Craig John Nolan

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Chong Tong Chen is the sole advisor at Rhizome Capital Management LLC and holds a Series 65 designation with three years of industry experience. He has been with Rhizome Capital Management since 2021 and has been involved with Rhizome Partners LP since 2013. Rhizome Capital Management provides discretionary portfolio management to high-net-worth individuals and manages three privately offered Delaware limited-partnership funds under Regulation D. The firm employs fundamental analysis and pursues concentrated strategies including long/short trading in micro- and small-cap equity and debt, with additional focus on real-estate and hard-asset exposures.

Attila Mendli is the sole advisor at Mendlstein Capital Holdings LLC and holds a Series 65 designation. Although new to the financial advisory industry, his professional background includes academic roles at Corvinus University and various positions in transportation and personnel services. Mendlstein Capital Holdings LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small-to-medium businesses. The firm focuses on thematic and macroeconomic analysis, strategic asset allocation, and uses ETFs, fixed income, REITs, and managed futures, with a planning process that relies on proprietary allocation models rather than third-party portfolios.

Neil Carousso is a CFP® and Series 63 licensed advisor with 32 years of industry experience. He is the principal and sole advisor at NGC Financial, LLC, where he has worked since 2000. Outside of his advisory role, Mr. Carousso owns and operates an accounting and tax preparation business focused on individual tax clients during the tax season. NGC Financial, LLC provides fee-based investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as employer retirement plan consulting for businesses. The firm employs a customized, tactical allocation approach across various investment vehicles and manages accounts on a non-discretionary basis with ongoing monitoring and rebalancing.

Jonathan Fischer is the principal advisor at Fischer Advisors LLC with 10 years of industry experience. He previously worked at Credit Suisse and S3 Partners before founding his independent firm in 2024. Fischer Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, utilizing a combination of long- and short-term trading strategies along with access to private placements and venture capital opportunities. The firm employs an Investment Policy Statement tailored to client objectives and risk tolerance and manages all assets on a discretionary basis.

Jon Nixon is a Series 65 credentialed advisor with over 13 years of industry experience. He is the principal of Jon A Nixon CPA PC, an independent firm specializing in accounting and tax services. Nixon also owns consulting and tax preparation firms serving international organization employees and operates as a financial operations principal for multiple FINRA member firms. Jon A Nixon CPA PC primarily offers accounting and tax services to individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, coordinating tax and accounting matters with clients’ investment arrangements. The firm refers clients to third-party money managers for investment advice and asset management, maintaining a distinctive structure that focuses on its CPA practice rather than direct asset management.