Steven Maurer is an advisor at Orange Investment Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 designations. Outside of his advisory role, he is the owner and president of a dry cleaning business, Stann Corp. D/B/A Mill Pond Cleaners. Orange Investment Advisors provides portfolio management, financial planning, and investment consulting to individual and institutional clients. The firm uses a growth at a reasonable price (GARP) investment approach that combines top-down economic analysis with fundamental and technical research.

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.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Biondo Investment Advisors LLC since 2004 and previously worked at Biondo Asset Management LLC. Outside of his advisory role, he is a member of BWB Holdings, LLC, where he coordinates and plans construction projects. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm emphasizes stock selection using fundamental and technical analysis and manages multi-strategy portfolios, including options and leverage, while serving proprietary funds and government entities.

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 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.

Juan Lewis is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is the founder and owner of JJL Financial, an insurance-related business, and serves as a FINRA arbitrator. Lewis has worked at several firms including MML Investors Services, Cambridge Investment Research Advisors, and Equitable Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, emphasizing non-high-net-worth individuals rather than corporate or charitable clients.

Justin Bolmgren is a CFP® with 19 years of experience in financial advisory roles. He is currently with William Joseph Capital Management, Inc. and has previously worked at Origin Financial and operated his own firm, Bolmgren Retireplan, Inc., for a decade. Outside of advising, he serves as an advisor to the fintech software firm Budget Simple and is a part owner of Wealth Preservation Specialist, LLC and William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors on the AssetMark platform and integrates a range of quantitative and qualitative investment analysis methods.

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.

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 Private Wealth Services and Kestra Investment Services since 2019 and previously was with Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2019. Outside of her advisory role, Barbosa serves as President of the Orange County Soccer League, an organization providing a venue for women to play soccer. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets across about 208 advisors. The firm supports a broad range of investment products and platforms and provides specialized offerings including annuity subaccount and 529 plan services.

Sarah De Graw is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at OneMain Financial from 2016 to 2020. In addition to her advisory role, she is involved with Mundi Financial, providing insurance-related services. Kestra Private Wealth Services, LLC offers investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages a diverse range of investment products and specialized offerings while overseeing advisor recommendations within an approved platform.

Steven Candela is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Prudential Investment Management Services LLC and PGIM Investments. He is also involved with Mundi Financial as a Wealth Management Associate, assisting on firm projects and preparing for FINRA qualification exams. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, supported by institutional affiliations and specialized services.

Derek Dimino is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Merrill for five years and has held roles in education and media. He currently assists senior advisors and provides investment advisory services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms, serving both individual and institutional clients through discretionary and non-discretionary arrangements.

Michael Kruger is a financial advisor with Valic Financial Advisors holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors LLC, Selective Insurance, and Lowe's Corporation. He is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement plans. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Sean Tierney is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and selectively integrates external managers and alternative exposures.

Benjamin Weiss is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Empower, he worked for the Watchtower Bible and Tract Society of New York for nine years and operated B&G Property Maintenance LLC for two years. 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 integrated services focus on long-term portfolio returns and client savings rates, with a scale and model that emphasizes service within plan lineups selected by plan sponsors.

Theodore Gerstein is a financial advisor with GWN Securities Inc. holding a Series 66 credential and one year of industry experience. His prior work includes roles at Peralte-Clark LLC and assisting Eric Gerstein. Outside of advisory activities, he has served as a baseball umpire since 2017. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies within several legacy programs.

Nicholas Shala is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Rhinebeck Bank and Brent T Mentro's Insurance Agency. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Ayda Lupo is a financial advisor with Key Investment Services LLC in Chester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with KeyBank and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider platform and offers various wrap-fee programs with custodial and trade execution services, integrating with KeyCorp affiliates to deliver additional financial and advisory capabilities.

Cody Albrecht is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017 and previously at National Planning Corporation from 2015 to 2017. Outside of finance, he is involved with ARKKC Entertainment as an actor and serves as Vice President of the Red Hook Chamber of Commerce. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

Guarionex Ortiz is a financial advisor at &PARTNERS with 30 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Merrill. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies through both discretionary and non-discretionary management, utilizing proprietary and third-party models and maintains roles as a registered investment adviser, broker-dealer, and municipal advisor.