamental, top-down thematic research and proprietary data science to construct diversified portfolios, often employing hedging techniques and derivatives as part of its investment approach.

Aquiles Larrea is the principal of Larrea Wealth Management in New York, NY, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and SSN Advisory Inc. Larrea is also an author and provides coaching and consulting services based on over two decades of entrepreneurial experience. Larrea Wealth Management is a state-registered advisory firm serving individuals, corporate pension and profit-sharing plans, charitable institutions, and small businesses. The firm offers financial planning, portfolio reviews, and investment advice, and operates a membership website providing retirement-planning guidance for 401(k) participants.

Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.