Vincent Nicholas Arcuri Jr.

Peter Psaras is a financial advisor with Conservative Equity Investment Advisors in Gloversville, NY, holding a Series 65 credential and 16 years of industry experience. He has worked at Sia Capital Management Inc. since 2013 and is CEO of Mycroft Mall LLC, which operates an online retail directory. Psaras is also a compensated writer for Seeking Alpha, where he publishes articles on stocks, politics, and the economy. Conservative Equity Investment Advisors provides discretionary portfolio management focused on publicly traded equities for individuals, high-net-worth clients, and family trusts. The firm uses a proprietary "Friedrich Algorithm" combined with fundamental, qualitative, and quantitative analysis to guide long-term investment decisions and maintains individualized investment policy statements for clients.

Allan MacVean is a CFP® professional with 35 years of industry experience. He has been with United Planners' Financial Services of America since 2020 and previously worked at SSN Advisory Inc and Securities Service Network for nine years. Outside of his advisory work, MacVean serves as a deacon at Crossroads Community Church and has a long history as a substitute bus driver for local school districts. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Noah Koreman is a CFP® and Series 66 registered advisor at Mariner with two years of industry experience. Prior to joining Mariner, he worked at Key Investment Services LLC and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and external managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Wayne Cook II is a financial advisor with GWN Securities Inc. in Amsterdam, NY, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, and Northwestern Mutual Investment Services. Outside of his advisory work, he is involved as an insurance agent with V. Mathis Insurance Services and Risk Advisors, LLC, and creates non-securities audio and video content. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset allocation and legacy market-timing strategies.

Daniel Stearns is a financial advisor with GWN Securities Inc. in Johnstown, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with GWN Securities since 2005 and also has long-standing roles at GLS Financial and NSA Nutrition Products. Outside of his advisory work, Stearns is involved with Innovative Solutions Insurance Services, LLC, where he acts as a life insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios with both traditional and legacy market-timing and momentum-based strategies.

Joseph Scanlan is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services and KeyBank since 2008. Scanlan serves as trustee of an irrevocable family trust. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporations through wrap-fee programs, model portfolios, and managed accounts. The firm focuses on client-directed investment profiles and offers access to third-party discretionary managers, while operating within the KeyCorp group with affiliated banking and capital markets entities.