Raul Berina

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

Fatima Ali Muhammed is affiliated with Dovermont Wealth & Tax Solutions and holds Series 63 and Series 65 credentials. She has nine years of experience at JPMorgan Chase & Co., where she provides operational and administrative support in a non-advisory capacity. Prior to that, she worked at Mckissack & Mckissack for two years. Dovermont Wealth & Tax Solutions offers financial advisory services to individuals, families, small businesses, and expatriates, combining comprehensive financial planning with tax representation and portfolio management. The firm emphasizes long-term strategic asset allocation and integrates tax considerations into its investment approach.

Muthiah Saravanan is a financial advisor at JSSR Capital LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, MassMutual Life Insurance Company, Allstate Insurance Co, Nylife Securities LLC, and New York Life Insurance. JSSR Capital LLC provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and charitable organizations, employing a range of strategies from long-term holdings to short-term trading. The firm uses a combination of charting, fundamental, and technical analysis, and maintains a small, concentrated client base with a distinctive operational approach.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Christopher Pollard is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Great Path Planning since 2016 and previously held roles at USAA Financial Planning Services and USAA Financial Advisors, Inc. In addition to his advisory work, Mr. Pollard owns and operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, passive-oriented portfolios using low-cost index funds and ETFs, with discretionary management and regular client reviews to align investment strategies with financial and tax planning goals.