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.

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.

Zhi Li is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at National Financial Services LLC and currently operates Twelve Two Capital LLC, where he has been since 2018. Li also has a concurrent role with the Internal Revenue Service focused on tax and benefits education. Twelve Two Capital LLC is an independent advisory firm managing approximately $4.0 million for about two dozen clients, including individual and high-net-worth households. The firm offers discretionary portfolio management primarily using passive strategies and provides comprehensive and project-based financial planning along with employee benefit plan advisory services for employer plan sponsors.

Adam Young is a financial advisor at Precession Capital Management, LLC, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Clear Haven Capital Management LLC from 2012 to 2021. Precession Capital Management specializes in discretionary and non-discretionary portfolio management for high-net-worth and institutional qualified investors, focusing on credit-sensitive fixed income instruments through a macro-informed, absolute-return oriented investment approach. The firm uses performance-based fees for qualified clients and manages side-by-side allocation conflicts with documented procedures.

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.

Pouria Dehgan is the sole advisor at Axia Asset Management, LLC, holding a Series 65 designation with 5 years of industry experience. He has worked with several related entities since 2003, including XE Partners I, LLC and XE Partners II, LLC, where he is a partner involved in real estate investment activities outside of advisory services. Axia Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, offering a range of strategies including long- and short-term trading, short sales, margin, and options in separately managed accounts.

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.

Bernard Meehan is a CFP® with 14 years of industry experience and operates as the sole advisor at Meehan, Bernard, an independent firm based in Astoria, NY. He has managed a tax preparation business, Forge Financial Services, since 1972, providing tax services primarily to his investment clients. Meehan, Bernard offers portfolio management and investment advisory services to both high-net-worth and non-high-net-worth individuals, managing approximately $7.1 million across 36 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to clients’ risk tolerance and objectives, providing both discretionary and non-discretionary mandates as well as hourly consultative reviews.

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.

Antony Mott is a CFA® charterholder and the sole advisor at Customers' Yachts Advisers, Inc. in New York, NY, with 16 years at the firm and a total of four years of industry experience. His professional background includes expertise in valuation, structured products, and market-making, supported by advanced credentials and patents in valuation and risk management. Customers' Yachts Advisers is a fee-only independent firm managing about $7 million in client assets across individuals, IRAs, pension plans, foundations, and corporations. The firm employs a global, equity-oriented investment strategy using low-cost ETFs with infrequent rebalancing, accepts substantial cash positions, and operates with certain uncommon practices such as not voting client proxies or providing routine tax preparation.

Cengiz Ozdemir is a financial advisor at Arman James Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Arman James Investments since 2010. Arman James Investments provides customized portfolio management primarily for individual clients, focusing on value-oriented, research-driven investment strategies. The firm emphasizes account accessibility and liquidity, offering concentrated portfolios with active trading and option strategies tailored to client risk profiles.

Garth Weil is a financial advisor at Diversified Strategies LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Diversified Strategies since 2005. Diversified Strategies provides financial coaching, investor education, fiduciary retirement-plan analysis, and consultative investment services primarily for individual investors, trusts, estates, and small business owners. The firm typically introduces clients to Matson Money for discretionary asset management and serves as a co-advisor and liaison throughout the investment process, emphasizing ongoing investor education and periodic portfolio reviews.

Kenneth Rilander is the sole advisor and principal at BasicValue Asset Management Inc., an independent firm based in New York, NY. He has over 30 years of experience in the industry, including 31 years with BasicValue Asset Management. Rilander holds an MBA from The Wharton School. BasicValue Asset Management serves a small client base of individuals and select institutional retirement and pension plans, managing approximately $38.7 million. The firm employs a value-oriented, long-only buy-and-hold strategy, constructing customized and diversified portfolios using independent research and modern portfolio tools.