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.

Ryan Swanson is a financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Focused Wealth Management since 2018 and previously at Securities America, Inc. from 2021 to 2024. Focused Wealth Management provides investment management, financial planning, and consultation services to individuals, high-net-worth clients, charities, municipal entities, pension funds, endowments, and corporations. The firm uses proprietary and quantitative screening methods to guide investment decisions and offers both third-party and proprietary portfolio management programs.

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.

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.

Amy Pender is a CFP® with 13 years of industry experience, currently serving as an advisor at Natural Investments since 2017. She previously worked at SRI Investing LLC from 2015 to 2017. In addition to her advisory role, she provides strategic planning consulting for nonprofit organizations. Natural Investments is a values-focused advisory firm managing roughly $2.05 billion for individual clients, institutions, and charitable entities through a team of 24 advisors. The firm emphasizes asset-class diversification and socially responsible investments, offering both discretionary management and project-based financial planning.

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 14 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 his advisory role, Brett is an investor in a local commercial bakery and serves as chair of the Powelton Club pool. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management along with financial planning services. The firm employs a proprietary quantitative screening process for security selection and manages portfolios that typically include ETFs, equities, mutual funds, and bonds.

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.

Maria Sciuto is a CFP® professional with seven years of experience at Spire Wealth Management, LLC and five years previously at Forte Capital LLC. She is also a group exercise instructor at Gold's Gym, where she teaches group fitness classes. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm employs proprietary risk overlays and maintains joint-venture relationships to manage model portfolios.

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.

Kevin Barletta is a financial advisor with International Assets Investment Management, LLC and International Assets Advisory, LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. Prior to his current roles since 2021, he worked at Royal Alliance Associates and LPL Financial. Outside of advisory services, he is a passive investor in the Dig Inn restaurant chain. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using a range of investment vehicles and offers additional services including financial planning and third-party manager referrals.

Walter Murphy is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calamos Financial Services LLC, Calamos Wealth Management LLC, and Charles Schwab. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with wealth planning, trustee services, and ERISA retirement plan advisory, managing accounts with an emphasis on multi-asset diversification and the use of third-party sub-advisers when appropriate.

Douglas Solinsky is a financial advisor with Kingswood Wealth Advisors, LLC and holds Series 65 and Series 63 licenses. He has 22 years of industry experience, including prior roles at Benchmark Investments, Inc. and NewBridge Securities Corporation. He hosts the Wall and Main Podcast, where he conducts discussions with guests on investment topics. Kingswood Wealth Advisors serves retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers a customizable investment approach through an open-architecture platform and integrates insurance-linked account management with affiliated financial entities.

David Speranza is a financial advisor at Spire Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Compass Asset Management and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as an NCAA baseball umpire. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-led and model portfolio solutions utilizing tactical, active, and passive strategies tailored to client objectives.

Ashley Squillace is a financial advisor at Spire Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Compass Asset Management Group, LLC since 2014. In addition to her advisory role, she works part-time as a fixed insurance sales agent. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.

Deborah Dulaney is a Series 65-licensed advisor with Fifth Third Wealth Advisors LLC, based in Cornwall, NY, and has two years of industry experience. She previously worked at BNY Mellon for 33 years. Dulaney serves as a trustee of the Hudson Highlands Nature Museum, participating in board and committee meetings for a nature-based education nonprofit. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources across affiliated entities.