Jacob Guevara

Justin Kim is a financial advisor at Ludus Capital, LLC in Albany, NY, holding a Series 65 designation with one year of industry experience. Prior to founding Ludus Capital, he worked at Locust Wood Capital and has an academic background from NYU Stern School of Business. Ludus Capital provides discretionary investment management to individual and select institutional clients, employing a value-oriented, opportunistic equity strategy with a focused, long-term approach. The firm manages concentrated portfolios across a broad range of domestic and international instruments and serves a diverse client base including qualified individuals, trusts, charities, other advisers, and corporate entities.

Lina Zhu is a financial advisor at Mia Lee Financial in Albany, NY, holding a Series 65 designation with one year of industry experience. Her prior work includes positions at Grant Thornton LLP and Kroll. She is also an accountant, which is noted as part of her professional activities. Mia Lee Financial is an independent firm serving individual and high-net-worth clients with portfolio management focused on equities, fixed income, and ETFs. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading approach and provides both discretionary and non-discretionary account management.

Melissa Mason is a financial advisor at Cascade Wealth Management Solutions Inc. with one year of industry experience. She holds a Series 65 credential and previously worked at Berkshire Retirement Strategies and runs a separate administrative business, Shire Virtual Admin. Cascade Wealth Management Solutions Inc. is a single-owner advisory firm offering discretionary asset management alongside financial planning and consulting services. The firm serves individuals and high-net-worth clients with customized investment programs based on fundamental analysis and client-specific objectives.

Jared Paul is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Capable Wealth, LLC in Albany, NY. Prior to founding Capable Wealth in 2017, he worked at Columbia Management Investment Distributors, Inc. from 2012 to 2017. Outside of his advisory role, he is a partner in DeepSea Consulting, LLC, a consulting business focused on Web3 technology implementation strategies. Capable Wealth provides financial planning, investment management, and educational seminars primarily to individuals, business owners, and high-net-worth clients, with a specialized focus on orthopedic surgeons. The firm emphasizes comprehensive planning, strategic asset allocation, tax efficiency, and a combination of passive and active investment strategies tailored to client objectives.

Seong Jae Yoon is a financial advisor at Strikeout Capital LLC with three years of industry experience. He previously worked at Parnassus Investments and Guggenheim Securities, LLC. Yoon holds Series 63 and Series 65 licenses. Strikeout Capital provides discretionary portfolio management primarily to individuals, trusts, estates, and other entities. The firm employs a fundamental, research-intensive investment approach focused on long-term capital preservation and compounding, maintaining a concentrated portfolio across domestic and international equities and fixed income.

James Rose is a CFP® certificant with 21 years of industry experience. He is the sole advisor at Dollar & Sense and has operated Herrick-Rose, Inc., his tax planning and preparation firm, since 1998. His work integrates tax consulting with retirement and investment planning. Dollar & Sense Tax & Financial Planning Services primarily provides tax planning and preparation for individuals and various business entities, offering fee-only financial planning and investment advice focused on no-load mutual funds and ETFs. The firm follows a tax-first model, emphasizing long-term buy-and-hold strategies and asset allocation while encouraging clients to manage their accounts actively.