Dmitriy Dolgin is a financial advisor at Universe, Inc. in Brooklyn, NY, holding a Series 65 designation with five years of industry experience. He has been associated with Universe, Inc. since 1996. Universe, Inc. provides discretionary investment supervisory services to individual clients and ERISA fiduciary investment management and consulting for pension plans and corporate entities. The firm uses a fundamental analysis-based approach supplemented by technical methods, constructing custom portfolios with no-load mutual funds, ETFs, and other securities, serving both individual and institutional clients.

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 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.

Sotirios Keros is the principal of Stkeros Financial Planning, LLC in New York, NY, with 10 years of industry experience. He holds a Series 65 designation and has a background that includes clinical work and academic roles at Weill Cornell Medical College and Sanford Children's Hospital. Keros combines his financial planning practice with formal tax preparation and educational workshops for medical professionals. Stkeros Financial Planning, LLC provides fee-only financial planning and investment advice primarily through hourly engagements to individuals, families, and small businesses, including high-net-worth clients. The firm employs a passive, Modern Portfolio Theory–based investment approach using low-cost index funds and ETFs, offering individualized financial planning and non-discretionary recommendations without ongoing asset management fees.

Jonathan Elks is a CFP® and holds a Series 65 license, with four years of industry experience. He has been the sole advisor at Boerum Hill Financial Advisors LLC since 2017, following a prior role at Hoyt and Bond Consulting, LLC. The firm serves individual and high-net-worth clients by providing discretionary wealth management, financial planning, and consulting services. Boerum Hill Financial Advisors employs a long-term investment approach focused on strategic asset allocation, global diversification, tax efficiency, and cost control, utilizing passive investment vehicles alongside selective analysis and third-party managers.

Laura Lati is a financial advisor at Lati Capital in New York, NY, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at GLR Investment Advisory LLC and has experience outside finance, including time at Leila Heller Gallery. Lati Capital provides discretionary portfolio management to individual clients, including high-net-worth investors, through a proprietary online advisory platform that offers automated onboarding and personalized model portfolio recommendations ranging from conservative to aggressive. The firm operates primarily as an internet adviser and publishes hypothetical and model performance in its marketing materials.

Wallis Tsai is a financial advisor at AboveBoard Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Leaders Group Inc as well as leading several affiliated entities including AboveBoard Financial Inc and AboveBoard Insurance Services LLC, where he creates educational financial content and provides insurance analysis. AboveBoard Wealth Management offers financial planning, investment management, and consulting services tailored to individual clients, focusing on areas such as retirement, education funding, and estate coordination. The firm emphasizes long-term asset allocation using a combination of passive index strategies and selective active management, providing advice on a non-discretionary basis with an investment approach grounded in quantitative analysis and academic research.

Wayne George is a financial advisor at Nuvern Wealth Advisors LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. He has been associated with George Capital Advisors LLC since 2016, accumulating ten years of work experience there. Nuvern Wealth Advisors is an independent firm serving primarily individual clients as well as business and other legal entities. The firm offers comprehensive financial planning and investment advisory services, constructing customized portfolios using a combination of equities, fixed income, and other investments while operating on a non-discretionary basis with ongoing account monitoring and quarterly reviews.

Margaret Browning is a financial advisor at MBB Advisory LLC in New York, NY, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley & Co LLC from 2015 to 2019 before founding MBB Advisory LLC in 2019. MBB Advisory LLC provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis to construct portfolios that blend passive core exposures with active management, offering modular or broad-based planning and investment consultation.

Katherine Woo is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She is the sole advisor at Angel Light Capital, where she has worked since 2022. Prior to this, she was with Casspium Associates, Inc. for four years and has also worked at Boston University - Metropolitan College and MetLife Securities, Inc. Angel Light Capital is an independent firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm’s approach emphasizes long-term fundamental analysis, using portfolios primarily composed of ETFs, individual stocks, and bonds, and offers educational seminars and workshops on investing and personal finance.

David Rosenstrock is a CFP® certificant with four years of industry experience, currently serving as the sole advisor at Wharton Wealth Planning, LLC in New York, NY. He previously worked at National Philanthropic Trust and Sage Capital Management LLC. Mr. Rosenstrock is also a licensed life insurance agent associated with MERIT Insurance Services, LLC, a national brokerage firm specializing in senior benefits and insurance products. Wharton Wealth Planning, LLC is an independent firm providing fee-only investment management, financial planning, and investment consulting to high-net-worth individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation, diversification, and a combination of quantitative and qualitative investment analysis, managing approximately $37 million in assets under management.

Originally from Massachusetts, I now reside in New York City with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives. Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered. I founded Willcox Wealth Management with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS.

David Castro is a financial advisor at Jet Stream Wealth Management in Ridgewood, NY, holding a Series 65 credential with two years of industry experience. He has worked as a pilot for Hyannis Air Service, JetBlue Airways, and Delta Air Lines since 2016 and participates in the JetBlue Gateway Pilot Program. Jet Stream Wealth Management is an independent, single-advisor firm serving individual investors, couples, families, 401(k) participants, small businesses, and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by various forms of market analysis, and offers both discretionary and non-discretionary services tailored to client objectives.

J Debart Jr. is a financial advisor with Equitable Advisors in New York, NY, holding the CFP® and ChFC® designations and possessing 49 years of industry experience. He has been associated with Equitable Advisors since 1975 and has operated The Debart Group, Inc. since 2000. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Philip Frank is the sole advisor at Insight Asset Management LLC, an independent investment management firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, having led Insight Asset Management since 2003. Insight Asset Management provides discretionary portfolio management to individuals, trusts, investment companies, and pension plans. The firm employs a research-driven, long-term investment process with flexibility across market capitalizations, sectors, and investment styles, serving a diverse client base that includes institutional and charitable entities.

Anthony Pranzo is a financial advisor at New York Financial AVP, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is also licensed as a New York state insurance agent for life, accident, and health insurance. He has been with New York Financial AVP, LLC since 2013. New York Financial AVP, LLC provides advice-only financial consulting to a diverse client base, including high-net-worth individuals, institutional investors, and pension plans. The firm focuses on portfolio assessments, adviser selection and oversight, retirement and cash-flow advising, estate coordination, and investment education, delivering services remotely without discretionary management or custody of assets.

Andrew Balkam is the sole advisor at Canny Capital Management, LLC, an independent firm based in Brooklyn, NY. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Canny Capital Management in 2013, he has worked part-time since 2012 as a researcher with Assured Research, LLC, an insurance research firm unrelated to investment management. Canny Capital Management primarily serves individual investors through discretionary portfolio management and integrated financial planning. The firm employs a value-oriented, bottom-up investment approach with a long-term horizon and emphasizes cost efficiency, disciplined rebalancing, and customized client reporting.

Jenny Chung is a financial advisor at Glenview Wealth LLC in New York, NY, with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked in executive education at Columbia Business School. Since 2019, Chung has served as a director on the board of KEB Hana Bank USA, N.A., participating in several committees. Glenview Wealth LLC provides financial planning and investment consulting primarily for individual clients, including high-net-worth individuals. The firm offers written financial plans and recommendations focused on asset allocation, emphasizing passive investments such as exchange-traded funds, and does not manage or hold custody of client assets.