David Sterman is a CFP® professional with nine years of experience in the financial services industry. He is the sole advisor at Huguenot Financial Planning in New Paltz, NY, and has worked at LPL Financial and Prime Technology LLC. He contributes external writing to industry publications. Huguenot Financial Planning provides fee-only financial planning and investment consultations to individuals, families, trusts, small businesses, pension, and charitable clients. The firm emphasizes diversified, long-term investment strategies using low-cost indexed funds and offers a range of engagement options including hourly, fixed-project, and subscription-based services without ongoing asset management or discretionary trading authority.

Takuya Arai is a financial advisor at Benkei Asset Management with 3 years of industry experience. He holds a Series 65 designation and has been associated with Benkei Asset Management since 2011. Outside of his advisory role, Arai is the CEO of an online newsletter focused on U.S. stocks for Japanese investors. Benkei Asset Management is an independent registered adviser serving affluent individual and business clients in the U.S. and abroad, particularly in Japan. The firm employs a combination of fundamental valuation and quantitative analysis to construct concentrated portfolios aimed at long-term capital appreciation.

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.

Peter Banta is a financial advisor at Beyond Wealth Management Group, LLC with one year of industry experience. He holds a Series 65 credential and previously worked in various roles including positions at KC Engineering and Land Surveying and RBT CPA's, LLP. Beyond Wealth Management Group provides investment advisory services to individuals, pension and 401(k) plans, trusts, endowments, and businesses. The firm employs a range of analytical methods and manages accounts on both discretionary and non-discretionary bases, offering services such as portfolio management, financial planning, and pension consulting.

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.

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 four years of industry experience. He has been with Beyond Wealth Management Group since 2018 and has a long history with Mutual of Omaha Investor Services and related entities dating back to 1997. Outside of advisory services, he is a licensed insurance agent authorized to sell a range of insurance products including life, health, and long-term care insurance. Beyond Wealth Management Group provides investment advisory services to individuals, pension and 401(k) plans, trusts, endowments, and businesses. The firm uses a combination of analytical methods and both discretionary and non-discretionary account management, incorporating third-party managers through the AssetMark platform.

Maria Sciuto is a CFP® professional with seven years of experience at Spire Wealth Management, LLC and five years previously at Forte Capital LLC. She is also a group exercise instructor at Gold's Gym, where she teaches group fitness classes. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm employs proprietary risk overlays and maintains joint-venture relationships to manage model portfolios.

Anthony Barrese is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret, Grant & Co., Inc. for 17 years. Barrese also operates Anthony Barrese Asset Management, which he has run since 2008. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Alex Barrese is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for five years and has been involved with Anthony Barrese Asset Management since 2018. He also has experience in education, having worked at New Paltz Central School District for thirteen years. Outside of advisory work, Barrese is associated with Lutz, Selig, & Zeronda, CPAs, a tax preparation and accounting firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and integrates advisory and brokerage services to meet a wide range of client needs.

Kenneth Copans is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and previously at National Securities Corporation and Gilman Ciocia. Outside of advisory work, he is involved with B. Riley Wealth Tax Services and acts as a fixed insurance agent. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

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.

David Speranza is a financial advisor at Spire Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Compass Asset Management and Lincoln Financial Advisors Corporation. Outside of his advisory role, he officiates NCAA baseball games as an umpire. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm manages discretionary and non-discretionary portfolios and provides financial planning along with access to separately managed model portfolios and wrap programs.

Ashley Squillace is a financial advisor at Spire Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Compass Asset Management Group, LLC since 2014. In addition to her advisory role, she works part-time as a fixed insurance sales agent. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.

Deborah Dulaney is a Series 65-licensed advisor with Fifth Third Wealth Advisors LLC, based in Cornwall, NY, and has two years of industry experience. She previously worked at BNY Mellon for 33 years. Dulaney serves as a trustee of the Hudson Highlands Nature Museum, participating in board and committee meetings for a nature-based education nonprofit. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources across affiliated entities.

Jeremy Ziemba is a financial advisor at Spire Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at Spire Securities, LLC and HVSP Enterprises, as well as eight years with the Department of Homeland Security. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a variety of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions, and offers access to specialized model portfolios and alternative investments.