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.

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.

Daniel Simonds is the principal and sole adviser at Contrary Investment Advisors with 30 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Simonds previously worked at Grove Point Investments, LLC for 29 years before founding Contrary Investment Advisors in 2010. He has also been involved in employee benefits and insurance sales 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 offers pension consulting, discretionary asset management, a Capital Group Direct‑at‑Fund mutual fund service, and financial planning, emphasizing fundamental analysis and client-specific investment policies.

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.

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.

James Berman is the sole advisor and principal of JBGLOBAL.COM LLC, an independent firm based in New York, NY. He holds a Series 65 designation and has 16 years of industry experience. Berman has operated JBGLOBAL.COM LLC since 1996. He is also involved in financial education and media as an author and instructor. JBGLOBAL.COM LLC provides discretionary investment management to individual clients, trusts, and foundations through separately managed accounts. The firm employs a long-term, fundamental value-investing approach, tailoring asset allocation and security selection to each client’s goals.

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.

John Lee is a CFA® charterholder with 21 years of industry experience. He has served as the sole advisor at Iris Advisors, LLC since 2001. Iris Advisors, LLC provides investment supervisory services and portfolio management to individual clients, pension and profit-sharing plans, and corporations. The firm employs fundamental, cyclical, and technical analysis across a broad range of securities, emphasizing long-term holdings with occasional short-term trades, and reviews accounts at least quarterly in accordance with client objectives.