Stephen Julius Ulmer Jr.

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he was employed at Northwestern Mutual Life Insurance Company and Premier Financial Alliance. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

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.

Andre Mcdonnaugh is a CFP® with 37 years of experience in the financial industry. He is currently with Delphin Investments and has previously been involved with McDonnaugh Securities LLC and AI McDonnaugh & Co. Inc. Outside of his advisory work, he owns AIM Tax Service, which prepares income tax returns, and AIMCDONNAUGH & CO, which sells auto, home, and business insurance. Delphin Investments serves institutional and sophisticated individual investors, managing discretionary assets through proprietary models and diversified strategies including global tactical asset allocation, U.S. small-cap equity, and regionally focused private investment funds. The firm combines active risk management with cost-conscious implementation and complements its asset management with financial product offerings and investment technology platforms.

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 principal advisor at Fischer Advisors LLC with 10 years of industry experience. He previously worked at Credit Suisse and S3 Partners before founding his independent firm in 2024. Fischer Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, utilizing a combination of long- and short-term trading strategies along with access to private placements and venture capital opportunities. The firm employs an Investment Policy Statement tailored to client objectives and risk tolerance and manages all assets on a discretionary basis.

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.