Thomas Smith

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

Douglas Robb is a financial advisor at ABC Wealth Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related entities since 2012, including CUSO Financial Services, LP and multiple iterations of ABC Wealth firms. Robb also operates as a sole proprietor insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program, manages variable annuity and life contracts, and offers guidance on non-traded REITs, frequently implementing portfolios through sub-advisors and third-party money managers.

Robert Stickel is a CFP® and CPA with 29 years of experience in financial advising. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to founding RLS Financial Services, he worked at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, Stickel provides tax preparation, accounting, and insurance services. RLS Financial Services offers financial planning and investment advice to individuals and high-net-worth clients, utilizing fundamental analysis and a mix of long- and short-term trading strategies. The firm primarily provides non-discretionary advice and delivers financial plans as one-time reports, with a notable role as sponsor and portfolio manager for a wrap fee program.

Michael Marino is a CFP® professional with 28 years of industry experience. He is the principal at The Financial Planning Center, LLC and has previously worked with Lotus Investment Advisors, Empire Asset Management Company, and Divine Asset Management. Outside of his advisory work, Marino serves as president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC serves individual investors, business owners, and families by offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm tailors investment strategies based on client objectives and coordinates with other professionals while managing approximately $26.3 million for about 63 clients.

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of Advanced Paint Repair Systems, an automotive refinishing business in Upper Black Eddy, PA. Aequitas Equitas Wealth Management provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan consulting to individuals, institutions, and businesses. The firm’s investment approach focuses on building core equity portfolios designed to outperform over a three- to five-year market cycle, using fundamental analysis combined with valuation and technical reviews, and employs various asset classes and risk-management strategies tailored to client needs.

Matthew Sheridan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Vista Financial Services LLC since 2012. Outside of his advisory role, he is involved in Sheridan Communications, Inc., a company providing printing and shipping services where he manages pricing formulas to improve billing efficiency. Vista Financial Services offers discretionary portfolio management and advisory services to individual and high-net-worth clients, focusing on equities, bonds, fixed income, ETFs, and government securities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, including higher-risk techniques such as short sales and options writing.