Jonathan Lupo is a financial advisor with Fealty Group LLC in Niagara Falls, NY. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at M&T Bank, Equitable Advisors, Merrill Lynch, and a culinary business, Gigi's Cucina Povera. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, managing a small client base with roughly $3 million in discretionary assets. The firm employs a blend of charting, cyclical, fundamental, and technical analysis, offering both long-term and short-term trading strategies, including exposure to crypto and digital assets.

Christian Miller is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Fealty Group LLC since 2023 and previously held roles at GWN Securities, Inc and Equitable Advisors. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, managing a small client base with roughly $2.96 million in discretionary assets. The firm employs a range of analysis techniques and strategies including charting, cyclical, fundamental, and technical analysis, and offers exposure to crypto and digital assets as part of its managed portfolios.