Gregg Farrauto is the principal advisor at Farrauto Wealth Management, Inc, an independent firm based in New York, NY. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes positions at Cambridge Investment Research Advisors, Inc and Securities Service Network. Outside of advisory services, he is involved in coaching and consulting on entrepreneurial matters and acts as an independent insurance agent offering health, disability, long-term care, and life insurance products. Farrauto Wealth Management provides financial planning and investment advisory services to individuals, business owners, foundations, endowments, and retirement plans. The firm develops individualized asset allocations based on client risk profiles and uses a combination of fundamental, technical, and charting analysis to manage portfolios, with periodic reviews and adjustments tailored to market conditions and client needs.

Alina Fisch is a CFA charterholder and holds a Series 63 license, with 30 years of experience in the financial industry. She is the sole advisor at Contessa Capital, an independent advisory firm she has led since 2022. Prior to this, she worked at Park Avenue Securities, Guardian Life Insurance Company, and Propellr Securities LLC. Outside of her advisory role, she contributes a series titled “How To Stay Rich” to the online magazine The Digital Party. Contessa Capital serves individual clients by providing tailored investment management and financial planning services through standalone planning, a one-year financial fitness program, or a combined management and planning engagement. The firm employs a strategic asset allocation approach using both passive and active investment vehicles, incorporating fundamental, technical, and cyclical analyses within a Modern Portfolio Theory framework.

David Weigel is a CFP® professional with 30 years of industry experience. He currently operates Weigelfam, an independent wealth management firm in New York, NY. Prior to founding Weigelfam, he worked at RBC Capital Markets, LLC from 2013 to 2020. Weigelfam provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a diversified investment approach incorporating fundamental and cyclical analysis, proprietary models, and a long-term orientation, while also offering institutional pension consulting and retirement-plan services.

James Leo is the sole advisor at Leo Wealth Management, LLC, with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services and Osaic Advisory Services. He is also a licensed insurance agent involved in selling fixed annuities, life insurance, and health insurance. Leo Wealth Management is a newly registered investment manager providing discretionary asset management and financial planning services to institutional clients, pension plans, trusts, and high-net-worth individuals. The firm employs a goal-based approach with diversified allocations and integrates artificial intelligence tools alongside human oversight in its investment process.

Carlos Ponce is a financial advisor with BPBI LLC in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has worked at BPBI LLC since 2017 and has prior experience with Bank of America and Merrill. BPBI serves high-net-worth individuals, family offices, trusts, estates, and corporate clients, with a focus on international investors, primarily from Mexico. The firm offers portfolio management, financial planning, family-office oversight, and sub-advisory services, emphasizing tailored investment strategies and a notable portion of non-discretionary asset management.

Anthea Perkinson is a CFP® professional with four years of financial advisory experience, currently practicing at Monterey Associates Financial Planning & Education. She has worked at Blueprint Financial Planning LLC since 2015 and maintains a long-term affiliation with Equitable Distributors, Inc. Her firm offers personalized, fee-only financial planning and education to individuals, families, nonprofits, and small business owners. The firm emphasizes cost-efficient, passive investment strategies and provides services through varied engagement formats, including educational seminars and workshops.

Mark Reisman is the sole advisor at Pelican Bay Asset Management, Inc., an independent firm based in New York City. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having been with Pelican Bay since 1999. Pelican Bay Asset Management serves a small client base that includes corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages separate accounts with a non-discretionary, long-term buy-and-hold approach tailored to each client's financial situation, focusing on publicly traded equities, bonds, and mutual funds.

Sean Kearney is a financial advisor at Amvoy Wealth in New York, NY, holding a Series 65 designation. He has been involved in the financial services industry since 2016, with prior experience at Clancy & Associates Tax Advisors and Prosperous Financial Planning. Kearney also serves as CEO of Skearney Financial Limited and holds leadership roles at affiliated firms in Ireland. Amvoy Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs an asset-allocation approach based on Modern Portfolio Theory, combining passive and active strategies with a focus on no-load, asset-class mutual funds, and incorporates due diligence on outside managers and integration of third-party model portfolios.

Let’s navigate this late-capitalist hellscape together. 🔥 I’m a flat-fee, values-driven financial planner who helps people like you figure out what a good, livable version of success looks like—and how to get there with your money. Some of my clients are high earners in tech, wondering how much longer they can (or want to) stay in the game. Others are purpose-driven professionals—therapists, professors, nonprofit leaders—who never expected to make a ton, but still want clarity, security, and options. Whether you’re burned out and thinking about what’s next, or finally reaching stability and ready to make the most of it, I’m here to help you align your finances with your values, your goals, and your actual life. If that sounds like a fit, let’s talk.

Zaim Hajdari is the owner and financial advisor of The Hajdari Group, LLC with 19 years of industry experience. He previously worked at Ni Advisors Inc. and Raymond James Financial Services and serves as managing director of the Hajdari Family Foundation, a private charitable foundation. The Hajdari Group advises a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, and businesses, offering discretionary portfolio management and financial planning services. The firm employs a long-term, fundamental analysis approach and utilizes ETFs, mutual funds, individual securities, private offerings, REITs, and structured notes, sometimes engaging Independent Managers for portfolio implementation.

Owen King is a financial advisor at Stonehurst Management, LLC, based in New York, NY, with 6 years of industry experience. He holds the Series 66 designation and has been with Stonehurst Management since 2002. Stonehurst Management provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, endowments, business entities, and corporate clients. The firm employs a strategic asset allocation process grounded in modern portfolio theory and manages assets for nonprofit and institutional clients while maintaining portfolio management in-house.

Jason Collis is a financial advisor at Sharply AI with a Series 65 designation and one year of industry experience. His prior roles include positions at Qwest Investment Fund Management Limited, Castle Peak Associates, Sylebra Capital Limited, Gluskin Sheff + Associates, and Thomson Reuters Canada. He also works as an independent contractor providing strategy and project management consulting to investment companies. Sharply AI Wealth Advisors LLC is a single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management focused on ETFs. The firm uses quantitative analysis and a combination of long-term and short-term trading strategies, including short sales and margin, and offers performance-based fee arrangements for qualified clients.

Mark Johnson is a CFP® professional with eight years at MEJ Wealth Advisors LLC and over 28 years of experience at Qside Federal Credit Union. He is based in Bayside, NY. MEJ Wealth Advisors provides financial planning, investment management, and business consultation primarily for individual clients, as well as trusts, estates, business entities, and ERISA plans. The firm employs a balanced, long-term, cost- and tax-aware approach, offering discretionary portfolios and occasional no-fee educational seminars.

Temitope Omojola is the sole advisor at Expected Value Management LLC, holding Series 63 and Series 65 licenses with 16 years of industry experience. Prior to founding his firm, he worked at UBS Securities LLC for five years and has been involved with Mailform Inc since 2018. Expected Value Management provides investment management for pooled funds and single-investor accounts, alongside risk-management software and consulting aimed at family offices and corporate treasurers. The firm’s investment approach emphasizes unified risk measurement and frequent portfolio analysis, focusing on sovereign and fixed-income opportunities supported by analytics and automation.

Rajendra Prashad is a CFP® and ChFC® with four years of industry experience, currently serving as the sole advisor at Eagle Tax Planning & Advisory Group, LLC. He has been involved with Eagle Tax Planning & Advisory Group since 2000 and also works with Origin Financial. Prashad provides tax preparation and financial advice through his ownership of Eagle Tax Planning & Advisory Group. Eagle Tax Planning & Advisory Group offers personalized financial planning, investment management, and tax preparation services to individuals, trusts, small businesses, and other entities. The firm employs a strategic asset-allocation approach focusing on passive index funds and ETFs, integrates tax services within advisory agreements, and participates in sub-advisory relationships with platforms like Betterment Institutional.

Hao Sheng is a financial advisor at Riemann Capital LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Prime Number Capital, LLC, Prudence Investment, and Credit Suisse Hong Kong. Riemann Capital LLC provides portfolio management and advisory services to high-net-worth individuals, corporations, charitable institutions, endowments, trusts, and other institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and may manage accounts on a discretionary or non-discretionary basis.

Mark Meyerowitz is the sole advisor at Meyerowitz Investment Management in West Orange, NJ, holding Series 63 and Series 65 designations with 21 years of industry experience. He has managed his independent firm since 2003. Meyerowitz Investment Management provides advisory and asset management services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis and offers personalized portfolio management across various investment instruments, with an emphasis on discretionary management and periodic portfolio reviews.

Eric Vehstedt is the sole advisor at EV Capital Management LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to founding the firm, he held finance roles at Tilting Point Media, where he serves as Vice President of Finance for a mobile game publisher. EV Capital Management provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary investment management built on strategic asset allocation and multiple analytical methods, alongside subscription-based consulting and hourly financial planning options.

Stephen Chen is the principal of Followthru Planning Associates LLC, an independent firm based in Brooklyn, NY. He holds the CFA® charter and Series 66 license, with 19 years at his current firm and a total of four years of industry experience. In addition to financial advising, Chen provides tax preparation and bookkeeping services and is licensed to sell fixed insurance products. Followthru Planning Associates LLC offers financial planning and investment advisory services primarily to individuals and families, with an investment approach focused on long-term allocation using a mix of mutual funds, ETFs, individual securities, and conservative option strategies. The firm combines planning with operating-level services such as tax preparation, bookkeeping, and insurance sales, conducting formal periodic reviews without charging performance-based fees.

Jeffrey Barnett is a financial advisor at Fintegrity with seven years of industry experience. He holds a Series 65 designation and has previously worked at Tiaa for ten years. Barnett has been with Fintegrity since 2017. Fintegrity provides tailored portfolio management and financial planning services to individuals, families, businesses, retirement plans, trusts, and charitable organizations. The firm’s investment approach incorporates behavioral finance and focuses on diversified portfolios that include a range of equity, fixed income, and alternative investments.