Raul Berina is a financial advisor at Magellan Financial Solutions LLC with 17 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC is a solo-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and retirement/profit-sharing plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, with an emphasis on capital preservation and risk management.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual, Regeneron, and EY. TruNorth Financial LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $38.9 million across about 123 accounts, focusing on ETFs, mutual funds, fixed income, equities, and insurance products, and employs a long-term trading approach supported by fundamental, quantitative, and technical analysis.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC with four years of industry experience. He holds the Series 65 designation and has been with Aviles Capital Management since 2014. Outside of his advisory role, he is involved with ABS Jets, a.s., a business he has been associated with since 2007. Aviles Capital Management LLC provides fee-based portfolio management focused on long-term growth for individual clients and trusts. The firm employs a value-oriented investment approach centered on fundamental analysis and a concentrated allocation to undervalued equities, alongside U.S. Treasury securities and other instruments to manage risk and capital protection.

Christopher Pollard is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Great Path Planning since 2016 and previously held roles at USAA Financial Planning Services and USAA Financial Advisors, Inc. In addition to his advisory work, Mr. Pollard owns and operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, passive-oriented portfolios using low-cost index funds and ETFs, with discretionary management and regular client reviews to align investment strategies with financial and tax planning goals.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.

Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.

Philip Deangelo is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and Osaic Wealth, Inc. He serves on the investment committee for the foundation of Mount Saint Mary’s College and is the owner of AMK Flour Shop LLC, a local bakery. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and a variety of institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management, which typically includes ETFs, equities, mutual funds, and bonds.

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and bringing 48 years of industry experience. Her prior roles include positions at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. She is the owner of Strategic Planning Inc., which focuses on life insurance sales, and serves as a member of the board of trustees for Keiser University and Everglades University. Compass Capital Corporation provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation and efficient-frontier portfolio optimization, utilizing a range of investment vehicles and sub-advisors as appropriate.

Michael Rundle is a CFP® with 12 years of industry experience, currently serving as an advisor at Orange Investment Advisors, Inc. He has worked at Hudson Valley Investment Advisors, Inc. since 2006. Orange Investment Advisors, Inc. is an SEC-registered investment adviser serving individual, high-net-worth, and institutional clients. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and offers a range of services including portfolio management, financial planning, 401(k) consulting, and mutual fund management.

Hillary Martinez is a Series 65-licensed advisor at Orange Investment Advisors, Inc. with background experience at JP Morgan Chase and Hudson Valley Investment Advisors, Inc. She has also worked in academic and nonprofit roles, including positions at The City College of New York and the Marketer Foundation. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and manages a registered mutual fund.

Charles Yarnold is a financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Focused Wealth Management since 2010 and previously at Securities America, Inc. Yarnold has held leadership roles in local business networking groups, including serving as president of a BNI chapter until October 2023. Focused Wealth Management serves individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management, financial planning, and a proprietary wrap-fee program. The firm employs a quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio construction and management.

Brianna Sternkopf is a financial advisor at William Joseph Capital Management, Inc. with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services, Inc., Aspire Financial Group, and Cadaret Grant. Sternkopf is also a professor in the Business Department at SUNY Orange Community College. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors accessed through the AssetMark platform and offers both discretionary and non-discretionary wealth management services.

Maria Manrique Alvarez is a financial advisor at Focused Wealth Management, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth, Inc., Securities America, Inc., and Northwestern Mutual. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and various institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to manage portfolios comprised of ETFs, equities, mutual funds, and bonds.

Matthew Wyant is an Investment Adviser Representative and Investment Associate at Focused Wealth Management, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Focused Wealth Management, he worked at Securities America, Inc. Outside of his advisory role, he serves as Chief Financial Officer of Shmucks LLC, a retail ice cream shop, and is a partner and accounting manager at Valley Pro Services LLC, a residential and commercial painting company. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and institutional and tax-exempt entities, offering discretionary and non-discretionary investment management along with financial planning services. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio construction, which typically includes ETFs, individual equities, mutual funds, and bonds.

Martial Frindethie is a financial advisor at The Millstone Evans Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Raymond James & Associates, Inc. for ten years before joining his current firm. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering portfolio management, financial planning, and advisory services. The firm employs a comprehensive investment process incorporating fundamental, technical, and ESG analysis, utilizing mutual funds, ETFs, stocks, fixed income, and tailored strategies such as options and structured notes.

James Serkes is a financial advisor at Orange Investment Advisors, Inc. with 23 years of industry experience. He previously worked at Jefferies & Company, Inc. for eight years and has been with Hudson Valley Investment Advisors, Inc. since 2021. Outside of his advisory role, he is the owner of Leo's Tavern, a restaurant in Garden City, NY. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and investment consulting. The firm uses a growth-at-a-reasonable-price framework that integrates economic analysis with fundamental and technical research across various asset classes.

Ryan Swanson is a financial advisor at Focused Wealth Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and Securities America, Inc. He also supports administrative tasks within the firm. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and institutional and tax-exempt entities, offering discretionary and non-discretionary investment management, proprietary wrap-fee programs, and financial planning services. The firm utilizes a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio construction and monitoring.