Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

Paul Barrett is the sole advisor at Ravine Road Advisors in Greenwich, CT, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including J.P. Morgan Securities, Citigroup Global Markets, and Entoro Capital. Outside of investment management, he is a principal at River Road Advisors LLC, advising companies on credit facilities, and a partner in Taurus Affiliates LLC, an online coupon and survey business. Ravine Road Advisors offers discretionary, fee-based investment management to institutional and private investment entities, including individuals and retirement accounts. The firm employs a tactical asset-allocation approach combining fundamental and technical analysis, using a variety of securities to implement strategies tailored to client objectives and risk tolerance.

Jared Cutler is the sole advisor at Five Factor Capital Advisors, an independent firm based in Rye Brook, NY. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Jared has been with Five Factor Capital Advisors since 2010. Five Factor Capital Advisors serves individuals, high-net-worth clients, and institutional accounts such as pensions and endowments. The firm emphasizes long-term, asset-allocation oriented portfolios grounded in modern portfolio theory, providing portfolio management and individualized investment policy statements while outsourcing administrative functions and utilizing specific custody and execution arrangements.

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Jonathan Fischer is the sole advisor at Fischer Advisors LLC in Garden City, NY, holding Series 63, 65, and 66 designations with 10 years of industry experience. His prior experience includes roles at Credit Suisse and S3 Partners. Fischer Advisors LLC provides portfolio management and one-time financial planning services to individual and high-net-worth clients, employing a strategy based on modern portfolio theory and documented Investment Policy Statements. The firm manages a small number of accounts with a focus on equities, mutual funds, ETFs, fixed income, and private placements, offering both discretionary and non-discretionary arrangements, though as of December 2024, all assets under management are non-discretionary.

Siegfried Huhn is the principal of HF Advisory Services, LLC, an independent advisory firm. He holds a Series 65 designation and has four years of industry experience, while operating HF Advisory Services since 1999. In addition to providing investment advice, he is a Certified Public Accountant offering tax preparation and accounting services. HF Advisory Services provides investment advisory services to individual and corporate clients, including pension plans, managing accounts on both a discretionary and non-discretionary basis. The firm employs a bottoms-up security selection process, utilizing mutual funds, fixed income securities, and individual equities, and offers clients flexibility in portfolio allocation.

Gina Giannou is the sole advisor at Life Planning Agency, Inc, an independent registered investment adviser. She holds a Series 65 designation and has four years of industry experience. Prior to founding her firm, she worked at Ronald Seroda CPA PC for seven years and currently owns and operates GIGL Accounting Inc., a tax preparation and bookkeeping business. Life Planning Agency, Inc provides discretionary portfolio management and securities-based investment advice to individuals, families, closely held pension and profit-sharing plans, and charitable organizations. The firm manages approximately $4 million in client assets and employs a diversified investment approach emphasizing fundamental analysis and dividend-paying companies.

Jon Nixon is the principal of Jon A Nixon CPA PC in Bethpage, NY, with over 13 years of industry experience and a Series 65 credential. He has held roles at numerous financial firms and operates several non-investment-related businesses, including an accounting firm, a consulting firm, and a tax preparation company. Jon A Nixon CPA PC provides accounting, tax, financial planning, and estate-planning services to individuals, trusts, estates, corporations, and small businesses. Although registered as an investment adviser, the firm does not manage assets but refers clients to third-party money managers through professional alliances and receives compensation for accounting, tax services, and referral fees.

Angelo Martorell is a CFA® charterholder and the sole advisor at Martorell Capital Partners, LLC, with nine years of industry experience. He has led Martorell Capital Partners since 2017 and previously worked at Martorell Capital from 2016 to 2017. Martorell Capital Partners provides discretionary investment management primarily to high-net-worth individuals, families, trusts, foundations, and pension clients, focusing on qualified investors. The firm employs fundamental research and tailored asset allocations, including credit-sensitive and distressed opportunities, and uses strategies such as leverage, short selling, and derivatives under discretionary authority.

Hans Olsen is a CFA charterholder with 19 years of industry experience. He is the principal at Brooklands Partners, LLC, where he has worked since 2025. His prior roles include positions at Fiduciary Trust Company and Stifel. Outside of his advisory work, Olsen serves as managing partner and owner of Gladstone LLC and participates on investment committees for Atlantic Charter Insurance Company and the Cabot-Wellington family office. Brooklands Partners, LLC is an investment manager focused on discretionary asset management for pooled vehicles and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis, and emphasizes selecting and overseeing third-party sub-advisors as part of its investment approach.

David Goldenberg is a financial advisor at Cove Capital Management Inc. in Oyster Bay, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Cove Capital Management since 2011. Cove Capital Management is an independent firm providing discretionary portfolio management and periodic portfolio reviews for individuals, partnerships, pension plans, trusts, and home offices. The firm employs fundamental analysis and a range of active strategies, including long- and short-term trading, short sales, margin transactions, and options writing, with portfolios typically including equities, bonds, mutual funds, ETFs, REITs, and exchange-traded partnerships.

Marianna Beddard is a financial advisor at The Playbook Advizor with 11 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Marianna is also registered as an insurance agent but does not actively sell insurance. The Playbook Advizor provides discretionary and non-discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and qualified retirement plans. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis tailored to each client’s goals and risk tolerance, with regular account reviews for allocation, rebalancing, and tax-loss harvesting.

Loretta Nolan is a CFP® with 28 years of industry experience and the principal of Loretta Nolan Associates, LLC, an independent advisory firm she has led since 1997. She holds Series 63 and Series 65 licenses. Loretta Nolan Associates, LLC provides portfolio management, financial planning, consulting, and income tax preparation services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $135.8 million in client assets, primarily on a non-discretionary basis, and employs a fundamental analysis investment process with a long-term orientation that also allows for short-term trades and option-writing strategies.

Sumit Kumar is a financial advisor at Stone Lake Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Goldman Sachs & Co. from 2014 to 2016. Since 2016, he has been with Stone Lake Wealth Management in Riverside, CT. Stone Lake Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and quantitative analysis, with a willingness to use leveraged and derivatives strategies alongside traditional allocations.

Charles Doran is a financial advisor at Prometheus Investment Advisors LLC in Greenwich, CT, with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Prometheus since 2018, as well as at Questar Asset Management and Questar Capital Corporation since 2015. Prometheus Investment Advisors LLC is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm applies modern portfolio theory and quantitative analysis, combining model allocations with individualized recommendations, and utilizes both long- and short-term trading strategies under discretionary authority.

Sean Mcdonald is a CFA® charterholder and the sole advisor at Armadale Asset Management LLC, with two years of industry experience. He previously worked at Tweedy Browne, LLC for 13 years before founding Armadale Asset Management in 2023. Armadale Asset Management LLC provides discretionary portfolio management to high-net-worth individuals, trusts, charitable organizations, retirement plans, and corporations. The firm uses a private-equity style approach focused on bottom-up fundamental valuation and catalyst-driven ideas in small- and mid-cap U.S. equities, and offers model portfolio recommendations to other financial advisors and family offices.

Bozidar Jovanovic is a CFA® charterholder and holds the Series 66 designation, with nine years of industry experience. He is the principal advisor at Honey Badger Advisors LLC and serves as a Professor of Practice at Boston College, where he teaches university-level finance courses. His prior experience includes roles at Leumi Investment Services Inc and William Raveis. Honey Badger Advisors LLC provides discretionary portfolio management, financial planning, and consulting services to a select client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental, modern portfolio theory and quantitative analysis to manage accounts, offering both customized and model portfolios under discretionary authority.