Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Leumi Investment Services Inc and Bank Leumi USA. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that offers discretionary portfolio management and automated implementation of model ETF portfolios based on client information and risk profiles.

Javier Levy is a financial advisor at Valley Financial Management, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. outside of his advisory role, he is a partner and general manager of RPTV Group 1, LLC, an investment vehicle related to a bankrupt real estate crowdfunding fund. Valley Financial Management operates an online platform called Valley Digital Investor that provides discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients. The firm manages client portfolios based on information such as age, goals, and risk tolerance and is a wholly owned subsidiary of Valley National Bank.

Jaime Dashevschi is a financial advisor with Valley Financial Management, Inc. in Aventura, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes 18 years at Leumi Investment Services Inc and 20 years at Bank Leumi USA. Valley Financial Management operates an online platform called Valley Digital Investor that serves individual and high-net-worth clients with discretionary portfolio management through automated ETF model portfolios, requiring clients to maintain accounts at Valley National Bank and conduct their advisory relationship electronically.