Orange Investment Advisors, Inc.

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.

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.