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.

Taraje Williams Murray is a financial advisor at Coroebus Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011. Outside of advisory work, he owns and operates a lifestyle brand and clothing company, founded a technology firm, and delivers sports seminars and coaching. Coroebus Wealth Management serves ultra- and high-net-worth individuals, family offices, and business entities, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a multi-family office model with a fiduciary focus, integrating behavioral financial planning and various analytical methods while accommodating clients’ risk tolerances and investment preferences.

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.

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.

Giovanni Gambino is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Inner Circle Platinum Advisors LLC since 2011. He also operates a separate tax preparation and planning business, where he serves as president and sole owner. Inner Circle Platinum Advisors provides financial planning and investment advice to individuals, businesses, charities, and small pension plans, focusing on a conservative, advice-driven approach that emphasizes mutual funds and broad asset-class guidance. The firm offers hourly consulting and fixed-fee subscription arrangements, with clients implementing recommendations themselves rather than granting trading discretion or custody.

Kyle Wright is the principal of Wright Financial Advisory LLC in West Orange, NJ. He holds a Series 65 credential and has prior work experience at Brilliant Earth. Wright Financial Advisory LLC is an independent, fee-only firm offering comprehensive financial planning and investment consultation to individuals and small businesses. The firm provides advice on a non-discretionary basis without managing client assets, using fundamental and macroeconomic analysis delivered through various engagement models including hourly consulting and subscription services.

Stephanie Genkin is a CFP® professional with 10 years at My Financial Planner, LLC and 13 years teaching Investing Fundamentals as an adjunct instructor at New York University. She has prior experience at World Learning and maintains a teaching role outside her advisory work. My Financial Planner, LLC serves individuals, couples, families, trusts, and estates with comprehensive financial planning, investment advice, and money coaching through one-time plans and hourly engagements. The firm emphasizes cost-conscious, tax-efficient investment recommendations and offers educational seminars, financial therapy, and divorce financial planning, focusing on behavior change rather than ongoing portfolio management.

Daniel Simonds is the principal and sole advisor at Contrary Investment Advisors, holding the CFP® designation with 30 years of industry experience. He has worked at Contrary Investment Advisors since 2010 and previously at Grove Point Investments, LLC. In addition to his advisory role, Simonds has provided employee benefits and insurance services as a licensed agent since 1990. Contrary Investment Advisors is an independent, single-adviser firm serving individuals, high-net-worth clients, trusts, charitable organizations, and employer-sponsored retirement plans. The firm focuses on fundamental analysis, creating client-specific investment policy statements, and combines a long-term investment approach with tactical short-term trading when appropriate. It also offers pension consulting and discretionary asset management, providing services directly at the individual account level rather than through aggregated trades.

Laura Casey is a financial advisor at Coastal Wealth Management in New York, NY, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley, and Capitol Securities Management prior to her current role. Coastal Wealth Management is an independent SEC-registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach based on fundamental analysis and manages discretionary portfolios with a focus on long-term security selection and option strategies.

Wisun Kim is the founder and sole advisor at Apsis Capital Management LLC, holding the CFA® designation with seven years of industry experience. His prior work includes roles at Discord, Sony Interactive Entertainment, Indeed, and consulting with L.E.K. Consulting. Kim also spent time traveling and tutoring in 2018. Apsis Capital Management provides discretionary portfolio management primarily to qualified clients, trusts, estates, and similar entities. The firm employs a concentrated, long-term global public markets strategy focused on common-stock positions, with Kim as the sole decision-maker overseeing portfolios typically consisting of up to 20 core holdings.

Mark Wang is a CFP® and CFA® with five years of industry experience, currently serving as the sole advisor at Delta & Gamma Capital Management LLC in New York, NY. He has led the firm since its founding in 2015. Outside of his advisory role, he is managing director of a separate business offering accounting and tax preparation services. Delta & Gamma Capital Management LLC provides portfolio management and financial planning to a select group of high-net-worth individuals, charitable organizations, and business entities. The firm employs a range of analytical methods and strategies, managing accounts on a discretionary basis with tailored investment policies for each client.

Kevin Guan is a CFP® with three years of industry experience, currently serving as the principal advisor at Royal Treasure Advisory LLC in New York, NY. His prior roles include positions at Aurfy Equity Asset Management LLC and Beta International (USA) Corp. Outside of financial advising, he is involved as a salesperson in residential real estate and owns a firm providing individual tax filing services. Royal Treasure Advisory LLC offers portfolio management and investment advice primarily to individual and high-net-worth clients, focusing on customized investment policy statements and non-discretionary portfolio oversight. The firm employs a combined approach of cyclical, fundamental, modern portfolio theory, and technical analysis with a long-term trading orientation.

Peter Levine is a CFP® and ChFC® with 26 years of experience in the financial services industry. He has worked at Velara Wealth Management Inc. since 2026 and previously spent over 20 years with Ameriprise Financial Services. Levine is also involved in independent insurance brokering. Velara Wealth Management provides discretionary asset management, pension consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis, Modern Portfolio Theory, and both long- and short-term strategies, including options and derivatives, with discretionary trading authority and the ability for clients to set written investment restrictions.

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.

Middat Yildiz is a financial advisor at Pretium Capital Management, Inc. with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his advisory role, he has worked in retail sales at Apple Inc. and as an analyst for the New York City government. Pretium Capital Management provides discretionary portfolio management services primarily focused on U.S. equities with some exposure to European ADRs. The firm manages a small number of client accounts, employing a hybrid investment process that includes fundamental valuation, technical analysis, and risk management using strict position sizing and loss limits.

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.