Juan Jose Lewis

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC in Middletown, NY, holding a Series 65 credential with 5 years of industry experience. He has worked at Aviles Capital Management since 2014 and is also involved with ABS Jets, a.s. since 2007. Brotanek’s work outside of investment management includes non-investment business activities that represent a significant source of income and time. Aviles Capital Management LLC offers fee-based portfolio management through its “Comprehensive Value Portfolio Management” program, focusing on small-, mid-, and large-cap equities alongside U.S. Treasury securities. The firm uses a value-oriented, fundamental analysis approach with selective use of equity options, margin, ETFs, and Treasury Inflation-Protected Securities to manage risk and capital preservation.

Christopher Pollard is a CFP® professional with 17 years of industry experience. He has been with Great Path Planning since 2016 and also operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning is an SEC-registered advisory firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and portfolio management. The firm uses a primarily passive, low-cost investment approach centered on diversified asset allocations and offers additional services such as retirement plan advisory, tax planning, and estate review.

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Biondo Investment Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2024. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment approach focuses on fundamental stock selection across market capitalizations, supplemented by technical analysis and third-party research, with portfolios managed primarily on a discretionary basis.

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and nearly 50 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. She is the owner of Strategic Planning Inc., focusing on life insurance sales, and serves on the Board of Trustees for Keiser University and Everglades University. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization through software-driven techniques and manages portfolios directly or through sub-advisors.