Scott Zuckerman is a financial advisor at Manhattan Wealth Management Group with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at LPL Financial and Bang Promotions, Ltd. Outside of advising, he is the author of a financial planning book titled "Don't Be A Financial Disaster" and the creator of Financial Fitness Passport, an AI-driven financial education software platform. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm provides portfolio management, comprehensive financial planning, and workplace retirement-plan services, employing a modern portfolio theory-based approach with strategic asset allocation and a mix of internally managed and third-party investments.

Mathew Goldberg is a financial advisor with Manhattan Wealth Management Group in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has worked at Manhattan Wealth Management Group since 2010 and has held roles with MWMG Advisors, LLC and MPWM Advisory Solutions, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based approach with strategic asset allocation, blending internally managed positions, third-party managers, and custodian model portfolios to manage approximately $153.1 million in discretionary assets.

Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.