Edward Francis Zaik

Wesley Golby is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Seven Canyons Advisors, LLC. His prior roles include positions at Acacia Research, Ark Global Asset Management, and Fleckenstein Capital Management. Outside of his financial career, he is the managing member and sole owner of Ramshackle Properties, LLC, a hotel operating business. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global equity approaches.

Alan Besterman is a financial advisor at FSP Advisors, Inc. with 42 years of industry experience. He holds a Series 66 designation and has worked at FSP Advisors since 2017 and Leigh Baldwin & CO., LLC since 2008. Outside of his advisory role, he serves as an NRA certified pistol instructor and holds positions in the East Chatham Fire Department, including assistant chief and treasurer. He is also the owner of The Balance Sheet, Inc., a tax return preparation business. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and institutions, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and charting methods tailored to client objectives, and provides both discretionary and non-discretionary management along with educational seminars available to the public at no charge.

Kathleen Godfrey is the sole owner of Godfrey Financial Associates, Inc. in Glenmont, NY, where she has worked since 1995. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her firm serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and financial planning services. The firm uses a national custodian platform and offers customized portfolios that include exchange-listed securities, mutual funds, ETFs, and fixed income, with both long- and short-term strategies.

Ruth Maresca is a financial advisor at Godfrey Financial Associates, Inc. with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Key Investment Services LLC. Outside of financial advising, she serves as an alternate trustee for Demberg Farm LLC and is a licensed notary public. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary investment management and financial planning services. The firm employs a mix of fundamental, technical, charting, and cyclical analysis methods to build tailored asset allocations and monitors portfolios on an ongoing basis.

Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.

Tiffany Soricelli is a financial advisor at Godfrey Financial Associates, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Virtuoso Asset Management LLC, Marshall & Sterling Wealth Advisors, LPL Financial LLC, and Northwestern Mutual. Outside of her advisory role, she owns Virtuoso Advising for Artists, a career coaching business for singers, musicians, and creatives. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers discretionary investment management and financial planning, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored asset allocations.