Robert W Dazi

Rachel Sloan is a CFP® professional with 21 years of experience in financial advising. She has led Sloan Advisory Group, Inc. since 2009. The firm offers discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $63.6 million in assets. Its investment approach focuses on asset-class allocation and Modern Portfolio Theory to create diversified portfolios tailored to client objectives, with periodic reviews and discretionary implementation. The firm also provides educational seminars and workshops on general financial topics to organizations and the public.

Jonathan Mandwelle is the principal of J. Mandwelle Capital Management and holds Series 63 and Series 65 licenses. He has over 35 years of experience as a CPA and financial planner, with additional roles including adjunct college instructor at SUNY Adirondack and owner of an accounting and tax preparation firm. J. Mandwelle Capital Management provides discretionary investment supervisory services and hourly financial planning to individuals, high-net-worth clients, and retirement accounts. The firm employs a blend of charting, fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary trading authority.

Dale Mullin is a CFP® with 24 years of industry experience, currently serving at Equity Services, Inc. since 2007. He also works as a tax manager at Whittemore, Dowen & Ricciardelli LLP, where he performs tax preparation and planning. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading.

Patrick Mylod is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has previously worked with Equitable and AXA Advisors. He is also co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and their clients. The firm provides a variety of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Maxwell Beebe is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and AXA Advisors LLC. Beebe is a co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm offers a wide range of managed-account programs, third-party asset manager access, and comprehensive back-office services.

Clayton Wilhelm is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including at Cedarville University and Beyond Angels Venture Capital. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.