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.

Byron Stinson is a financial advisor with Hudson Portfolio Management LLC who holds 23 years of experience at the firm and a total of 40 years in the financial services industry. He is also President of Hudson Financial Group, Inc., a company providing broad-based financial advice and tax preparation services. Hudson Portfolio Management LLC is a fee-only, SEC-registered investment adviser serving private individuals, families, trusts, estates, small family businesses, and certain nonprofit organizations. The firm emphasizes asset allocation and diversification, using independent research and a range of investment tools to tailor portfolios to client objectives and risk tolerance.

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.

James Comblo is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His work history includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group. He also owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors is an SEC-registered independent investment adviser serving individuals, businesses, qualified retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $122.3 million in discretionary assets and focuses on broadly diversified, systematically managed portfolios with client-specific investment policy statements and customized strategies such as direct-indexing and tax-loss harvesting.

Thomas Cunningham IV is a financial advisor with Magnolia Capital Management and holds a Series 65 designation. He has one year of industry experience and previously worked at several firms, including Frances Valentine, LLC, and Dormify, Inc. He is also the owner and president of Streetwise Brand Development, LLC, a market research company serving fashion industry clients, though it is currently inactive. Magnolia Capital Management is a family-controlled SEC-registered investment adviser that serves a selective client base of individual and high-net-worth clients, typically families of its shareholders or persons personally known to the firm’s directors. The firm employs long-only investment strategies using fundamental, cyclical, and qualitative analysis, and manages accounts on both discretionary and non-discretionary bases.

Kevin Donnelly is a CFP® with 41 years of industry experience, currently serving at Pendragon Capital Management, Inc. since 2022. He previously operated KJ Donnelly Planning LLC for 30 years and has been associated with BrokerageSelect since 2002. Pendragon Capital Management provides discretionary portfolio management and access to third-party money managers for individual, pension, and business clients. The firm employs a modern value investing approach for equities alongside bond strategies and specialty portfolios, managing approximately $45.5 million in discretionary assets for a small client base.

Matthew Brady is a financial advisor with Murphy Wealth Management Group in Fishkill, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a mix of fundamental and technical analysis alongside Modern Portfolio Theory to tailor and regularly review client portfolios.

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.

Tamar Stubbs is a financial advisor at Magnolia Capital Management with one year of industry experience. She holds a Series 65 designation and has been with Magnolia Capital Management since 2016. Prior to her advisory role, Stubbs was affiliated with London Business School for 20 years. Magnolia Capital Management is an SEC-registered, family-controlled investment adviser serving a selective client base primarily composed of families connected to the firm’s shareholders or directors. The firm offers continuous investment supervisory services focused on publicly traded securities through long-only strategies and fundamental, cyclical, and qualitative analysis.

Carol Powell is a CPA and PFS™ with five years of experience in financial advising. She is affiliated with Magnolia Capital Management and has maintained a tax and accounting practice under her own name since 1979. Powell serves on the board and as treasurer of Magnolia Capital Management. Magnolia Capital Management is a family-controlled, SEC-registered investment adviser serving a selective client base of individuals and high-net-worth families known personally to the firm’s directors. The firm focuses on long-only strategies using fundamental, cyclical, and qualitative analysis and provides continuous investment supervisory services including portfolio management and financial planning.

Jesse Lunin Pack is a financial advisor with Lunin-Pack Planning and Advice, LLC, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. In addition to his advisory role, he serves as CEO of Lunin-Pack Financial Group, LLC and is involved in financial education through Lunin-Pack Training & Education. He also acts as co-executor of an estate, managing related fiduciary responsibilities. Lunin-Pack Planning & Advice provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a goals-based investment process combining traditional finance techniques with behavioral finance insights, utilizing mutual funds, ETFs, and third-party managers to implement portfolios.

T. Jefferson Cunningham III is a Series 65 credentialed advisor at Magnolia Capital Management with five years of industry experience. He has served as a non-executive director and member of the Risk Committee of the Board at M&T Bank Corporation since 2001. Cunningham has been affiliated with Magnolia Capital Management since 2002. Magnolia Capital Management is a family-controlled investment adviser serving a selective client base primarily composed of individual and high-net-worth families connected to the firm’s shareholders or directors. The firm focuses on long-only strategies using fundamental, cyclical, and qualitative analysis, managing portfolios on both discretionary and non-discretionary bases.

Connor Briggs is a CFP® professional with nine years of experience in financial advising. He is currently with Murphy Wealth Management Group and has previous experience at LPL Financial, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he worked with the Town of Wallkill Boys and Girls Club for one year. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios, managing approximately $252 million in client assets.

Kristen Euretig is a CFP® with nine years of industry experience. She is the sole advisor at Brooklyn Plans LLC, where she has worked since 2016. Brooklyn Plans LLC provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as small businesses and nonprofit organizations. The firm follows a primarily passive investment approach, using diversified portfolios of index mutual funds and ETFs, and tailors allocations through investment policy statements and risk assessments.

Andrew Fairbanks is a financial advisor at Pendragon Capital Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including at Fairbanks Venture Advisors, Sierentz North America, and Saugatuck Energy prior to joining Pendragon in 2019. Pendragon Capital Management provides discretionary portfolio management and access to third-party money managers for individuals, including high-net-worth clients, as well as pension and business accounts. The firm employs a modern value investing approach with active trading strategies tailored to client goals and risk tolerance.

Elizabeth Arcara is a financial advisor with FSC Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. She has worked at GENEOS Wealth Management Inc. and FSC Wealth Advisors since 2022. Outside of her advisory role, she has been involved in the hospitality industry as a bartender at Cafe Corp 165 / Hudson Grille since 2016. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios with a discretionary approach and offers specialized programs such as an Active Management Program featuring direct-indexing strategies and tax-loss harvesting.

Ian Green is a financial advisor with Pendragon Capital Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Pendragon Capital Management since 1996 and also founded TradingVillage, Inc., an educational company focused on investing seminars and classes for the general public. Green serves as treasurer for the Mind Brain Philanthropic Foundation, a charitable organization. Pendragon Capital Management is a small-team adviser serving individuals, families, pension, and corporate clients, managing approximately $40 million across about 52 accounts. The firm employs a value-oriented investment process with discretionary portfolio management and offers specialty strategies including leveraged ETF programs and climate impact portfolios.

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.

Philip Deangelo is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and Osaic Wealth, Inc. He serves on the investment committee for the foundation of Mount Saint Mary’s College and is the owner of AMK Flour Shop LLC, a local bakery. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and a variety of institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management, which typically includes ETFs, equities, mutual funds, and bonds.

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.