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.

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.

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.

Dillon Ferguson is a CFP® professional affiliated with Forward Wealth, an independent firm, and has three years of industry experience. His prior roles include positions at Domain Money, Zoe Financial, Inc., and LearnVest Planning Services. Forward Wealth is a state-registered investment adviser focused on serving individual clients, including high-net-worth households, by combining investment management and financial planning into a single engagement. The firm plans to manage discretionary portfolios with an emphasis on tax-aware strategies and integrates comprehensive financial planning into every managed relationship.

Timothy Kuznetsov is a CFA® charterholder with Series 65 registration and a background that includes positions at Morgan Stanley Investment Management, Franklin Templeton Investments, and Manning & Napier Advisors. He has been affiliated with Libris Capital Management LLC since 2021. Libris Capital Management LLC provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, using a combination of cyclical, fundamental, and quantitative analysis. The firm creates customized Investment Policy Statements for each client and employs both long- and short-term trading across a range of asset classes.

Laurence Guberman is a financial advisor at Constantine Barry Asset Management (CBAM) with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bear, Stearns & Co. Inc. since 1998. CBAM provides investment supervisory services and consulting to individuals, charitable organizations, corporations, and institutional sub-advisory programs. The firm uses a data-driven, personalized investment approach that incorporates fundamental analysis and mutual fund/ETF evaluation, managing most client assets on a non-discretionary basis and serving a notable non-U.S. client base.

Jonathan Vyorst is a financial advisor at Ashbay Capital, LLC in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Ashbay Capital since 2014. Ashbay Capital is an independent firm providing fee-only, discretionary investment management to individuals, trusts, foundations, corporations, and pension and profit-sharing plans. The firm employs a bottom-up, value-oriented approach focused on intrinsic value and long-term holdings, managing approximately $137.7 million across about 30 client relationships.

David Chew is the founder and sole advisor of PFS Planning LLC in New York, NY. He holds the PFS™ designation and has 4 years of industry experience, alongside more than 35 years as a CPA. His background is primarily in accounting and financial planning. PFS Planning LLC serves individuals, high-net-worth clients, and business owners with personal financial planning services. The firm operates as a solo practice focused on long-term, buy-and-hold investment guidance and refers clients to external managers for portfolio implementation.

Giuseppe Bianco is the principal of Bianco Wealth Advisors LLC and holds Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities LLC, as well as work with Cornerstone Planning Group, LLC. In addition to his advisory work, he operates an insurance brokerage through Cambium Strategies LLC. Bianco Wealth Advisors LLC provides discretionary asset management and financial planning services primarily to pooled vehicles and institutional clients, while also serving individuals, trusts, small businesses, and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing mutual funds, ETFs, fixed income, and options strategies, with portfolio reviews conducted at least quarterly.

Robert Centrella is a CFA® charterholder with 27 years of industry experience. He has been the principal advisor at Forza Investment Advisory, LLC since 2010. Forza Investment Advisory provides discretionary portfolio management and investment consultation to private individuals, select small businesses, and a variety of institutional clients. The firm employs a combined top-down macroeconomic and bottom-up fundamental approach, tailoring portfolios to client objectives with a focus on documented investment policies and disciplined risk management.

John Coumarianos is the principal of Mindful Advisory, LLC, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including roles at CityWire USA and Dow Jones. In addition to his advisory work, he serves as a writer and editor for CityWire USA, contributing approximately 20 hours per month. Mindful Advisory, LLC provides fee-only investment advisory services to individuals, high-net-worth clients, retirement plans, and other entities. The firm employs a valuation-driven investment approach, managing portfolios with a focus on both fixed income and flexible long-duration assets, and occasionally uses short-term trading strategies tailored to client objectives.

John Tringle is the sole advisor at Tringle Jr., John R., an independent firm based in New York, NY. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Since 2014, he has worked exclusively with his current firm. Tringle Jr., John R. provides fee-based, discretionary portfolio management and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and utilizes a broad range of investment instruments while monitoring accounts on an ongoing basis.

You’ve spent your career creating impact, building success, and navigating complexity with intelligence and grace. And now, as life shifts because of career changes, liquidity events, or new opportunities, you’re ready for a financial advisor who sees the full picture. Now, you’re stepping into your next chapter, ready to align your wealth with your values, pursue new goals, and make confident, intentional decisions about what comes next. I started StackWealth for women like you: professionals who’ve thrived in demanding roles at technology and financial services companies, often quietly making everything work behind the scenes. The name StackWealth reflects my philosophy that wealth is built layer by layer through thoughtful decisions around cash flow, investing, taxes, and long-term planning. StackWealth combines comprehensive financial planning with disciplined, low-cost investment strategies designed for real life, not just theory. Through transparent pricing and an ongoing advisory partnership, clients receive personalized advice aligned with their values and future goals.

Dino Dionne is a financial advisor with Genesis Capital Group LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Genesis Capital Group since 2009. Genesis Capital Group provides bespoke investment management and financial planning to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach combining passive index ETFs with active equity, options, and alternative asset positions, focusing on tailored discretionary relationships for a concentrated high-net-worth client base.

David Dowd is a CFP® professional with 16 years of experience in financial planning. He has operated Dowd Financial Planning since 2009 in Montclair, NJ. Dowd Financial Planning is an independent, fee-only firm providing comprehensive financial planning to individuals and families through annual retainers, project retainers, and shorter Financial Fitness Reviews. The firm offers non-discretionary, tailored recommendations focused on tax-aware investment strategies and integrated financial and tax planning without managing client assets directly.