Linda Tarbox

Rachel Sloan is a CFP® professional with 21 years of experience in financial advising. She has led Sloan Advisory Group, Inc. since 2009. The firm offers discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $63.6 million in assets. Its investment approach focuses on asset-class allocation and Modern Portfolio Theory to create diversified portfolios tailored to client objectives, with periodic reviews and discretionary implementation. The firm also provides educational seminars and workshops on general financial topics to organizations and the public.

Jonathan Mandwelle is the principal of J. Mandwelle Capital Management and holds Series 63 and Series 65 licenses. He has over 35 years of experience as a CPA and financial planner, with additional roles including adjunct college instructor at SUNY Adirondack and owner of an accounting and tax preparation firm. J. Mandwelle Capital Management provides discretionary investment supervisory services and hourly financial planning to individuals, high-net-worth clients, and retirement accounts. The firm employs a blend of charting, fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary trading authority.

Thomas Chambers is a financial advisor with Valic Financial Advisors in Queensbury, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also an agent with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and offering various overlay services.

Patrick Mylod is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Equitable, AXA Advisors, and Beebe Financial Services. He is also co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Maxwell Beebe is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC before joining Commonwealth in 2023. Beebe is also a co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Clayton Wilhelm is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including at Cedarville University and Beyond Angels Venture Capital. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.