Alejandro Feldman is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years prior to his current roles at Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Feldman is also a licensed real estate agent, though his real estate activity is currently inactive. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process based on client-specific risk guidelines and proprietary valuation analysis.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Leanne Polizzano is a CFP® with 14 years of industry experience, currently serving as an advisor at Valley Wealth Managers, Inc. She has been with Hallmark Capital Management Inc. since 2016. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm follows a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities and funds as appropriate, supported by a strategic investment committee and third-party services.

Steve Erikson is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Valley Wealth Managers in 2024, he spent over 18 years at Hallmark Capital Management, Inc., followed by a brief retirement period. Outside of his advisory role, he is involved in business consulting. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional and individual clients, including high-net-worth households, offering discretionary portfolio management and modular financial planning based on client-specific risk and equity targets.

Leticia Cruz is a financial advisor with Valley Wealth Managers, Inc. She holds Series 63 and Series 65 credentials and has eight years of industry experience. Her prior roles include positions at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. manages approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm’s investment process is client-driven, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when suitable.

Oscar Moraga is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, offering discretionary portfolio management and modular financial planning based on client-specific guidelines and a proprietary valuation analysis.

Anthony Amaro is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Leumi Investment Services Inc and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with a client-specific, tactical investment approach.

Marlon Cruz is a financial advisor at Valley Wealth Managers, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning services, employing a client-driven investment process that combines strategic allocations across equities, fixed income, and cash with individualized portfolio management.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Steven Tussi is a financial advisor at Valley Wealth Managers, Inc. based in Atlanta, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Hallmark Capital Management, Inc. since 2003. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional clients and high-net-worth individuals through a multi-advisor team. The firm provides discretionary portfolio management, financial planning, and various wrap fee programs, employing a client-specific, risk-quantified investment process that uses proprietary valuation analysis and committee-managed model portfolios.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

Thomas Alonso is a CFA® charterholder with four years of experience in the financial industry. He is currently with Hallmark Capital Management and has prior experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Alonso is associated with Valley Wealth Managers, Inc., a firm that manages approximately $2.69 billion for a mix of individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. Valley Wealth Managers uses a client-driven investment process with a focus on strategic and tactical allocations across equities, fixed income, and cash, supported by an investment committee and third-party services.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Charles Miller is a financial advisor with Valley Wealth Managers, Inc. He holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Prior to joining Valley Wealth Managers, he worked at Synovus Securities, Inc., Synovus Bank, and Equitable Advisors, LLC. Outside of his advisory work, he serves as an Associate Board Member at Baptist Health South Miami Hospital, where he helps coordinate fundraising events. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation to build diversified portfolios.

Christopher Wilson is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. from 2015 to 2022. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs. Their investment process incorporates client-specific guidelines and a proprietary Valuation Analysis to inform equity selections, with portfolios constructed from individual securities, mutual funds, and ETFs.

Chagit Raskin is a financial advisor at Valley Wealth Managers, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Leumi Investment Services Inc from 2015 to 2022, before joining Valley Wealth Managers, Inc. and its affiliated firms in 2022 and 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for both individual and institutional clients. The firm follows a client-driven investment process, utilizing individual stocks and bonds alongside mutual funds and ETFs, and maintains an investment committee that oversees strategic allocations and portfolio models.

Yi Ji is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with two years of industry experience. Prior to joining Valley Wealth Managers, he worked at York Bridge Wealth Management and Commonwealth Financial Network. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating portfolios across equities, fixed income, and cash, with oversight from an investment committee that manages strategic and tactical allocations.

Brianna Vanacore is a financial advisor at Valley Wealth Managers, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Valley National Bank. She has also worked in various positions outside finance, including at Rutgers University and Anthony Gerald Studio D. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and individual investors, including high-net-worth households. The firm employs a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis for equity selection, offering discretionary portfolio management and multiple wrap fee programs.

Nicholas Maguire is a financial advisor at Valley Wealth Managers, Inc. with three years of industry experience. He holds the Series 66 designation and previously served in the United States Marine Corps from 2017 to 2022. Outside of his advisory role, he manages a residential rental property with his wife. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven process that combines strategic equity, fixed income, and cash allocations tailored to each client’s objectives.

Kevin Madrigal is a CFP® and ChFC® with nine years of experience in financial services. He is currently with Valley Wealth Managers, Inc. and has prior experience at Valley National Bank, Bank Leumi USA, and Northwestern Mutual Wealth Management Company. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process focused on personalized asset allocation among equities, fixed income, and cash, supported by an investment committee and third-party services.

Eliyahu Engelman is a financial advisor with Valley Wealth Managers, Inc. in New York, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Leumi Investment Services Inc. since 2016 and affiliated entities Valley National Bank and Valley Financial Management, Inc. since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm uses a client-driven investment approach, combining equities, fixed income, and cash allocations, and employs strategic portfolios managed by an investment committee with support from third-party services.

Berta Epelbaum is a financial advisor with Valley Wealth Managers, Inc. She holds the Series 66 designation and has 21 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked for Leumi Investment Services Inc. and Bank Leumi USA for 19 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, using a combination of equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs when appropriate.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm’s investment process is client-driven, combining equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Brenda Carey is a financial advisor at Valley Wealth Managers, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. Brenda is currently associated with Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion across a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process incorporating tactical allocations and a proprietary Valuation Analysis to guide equity selections, offering discretionary portfolio management and a range of financial planning and wrap fee programs.

Brian Ycaza is a CFP® with eight years of industry experience, currently serving at Valley Wealth Managers, Inc. He has held roles at several firms, including Valley Financial Management, Inc., Valley National Bank, and Leumi Investment Services Inc. His background includes experience at Northwestern Mutual Investment Services LLC and multiple financial advisory practices. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm emphasizes a client-driven investment process and utilizes an investment committee to guide strategic and tactical allocations across equities, fixed income, and cash, often blending individual securities with mutual funds and ETFs.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Micah Charyn is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and BB&T. Charyn serves on the board of Touching Miami with Love, a nonprofit focused on religious education and youth development. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process combining equities, fixed income, and cash, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when appropriate.