Allon Harris is a financial advisor with Valley Financial Management, Inc. in New York, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Leumi Investment Services Inc. for eight years before joining Valley Financial Management and Valley National Bank. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach is based on client profiles and offers six target portfolios that are automatically managed and periodically rebalanced.

Andrew Jianette is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Valley Financial Management, Inc. and has prior experience at Valley National Bank, AE Wealth Management, Madison Avenue Securities, and E.A. Buck Financial Services. Outside of finance, he has worked at Powerhouse Gym Aiea and the University of Hawaii at Manoa. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform. The firm uses client information to implement and rebalance model ETF portfolios electronically, requiring clients to maintain accounts at Valley National Bank.

James Clarke is a financial advisor at Valley Financial Management, Inc. based in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Valley National Bank, Leumi Bank, and Royal Bank of Canada. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that automates model ETF portfolio implementation and periodic rebalancing. The firm requires clients to maintain electronic relationships and fund accounts through Valley National Bank.

Chagit Raskin is a financial advisor at Valley Financial Management, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked at Leumi Investment Services Inc. from 2015 to 2022 before joining Valley Financial Management and affiliated entities in 2022. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated implementation of model ETF portfolios through an online platform for individual and high-net-worth clients. The firm’s investment approach uses client-provided information to generate target portfolios that are automatically implemented and periodically rebalanced, with clients conducting their relationships electronically and funding accounts through Valley National Bank.

David Volkmar is a financial advisor at Valley Wealth Managers, Inc. in New York, NY, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Signature Securities and Oppenheimerfunds. Outside of finance, he works as an independent contractor for Uber and Lyft as a rideshare driver during his off hours. 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, offering discretionary portfolio management, financial planning, and various wrap fee programs that utilize a proprietary Valuation Analysis to guide equity selections and tactical asset allocations.