Charles Joseph Reyes

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.

Allan MacVean is a CFP® professional with 35 years of industry experience. He has been with United Planners' Financial Services of America since 2020 and previously worked at SSN Advisory Inc and Securities Service Network for nine years. Outside of his advisory work, MacVean serves as a deacon at Crossroads Community Church and has a long history as a substitute bus driver for local school districts. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

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.

Brett Mccue is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Key Investment Services LLC from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Amanda Skotarczak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 9 years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at Wells Fargo Advisors from 2012 to 2017. Outside of her advisory role, she co-owns Skaterra LLC, a small excavation and construction services business operated with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

John Washburn is a CFP® with 39 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he is a notary public in Fulton County, New York. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm utilizes research and analytics to support its investment approach and provides both brokerage and advisory solutions.