Raydel Hernandez

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

William Haggerty is the founder of The Haggerty Investment Group, LLC, a Ridgewood, NJ–based independent investment advisory firm. He holds a Series 65 credential and has 19 years of experience in the industry. In addition to his advisory work since 2013, Haggerty is the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice established in 2001. The Haggerty Investment Group provides discretionary portfolio management and selects third-party advisers for individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and various investment strategies across equities, debt instruments, ETFs, mutual funds, and other assets, with a concentrated client base and a notable affiliation with the accounting firm Haggerty & Bosch, LLP.

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roseheart Investment Advisors since 2012, following a 21-year tenure at Roseheart Associates, LLC. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, developing written Investment Policy Statements tailored to each client’s goals, tax considerations, and risk tolerance. The firm employs a blend of fundamental and technical analysis across various asset classes and uses both long-term and active trading strategies, managing assets internally with a concentrated client base.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with 17 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC is a solo-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and retirement/profit-sharing plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, with an emphasis on capital preservation and risk management.