Brendan Goldstein

Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

Justin Swiderski is a financial advisor at Palm Capital Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wilmington Capital Securities LLC since 2015. Palm Capital Group provides discretionary portfolio management to high-income and high-net-worth individuals, as well as charitable organizations and businesses. The firm employs a bottom-up value investing approach, managing concentrated portfolios primarily through equity, debt, and options securities, and offers performance-based fee arrangements for qualified clients.

David Dickerson is a financial advisor at Clearview Financial Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Virtus Investment Partners and Zweig Advisers LLC. He is also associated with Vp Distributors Inc. Clearview Financial Planning serves individual, high-net-worth, and charitable organization clients, offering portfolio management and comprehensive financial planning. The firm’s investment approach integrates modern portfolio theory with fundamental, quantitative, technical, and cyclical analysis, primarily focusing on equities and equity ETFs alongside other asset classes.

Steven Kaczmarek is the president of East End Group, Inc. and East End Wealth Management, serving as a financial advisor with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the insurance business since 1990. Kaczmarek oversees day-to-day operations at East End Group, which is engaged in insurance sales and securities trading. East End Wealth Management is an independent registered investment adviser that serves individuals, other advisers, pension plans, and corporations. The firm focuses on discretionary portfolio management with an emphasis on income-oriented fixed-income strategies, combining fundamental, technical, and charting analysis while accommodating client restrictions and tax considerations.

John Zolidis is a financial advisor at Quo Vadis Capital, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Buckingham Research Group. Quo Vadis Capital provides research and consulting products to institutional investors and discretionary separately managed account services to high-net-worth clients. The firm uses a proprietary analytical method focused on detailed structural analysis of financial statements and industry data to pursue long-term capital appreciation.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.