Ryan Swanson is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Focused Wealth Management since 2018 and previously worked at Securities America, Inc. and OSAIC. Focused Wealth Management provides investment management, financial planning, and consultation services to a diverse client base, including individuals, high-net-worth clients, charities, municipal entities, pension funds, endowments, and corporations. The firm employs proprietary and quantitative screening methods for portfolio management and offers both discretionary and non-discretionary advisory services.

John Del Bene III is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY. He holds a Series 66 designation and has been with Focused Wealth Management and affiliated entities since 2024. Prior to his advisory role, he worked at DoorDash and has experience in education and small business operations. Focused Wealth Management provides investment management, financial planning, and consultation services to a diverse client base including individuals, high-net-worth clients, charities, municipal entities, pension funds, endowments, and corporations. The firm employs a team-based approach, using proprietary and quantitative methods to manage portfolios with regular monitoring and rebalancing.

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, American Portfolios Advisors, TD Ameritrade, and Gerstein Fisher. Orange Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, 401(k) consulting, and investment consulting services to individual and institutional clients. The firm employs a growth at a reasonable price (GARP) investment approach, combining top-down economic analysis with fundamental and technical research to construct diversified portfolios.

Steven Maurer is a financial advisor with Orange Investment Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of his advisory work, Maurer is the owner and president of Mill Pond Cleaners, a dry cleaning business. Orange Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, 401(k) consulting, and investment consulting for individual and institutional clients. The firm uses a growth at a reasonable price (GARP) investment approach, combining 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.

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.

Zachary Manheim is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with five years of industry experience. He holds a Series 66 designation and has worked at OSAIC, Securities America Inc, and New York Life. Focused Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consultation services to a diverse client base that includes individuals, high-net-worth clients, charities, municipal entities, pension funds, endowments, and corporations. The firm uses a combination of proprietary and third-party portfolio management programs, with investment decisions overseen by an Investment Management Committee employing quantitative screening and regular account reviews.

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.

Michael Passante is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Focused Wealth Management, Inc. since 2010 and previously at Securities America, Inc. Prior to his advisory career, he served at Osaic starting in 2024. Focused Wealth Management provides investment management and financial planning services to a diverse client base, including individuals, charities, municipalities, and pension funds. The firm uses a disciplined investment approach guided by an Investment Management Committee and manages a substantial client roster through a compact advisory team.

Anthony Di Capua is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America and Rhinebeck Bank. Di Capua serves on multiple nonprofit boards, including the SUNY Orange Foundation and the Bardavon Opera House, where he participates in executive and finance committees. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and various institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process for security selection and offers discretionary and non-discretionary investment management, financial planning, and consultation services.

Jacob Brett is a financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Focused Wealth Management since 2010 and was previously with Securities America, Inc. from 2011 to 2024. Outside of advising, he is an investor in a local commercial bakery and serves as chair of the Powelton Club pool. Focused Wealth Management provides investment management, financial planning, and consultation services to individual and institutional clients, including high-net-worth individuals, charities, and municipal entities. The firm employs a committee-driven investment process using proprietary quantitative screening and offers portfolio management through third-party programs and its proprietary wrap fee program.

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.

Patrick Shea is a Series 66 licensed financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, where he has worked for two years. His prior experience includes roles at Securities America, Inc. and OSAIC. Outside of his advisory duties, he volunteers on the golf and greens committee at Warwick Valley Country Club. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management alongside financial planning services. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management.

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.

Jerome Rossi is a financial advisor at B. Riley Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Securities Corporation, Compass Asset Management, and Derienzo-Rossi Company. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs, including advisor-managed portfolios, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

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.

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.

Andrew Benet is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including H.D. Vest Advisory Services and Innovation Partners LLC. In addition to advisory work, he owns Benet and Associates LLC, which provides tax preparation and accounting services, and he operates as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with insurance consulting and enterprise risk management.

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.