Daniel E Cwik

Brian Schmidt is a financial advisor at Hudson Delaware Planning LLC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to founding Hudson Delaware Planning in 2019, Schmidt worked at Ameriprise Financial Services Inc. and The Depository Trust & Clearing Corp. Outside of advisory work, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm focuses on comprehensive, written financial plans covering areas such as retirement, tax, estate, and business consultation, operating on a planning-only model without managing or custodial responsibilities.

John Duval Jr. is a financial advisor at Bantam Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bantam Inc. since 2017 and at Accelerant LLC since 2004. In addition to his advisory work, he manages a securities litigation consulting firm where he serves as an expert witness. Bantam Inc. provides investment management and financial planning primarily to ultra-high-net-worth individuals, families, select institutional clients, and high-trajectory athletes. The firm employs a combination of fundamental, quantitative, technical, and macroeconomic analysis augmented by AI, offering services that include discretionary portfolio management, pension consulting, and tailored CFO services for athletes.

John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

Michael Vanikiotis is a CFP® and ChFC® with two years of industry experience. He is the principal of Vanik Capital LLC, an independent advisory firm founded in 2025. His prior roles include positions at Northwestern Mutual, Wells Fargo Clearing, and involvement with Vanikiotis Group Restaurant Owners and Operators. Vanik Capital LLC provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both project-based and ongoing planning services, using a mix of passive and active strategies with options for ESG considerations, and provides ERISA fiduciary and 3(38) investment manager services.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Satish Athavale is a financial advisor at Sabina Asset Management LLC with five years of industry experience. He previously worked at Millennium Management and Citadel and took extended travel breaks in 2017–2018 and 2019. Sabina Asset Management serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management focused on customized separately managed accounts. The firm employs an actively managed approach using individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.