James Trudden

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.

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Jonathan Fischer is the sole advisor at Fischer Advisors LLC in Garden City, NY, holding Series 63, 65, and 66 designations with 10 years of industry experience. His prior experience includes roles at Credit Suisse and S3 Partners. Fischer Advisors LLC provides portfolio management and one-time financial planning services to individual and high-net-worth clients, employing a strategy based on modern portfolio theory and documented Investment Policy Statements. The firm manages a small number of accounts with a focus on equities, mutual funds, ETFs, fixed income, and private placements, offering both discretionary and non-discretionary arrangements, though as of December 2024, all assets under management are non-discretionary.

Siegfried Huhn is the principal of HF Advisory Services, LLC, an independent advisory firm. He holds a Series 65 designation and has four years of industry experience, while operating HF Advisory Services since 1999. In addition to providing investment advice, he is a Certified Public Accountant offering tax preparation and accounting services. HF Advisory Services provides investment advisory services to individual and corporate clients, including pension plans, managing accounts on both a discretionary and non-discretionary basis. The firm employs a bottoms-up security selection process, utilizing mutual funds, fixed income securities, and individual equities, and offers clients flexibility in portfolio allocation.

Jon Nixon is the principal of Jon A Nixon CPA PC in Bethpage, NY, with over 13 years of industry experience and a Series 65 credential. He has held roles at numerous financial firms and operates several non-investment-related businesses, including an accounting firm, a consulting firm, and a tax preparation company. Jon A Nixon CPA PC provides accounting, tax, financial planning, and estate-planning services to individuals, trusts, estates, corporations, and small businesses. Although registered as an investment adviser, the firm does not manage assets but refers clients to third-party money managers through professional alliances and receives compensation for accounting, tax services, and referral fees.