Jhuriko N Then

Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.

John Stein is the sole advisor at Stein Investment Services, an independent firm based in Cortlandt Manor, NY. He holds a Ph.D. in economics and has over 40 years of experience in the investment industry. Stein focuses on managing portfolios primarily composed of no-load and low-load mutual funds and ETFs. Stein Investment Services manages assets for individuals, trusts, estates, and corporations using a fee-only, percentage-of-assets approach. The firm emphasizes macro-fundamental analysis and long-term holdings, with day-to-day oversight conducted by Stein himself.

David Mendels is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at DBM Planning, LLC. He has held roles at Creative Financial Concepts since 2002 and has been adjunct faculty at New York University since 2005. DBM Planning, LLC is an independent advisory firm providing investment management and comprehensive financial planning to individual, high-net-worth, and retirement plan clients. The firm emphasizes long-term financial planning and asset allocation with primarily non-discretionary implementation and regular account reviews.

Matthew Hague is a CFP® and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Guide Wealth Management, LLC since 2015. In addition to his advisory role, he is involved in a tax preparation and representation business that operates seasonally. Guide Wealth Management serves individual and high-net-worth clients, businesses, trusts, and retirement plans by providing wealth management, investment management, and comprehensive financial planning. The firm combines passive portfolio construction with fundamental and cyclical analysis, and integrates tax-managed investing and derivative strategies, supported by an affiliated tax services company.

Erguis Mertiri is a financial advisor at Empire State Wealth Advisors Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Main Street Asset Management LLC for 10 years. Outside of his advisory roles, he serves as President and CEO of Main Street Financial Services LLC. Empire State Wealth Advisors Inc provides portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, cyclical, and charting analyses, generally pursuing long-term trading strategies with both discretionary and non-discretionary mandates.

Joseph Bencivenga is the sole advisor at Madison Money Management, Inc., an independent firm where he has worked since 1999. He holds a Series 65 designation and has four years of industry experience as a financial advisor. Prior to this role, he has over 40 years of public accounting experience, including an inactive CPA credential. Madison Money Management provides discretionary portfolio management to individual investors and irrevocable family trusts, managing approximately $10 million for four clients. The firm employs a dual-analysis approach that combines fundamental and technical research in a bottoms-up process, emphasizing minimal trading and tactical cash placements.