Brooklyn FI, LLC

Jacqueline Worstell is a CFP® with two years of industry experience, currently serving as a financial advisor at Brooklyn FI, LLC. Prior to joining Brooklyn FI, she worked at Abacus Wealth Partners and has a background that includes experience with a CPA firm. Brooklyn FI, LLC serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and low turnover, while also incorporating outside managers and direct-indexing strategies when appropriate.

Eduard Zolotarev is a CFP® certificant with five years of industry experience, currently advising at Brooklyn FI, LLC since 2022. His background includes roles at Marcum LLP, Gryphon Financial Wealth Advisors, and 1st Global Advisors. Zolotarev is also the owner of EVZ Tax and Accounting Services, providing tax preparation for family, friends, and a few small clients. Brooklyn FI serves individual and high-net-worth clients with household-level investment management and financial planning, incorporating both passive strategies and specialized external managers. The firm is known for aggregating held-away assets into client portfolios and offering educational seminars along with affiliated tax and fintech services.

John Owens is a CFP® professional with seven years of industry experience. He is currently a financial advisor at Brooklyn FI, LLC and also works at Mason Tax, LLC, providing tax preparation services. His prior experience includes roles at Vintage Financial Services, LLC and WMGH/WLSH Radio. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm favors passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive portfolio oversight.

Janae' Bridges is a financial advisor at Brooklyn FI, LLC with a Series 65 designation and three years of industry experience. Her prior roles include positions at AE Wealth Management, Gregory Ricks & Associates, JECohen & CO., LLC, and a five-year tenure at the State of Wyoming. Brooklyn FI serves individual and high-net-worth clients, offering investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates clients’ held-away assets for comprehensive portfolio oversight.

Melanie Taylor is a financial advisor at Brooklyn FI, LLC with three years of industry experience. She previously worked at Elwood & Goetz Wealth Advisory Group LLC and has experience in education through roles at the University of Georgia, Athens YMCA, and Columbus High School. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and offers unique features such as an affiliated tax-preparation business and aggregation of held-away assets.

Ryan Goldenhar is a CFP® and CFA® with 10 years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Wealth with Options, Mariner Platform Solutions, AdvicePeriod, Wells Fargo, Merrill, and Centara Capital Management Group. Outside of his advisory role, he serves as Treasurer of Jewish Family Services of San Diego and is a board member of the Congregation of Beth Israel in San Diego. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm primarily uses passive investment management alongside specialized external strategies and integrates held-away assets into client portfolio oversight.

Gage Legare is a CFP® and Series 65-registered advisor with six years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm primarily employs passive investment strategies while incorporating specialized external managers and offers educational seminars and comprehensive oversight of held-away accounts.

Jacqueline Lewis is a CFP® with 23 years of industry experience, currently serving as an advisor at Brooklyn FI, LLC. Her prior roles include Wealth with Options, Mariner Platform Solutions, AdvicePeriod, LLC, and Wells Fargo Clearing. She serves on the board of directors for Ronald McDonald House San Diego. Brooklyn FI provides investment management and financial planning services to individual and high-net-worth clients, emphasizing household-level advisory. The firm uses a primarily passive investment approach while incorporating specialized external strategies and actively manages held-away accounts as part of comprehensive portfolio oversight.

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Crystal Kozlak is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Brooklyn FI, LLC since 2025 and previously was associated with Falcon Wealth Planning. Prior to her financial advisory career, she worked for several years with animal welfare organizations, including The Humane League and Animal Place. Brooklyn FI provides household-level investment management, financial planning, and retirement-account advisory services to individual and high-net-worth clients. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away assets for comprehensive client reporting.

Caitlin Fastiggi is a CFP® professional with four years of industry experience, currently serving at Brooklyn FI, LLC. She previously worked at HFO Services Corp for seven years. Brooklyn FI serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while also integrating tax services through an affiliated tax preparation business.

Ally Ayers is a financial advisor at Brooklyn FI, LLC with six years of industry experience. She is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and also provides tax preparation services through Mason Tax, LLC. Brooklyn FI serves individual and high-net-worth clients with continuous, household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating outside managers and specialized strategies, and it offers educational seminars and integrates held-away accounts into client portfolios.

Jeffrey Dingle is a financial advisor at Brooklyn FI, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lido Advisors, LLC and Elwood & Goetz. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm uses a primarily passive investment approach alongside specialized outside managers and offers educational seminars and comprehensive oversight of held-away accounts.

Shane Mason is a CFP® professional with nine years at Brooklyn FI, LLC and five years of industry experience. He previously worked at Raich, Ende, Malter & Co and has been involved with Global Equity Management, Inc. and Rise and Fi, LLC. Outside of his advisory role, he is a 50% owner of In the Money Media, LLC, a podcasting company based in Brooklyn, NY, and provides tax preparation services through his own firm, Shane Mason, Inc. Brooklyn FI serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, and integrates tax services into its financial planning through an affiliated tax preparation business.

Kody Sherlund is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and previously spent six years at Heritage Wealth Architects, LLC. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm primarily uses passive investment strategies supplemented by specialized external managers and aggregates held-away assets to include in client portfolios.