Michelle M Rawl

Patrick Donnelly is a financial advisor at Donnelly Financial Services with five years of industry experience. His prior roles include positions at Third Bridge Group and PNC Bank. Donnelly Financial Services is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm offers client-focused investment programs that incorporate both fundamental and technical analysis, as well as educational seminars available to the public.

John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

Satish Athavale is a financial advisor at Sabina Asset Management LLC with five years of industry experience. He previously worked at Millennium Management and Citadel and took extended travel breaks in 2017–2018 and 2019. Sabina Asset Management serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management focused on customized separately managed accounts. The firm employs an actively managed approach using individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with eight years of industry experience. Before founding TruNorth Financial in 2024, he worked at Northwestern Mutual for six years and held roles at Regeneron and EY. He holds Series 63 and Series 65 licenses. TruNorth Financial serves individual and high-net-worth clients through discretionary portfolio management and financial planning, focusing on creating tailored Investment Policy Statements and ongoing portfolio monitoring. The firm typically uses ETFs alongside mutual funds, equities, fixed income, and insurance products, employing fundamental, quantitative, and technical analysis within a long-term trading framework.

Mindi Financial works with individuals, families, solo entrepreneurs and small business owners. I believe that financial planning is is a long-term iterative process and so we only offer one service - ongoing comprehensive financial planning with investment management - for a simple transparent fee. I work with clients who see their money as a tool to achieve greater independence and live life on their own terms, not as a high score meant to be maximized. My first concern is always learning what the money is for. Next, I work with my clients to build financial resilience, identify tax planning opportunities and invest their assets in risk-managed diversified portfolios. As a CFA charterholder and CFP® practitioner with two decades experience in investments, investment management is a core competency of mine. Mindi offers investment management that can be customized for your specific situation and preferences, including strategies for concentrated stock positions and large unrealized gains, while avoiding unexpected tax consequences. I am open to working with clients at all stages in their financial lives but I specialize in working with freelance and entrepreneurial clients. I help freelancers, entrepreneurs and small business owners with retirement plans, cash-flow planning and insurance reviews so they can focus more on their business than managing their finances.

James Devico Jr. is a financial advisor at Mountain Pass Planning with 12 years of industry experience. He holds a Series 66 designation and has been with Mountain Pass Planning since 2016. Outside of advisory work, Devico is licensed to sell life insurance and participates in several real estate holding entities. Mountain Pass Planning is an independent firm managing approximately $74.9 million in discretionary client assets, focusing primarily on individuals while also serving pension and profit-sharing plans and charitable organizations. The firm uses a combination of fundamental and cyclical analysis along with passive, asset-class-based allocations to construct client-specific portfolios, providing ongoing financial planning and discretionary portfolio management.