Derrik Wynkoop

Nathaniel Prentice is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, where he has worked since 2018. Prior to founding his firm, he held roles at Purshe Kaplan Sterling Investments and Altium Wealth Management LLC. Prentice Investment Management, LLC provides discretionary portfolio management and periodic reviews for a select client base, including individuals, related accounts, and charitable organizations. The firm employs a long-only investment approach focused on publicly traded securities, combining fundamental, qualitative, and point-and-figure technical analysis while maintaining diversification and managing accounts on a discretionary basis.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual, Regeneron, and EY. TruNorth Financial LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $38.9 million across about 123 accounts, focusing on ETFs, mutual funds, fixed income, equities, and insurance products, and employs a long-term trading approach supported by fundamental, quantitative, and technical analysis.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC with four years of industry experience. He holds the Series 65 designation and has been with Aviles Capital Management since 2014. Outside of his advisory role, he is involved with ABS Jets, a.s., a business he has been associated with since 2007. Aviles Capital Management LLC provides fee-based portfolio management focused on long-term growth for individual clients and trusts. The firm employs a value-oriented investment approach centered on fundamental analysis and a concentrated allocation to undervalued equities, alongside U.S. Treasury securities and other instruments to manage risk and capital protection.

Christopher Pollard is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Great Path Planning since 2016 and previously held roles at USAA Financial Planning Services and USAA Financial Advisors, Inc. In addition to his advisory work, Mr. Pollard owns and operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, passive-oriented portfolios using low-cost index funds and ETFs, with discretionary management and regular client reviews to align investment strategies with financial and tax planning goals.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.

Toyken Yee is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Hudson Portfolio Management LLC since 2002. He is also involved with Hudson Financial Group, where he provides financial advisory services including tax preparation. Hudson Portfolio Management LLC is a fee-only registered investment adviser that offers discretionary portfolio management and investment consulting to individuals, families, trusts, small family businesses, and select nonprofit organizations. The firm manages approximately $174 million in assets and emphasizes long-term investing, broad asset allocation, and diversification, using independent research and various portfolio strategies tailored to client needs.