Jay E Matthews

Neal Solomon is a CFP® and ChFC® with 41 years of experience in financial services. He is the founder and managing member of WealthPro, LLC and has held roles at The Strategic Financial Alliance, Inc. since 2005. Outside of advising, he occasionally sells internet domain names and serves as an expert witness and consultant in litigation matters. He is also involved in an audiology practice as a chief financial officer and manager. WealthPro, LLC provides financial planning, investment consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily recommends and monitors independent investment managers and strategist-driven model portfolios, with a significant portion of assets managed on the AssetMark platform.

Adam Mc Neill is the sole advisor at McNeill Capital, LLC, an independent advisory firm based in Saratoga Springs, NY. He holds a Series 66 designation and has four years of industry experience. Prior to founding McNeill Capital, he was with McNeill Financial Group, LLC from 2010 to the present. McNeill Capital, LLC is an SEC-registered, fee-only firm serving high-net-worth individuals, trustees, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation using a core-and-satellite approach with actively managed mutual funds and passive ETFs, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting.

Rachel Sloan is a CFP® professional with 21 years of experience in financial advising. She has led Sloan Advisory Group, Inc. since 2009. The firm offers discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $63.6 million in assets. Its investment approach focuses on asset-class allocation and Modern Portfolio Theory to create diversified portfolios tailored to client objectives, with periodic reviews and discretionary implementation. The firm also provides educational seminars and workshops on general financial topics to organizations and the public.

Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a holistic planning approach with strategic asset allocation, tactical investment ideas, and active portfolio tools, serving a small client base including institutional and retirement-plan clients.

Cynthia Zalewsky is a CFP®-certified financial advisor with Saratoga Investment Solutions Inc. in Saratoga Springs, NY, bringing 4 years of industry experience. She has been affiliated with Saratoga Investment Solutions and Commonwealth Financial Network since 2000. Outside of finance, she has long-term involvement with several health and fitness businesses, including Total Body Infecta, Golds Gym, Visions Health & Fitness, and Training Unlimited. Saratoga Investment Solutions provides financial life planning and investment advisory services to individuals and certain businesses, focusing on retirement, income distribution, estate, and elder-care planning. The firm offers individualized portfolio management and operates on a non-discretionary, client-directed basis using retainer and hourly billing without commissions or percentage-of-AUM fees.

Thomas Dubois is the sole advisor at Dubois Capital Management LLC in Saratoga Springs, NY. He holds a Series 65 designation and has two years of industry experience. Prior to founding his firm, he worked at Sentio and Exabel, among other roles. Outside of financial advising, he serves as an Enterprise Account Executive at a software company, Daloopa. Dubois Capital Management LLC provides discretionary asset management, financial planning, and consulting services primarily to individual and business clients. The firm offers tailored investment strategies based on clients’ goals and risk tolerance, combining fundamental and technical analysis, and is notable for regularly conducting public educational seminars and workshops.