Thursday, September 18, 2025 · 2:00 p.m.
Eastern Time (US & Canada) (GMT -4:00)
Cost: $189.00
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AJ Ayers, CFP®, EA, CEP
Co-Founder, Brooklyn FI
Ally Jane (AJ) Ayers is a Co-Founder of Brooklyn Fi, a financial planning firm specializing in tech professionals and creatives. She's a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and a Certified Equity Professional known for making complex financial concepts accessible.
Through her expertise in equity compensation and tax planning, she has helped numerous clients transform IPO windfalls into paths to financial independence. AJ is also a financial writer, speaker, and co-host of The Liquidity Event podcast and author of the Substack newsletter Money Changes Everything.
Caitlin Fastiggi, CFP®, CPWA®, ECA
Director of Financial Planning, Brooklyn FI
Caitlin Fastiggi is a CERTIFIED FINANCIAL PLANNER™, a Certified Private Wealth Advisor™, and an Equity Compensation Associate (ECA) with over a decade of experience helping individuals and families handle complex financial decisions. Her expertise spans multiple areas of wealth management, from home purchases and trust planning to insurance strategies and business planning.
She particularly enjoys working with clients during major life transitions, helping them align their financial decisions with their personal goals and values. At BKFi, she leads the financial planning team while working directly with clients to create comprehensive financial strategies that span generations.
Shane Mason, CPA, CFP®, CPWA®
Co-Founder, Brooklyn FI
Shane Mason (CPA, CFP®, CPWA®) is a Co-Founder of Brooklyn Fi. He started his career in Big Four accounting, but quickly realized that traditional financial services weren’t built to serve the needs of young, creative professionals with real income and no one to call for help.
That realization led to the launch of a boutique tax firm, which evolved into Brooklyn Fi, a national firm known for its technical depth, smart systems, and human-first advice. Shane’s expertise spans both tax and financial planning, with a focus on building scalable processes for delivering high-quality advice.
He is a frequent speaker at accounting and advisory industry conferences, where he shares insights on equity compensation, tax strategy, and building modern advisory firms.
Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions
Bruce Brumberg has devoted most of his professional career to making complex tax and legal concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law.