Raymond Jerome Luce III

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities, LPL Financial, and C&A Accounting Associates, where he also provides tax preparation and bookkeeping services. Goldstrike Capital provides discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm customizes investment policy statements based on client goals and employs a range of strategies across mutual funds, ETFs, fixed income, annuities, commodities, and precious metals.

Mark Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include long-term service at MML Investors Services, Inc. and concurrent work with IBN Financial. MPM Advisors Group LLC serves pooled vehicles and institutional clients, focusing on pension and profit-sharing plans. The firm emphasizes passive investment management through low-cost index funds and ETFs, incorporates multiple research methods, and provides portfolio management, financial planning, and educational seminars.

John Mahshie is a financial advisor at MPM Advisors Group LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IBN Financial Services, Inc. and Lifemark Securities Corp. In addition to his advisory role, he is an owner and partner of MPM Tax Pros, a tax preparation service. MPM Advisors Group LLC serves pooled vehicles and institutional clients, including pension and profit-sharing plans, providing investment management, financial planning, and educational seminars. The firm primarily employs a passive investment approach focused on low-cost index funds and ETFs, supplemented by research and due diligence on independent managers as part of its team-oriented service model.

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Gennaro Concolino is a financial advisor at Goldstrike Capital LLC with a Series 65 designation and no prior industry experience before joining the firm in 2025. He is also the president and owner of C & A Accounting Associates Inc and has held that role since 2000. In addition, he owns JCF Reality, a company involved in investment rental properties. Goldstrike Capital LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and tailored risk management. The firm offers discretionary portfolio management, individualized Investment Policy Statements, and both one-time and ongoing financial planning engagements.