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.

David Sterman is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Huguenot Financial Planning in New Paltz, NY. He has been associated with LPL Financial since 2016. In addition to his advisory work, Sterman contributes written content to industry publications and leads educational workshops and real-time planning sessions. Huguenot Financial Planning provides fee-only financial planning and periodic investment consultations to individuals, families, trusts, small businesses, pension, and charitable clients. The firm emphasizes a broadly diversified, long-term investment approach using Modern Portfolio Theory and Core + Satellite strategies, primarily with low-cost indexed vehicles tailored to client objectives and risk tolerance.

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 eight years of industry experience. Before founding TruNorth Financial in 2024, he worked at Northwestern Mutual for six years and held roles at Regeneron and EY. He holds Series 63 and Series 65 licenses. TruNorth Financial serves individual and high-net-worth clients through discretionary portfolio management and financial planning, focusing on creating tailored Investment Policy Statements and ongoing portfolio monitoring. The firm typically uses ETFs alongside mutual funds, equities, fixed income, and insurance products, employing fundamental, quantitative, and technical analysis within a long-term trading framework.

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.

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.

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.

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.

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 with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and runs Anthony Barrese Asset Management, which he has operated since 2008. The AmeriFlex Group is an SEC-registered adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Alex Barrese is a financial advisor with The AmeriFlex Group in New Paltz, NY. He holds a Series 66 designation and has six years of industry experience. Prior to joining AmeriFlex, he worked at Cadaret Grant & Co., Inc. and LPL Financial. He is also involved with Anthony Barrese Asset Management, an independent business he has operated since 2018. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and consulting services, utilizing various asset allocation models and manager relationships.

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.

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 serves as an NCAA baseball umpire. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-led and model portfolio solutions utilizing tactical, active, and passive strategies tailored to client objectives.

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.

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.

Brenda Heitmuller is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Hunter Fauci is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Hudson Valley Credit Union, and Axa Advisors. Outside of his advisory role, he occasionally acts as a notary public for friends and family. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.