Core Alpha, Inc.

Robert Brown is a financial advisor at Core Alpha, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Securities, Inc. and Nationwide Financial Network prior to joining Core Alpha in 2019. Brown is also a licensed insurance agent. Core Alpha, Inc. provides investment advisory and financial planning services to individuals, trusts, and small businesses, focusing primarily on retail individual investors. The firm employs dynamic asset allocation across multiple portfolios using a range of investment vehicles and outsources management and trading to various platforms and independent managers.

Scott Zollo is a CFA® charterholder with 34 years of industry experience. He has been with Core Alpha, Inc. since 2000 and has longstanding affiliations with Mutual Funds Associates Inc. and Accu-Vest Planning, Inc. since 1991. Zollo is also associated with the Rochester Institute of Technology. Core Alpha, Inc. provides investment advisory and financial planning services to individuals, trusts, and small businesses, primarily serving retail investors with program minimums as low as $2,000. The firm employs dynamic tactical asset allocation across multiple labeled strategies and utilizes a broad range of investment instruments and outsourced platforms.

Sean Collins is a financial advisor with Core Alpha, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He also owns and operates S.P. Collins & Company, which offers tax preparation services, and runs a small retail website called American Emart. Core Alpha, Inc. provides investment advisory and financial planning services primarily to retail individual investors, trusts, and small businesses, using dynamic asset allocation across multiple account programs. The firm employs a range of investment strategies and outsources portfolio management and trading to various platforms and independent managers.