The story begins with James Lukezic, a 24-year veteran of the financial services industry, who in 2016 set up his own practice as a retirement investment advisor and insurance agent. By 2019, he had acquired a broker-dealer business from CNA Insurance, renaming it Old Slip Capital Management, Inc., and built a nationwide investment advisory operation. In late 2023, Lukezic decided to expand into the insurance agency world, forming Old Slip Benefits & Insurance Services LLC to acquire two Allstate agencies in Westchester County, New York. He consolidated the customer accounts, set up shop in White Plains, hired staff, and began