Erin Reeve Shawkey

Thomas Evans is the sole advisor at Evans Capital Partners LLC in Trumansburg, NY. He holds a Series 65 designation and has three years of industry experience. Evans has been affiliated with Cornell University since 2007. Evans Capital Partners LLC provides discretionary investment management services focused on equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm employs a value-oriented approach targeting undervalued micro-, small-, and mid-cap equities and debt, maintaining highly concentrated portfolios with sector and international diversification while avoiding leverage and derivatives.

Andrew Smith is a financial advisor at Forum Financial Management, LP with one year of industry experience and holds a Series 65 credential. Prior to joining Forum, he worked in various roles including a consultant at Florae Collaborative LLC, a plant nursery business, and as Assistant Director of Global Operations at Cornell University. At Cornell, he manages international subsidiaries. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and back-office support to independent advisors and RIAs.

Michael Strong is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY, holding a Series 66 designation and 10 years of industry experience. He is also associated with H&H Financial Group LLC and New York Life Insurance. Outside of his advisory role, Strong acts as an insurance broker for non-registered products and holds profit interests in Herrington Real Estate LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Scott Hurlbut Sr. is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes long-term roles with Eagle Strategies, Nylife Securities, and New York Life Insurance Company. In addition to his advisory work, he brokers health and life insurance on a limited basis and is involved with H&H Financial Group for products outside New York Life’s offerings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Manda Lewis is a financial advisor with Eagle Strategies (NY Life) in Trumansburg, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at H&H Financial Group LLC since 2012 and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2005. Lewis is also involved as an associate and broker with H&H Financial Group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colton Herrington is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation. He has 12 years of industry experience and has been affiliated with New York Life and its related entities since 2013. Outside of his advisory role, Herrington is involved in several business ventures including owning an employment agency and a construction and excavation company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.