Daniel Heyman is a CFA® and PFS™ credentialed advisor with 15 years of experience in the financial industry. He is principal of Heyman Wealth Management, LLC, where he has worked since 2010, and also operates a CPA professional corporation providing accounting, tax preparation, and business consulting services. In addition to his financial advisory work, Heyman manages a coworking facility and oversees several real estate-related entities. Heyman Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of active and passive investment strategies guided by asset allocation and modern portfolio theory, with portfolios managed on a discretionary basis using third-party custodians.

Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Envision Capital Management for 12 years. From 2021 to 2024, he was self-employed in independent ticket brokerage. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of passive and active strategies guided by asset allocation and modern portfolio theory, managing portfolios on a discretionary, fee-only basis.