Daniel Karl Goldstein

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Brian Lasher is a financial advisor at Euclid Harding, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at CIG Capital Advisors, CIG Asset Management Inc., CIG Securities, and Rueone Investments. Outside of his advisory role, he engages in fixed insurance sales and service as a sole proprietor on a limited basis. Euclid Harding provides financial planning, discretionary portfolio management, and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation approach using diversified investment vehicles and offers specialized services such as illiquid asset management, retirement-plan advisory under ERISA 3(21), and business advisory support.

Gabriel Nardi is a CFA® charterholder based in Stamford, CT, currently serving as the sole advisor at Tadpole Investments LLC. He has prior experience at Third Avenue Management and BlazeRidge LLC. Outside of his advisory work, he is the founder of a software company developing a web-based application to assist book authors. Tadpole Investments LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs cyclical, fundamental, and quantitative analysis with a range of trading strategies, including performance-based fee arrangements for qualified clients.

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Paul Barrett is the sole advisor at Ravine Road Advisors in Greenwich, CT, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including J.P. Morgan Securities, Citigroup Global Markets, and Entoro Capital. Outside of investment management, he is a principal at River Road Advisors LLC, advising companies on credit facilities, and a partner in Taurus Affiliates LLC, an online coupon and survey business. Ravine Road Advisors offers discretionary, fee-based investment management to institutional and private investment entities, including individuals and retirement accounts. The firm employs a tactical asset-allocation approach combining fundamental and technical analysis, using a variety of securities to implement strategies tailored to client objectives and risk tolerance.

Robert Hu is a financial advisor at Firmiacer Investment LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at JM Cohen & Co. for fourteen years before joining Firmiacer in 2017. Firmiacer Investment LLC provides discretionary investment advisory services to high-net-worth individuals, pooled investment vehicles, and institutional investors. The firm employs a focused, buy-and-hold investment approach based on fundamental, bottom-up equity analysis, typically avoiding leverage and offering specialized services that include performance-based fee arrangements.