Paul Pedretti

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Oscar Flores De Valgaz is the sole managing member of Legado Wealth Management LLC, a registered investment adviser based in New York, NY. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at UCAP Asset Management LLC, UCAP Securities LLC, Insight Securities Inc, and Lebenthal Wealth Advisors. He provides investment advice, insurance advice, and financial planning services. Legado Wealth Management LLC offers discretionary portfolio management and consulting to individual and institutional clients, including other financial professionals. The firm employs a long-term, fundamental analysis approach and customizes investment portfolios while maintaining flexibility for ongoing management, serving approximately 75 client relationships with $51 million in discretionary assets.

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Javier Ryzowy is an investment advisor with Hillstrong, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities Inc. for over two decades and has been involved with Hillstrong LLC since 2024. Outside of his advisory work, he serves as managing member of Hudson RE Holdings LLC, a dormant real estate holding company. Hillstrong is a New York-registered investment adviser that provides discretionary portfolio management primarily for institutions and pooled vehicles, with services also available to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using a range of investment tools, including listed securities, options, fixed income, variable insurance products, and alternative investments.

David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

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.