Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Tyler Turtoro is a financial advisor with Herold Advisors, Inc. and holds a Series 66 designation. He has seven years of industry experience, including roles at Bank of America, Merrill Lynch, and Mass Mutual Insurance Company. Herold Advisors serves individual and institutional clients such as high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses computerized screening and fundamental analysis to construct diversified portfolios, emphasizing domestic large- and mid-cap equities with occasional foreign equities and bonds, and provides regular supervisory reviews and written quarterly evaluations.