Richard Mckean is a Series 65-registered advisor with Blue Elm Advisors, where he has worked since 2022. He has four years of industry experience and has also been involved with the Estate of Maria Dasilva since 2013. Blue Elm Advisors serves individual clients, including high-net-worth individuals, as well as businesses and charitable organizations. The firm provides tailored investment management and financial planning services, combining strategic asset allocation with tactical adjustments and incorporating both active and passive investment vehicles.

Luke Timm is a financial advisor at Timm Financial Services with one year of industry experience. He holds the Series 65 designation and previously worked as a Tradesman Program Manager. Timm Financial Services is a small, state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, and other small entities. The firm combines portfolio management with in-house tax and accounting services and offers separate estate-planning engagements, managing accounts on a discretionary basis with a tactical allocation strategy.

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.

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.

Joseph Guarneri is a financial advisor at Sage Investment Advisers LLC with a Series 65 credential and four years of industry experience. He has been with Sage Investment Advisers since 2019. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, and estates. The firm manages approximately $224.7 million across about 245 client relationships, focusing on customized, long-term portfolios that emphasize exchange-traded funds and individual bonds.

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.

Frederick Timm is a financial advisor with Timm Financial Services holding a Series 66 designation and eight years of industry experience. Prior to joining his current firm, he worked at Equitable Advisors, The Leaders Group, Allstate Insurance, and Signator Investors. He also owns and operates Fred Timm CPA, providing tax and accounting preparation services. Timm Financial Services is a small, state-registered advisory firm serving individuals, trusts, estates, and small entities with fee-based investment management and financial planning. The firm combines portfolio management with in-house tax, accounting, and estate planning services, employing a tactical allocation strategy that uses fundamental, technical, and cyclical analysis.

James McFadden is a financial advisor at BlueRing Advisors, Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has served as a compliance consultant at JADM Compliance Services Inc. since 2013. BlueRing Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $14.9 million across 31 discretionary accounts, focusing primarily on non–high-net-worth individuals and small institutional clients through a dynamic investment process that combines fundamental, technical, and cyclical analysis.

William Pasnau is the principal of PASNAU Investment Management, Inc. in New Milford, CT, with 26 years of industry experience. He has led Pasnau Investment Management since 1999. PASNAU Investment Management, Inc. provides discretionary investment management and advisory services to individual and high net worth clients, managing approximately $114 million across about 203 accounts. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, emphasizing asset allocation and buy-and-hold strategies to manage risk.

Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 12 years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Alps Distributors, Farther Finance Advisors, Candlewood Consulting Partners, and Mercer Investment Consulting. Fulcrum Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs individualized strategies based on client input and utilizes fundamental and technical analysis, offering a range of investment options including ETFs, mutual funds, and direct indexing.

Michael Perri is a financial advisor at Thrive Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, LPL Financial, Fidelity Investments, TD Ameritrade, and Merrill. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations with discretionary portfolio management, financial planning, and access to private placements. The firm employs diversified model portfolios using ETFs, individual securities, and third-party managers, with regular reviews and rebalancing as part of its investment process.

Derek Di Maso is a financial advisor with Quint Investments and Insurance and holds a Series 65 designation. He has one year of experience in the financial industry and concurrently works as a registered nurse at Soliant Health. His work history includes roles in healthcare and corrections prior to joining Quint Investments and Insurance. Quint Investments and Insurance operates through its advisory business, Hudson Valley Wealth Management Group, serving individual investors and employer-sponsored pension and profit-sharing plans. The firm manages approximately $110 million for around 400 clients with a team of eight advisors, using a long-term trading approach focused on mutual funds and ETFs to tailor portfolios according to clients’ goals and risk tolerances.

William Pepe is a financial advisor at Quint Investments and Insurance with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at AT&T Labs, Inc. He also teaches a data analysis course online at Capella University and works as a property and casualty insurance broker. Quint Investments and Insurance serves individual investors and employer-sponsored pension and profit-sharing plans, managing approximately $110 million for about 400 clients. The firm emphasizes long-term portfolio management using mutual funds and ETFs, including precious-metal ETFs, and integrates insurance services through affiliated agencies.

Laura Betros is a CFP® with six years of industry experience, currently serving at D'Arcangelo Financial Advisors, LLC as part of a six-advisor team. She worked at Willis Towers Watson for five years before joining D'Arcangelo Financial Advisors and has also operated as an independent insurance broker. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and uses a long-term investment approach involving mutual funds, ETFs, and selected alternatives guided by written investment policy statements.

John Cina Jr. is a PFS™ credentialed advisor with five years of industry experience, currently with D'Arcangelo Financial Advisors, LLC. He is also a partner at Prager Metis CPAs and the managing member of Exotic Hardwoods, LLC, a woodworking and hardwood wholesale business. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to employer-sponsored retirement plans, trusts, estates, and charitable organizations, with a focus on pension and 401(k) plan consulting. The firm employs a long-term investment process using mutual funds, ETFs, and selected alternatives, supported by written investment policy statements and periodic reviews.

Wayne Quint is a CFP® with 10 years of industry experience and has worked at Quint Investments and Insurance since 2013. He is also President of Quint Risk Management, Inc., an insurance agency specializing in life, accident, and health insurance, and he provides college financial planning services through College Planning 101, Inc. Quint Wealth Management, Inc., operating as Hudson Valley Wealth Management Group, serves individual investors and employer-sponsored plans with a team of eight advisors managing approximately $110 million. The firm focuses on ongoing portfolio management and financial planning using a long-term approach that incorporates mutual funds and ETFs, including precious-metal ETFs.

Olivia Santora is a financial advisor at D'Arcangelo Financial Advisors, LLC, holding a Series 65 designation. She has two years of industry experience, including prior roles at Burger Box and Mary Janes. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and employs a long-term investment approach using mutual funds, ETFs, and selected alternatives.

David Zastenchik is a CFP® professional with three years of industry experience, currently affiliated with Quint Investments and Insurance. He has worked at Hudson Valley Wealth Management Group and Mehl, Zastenchik & Associates, LLC, where he is involved in accounting and tax services. Prior to his financial advisory roles, he spent six years with Cosimos Restaurant Group. Hudson Valley Wealth Management Group, part of Quint Wealth Management, serves individual investors and employer-sponsored retirement plans, managing approximately $110 million for around 400 clients. The firm uses a long-term investment approach focused on mutual funds and ETFs, providing portfolio management and financial planning tailored to client goals.

Daniel Goodwin is a financial advisor at Quint Investments and Insurance with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Quint Investments and Insurance, as well as related entities, since 2015. Outside of his advisory role, he operates a Medicare-focused insurance business. Quint Investments and Insurance serves individual investors and employer-sponsored retirement plans, managing approximately $110 million for around 400 clients through a team of eight advisors. The firm uses a long-term trading approach with mutual funds and ETFs, incorporating both fundamental and technical analysis, and provides ongoing portfolio management alongside financial planning services.