Allan Mark Macvean

Peter Psaras is the sole advisor at Conservative Equity Investment Advisors, holding a Series 65 designation with 17 years of industry experience. His prior roles include working at Sia Capital Management Inc. and operating several businesses such as Mycroft Mall LLC, which runs an online retail directory, and Mycroft Research LLC. He is also a compensated part-time writer for Seeking Alpha, where he publishes articles on stocks, politics, and the economy. Conservative Equity Investment Advisors, registered as Mycroft Research LLC, offers discretionary portfolio management and creates individualized Investment Policy Statements for individuals, high-net-worth clients, and family trusts. The firm focuses exclusively on publicly traded equities, using a proprietary algorithm to guide long-term stock selection while maintaining weekly portfolio reviews under discretionary authority.

Vincent Arcuri Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation. He has been in the financial industry since 2025, with prior work experience at LPL Financial, Lockheed Martin Corporation, National Grid Corporation, and General Electric Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach that incorporates both proprietary and third-party investment solutions, utilizing multiple strategies and technology platforms to meet client goals.

Noah Koreman is a CFP® and Series 66 registered advisor at Mariner with two years of industry experience. Prior to joining Mariner, he worked at Key Investment Services LLC and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and external managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Wayne Cook II is a financial advisor with GWN Securities Inc. in Amsterdam, NY, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, and Northwestern Mutual Investment Services. Outside of his advisory work, he is involved as an insurance agent with V. Mathis Insurance Services and Risk Advisors, LLC, and creates non-securities audio and video content. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset allocation and legacy market-timing strategies.

Daniel Stearns is a financial advisor with GWN Securities Inc. in Johnstown, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with GWN Securities since 2005 and also has long-standing roles at GLS Financial and NSA Nutrition Products. Outside of his advisory work, Stearns is involved with Innovative Solutions Insurance Services, LLC, where he acts as a life insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios with both traditional and legacy market-timing and momentum-based strategies.

Charles Reyes is a CFP® with nine years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked for six years, and previously held roles at Morgan Stanley and Bankers Life. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance incorporates asset allocation and investment selection based on internal research tools and standard models, with client authorization required for trades.