Lawrence Mcternan

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.

Anthony Schiff is the sole advisor at 1230 Advisors, LLC, an independent firm based in Pound Ridge, NY. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including nine years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of advising, he is a general partner managing Solitray LLC, a business serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates, offering customized portfolios primarily focused on long-term objectives. The firm employs a mix of fundamental and technical analysis in its investment selections and manages approximately $106 million for about 30 clients, with a significant portion of assets overseen on a non-discretionary basis.

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.

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.

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.

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.