Ryan Jonathan Davis

Joseph Baczkowski is a financial advisor at Baczkowski & Company, an independent firm where he has served as the sole adviser since 1998. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Sargent & Lundy LLC for 11 years. Baczkowski & Company provides portfolio management and financial advisory services to individual clients, focusing on discretionary management of a small client roster without minimum account balances. The firm uses publicly available research and a mix of securities, mutual funds, and ETFs to tailor diversified portfolios, with investment decisions monitored daily and trades timed using in-house forecasts.

Benjamin Huber is a CFP® professional at Five Rivers Financial Advisors, LLC with seven years of industry experience. He has been with Five Rivers Financial Advisors since 2011. Five Rivers Financial Advisors manages approximately $52.6 million for a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, time horizons, risk tolerance, and liquidity needs.

Raymond Heidel is a Certified Financial Planner® with 25 years of industry experience. He has been with Five Rivers Financial Advisors, LLC since 1997. The firm manages approximately $52.6 million for individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small business entities, serving both high-net-worth and non-HNW clients. Five Rivers Financial Advisors provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, risk tolerance, and liquidity needs.

Candice Gilman is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Sofi Wealth LLC, Sofi Securities LLC, Coastal Investment Advisors, Inc., Coastal Equities, Inc., and Capital One Advisors LLC. Gilman also served as a compliance officer and director with Sofi Wealth LLC. Stirlingshire Investments serves individuals, trusts, and other entities, including both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of analytical methods to construct and manage customized portfolios across a range of investment instruments.

Charles Trakas Jr. is a financial advisor at Brookwood Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Redwood Private Wealth LLC and Virtue Capital Management, LLC. Trakas also owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working with National Gold Consultants. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and performs ongoing monitoring, due diligence, and implementation of various investment instruments.

Daniel Simon is a Series 65 licensed financial advisor with 15 years of industry experience. He is affiliated with Corecap Advisors and also serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distribution planning, and Social Security planning. His focus includes low-risk retirement strategies designed to generate guaranteed income and protect assets for retirees. Corecap Advisors provides discretionary investment and portfolio management services to individuals, high-net-worth clients, self-directed retirement plans, and institutional clients. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options, with access to multiple custodial platforms and third-party asset managers.