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Igor A
CFP®
Brooklyn, NY
FAR Financial
I’m Igor Aronov, CFP®, founder of FAR Financial, an independent, fiduciary, advice-only financial planning firm based in Brooklyn, NY. I help business owners, busy professionals, and modern families bring order and clarity to complex financial lives through thoughtful, objective advice on cash flow, taxes, investments, retirement, education funding, business planning and much more. My previous professional life was in design and technology, spending last 20 years as a business owner and a co-founder of FAR Creative, a design and development studio. Leading a business, managing employees, and balancing family responsibilities gave me firsthand experience with the real pressures professionals face when their financial lives become complicated and time is in short supply. That perspective now shapes the way I work with clients: blending technical expertise with empathy and clear communication. My role is to help you see the full picture, make confident decisions, and create a financial structure that supports your life, not the other way around. I am a CERTIFIED FINANCIAL PLANNER® professional and an active member of professional organizations that uphold the highest standards of fiduciary, fee-only planning: FPA, NAPFA, XYPN, Fee-Only Network and Advice-Only Network. I hold a BFA in Photography from the School of Visual Arts and was a winner of illy’s international photographic competition. I live in Brooklyn, NY, with my family and our dog, and I work with clients locally and virtually across the country. Financial planning, for me, is about simplifying complexity and creating a sense of clarity and confidence so you can focus on what matters most in your life. Let’s create a financial plan that fits your story!
Milan K
Series 65
Jackson Heights, NY
Titanhub Capital Management LLC
Milan Karki is a financial advisor at Titanhub Capital Management LLC with a Series 65 credential and four years of industry experience. His work history includes roles at Titanhub Investment Trust, Titanhub Capital Management LLC, Everset Federal Credit Union, and Oyesol Inc. He is involved in an immigration and consulting practice outside of his advisory work. Titanhub Capital Management LLC is an independent investment adviser serving individual and small-business clients. The firm offers tailored portfolio management, financial planning, and educational workshops, combining fundamental and technical analysis with strategic asset allocation and risk management techniques.
Jay A
CFP®, CFA®, Series 63
Westbury, NY
Invictus Timing Service Ltd
Jay Ambroson is a CFP® and CFA® with 47 years of industry experience. He is the sole advisor at Invictus Timing Service Ltd., where he has worked since 1986. Ambroson is also a partner in Gould, Ambroson & Associates, a tax and accounting firm where he provides tax preparation and accounting services. Invictus Timing Service, Ltd. offers discretionary investment advisory and portfolio management primarily to individual and high-net-worth clients, integrating continuous market timing with individualized investment policies. The firm combines technical and fundamental analysis to actively manage allocations across equity, bond, and money-market positions.
Christina D
Series 63, Series 65
New York, NY
Mikhael Paul
Christina Davis is a financial advisor at Mikhael Paul Wealth Management in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at firms including Northwestern Mutual, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of advisory work, she is the owner of Queendom Company, a music creation business. Mikhael Paul Wealth Management provides financial planning, portfolio management, and corporate financial-planning services to a diverse client base including corporations, small businesses, charitable organizations, and individuals. The firm offers customized advisory services alongside non-advisory business-management solutions such as payroll and bookkeeping, with a variety of billing options.
Alek T
Series 65
Manhasset, NY
Silk
Alek Turkmen is a financial advisor at Silk with a Series 65 designation and one year of experience. His prior roles include positions at Parallel Distribution, Northrop Grumman, Loisaida, and Jaros, Baum & Bolles, as well as four years at The Cooper Union for the Advancement of Science and Art. Silk is an independent firm offering discretionary investment management through a uniform AI-driven long/short U.S. equity strategy for individuals, high-net-worth investors, and institutional clients. The firm executes trades autonomously using large language model–based agents and operates with full discretionary authority, employing margin, short selling, and active trading without portfolio customization.
James K
Series 63, Series 65
New York, NY
Keenan Private Wealth Management
James Keenan Jr. is the sole advisor at Keenan Private Wealth Management in New York, NY, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has led Keenan Investment Management, Inc. since 2001. Keenan Private Wealth Management serves individual clients by providing private wealth management, financial planning, and investment consulting through written plans or ongoing advisory relationships. The firm primarily utilizes third-party managers via the BNY Advisors Managed 360 wrap program, focusing on tailored asset allocations and periodic portfolio reviews while clients retain responsibility for custody and implementation.
Robert F
Series 63, Series 65
Brooklyn, NY
Fortune Advisory Services
Robert Fortune is the sole advisor at Fortune Advisory Services in Brooklyn, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HSBC Securities and HSBC Bank USA. In addition to investment management, he provides education on credit repair, budgeting, insurance products, and annuities. Fortune Advisory Services offers asset and wealth management to individuals, high-net-worth clients, and small businesses. The firm focuses on U.S. equities, index funds, ETFs, and bonds, using a long-term fundamental analysis approach and detailed historical visuals to guide investment decisions, with primarily non-discretionary client account management.
David S
Series 65
Syosset, NY
Arcanum Capital Management LLC
David Schiller is the principal and sole advisor at Arcanum Capital Management LLC, holding a Series 65 designation with one year of industry experience. He also serves as president of DCS, PLLC, a management consulting and tax services firm. Arcanum Capital Management LLC provides discretionary and non-discretionary asset management and financial consulting services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and utilizes equity, option, and fixed-income strategies, conducting periodic account reviews.
Ivan T
Series 63, Series 65
New York, NY
Fiduciary Management Group, LLC
Ivan Thornton is a financial advisor with Fiduciary Management Group, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Thornton has been with Fiduciary Management Group since 2005. Fiduciary Management Group primarily serves high-net-worth individuals and families, as well as corporate retirement plans, Taft-Hartley accounts, and nonprofit organizations. The firm provides multi-client family office services and comprehensive financial planning, implementing individualized investment policies with discretionary portfolio management.
Leslie G
ChFC®
Garden City, NY
Leslie Marie Giordano
Leslie Giordano is a ChFC® credentialed advisor with six years of industry experience. She is the sole advisor at Leslie Marie Giordano, an independent firm based in Garden City, NY. Leslie also serves as Director of Employee Benefits at Independent Group & Life Agency, Inc., a health and life insurance agency where she has been involved since 1992. Her firm provides discretionary investment supervisory services and financial planning to individuals, families, small businesses, and charitable organizations. It manages equity, fixed-income, and balanced portfolios using both fundamental and technical analysis, with a generally long-term holding horizon and periodic reviews.
Rakesh B
CFP®, Series 66
Ozone Park, NY
Prolific Solutions
Rakesh Budhram is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Prolific Solutions and has previously worked at Redwood Advisory, LLC, MML Investors Services, LLC, Center for Wealth Preservation, and Mass Mutual Life Insurance Company. Prolific Solutions serves individuals, businesses, and retirement plans by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm uses a "Lifestyle Planning" framework that incorporates clients' living styles, family dynamics, and long-term goals, and employs third-party research to manage portfolios tailored to individual risk tolerance and objectives.
Truman H
CFA®, Series 63
New York, NY
TwentyThree Advisory
Truman Hobbs III is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Boyar Value Group, Overbrook Management Corporation, and currently leads TwentyThree Advisory. Truman serves on the Board of Directors of The Adwell Corporation, where he acts as Treasurer and an Executive Committee Member. TwentyThree Advisory provides portfolio management services primarily to high-net-worth individuals, focusing on long-term equity investments supported by fundamental analysis. The firm offers both discretionary and non-discretionary arrangements and maintains a small, concentrated client base.
Michael K
Series 63, Series 65
Garden City, NY
Mott Capital Management LLC
Michael Kramer is the sole advisor at Mott Capital Management LLC, an independent registered investment adviser based in Garden City, NY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having led Mott Capital Management since 2014. The firm provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients, primarily focusing on U.S. equities and exchange-traded funds. Mott Capital follows a long-term thematic growth investment approach and supplements its advisory services with commercial publishing and model-licensing activities through third-party platforms.
Arthur F
CFP®, Series 66
New York, NY
Flores Wealth Planning, LLC
Arthur Flores is the principal advisor at Flores Wealth Planning, LLC, an independent firm based in New York, NY. He holds the CFP® designation and Series 66 license, with seven years of industry experience. Prior to founding his firm, he worked at Morgan Stanley from 2010 to 2011 and has been involved with Origin Financial LLC since 2018. In addition to his advisory role, Flores serves part-time as a family life and personal finance counselor providing human services solutions for military and veterans. Flores Wealth Planning serves individuals, families, trusts, and employer-sponsored retirement plans with comprehensive financial planning and investment advisory services. The firm employs a diversified investment approach based on Modern Portfolio Theory, combining passive core holdings with active satellite positions, and offers pension consulting and employee benefit plan services through a third-party affiliation.
Jason H
CFP®, Series 65
Englewood Cliffs, NJ
Jedi Management, Inc.
Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.
Paul S
Series 65
East Williston, NY
Sebetic Advisors, LLC
Paul Sebetic is the sole advisor at Sebetic Advisors, LLC, an independent firm based in East Williston, NY. He holds a Series 65 designation and has four years of industry experience, including nine years at Citibank prior to founding his firm in 2019. Sebetic Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, and trusts and estates, focusing on retirement investors seeking income and distributions. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop income-oriented, risk-aligned portfolios, offering performance-based fee arrangements to qualified clients.
Yuheng F
CFA®
New York, NY
Three Dots Advisory LLC
Yuheng Fu is a CFA® charterholder based in New York, NY, with experience that includes roles at Three Dots Capital and Microsoft prior to founding Three Dots Advisory LLC. Fu has been working in financial advisory since 2026. Three Dots Advisory LLC serves high-net-worth individuals by providing discretionary portfolio management through separately managed accounts and non-discretionary hourly investment consulting. The firm focuses on U.S.-listed equities, ETFs, and exchange-listed options, offering both active long and index-enhancement strategies tailored to client preferences.
James V
Series 63, Series 65, Series 66
New York, NY
Fifth Avenue Wealth Advisors LLC
James Vitiello is a financial advisor at Fifth Avenue Wealth Advisors LLC in New York, NY, holding Series 63, Series 65, and Series 66 designations with 5 years of industry experience. He has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser serving high-net-worth individuals and institutional clients such as pension and profit-sharing plans. The firm uses fundamental analysis combined with strategic and tactical asset allocation, focusing on long-term holdings and periodic rebalancing, and utilizes a third-party managed-account platform for portfolio implementation.
Shi Z
Series 63, Series 65
Rego Park, NY
Stone Capital Partners, LLC
Shi Zhou is a financial advisor at Stone Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Craft Capital Management, CAPE Securities, and Wilmington Capital Securities. Stone Capital Partners is an independent, single-manager investment adviser serving accredited individual investors with discretionary portfolio management. The firm employs a technically driven trading approach focused on momentum indicators and swing-trade techniques, primarily in listed equities, with rigorous risk controls and a compensation structure that includes both asset-based and performance-based fees.
Daniel O
CFA®, Series 63
Forest Hills, NY
Olson Tax & Financial Planning
Daniel Olson is a CFA® charterholder with four years of industry experience. He is affiliated with Olson Tax & Financial Planning and has worked at Citigroup Global Markets since 1998. Olson Tax & Financial Planning offers personalized financial planning, investment management, and tax preparation services to individuals, trusts and estates, pension and profit-sharing plans, nonprofit organizations, churches, and small businesses. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, global diversification, and regular rebalancing, and maintains a significant tax preparation practice alongside its advisory services.
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