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.

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.

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.

Derek Di Maso is a financial advisor at Quint Investments and Insurance with a Series 65 designation and two years of industry experience. Prior to joining Quint Investments and Insurance, he has worked in healthcare, including as a registered nurse at Soliant Health. Quint Investments and Insurance operates under 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 through a team of eight advisors, focusing on ongoing portfolio management and financial planning using mutual funds, ETFs, and a long-term trading approach that integrates fundamental and technical analysis.

William Pepe is a financial advisor with Quint Investments and Insurance, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with multiple firms, including Quint Investments and Insurance, Asset & Capital Planning Services, Inc., and Sii. Outside of advising, he teaches a data analysis course online at Capella University and operates as an 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 through an eight-advisor team. The firm focuses on long-term portfolio management using mutual funds and ETFs, incorporating both fundamental and technical analysis tailored to client goals.

Philip Deangelo is a financial advisor at Focused Wealth Management, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at Focused Wealth Management since 2010, with previous roles at Securities America, Inc. and Passante Associates LLC. Deangelo serves as a board member on the investment committee for Mount Saint Mary’s College Foundation and is the owner of AMK Flour Shop LLC, a bakery in Newburgh, NY. Focused Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, charities, municipal entities, and corporations. The firm employs a committee-driven, quantitative approach to portfolio management and offers a range of advisory services including municipal securities and insurance product advice.

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 financial advisor at D'Arcangelo Financial Advisors, LLC with the PFS™ designation and five years of industry experience. He has worked at Prager Metis CPAs since 2020 as a partner handling CPA-related duties and owns Exotic Hardwoods LLC, a woodworking and hardwood sales business. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services primarily to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes long-term allocations using mutual funds, ETFs, and selected alternatives, with a focus on pension and 401(k) plan consulting.

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 with D’Arcangelo Financial Advisors, LLC, holding a Series 65 credential and based in Poughkeepsie, NY. She has experience working at Burger Box and Mary Janes, totaling 11 years in her career. D’Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to clients including 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 with mutual funds, ETFs, and selected alternatives.

Charles Yarnold is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Focused Wealth Management since 2010 and Securities America, Inc. from 2007 to 2024. Yarnold has also served as president of a local Business Networking International (BNI) chapter until October 2024. 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 emphasizes quantitative screening and committee-guided investment decisions, offering portfolio management through third-party and proprietary programs.

Maria Manrique Alvarez is a financial advisor at Focused Wealth Management, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth, Inc., Securities America, Inc., and Northwestern Mutual. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and various institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to manage portfolios comprised of ETFs, equities, mutual funds, and bonds.

Matthew Wyant II is an Investment Adviser Representative at Focused Wealth Management, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Focused Wealth Management since 2022, with prior experience at Securities America, Inc. Outside of his advisory role, he serves as Chief Financial Officer of a retail ice cream shop and is a partner and accounting manager at a residential and commercial painting company, both based in Beacon, NY. Focused Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consultation services to a diverse client base including individual and high-net-worth clients, charities, municipal entities, pension funds, endowments, and corporations. The firm uses a committee-based investment approach with proprietary quantitative screening and offers portfolio management through third-party programs and its own wrap fee program.