Stephen Richard Soper

Patrick Donnelly is a financial advisor at Donnelly Financial Services with five years of industry experience. His prior roles include positions at Third Bridge Group and PNC Bank. Donnelly Financial Services is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm offers client-focused investment programs that incorporate both fundamental and technical analysis, as well as educational seminars available to the public.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with eight years of industry experience. Before founding TruNorth Financial in 2024, he worked at Northwestern Mutual for six years and held roles at Regeneron and EY. He holds Series 63 and Series 65 licenses. TruNorth Financial serves individual and high-net-worth clients through discretionary portfolio management and financial planning, focusing on creating tailored Investment Policy Statements and ongoing portfolio monitoring. The firm typically uses ETFs alongside mutual funds, equities, fixed income, and insurance products, employing fundamental, quantitative, and technical analysis within a long-term trading framework.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC with four years of industry experience. He holds the Series 65 designation and has been with Aviles Capital Management since 2014. Outside of his advisory role, he is involved with ABS Jets, a.s., a business he has been associated with since 2007. Aviles Capital Management LLC provides fee-based portfolio management focused on long-term growth for individual clients and trusts. The firm employs a value-oriented investment approach centered on fundamental analysis and a concentrated allocation to undervalued equities, alongside U.S. Treasury securities and other instruments to manage risk and capital protection.

Christopher Pollard is a CFP® professional with 17 years of industry experience. He has been with Great Path Planning since 2016 and also operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning is an SEC-registered advisory firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and portfolio management. The firm uses a primarily passive, low-cost investment approach centered on diversified asset allocations and offers additional services such as retirement plan advisory, tax planning, and estate review.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.