Brandon Mangan

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning - A Place Where Faith and Financial Planning Meet. I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue. I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals - but to plan for the long term. Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals. I can help you with that. And a favorite question I help clients to think about: How will you spend your time in retirement? Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well. I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

Jennifer W. Kang, CFP® brings almost 20 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer’s passion for the financial services industry was born in 2006 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and HSBC and over the span of nearly two decades, she worked her way up to the Financial Planner she is today. JWK is a flat fee-only platform that offers comprehensive financial planning for first generation wealth building professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

Welcome to Financial Boss where we help you become the boss of your finances. Financial Boss is dedicated to helping early-to-mid career professionals gain control over their finances with the goal of becoming financially independent. By focusing on maximizing cashflow and investment returns, we help convert your high earnings to long term wealth. Justin Belkin is a CERTIFIED FINANCIAL PLANNER® and the lead financial planner at Financial Boss. Justin is an Enrolled Agent (IRS-licensed tax professional) and previously worked as a financial advisor at major Wall Street firms like Morgan Stanley and Citigroup. He represented Citigroup Microfinance as a Board Member of the Microfinance Club of New York. Justin also taught investments as a college professor. Justin also draws on his corporate experience working as a Project Management Professional (PMP)® and software product manager at a Fortune 500 company by making the process of planning and achieving your financial goals easy and stress-free. He earned an MBA from the University of Oxford. Financial Boss would like to help you become the boss of your finances. If you would like to learn more, then please visit our website using the link above, or click on the “Contact this advisor” button.

I love what I do. I bring technical expertise, practical strategies, and compassion to each client's unique circumstances. I pride myself on operating as a one-woman shop that is not affiliated with any financial services firms, allowing me to provide personal, unbiased advice tailored to each client's unique needs and financial goals. A former Wall Street analyst, I bring broad investment experience, across the capital structure. I began my career in 2003 in Lehman Brother's Investment Banking Division. I then transitioned to high yield research at Credit Suisse's Fixed Income Division, gaining valuable experience on the sell-side. This was followed by a move to the buy-side at future Treasury Secretary Steven Mnuchin's hedge fund, Dune Capital, where I invested throughout the capital structure, in both public and private markets. After my time on Wall Street, I earned my certification as a Certified Financial Planner, allowing me to couple integrated financial planning expertise with my extensive investment experience in order to best serve my personal finance clients. I graduated from Yale in 2003 and live in Brooklyn Heights with my husband and three children. I am also a former writer and published novelist, former cellist, and former emergency medical responder. When not working or being with my kids, I love to run in Brooklyn Bridge Park, read anything and everything, and experience all that NYC has to offer. Additional information about LEH Advisors LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for LEH Advisors LLC or our firm’s CRD number 326909.

Edward Blatz is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with high net-worth families and closely-held businesses, focusing on estate and wealth management strategies. Edward partners closely with clients’ tax advisors and estate planning attorneys to provide a comprehensive approach to managing both financial and personal aspects of their lives. His services include performance assessment, personalized guidance, and periodic reviews to help clients progress toward their individual financial goals. Edward joined Merrill Lynch Wealth Management in 1985 and has over 40 years of experience developing tailored financial solutions that consider clients’ risk tolerance, time horizon, liquidity needs, and investment objectives. His areas of expertise encompass college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management, managing new wealth, investment strategies, and retirement income. Edward holds a Bachelor’s Degree from Adelphi University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edward is also a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional work, he has personal interests in golfing, reading, and tennis.

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.