Claire Ruth Diele

Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.

Aryeh Safern is the principal of Accfox Capital LLC and holds a Series 65 designation. He has experience working at LS Global Trading INC and Access King BV prior to founding Accfox Capital in 2026. Accfox Capital LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. The firm uses fundamental, quantitative, and technical analysis across various investment types and manages accounts on a discretionary basis with periodic reviews to maintain alignment with client objectives.

John Stein is the sole advisor at Stein Investment Services, an independent firm based in Cortlandt Manor, NY. He holds a Ph.D. in economics and has over 40 years of experience in the investment industry. Stein focuses on managing portfolios primarily composed of no-load and low-load mutual funds and ETFs. Stein Investment Services manages assets for individuals, trusts, estates, and corporations using a fee-only, percentage-of-assets approach. The firm emphasizes macro-fundamental analysis and long-term holdings, with day-to-day oversight conducted by Stein himself.

Patrick Donnelly is a financial advisor at Donnelly Financial Services with five years of industry experience. His prior roles include positions at Third Bridge Group and PNC Bank. Donnelly Financial Services is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm offers client-focused investment programs that incorporate both fundamental and technical analysis, as well as educational seminars available to the public.

David Mendels is a CFP® certified financial advisor with 12 years of industry experience. He is the sole advisor at DBM Planning, LLC, where he has worked since 2023. Prior to founding DBM Planning, he spent over two decades at Creative Financial Concepts. Additionally, Mendels serves as an adjunct faculty member at New York University. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term financial planning and asset-allocation-driven portfolio construction, primarily using a non-discretionary approach.

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.