Brian Skarbek

Mihail Dobrinov is a CFA charterholder with three years of industry experience, currently serving as the sole advisor at Trimon Capital. He previously worked at Principal Global Investors for eight years before joining Trimon Capital Management. Trimon Capital provides discretionary portfolio management and advisory services to individuals, institutions, and charitable organizations, employing model portfolios and integrated planning. The firm’s investment approach incorporates technical, fundamental, and cyclical analysis combined with Modern Portfolio Theory, and it utilizes derivatives and active trading strategies where appropriate.

Nicolina Stewart is a ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Cma Advisors, Inc. since 2014 and also operates CMA Solutions And Consulting, Inc., which provides tax preparation, accounting, and bookkeeping services. CMA Advisors, Inc. is a state-registered investment adviser offering comprehensive financial planning and discretionary investment management. The firm uses fundamental analysis and Modern Portfolio Theory to guide investment recommendations and operates a distinctive structure by coordinating financial planning with a separate CPA practice.

Angela Dyches is a financial advisor at Cpa Investment Solutions, Inc. with 22 years of industry experience. She holds the PFS™ and Series 63 designations and has been with her current firm since 2007. Outside of her advisory role, Ms. Dyches is president and majority shareholder of CPA Financial Solutions, P.A., a full-service CPA firm serving individual and business clients. Cpa Investment Solutions, Inc. provides discretionary portfolio management and comprehensive financial planning primarily for individual clients, focusing on personal accounts and retirement rollovers. The firm integrates tax and accounting expertise into its tailored investment strategies, utilizing documented investment policy statements, asset allocation, and ongoing portfolio monitoring.

Alan Myers is a financial advisor at Trails Edge Wealth Advisers, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing. Outside of his advisory role, he serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides individualized investment advisory and portfolio management services to individuals, corporations, pension and profit sharing plans, endowments, foundations, estates, and trusts. The firm manages approximately $153.7 million in discretionary assets across about 60 client relationships, often employing third-party model managers through the GeoWealth platform.

Adam Smith is a financial advisor with WaterShip Private Capital Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining WaterShip, he worked at several firms including Advisor Share Wealth Management and Private Financial Counsel, where he serves as managing partner overseeing life, long-term care, and annuity insurance sales and financial consulting. WaterShip Private Capital Management serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and other institutions. The firm provides comprehensive financial planning, discretionary investment management using a model marketplace, and ERISA-focused retirement plan consulting, with portfolios constructed through asset allocation, tactical and strategic analysis, and implemented via mutual funds, ETFs, individual securities, options, and REITs.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. with 15 years at the firm and nine years of industry experience. She holds a Series 65 designation. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning for individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a tactical allocation approach using a range of securities and maintains integrated investment, tax, and insurance services through affiliated practices.