Kfeir Capital

Rockingstone Advisors LLC is a boutique asset management firm co-managed by Brandt Sakakeeny and Eric Katzman, CFA, specializing in multi-asset investment strategies for individuals, families, and small institutions. As an SEC-registered investment advisor, the firm focuses on capitalizing on pricing inefficiencies across various asset classes through a disciplined investment process rooted in fundamental research and analysis. Offering unbiased, fee-based advice, Rockingstone provides high net worth clients with sophisticated portfolio management that encompasses a range of asset classes, including equity, fixed income, commodities, and real estate. The firm's rigorous approach combines top-down and bottom-up analytical frameworks to identify mis-priced assets and sectors, aiming to generate positive risk-adjusted returns. Generated from the website

SeaCrest Wealth Management ( SWM ), LLC provides wealth management services to Registered Investment Advisors ( RIA's ) throughout the United States. SWM's well respected management team offers a wide suite of services designed to enhance the productivity and professionalism of our clients who are individual RIAs. We believe that the independent, hybrid model focused on fees and commission based services will continue to grow and offer an attractive alternative to wirehouses and larger firms by delivering superior service on a personal level.

For more than 100 years, The OPUS Advisory Group is a provider of a variety of financial advisory services that provides various relates services. Based in Purchase, N.Y., the firm has expertise in wealth and benefit management. The company offers its vast customer base an array of services that include investment advisory, retirement planning, distribution planning, estate planning and many more. The OPUS Advisory Group has associations with different sectors, including legal, accounting, mortgage specialists, property and casualty insurance, actuaries, trust companies, etc.