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.

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.

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.

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.

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.

Curt Schultzberg is a financial advisor at Orange Investment Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Hudson Valley Investment Advisors, TD Ameritrade, and American Portfolios Advisors. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm uses a growth-at-a-reasonable-price (GARP) approach that integrates economic analysis with fundamental and technical research across multiple asset classes.

Steven Maurer is a financial advisor at Orange Investment Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hudson Valley Investment Advisors since 2023. Outside of finance, he is the owner and president of Mill Pond Cleaners, a dry cleaning business he has managed since 2014. Orange Investment Advisors serves individual and high-net-worth clients as well as institutional accounts, offering portfolio management, financial planning, and investment consulting. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and is notable for managing a registered mutual fund and its affiliation with a bank holding company and a sister bank/trust.

David Panebianco is a financial advisor at Orange Investment Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hudson Valley Investment Advisors, Inc. and AllianceBernstein Investments, Inc. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and investment consulting. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and is notable for its affiliation with a bank holding company, management of a registered mutual fund, and above-average assets under management per advisor.

Stephen Soper is a CFP® with 20 years of experience in the financial industry, currently serving as an advisor at Orange Investment Advisors, Inc. He has worked at several firms including Passupsic Financial Advisors, MML Investors Services LLC, and Raymond James Financial Services, Inc. Orange Investment Advisors, Inc. is an SEC-registered investment adviser that serves individual and high-net-worth clients as well as institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, 401(k) consulting, and acts as the investment manager for a registered mutual fund, emphasizing tailored portfolios built around a growth-at-a-reasonable-price framework.

Juan Lewis is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is the founder and owner of JJL Financial, an insurance-related business, and serves as a FINRA arbitrator. Lewis has worked at several firms including MML Investors Services, Cambridge Investment Research Advisors, and Equitable Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, emphasizing non-high-net-worth individuals rather than corporate or charitable clients.

Jannine Barbosa is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Kestra since 2019 and previously at Bruderman Brothers LLC and Bruderman Asset Management, LLC. Outside of her advisory role, she serves as president of the Orange County Soccer League, a nonprofit organization providing a venue for women to play soccer. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and platforms.

Sarah De Graw is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at OneMain Financial and has been with Kestra since 2020. Additionally, she is involved with Mundi Financial, providing insurance-related advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses with a range of investment and financial planning services.

Steven Candela is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Prudential Investment Management Services LLC, PGIM Investments, and Fidelity Deposit and Discount Bank. Candela is currently preparing for FINRA qualification exams and gaining experience through various projects within his firm. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and retirement services, combining advisor-managed accounts with access to in-house and third-party solutions.

Derek Dimino is a financial advisor at Kestra Private Wealth Services, LLC with a Series 66 designation. He has prior experience at Merrill and other firms, and has also worked in education and media roles. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities with a range of advisory and investment solutions.

Sean Tierney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.