Charles Reyes

Peter Psaras is a financial advisor with Conservative Equity Investment Advisors in Gloversville, NY, holding a Series 65 credential and 16 years of industry experience. He has worked at Sia Capital Management Inc. since 2013 and is CEO of Mycroft Mall LLC, which operates an online retail directory. Psaras is also a compensated writer for Seeking Alpha, where he publishes articles on stocks, politics, and the economy. Conservative Equity Investment Advisors provides discretionary portfolio management focused on publicly traded equities for individuals, high-net-worth clients, and family trusts. The firm uses a proprietary "Friedrich Algorithm" combined with fundamental, qualitative, and quantitative analysis to guide long-term investment decisions and maintains individualized investment policy statements for clients.

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.

Katelyn Sager is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds the Series 66 designation and previously worked at KeyBank and in the food service industry. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and collaborates with third-party managers such as BNY Mellon Advisors, Inc.

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.

Brandie Mulligan is a CFP® and holds a Series 66 license, with 19 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2019, following prior roles at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.