Jeffrey Michael Bonilla

Douglas Miscoll is a financial advisor with Ravello Partners LLC in Sag Harbor, NY. He holds a Series 65 designation and has 14 years of industry experience. Since 2011, he has been with Ravello Partners, an independent firm of which he is the sole advisor. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process emphasizes fundamental research and typically targets multi-year holding periods, using a range of instruments including equities, fixed income, municipal securities, options, and cash, with a relatively small client base to allow for personalized service.

Justin Swiderski is a financial advisor at Palm Capital Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wilmington Capital Securities LLC since 2015. Palm Capital Group provides discretionary portfolio management to high-income and high-net-worth individuals, as well as charitable organizations and businesses. The firm employs a bottom-up value investing approach, managing concentrated portfolios primarily through equity, debt, and options securities, and offers performance-based fee arrangements for qualified clients.

David Dickerson is the sole advisor at Clearview Financial Planning, Inc. in Southold, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Clearview Financial Planning since 2018 and has prior experience with VP Distributors Inc and Zweig Advisers LLC. Clearview Financial Planning, Inc. is an independent firm managing approximately $38 million for about 15 clients, offering portfolio management and financial planning services with tailored Investment Policy Statements. The firm uses a blend of analytical methods and manages client assets in-house, serving individuals, high-net-worth clients, corporate/business clients, and charitable organizations.

John Zolidis is a financial advisor at Quo Vadis Capital, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Buckingham Research Group. Quo Vadis Capital provides research and consulting products to institutional investors and discretionary separately managed account services to high-net-worth clients. The firm uses a proprietary analytical method focused on detailed structural analysis of financial statements and industry data to pursue long-term capital appreciation.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.

Stuart Quan is a financial advisor at Powder Ridge Capital LP with six years of industry experience. He holds the Series 65 designation and has worked at Powder Ridge Capital LP since 2017, following a two-year tenure at Eden Capital Management LLC. Powder Ridge Capital LP provides discretionary wealth advisory and investment management services primarily to individuals, high-net-worth individuals, family offices, and corporate or business entities. The firm focuses on U.S. equity markets and constructs portfolios consisting of equities, bonds, and ETFs, using fundamental analysis to tailor investments to clients’ financials and risk tolerance.