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.

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.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

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.

Meghan Modafferi is a Financial Consultant at Fidelity Investments, where she collaborates with individuals, families, and businesses to develop personalized investment strategies and comprehensive financial plans. She has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Throughout her tenure at Fidelity Investments, Meghan has gained experience in financial planning and client relationship management. She focuses on creating tailored financial solutions that align with her clients' goals. Outside of her professional work, Meghan enjoys biking, golf, skiing, snowboarding, and spending time with her pets.

James Lang is a Financial Consultant at Fidelity Investments, where he partners with clients to build personalized financial plans tailored to their short and long term goals. He has been in his current role since 2024. With over 25 years of experience in the financial services industry, James has held various positions including Relationship Manager at UBS, Financial Consultant at Etrade Morgan Stanley, and Financial Advisor at Merrill Lynch, among others. His extensive career reflects a broad expertise in wealth management and client relationship roles. Outside of his professional work, James has personal interests that include football, movies, parenthood, pets, and reading.

Matthew Scanlan is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies that align with their financial goals. He provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unexpected expenses, while also facilitating access to banking and lending services through Bank of America. Matthew holds a Bachelor's Degree from the State University of New York System and a Master of Business Administration (MBA) from Adelphi University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on understanding what matters most to clients and their families to help create strategies aimed at pursuing their financial objectives.

Matthew Gold, CFA®, CFP®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2000 following his graduation from the University of Michigan with a bachelor's degree in Statistics. Matthew started at Lebenthal, a municipal bond firm in New York City, and joined Merrill Lynch Wealth Management in March 2006 after its acquisition of Advest. Matthew holds the Chartered Financial Analyst® designation, earned in 2010 after completing all three CFA examination levels, and the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. He collaborates with specialists in Trust and Estate Planning, Retirement Planning, Wealth Accumulation, and Wealth Preservation to develop solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. As a qualified Portfolio Manager, Matthew builds and manages personalized or defined strategies, using individual securities, Merrill Lynch model portfolios, and third-party investment approaches, including discretionary management through the firm's Investment Advisory Program. Matthew is based in Syosset, NY, where he lives with his wife and children. Outside of his professional work, he is involved with the Syosset Basketball Association as an assistant coach and enjoys a variety of personal interests including basketball, boating, football, golfing, music, skiing, softball, spending time with family, traveling, and volleyball.