Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Sviatlana M
Series 66
Goshen, NY
Orange Investment Advisors, Inc.
Sviatlana Maslava is a financial advisor at Orange Investment Advisors, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at KBK Wealth Management LLC, Benjamin F. Edwards & Co., Wells Fargo Clearing Services LLC, and Morgan Stanley. She is the owner of SvetConsulting, LLC, a private entity that provides notary services. Orange Investment Advisors is a team firm offering portfolio management, financial planning, and consulting services to individual and institutional clients. The firm employs a tailored asset allocation approach focused on growth at a reasonable price, integrating economic analysis with fundamental and technical research across multiple asset classes.
Michael R
CFP®, Series 63, Series 65
Goshen, NY
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.
James S
Series 63, Series 65
Goshen, NY
Orange Investment Advisors, Inc.
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 S
Series 63, Series 66
Goshen, NY
Orange Investment Advisors, Inc.
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 M
Series 65, Series 63
Goshen, NY
Orange Investment Advisors, Inc.
Steven Maurer is a financial advisor with Orange Investment Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Hudson Valley Investment Advisors and has ownership experience as president of a local dry cleaning business. Maurer is also associated with Mount Peter Ski Area through a decade-long involvement. Orange Investment Advisors provides portfolio management, financial planning, and consulting services to individual and institutional clients, including trusts, pension plans, and charitable organizations. The firm utilizes a growth at a reasonable price (GARP) investment approach that combines economic analysis with fundamental and technical research across various asset classes.
David P
Series 63, Series 65
Goshen, NY
Orange Investment Advisors, Inc.
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 S
CFP®, Series 63, Series 65, Series 66
Goshen, NY
Orange Investment Advisors, Inc.
Stephen Soper is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with Orange Investment Advisors, Inc., where he has been since 2026. His prior experience includes roles at Passupsic Financial Advisors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Orange Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, 401(k) consulting, and investment consulting to individual and institutional clients. The firm emphasizes tailored asset allocation with a focus on growth at a reasonable price, using top-down economic analysis alongside fundamental and technical research.
Bryan S
Goshen, NY
Orange Investment Advisors, Inc.
Bryan Scheels is a financial advisor at Orange Investment Advisors, Inc. with four years of industry experience. He previously worked at Hudson Valley Investment Advisors, Inc. and Best Buy Co. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, 401(k) consulting, and investment consulting. The firm uses a growth-at-a-reasonable-price framework combining economic analysis with fundamental and technical research and manages a registered mutual fund.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters