Alexander Heyman is a financial advisor at Heyman Investment Counseling LLC with a Series 65 designation and two years of industry experience. Prior to joining Heyman Investment Counseling, he worked at Mariner Wealth Advisors and Aggancio. Heyman Investment Counseling LLC is a small, state-registered advisory firm serving individuals, trusts, private foundations, and retirement accounts. The firm manages balanced portfolios primarily focused on large-cap equities with complementary exposure to international, small- and mid-cap equities, and fixed income, using a mix of fundamental, valuation, and technical analysis.

Michael Heyman is the sole advisor at Heyman Investment Counseling LLC in San Diego, CA. He holds the CFA® designation and Series 63 license, with 13 years of industry experience. He is also a partner in Landover Partners LLC, a real estate management company. Heyman Investment Counseling provides discretionary and non-discretionary portfolio management and investment advice primarily for individual clients, focusing on balanced portfolios that blend value and growth equities with high-quality fixed-income instruments. The firm offers a distinctive advisory relationship with another registered investment adviser and emphasizes research-driven investment decisions without the use of soft dollars or third-party sales compensation.