Edward Jeremiah Kerrisk

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.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.

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.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

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.