Howard Gershman

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.

Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. 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 employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.