Phillip Joseph Monthie

Christopher Crocker is a financial advisor & wealth manager with Cetera Investors. Cetera Investors LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Joshua Moraski is a financial advisor at Nightgale Wealth Management LLC in Schenectady, NY, holding Series 65 and Series 66 designations with one year of industry experience. Prior to his current role, he worked as an independent insurance agent for RIA Insurance Solutions, a division of Financial Independence Group (FIG). Nightingale Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis along with Modern Portfolio Theory.

Nathan Tomkiewicz is the principal of Tomkiewicz Wealth Management and holds the CFP® designation and Series 65 license. He has nine years of industry experience, including seven years at Berkshire Money Management and full-time work in education prior to his financial advisory career. Tomkiewicz Wealth Management, LLC is an independent, fee-only registered investment adviser providing discretionary wealth management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, using both passive and active investment strategies.

Justin Kim is a financial advisor at Ludus Capital, LLC with two years of industry experience. He previously worked at Locust Wood Capital for four years and has a background at NYU Stern School of Business. Justin holds the Series 65 designation. Ludus Capital provides discretionary investment management through separately managed accounts to individual and select institutional clients, including qualified individuals, trusts, charitable organizations, other advisers, and corporate entities. The firm employs a value-oriented, opportunistic equity strategy with concentrated portfolios and manages accounts with a long-term perspective while maintaining flexibility to invest across a broad range of instruments.

Lina Zhu is a financial advisor at Mia Lee Financial with two years of industry experience. She holds a Series 65 designation and previously worked at Grant Thornton LLP and Kroll. Outside of her advisory work, she is also an accountant. Mia Lee Financial is an independent firm providing portfolio management services to individuals and high-net-worth clients. The firm emphasizes a long-term investment approach combining fundamental analysis, modern portfolio theory, and quantitative methods, offering both discretionary and non-discretionary account management primarily focused on equities, fixed income, and ETFs.

Brian Parr is a financial advisor at Aquila Ventures LLC in Delmar, NY, holding a Series 65 designation with four years of industry experience. He has been with Aquila Ventures since 2018 and previously worked at the University at Albany for eleven years. Aquila Ventures LLC provides investment advisory and money management services to both individual and institutional investors, employing a long-term, value-oriented investment approach. The firm uses a multi-bucket framework that includes safe money, index exposure, quality individual stocks, and a smaller speculative/options sleeve, favoring buy-and-hold bond strategies and the use of options to generate income and manage risk.