Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Stifel Nicolaus & Co Inc and B. Riley Wealth Management. Outside of his advisory role, he is involved with Legacy Trust and Capital Partners, providing referral services. Genesis Financial Group offers discretionary portfolio management and investment analysis to individuals, including high-net-worth clients, as well as small businesses. The firm employs a combination of quantitative, fundamental, technical, economic, and charting analysis, utilizing both long- and short-term strategies alongside strategic asset allocation.

William Smith is a financial advisor at Blaine Capital, LLC in New York, NY, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gray Wolf Capital Management, LLC for 10 years and Wall Street Access for one year. Blaine Capital provides discretionary investment management and advisory services to individuals and high net worth clients, focusing on customized portfolios of equities and fixed income. The firm employs an event-driven, primarily long-term investment approach with flexibility for short-term trading, emphasizing personalized client service and continuous portfolio monitoring.

Jennifer W. Kang, CFP® brings almost 20 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer’s passion for the financial services industry was born in 2006 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and HSBC and over the span of nearly two decades, she worked her way up to the Financial Planner she is today. JWK is a flat fee-only platform that offers comprehensive financial planning for first generation wealth building professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

Thomas Bender is a CFA® charterholder and principal of Bender Capital Management, LLC with three years of industry experience. He previously worked at Citi and Brandes Investment Partners and has academic experience at Johns Hopkins University and the University of Virginia. Bender Capital Management provides discretionary portfolio management primarily to pooled vehicles, institutional accounts, and separately managed accounts, focusing on U.S. public securities and related instruments. The firm employs a quantamental investment approach with an emphasis on biotech equities, combining fundamental research and proprietary algorithmic trading models.

Haiqiang Zou is the sole advisor at Zou Capital Management LLC, an independent firm based in Flushing, NY. He holds a Series 65 designation and has three years of industry experience, including prior roles at Amazon and Fidessa. Outside of his advisory work, Zou is an owner of several non-investment property management businesses. Zou Capital Management provides discretionary portfolio management and model portfolios to individuals, corporations, and business entities. The firm uses a combination of charting, fundamental, technical, cyclical, and economic analysis and employs both long- and short-term investment strategies.

Alexander Zinger is the principal of Infiniti Capital Management, LLC, a registered investment adviser based in New York, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding Infiniti Capital Management, he held positions at firms including LPL Financial, Cadaret, Grant & Co., Inc., and American Portfolios Financial Services, Inc. Outside of financial advising, Zinger owns and operates a daycare center and a contracting business. Infiniti Capital Management is a small, owner-operated firm that focuses on pooled and institutional mandates, offering discretionary and non-discretionary portfolio management. The firm provides financial planning and consulting, recommends and monitors third-party advisers through co-advisor arrangements, and delivers services via LPL Financial–sponsored advisory programs.

Chiangtim Chen is a financial advisor at ZIHUITRADING LLC, holding Series 63 and Series 65 credentials with three years of industry experience. He has been with ZIHUITRADING LLC since 2012. ZIHUITRADING LLC provides discretionary and non-discretionary portfolio management and investment advice primarily to Chinese-speaking immigrants in the U.S. and Chinese residents outside the U.S. seeking diversification into the U.S. equity market. The firm uses both technical and fundamental analysis and employs a range of strategies tailored to client suitability, focusing on active trading tools and maintaining a compact client roster.

I love what I do. I bring technical expertise, practical strategies, and compassion to each client's unique circumstances. I pride myself on operating as a one-woman shop that is not affiliated with any financial services firms, allowing me to provide personal, unbiased advice tailored to each client's unique needs and financial goals. A former Wall Street analyst, I bring broad investment experience, across the capital structure. I began my career in 2003 in Lehman Brother's Investment Banking Division. I then transitioned to high yield research at Credit Suisse's Fixed Income Division, gaining valuable experience on the sell-side. This was followed by a move to the buy-side at future Treasury Secretary Steven Mnuchin's hedge fund, Dune Capital, where I invested throughout the capital structure, in both public and private markets. After my time on Wall Street, I earned my certification as a Certified Financial Planner, allowing me to couple integrated financial planning expertise with my extensive investment experience in order to best serve my personal finance clients. I graduated from Yale in 2003 and live in Brooklyn Heights with my husband and three children. I am also a former writer and published novelist, former cellist, and former emergency medical responder. When not working or being with my kids, I love to run in Brooklyn Bridge Park, read anything and everything, and experience all that NYC has to offer. Additional information about LEH Advisors LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for LEH Advisors LLC or our firm’s CRD number 326909.

Matthew Epstein is a CFA® charterholder and the sole advisor at Newstead Capital Management. He has eight years of industry experience, including roles at Evermore Global Advisors LLC and 180 Degree Capital Corp. His current focus is on investment management through Newstead Capital Management, which he joined in 2024. Newstead Capital Management provides discretionary investment management primarily for high-net-worth individuals and institutional-type clients. The firm employs a high-conviction, concentrated investment strategy centered on mispriced, smaller market-cap publicly traded companies, combining fundamental, cyclical, and legal analysis in its approach.

Iakov Pevzner is a Certified Financial Planner (CFP®) with five years of industry experience. He is the sole advisor at Gotham Block, LLC, where he has worked since 2006. Gotham Block provides investment management, financial planning, and quantitative finance consulting for a diverse client base, including pension plans, trusts, corporations, and individual investors. The firm combines macroeconomic and technical analysis with systematic quantitative methods to manage portfolio risk and implement tax-efficient strategies, also offering public educational seminars and corporate consulting in quantitative finance and data science.

David Soo Hoo is a financial advisor at Angel Wealth Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Thrivent Financial. Outside of finance, he has experience at Redeemer Presbyterian Church Downtown and Reformed Theological Seminary. Angel Wealth Advisors LLC is a fee-only, state-registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a portfolio construction approach based on Modern Portfolio Theory, combining passive and active investment vehicles, and offers a range of financial planning services with flexible billing options.

Claudio Calado is the managing partner of Calado Capital with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Doeren Mayhew and Decosimo Corporate Finance. Outside of financial advising, he is involved in the film production industry as a managing partner of Purgatory Films LLC and serves as CEO of Gissing Holdings, a holding company for an automotive parts manufacturer. Calado Capital provides financial planning, discretionary portfolio management, and retirement plan advisory services to individuals, trusts, estates, and plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers both institutional and individual clients consulting engagements on an hourly or asset-based basis.

Martin Fleisher is the sole advisor at Fleisher, Martin, holding a Series 65 designation with four years of industry experience. He has worked at Martin Fleisher, JD., PC. since 2022 and concurrently with Dearborn Capital Partners since 1992. In addition to his advisory work, he maintains a law practice. Fleisher, Martin provides discretionary portfolio management primarily to high-net-worth individuals, focusing on a concentrated client base. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative techniques to guide investment decisions across various asset classes, and employs both long- and short-term trading strategies including options.

Raul Velazquez is a financial advisor at Cenador Financial Advisers LLC with the ChFC® designation and Series 63 and 65 licenses, bringing four years of industry experience. He has been involved with Cenador Capital LLC and Cenador Financial Advisers LLC since 2014 and serves as President and CEO of Velazquez Ventures LLC, a consulting firm he founded in 2011. Cenador Financial Advisers LLC provides discretionary portfolio management and limited consulting services primarily to individual clients. The firm constructs portfolios based on client objectives and risk tolerances, employing mutual funds, ETFs, cash, and independent managers, and offers public educational seminars on investment topics.

Hi, I'm Zach! I'm a CERTIFIED FINANCIAL PLANNER® and the founder of ZZ Planning. Before becoming a financial planner, I was a litigator. I graduated from law school with a ton of debt, clerked, and worked in New York for two biglaw firms for more than a decade. I know what it's like to rush to meet a midnight filing deadline, or to be on call on vacation. But I also know how to be smart with money, and create a plan that will allow you to reach your goals. Now that I've left the law, I'm here to share my experience. Everything you are going through, or are going to go through, I've gone through it too. I can help.​

Kevin Frisz is an investment advisor at Gramercy Private Wealth LLC with four years of industry experience. He previously worked at William James & Company, LP and MSD Capital LP. He holds Series 63 and Series 65 designations. Gramercy Private Wealth provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, focusing on customized portfolios. The firm employs fundamental analysis and a long-term investment approach, concentrating on individual equity securities while also utilizing ETFs, options, mutual funds, and bonds as appropriate.

Oliver Lennox is the sole advisor at DaceyHolden Management, LLC in Fort Lee, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been involved with DaceyHolden entities since 2011, including serving as managing member and managing partner of affiliated companies. DaceyHolden Management primarily advises a private pooled investment vehicle and manages a limited number of separately managed accounts for individual and high-net-worth investors. The firm employs a combination of fundamental and quantitative analysis, generally following a long-term trading approach with a focus on equities, and utilizes both long and short positions along with derivatives and leverage.

Ioannis Papatherapontos is a financial advisor with J.Pappas Investments, holding a Series 66 designation and 21 years of industry experience. He has held roles at several affiliated firms, including Pappas Financial Group, First Financial Consultants, and J.Pappas Realty. Outside of his advisory work, he serves as CEO of companies involved in merchant services, energy brokerage, and insurance sales, focusing primarily on sales and business development. J.Pappas Investments provides investment management and financial planning to individuals, small businesses, trusts, and estates. The firm constructs diversified portfolios using a combination of fundamental, technical, and economic analysis, managing accounts largely on a discretionary basis while tailoring advice to client objectives and risk tolerance.

Avram Fisher is the sole advisor at Long Cast Advisers, LLC, an independent registered investment adviser based in Brooklyn, NY. He holds Series 63 and Series 65 designations and has 12 years of experience with Long Cast Advisers, where he has worked since 2014. Long Cast Advisers manages discretionary equity portfolios for individuals, endowments, charitable organizations, and pooled investment vehicles. The firm focuses on a concentrated, long-biased buy-and-hold approach targeting small-cap equities, utilizing fundamental, research-intensive analysis and ongoing portfolio monitoring.

Matthew Sola is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Ironbound Advisory LLC since 2019. His prior experience includes eight years at Eagle Strategies, LLC, followed by two additional years at the same firm. Outside of his advisory role, he volunteers as a class officer and board member for Cornell University alumni organizations. Ironbound Advisory provides financial planning and portfolio management services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory to tailor investment strategies across various asset classes, offering both discretionary and non-discretionary account management.