Peter Banta is a financial advisor at Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at KC Engineering and Land Surveying and RBT CPA's, LLP. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops customized Investment Policy Statements, employs a variety of analytical methods, and offers both discretionary and non-discretionary management tailored to client objectives.

Christopher Drouin is a financial advisor with Beyond Wealth Management Group, LLC in New Paltz, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He worked at United/Mutual of Omaha from 2002 to 2018 before joining Beyond Wealth Management Group in 2018. Drouin serves on the executive committee of the New Paltz Regional Chamber of Commerce and is a board member of Woodland Pond Continuing Care Retirement Community. Beyond Wealth Management Group provides investment advisory services to individuals, pension and 401(k) plans, trusts, endowments, and businesses. The firm uses a variety of analytical methods and manages accounts on both a discretionary and non-discretionary basis, incorporating portfolio management, financial planning, and pension consulting.

David Cross is a financial advisor with Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 63 designation and five years of industry experience. He has been with Beyond Wealth Management Group since 2018 and has extensive experience with Mutual of Omaha Investor Services, Inc. and Mutual/United Of Omaha Insurance Company dating back to 1997. Outside of advisory work, he is involved in longstanding business operations including managing local enterprises in the food and retail sectors. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops tailored Investment Policy Statements and employs a mix of analytical and trading approaches, offering both discretionary and non-discretionary management.