Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

Paul Sebetic is the sole advisor at Sebetic Advisors, LLC, an independent firm based in East Williston, NY. He holds a Series 65 designation and has four years of industry experience, including nine years at Citibank prior to founding his firm in 2019. Sebetic Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, and trusts and estates, focusing on retirement investors seeking income and distributions. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop income-oriented, risk-aligned portfolios, offering performance-based fee arrangements to qualified clients.

Yuheng Fu is a CFA® charterholder based in New York, NY, with experience that includes roles at Three Dots Capital and Microsoft prior to founding Three Dots Advisory LLC. Fu has been working in financial advisory since 2026. Three Dots Advisory LLC serves high-net-worth individuals by providing discretionary portfolio management through separately managed accounts and non-discretionary hourly investment consulting. The firm focuses on U.S.-listed equities, ETFs, and exchange-listed options, offering both active long and index-enhancement strategies tailored to client preferences.

James Vitiello is the sole advisor at Fifth Avenue Wealth Advisors LLC in New York, NY, holding Series 63, 65, and 66 designations with five years of industry experience. He has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser serving high-net-worth individuals and institutional clients such as pension and profit-sharing plans. The firm uses fundamental analysis combined with strategic and tactical asset allocation, focusing on long-term holdings and periodic rebalancing, and manages portfolios primarily through a third-party platform with discretionary authority when agreed.

Shi Zhou is an investment advisor at Stone Capital Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Craft Capital Management, LLC, CAPE Securities Inc., and Wilmington Capital Securities, LLC. Stone Capital Partners is a single-manager investment adviser serving accredited individual investors with discretionary portfolio management. The firm employs a technically driven trading strategy focused on momentum indicators and swing-trading, primarily in listed equities and options, managing risk through position sizing, stop orders, and policies against naked option positions.

Daniel Olson is a CFA® charterholder with four years of industry experience. He is affiliated with Olson Tax & Financial Planning and has worked at Citigroup Global Markets since 1998. Olson Tax & Financial Planning offers personalized financial planning, investment management, and tax preparation services to individuals, trusts and estates, pension and profit-sharing plans, nonprofit organizations, churches, and small businesses. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, global diversification, and regular rebalancing, and maintains a significant tax preparation practice alongside its advisory services.

Ronnie Massey is the principal of Massey Financial and holds Series 63 and Series 65 licenses, with 23 years of experience in the financial industry. He has led Massey Financial Group since 2015. Massey Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses both fundamental and technical analysis across various asset classes and manages a limited client base with accounts held at independent custodians.

Salma Abdulla is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. She has been with E. Magnus Oppenheim & Co., Inc. since 2005, serving as a portfolio manager. Outside of her advisory role, she volunteers as Vice President for the Insight Meditation Society, overseeing the organization's investment endowment. E. Magnus Oppenheim & Co., Inc. provides discretionary portfolio management, financial consulting, and investment research to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on fundamental equity research of larger NYSE- and NASDAQ-listed companies, managing portfolios with a conservative approach emphasizing diversification and dividend yield.

Sergei Belov is the sole advisor at Belov Consulting LLC and holds a Series 65 designation. He has been with Belov Consulting since 2011, working in investment management for over a decade. Belov Consulting is a registered investment adviser specializing in algorithmic, options-focused asset management for high-net-worth individuals, corporations, and small businesses. The firm emphasizes short-term trading of S&P index options using derivative strategies and employs a performance-based compensation model rather than traditional asset-based fees.

Andrew Donoghue is a CFP® professional with four years of experience in financial advising. He is the sole advisor at Upkeep Financial and also owns Upside Tax LLC, a public accounting firm. Donoghue has prior experience at Anchin Block & Anchin LLP. He may refer clients between his financial advisory and accounting businesses without receiving compensation for referrals. Upkeep Financial provides investment management and financial planning services to individuals, businesses, and institutional clients. The firm emphasizes passive portfolio construction using index funds and ETFs, supplemented by fundamental analysis and discretionary sub-advisors, and operates a wrap-fee program with documented due diligence and monitoring processes.

William Smith is a financial advisor at Blaine Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gray Wolf Capital Management, LLC for the past 10 years. Blaine Capital, LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm uses an event-driven approach with a long-term orientation, offering customized portfolios that may include equities, fixed income, ETFs, and occasionally options, managing approximately $16.8 million across a small number of client relationships.

Simon Brady is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Anglia Advisors. He previously worked at Origin Financial and has been with Anglia Advisors since 2013. Outside of his advisory role, Brady is a paid soccer referee and coach with the Long Island Soccer Referees Association. Anglia Advisors serves individual and household clients, focusing on younger professionals, recently divorced or widowed clients in that age group, and foreign nationals living in the U.S. The firm employs a primarily ETF- and fund-centered investment approach based on Modern Portfolio Theory, offering discretionary portfolio management alongside financial planning services, educational workshops, and specialized consultations for foreign nationals.

Jennifer W. Kang, CFP® brings more than 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 financial advisor at Bender Capital Management, LLC with four years of industry experience. His prior work includes roles at Citi and Brandes Investment Partners, as well as academic positions at Johns Hopkins University, University of Virginia, and New York University. Bender Capital Management, founded in 2024, provides discretionary portfolio management primarily to pooled vehicles, institutional accounts, and separately managed accounts. The firm employs a quantamental investment approach that combines fundamental research with proprietary algorithmic trading models, focusing on long equity positions in biotech equities aligned with client objectives and risk tolerances.

Haiqiang Zou is the sole advisor at Zou Capital Management LLC in Flushing, NY, holding a Series 65 credential with four years of industry experience. Before founding his independent firm in 2022, he worked at Amazon from 2017 to 2021. Outside of advisory work, he owns and manages several property management businesses. Zou Capital Management provides discretionary portfolio management to individuals, corporations, and other entities, offering model portfolios tailored to different risk tolerances and advice related to IRA rollovers. The firm uses a combination of charting, fundamental, technical, cyclical, and economic analysis to guide investment decisions across long- and short-term strategies.

Alexander Zinger is a financial advisor with Infiniti Capital Management, LLC in New York, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., and American Portfolios Financial Services. Outside of financial advising, he is involved in several business ventures, including ownership of a day care center and contracting and mortgage services companies. Infiniti Capital Management is an independent, owner-operated registered investment adviser that serves pooled and institutional clients through discretionary and non-discretionary portfolio management. The firm provides financial planning and consulting, manages third-party adviser recommendations, and offers customized portfolios using proprietary models or external managers, with regular reviews and client meetings.

Chiangtim Chen is the sole advisor at Zihui Trading LLC, an independent firm based in Staten Island, NY. He holds Series 63 and Series 65 licenses and has four years of industry experience. He has operated Zihui Trading LLC since 2012. Zihui Trading LLC provides discretionary and non-discretionary portfolio management and investment advice primarily to Chinese-speaking immigrants in the U.S. and Chinese residents abroad seeking diversification into the U.S. equity market. The firm uses both technical and fundamental analysis and employs a range of trading strategies tailored to client suitability, maintaining a focused client roster and recommending a specific broker-dealer for execution and custody.

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.

Charles Helme is a financial advisor at BH Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with BH Asset Management since 2013. BH Asset Management provides proprietary investment management services primarily to high net worth individuals, employing a fundamental investment approach that integrates macroeconomic and sector analysis with company-level financial reviews. The firm manages client accounts on a discretionary basis and emphasizes individualized portfolio strategies without participating in soft-dollar arrangements or holding client assets.

Maximilian Cavallo is a financial advisor at Northbridge Wealth Management LLC with 11 years of industry experience. His prior roles include positions at Needham & Company, LLC, Morgan Stanley, and J.P. Morgan Securities LLC. Northbridge Wealth Management LLC provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, employing a long-term, asset-allocation approach with discretionary portfolio management.