Charles Trakas Jr.

Vishwanath Rao is a financial advisor at Finco Advisory LLC with a Series 65 credential and three years of industry experience. He has worked at Finco Advisory since 2020 and concurrently serves as a Digital Transformation Leader at Amazon Web Services. Finco Advisory LLC is a registered investment adviser that provides discretionary asset management as well as project-based and hourly financial planning services. The firm serves individual clients, including non-high-net-worth households, and employs a tailored investment approach based on fundamental analysis and a mix of long- and short-term strategies.

Joseph Baczkowski is a financial advisor at Baczkowski & Company, an independent firm where he has served as the sole adviser since 1998. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Sargent & Lundy LLC for 11 years. Baczkowski & Company provides portfolio management and financial advisory services to individual clients, focusing on discretionary management of a small client roster without minimum account balances. The firm uses publicly available research and a mix of securities, mutual funds, and ETFs to tailor diversified portfolios, with investment decisions monitored daily and trades timed using in-house forecasts.

Benjamin Huber is a CFP® professional at Five Rivers Financial Advisors, LLC with seven years of industry experience. He has been with Five Rivers Financial Advisors since 2011. Five Rivers Financial Advisors manages approximately $52.6 million for a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, time horizons, risk tolerance, and liquidity needs.

Raymond Heidel is a Certified Financial Planner® with 25 years of industry experience. He has been with Five Rivers Financial Advisors, LLC since 1997. The firm manages approximately $52.6 million for individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small business entities, serving both high-net-worth and non-HNW clients. Five Rivers Financial Advisors provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, risk tolerance, and liquidity needs.

Daniel Simon is a financial advisor with Corecap Advisors, holding a Series 65 credential and 14 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and currently serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distributions, and Social Security planning for retirees and near-retirees. His focus includes low-risk retirement planning strategies aimed at generating guaranteed income. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party managers.

Andrew Wood is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dan White & Associates since 2016, where he is also active as a commission-based insurance agent focusing on fixed annuities. Prior to that, he spent one year at Pacer Financial, Inc. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary authority to oversee and replace those managers.