Patrick Donnelly is a financial advisor at Donnelly Financial Services with five years of industry experience. His prior roles include positions at Third Bridge Group and PNC Bank. Donnelly Financial Services is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm offers client-focused investment programs that incorporate both fundamental and technical analysis, as well as educational seminars available to the public.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

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 CFP® professional with 17 years of industry experience. He has been with Great Path Planning since 2016 and also operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning is an SEC-registered advisory firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and portfolio management. The firm uses a primarily passive, low-cost investment approach centered on diversified asset allocations and offers additional services such as retirement plan advisory, tax planning, and estate review.

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.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

Melissa Mineau is a financial advisor at HV Capital Management with four years of industry experience. She previously worked at Hudson Valley Investment Advisors, Inc. for 25 years before joining HV Capital Management in 2025. 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 that combines top-down macro and thematic analysis with bottom-up research to guide asset allocation and tactical positioning, and it offers a subscription-based monthly research publication.

Thomas Leidner is a financial advisor at QP Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Purshe Kaplan Sterling Investments for two years. Leidner is a co-founder, co-chief investment officer, and portfolio manager at QP Wealth Management. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage clients, managing approximately $405 million across about 115 clients with a five-advisor team. The firm offers financial planning, investment consulting, and portfolio management, employing a range of strategies including ETFs, equities, bonds, options, and alternative investments, with a notable focus on non-discretionary asset management and tailored client solutions.

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.

Maria Kondracki Dwyer is a financial advisor at Compass Capital Corporation with 48 years of industry experience. She holds the Series 63 designation and has worked at Compass Capital Corporation since 2018, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. She is the owner of Strategic Planning Inc, which focuses on life insurance non-variable sales, and serves on the Board of Trustees for Keiser University and Everglades University. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization through software-driven techniques and offers both discretionary portfolio management and standalone financial planning.

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 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.

Brianna Sternkopf is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including American Portfolios Financial Services, Inc. and Aspire Financial Group. Outside of her advisory role, she serves as a professor in the Business Department at SUNY Orange. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and offers ERISA plan consulting and fee-based insurance product 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 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 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.

Aaron Glauber is a financial advisor with Park Avenue Investment Advisory, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company, CBaum CPA, and SDL Group. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets on a discretionary basis using model portfolios and third-party investment managers, and offers additional services such as financial planning and ERISA plan consulting.