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.

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.

Michael Hodgson is a financial advisor with LVZ, Inc. in Rock Hill, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc for 12 years before joining LVZ, Inc. in 2021. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, an S-Corp specializing in fixed life and long-term care insurance. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combined fundamental and technical investment process guided by an internal committee, offering portfolios in Classic and Specialty styles implemented mainly through ETFs, mutual funds, and other pooled vehicles.

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.

Linda Barriger is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with Prospera since 2009. Outside of her advisory role, Barriger is active in community service as a board member of the Kiwanis Club of Monticello and is a member of Professional Women of Sullivan County. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporations, charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and a combination of firm and third-party portfolio models.

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.

Tatiana Williams is a financial advisor with Empower Advisory Group in Middletown, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Citizens Bank, Citizens Securities, Inc., and Metlife Securities. She is also a notary public. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates.

Ajet Metaliaj is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citi and KeyBank in prior roles. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options for a diverse client base including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily provides non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Sarah Vatier is a financial advisor at Oppenheimer & Co. Inc. with six years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, she worked at NUS Consulting and Marks Paneth LLP and also taught at Mercy College. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, and retirement services, employing strategic asset allocation and a variety of investment strategies tailored to client objectives.