Individual Advisors

Partner advisors with the insight and guidance you need.

Showing 9 advisors

Chris Farrell

Chris Farrell

Economics

Personal Finance

Chris Farrell is a senior economics contributor for Marketplace, American Public Media’s nationally syndicated public radio business and economic program. He is also economics commentator for Minnesota Public Radio and host of its series Conversations on the Creative Economy as well as a columnist for PBS Next Avenue and the Star Tribune.

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Christopher J. Eisenhardt, Esq.

Christopher J. Eisenhardt, Esq.

Estate Planning Attorney

Wealth Preservation

Rising Star estate planning attorney Christopher J. Eisenhardt, Esq., Associate at Norris McLaughlin, P.A., specializes in protecting high-net-worth client legacies through tailored estate planning and asset protection strategies. Named to the 2025 New Jersey Rising Stars list, he brings a fresh, sophisticated approach to drafting wills, trusts, and managing complex international estate matters.

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Frank Schursky

Frank Schursky

Financial Advisor

Retirement Planning

Dedicated financial advisor Frank A. Schursky partners with individuals and businesses to craft personalized financial strategies that secure long-term success. With a foundation in economics and a commitment to client-centric planning, Frank emphasizes building lasting relationships and delivering tailored solutions to meet diverse financial goals.

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Hillel L. Presser

Hillel L. Presser

Asset Protection Attorney

Financial Self Defense

Leading asset protection authority and bestselling author Hillel L. Presser, Esq., MBA is the founder of The Presser Law Firm, P.A., guiding entrepreneurs, executives, and high-net-worth individuals to safeguard their wealth through advanced domestic and international asset protection strategies. Featured in Forbes, Sports Illustrated, and major media outlets, he transforms legal complexity into unshakeable financial security.

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Ivy Menchel

Ivy Menchel

Divorce Financial Planner

Business Exits

Award-winning Certified Divorce Financial Analyst, Ivy H. Menchel is the founder and president of Family Wealth Planning Partners. With over 30 years of experience, Ivy specializes in helping individuals navigate the financial complexities of divorce, providing clarity and confidence during life’s transitions. She is one of the few professionals to hold certifications as a CFP®, CDFA®, and CBEC®, offering a comprehensive approach to financial planning.

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Mark Panciera

Mark Panciera

Mindset Advisor

Leadership Speaker

Mark Panciera is a globally recognized advisor and transformational speaker, guiding leaders, teams, and individuals to unlock their fullest potential through mindset, purpose, and performance. With decades of experience and recognition from Forbes, Inc., and Vistage, he helps people thrive in business and life.

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Michael B. Kislin

Michael B. Kislin

Financial Advisor

Wealth Management

Michael B. Kislin, a Financial Advisor at Morgan Stanley Wealth Management, provides comprehensive wealth management strategies for high-net-worth individuals, families, and business owners. Backed by the global resources of Morgan Stanley, Michael delivers tailored solutions in investment planning, retirement strategies, and estate preservation. His approach blends personalized service with world-class research and insights, ensuring clients’ financial goals are met with confidence and clarity.

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Michelle L Scanlon

Michelle L Scanlon

Estate Planning Attorney

Elder Care Law

Compassionate estate and elder law attorney Michelle L. Scanlon, Esq., is a Member at Norris McLaughlin, P.A.,(link it to the firm’s inner page) where she specializes in estate planning, elder care, and special needs law. Recognized by Best Lawyers: Ones to Watch® since 2024, Michelle offers a calming presence and strategic guidance to individuals and families navigating complex legal matters.

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S.J. Khalsa, Esq.

S.J. Khalsa, Esq.

Estate Planning Attorney

Elder Law

With over five decades of legal expertise, S.J. Khalsa is a distinguished estate planning attorney and founder of The Khalsa Law Firm, P.C., based in New York City. Recognized for pioneering the use of living trusts in New York State, he specializes in wills, trusts, probate, elder law, and Medicaid planning. His compassionate approach and commitment to client education have earned him a reputation as a trusted advisor for families seeking to protect their legacies.

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