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.

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. Prior to joining Kestra in 2020, she worked at OneMain Financial and Tory Burch at Woodbury Commons. She is also involved in insurance-related financial advising through MUNDI FINANCIAL. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing product selection within an approved menu.

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.

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.

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.

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.

Kevin Schunck is a financial advisor at Key Investment Services LLC in Monroe, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and Equitable Advisors. Outside of his advisory work, he is a co-owner of a seasonal ice cream shop, Treats & Tiques NNY LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through model-based portfolio management. The firm uses a multi-provider platform, combining discretionary implementation with non-discretionary client model selection, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Brian Tegnander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and four years of industry experience. He has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2020. Prior to that, he spent 20 years with 10-15 Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Tatiana Williams is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., and Citizens Bank. She is also a Notary Public. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing.

Karen Detorres is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 27 years of industry experience. She has worked at Private Advisor Group, LLC since 2016 and LPL Financial since 2010. Outside of her advisory roles, she is involved in a family business and partners in a marina operation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, leveraging technology and third-party managers to tailor investment strategies to client goals and risk tolerances.

Michael Turi is a CFP® professional with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Unum and other financial firms, with continuous involvement in the Wealth Enhancement Group since 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Bret Contreras is a financial advisor with Transamerica Retirement Advisors, LLC and holds the Series 66 designation. He has 21 years of industry experience, including previous roles at LORD, ABBOTT, AND CO. and Voya Financial Partners, LLC. Outside of his advisory work, he serves as a board member and coach for the Pine Bush Little League. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary tools and model portfolios to provide both discretionary and non-discretionary guidance to a broad client base.

Stephanie Manitaras is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and previously worked at 10-15 Associates, Inc. from 2010 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Sarah Vatier is a financial advisor at Oppenheimer with six years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer & Co. Inc since 2017, following a year at NUS Consulting and four years at Mercy College. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to client objectives.