Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Michael Sylvester is a financial advisor at Fulcrum Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms including ALPS Distributors, Farther Finance Advisors, 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, employing both fundamental and technical analysis across a variety of investment vehicles.

Michael Perri is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Equitable, LPL Financial, Fidelity Investments, TD Ameritrade, Merrill, and Wells Fargo Clearing. Thrive Capital Management serves individuals, high-net-worth clients, businesses, and charitable organizations, offering discretionary portfolio management, financial planning, seminars, and access to private placements. The firm uses diversified model portfolios with fundamental analysis and incorporates third-party sub-advisors to tailor strategies and enhance diversification.

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.

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.

Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.

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.

Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.

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 nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cadaret, Grant & Co., Inc. and Disciplined Wealth Advisors. Outside of his advisory role, he operates a Medicare-focused insurance business. Quint Investments and Insurance serves individual investors and employer-sponsored pension and profit-sharing plans, managing approximately $110 million for around 400 clients. The firm uses a team approach to provide portfolio management and financial planning, primarily recommending mutual funds and ETFs with a long-term strategy that incorporates both fundamental and technical analysis.

Joseph Christiana is a financial advisor with Quint Investments and Insurance, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked for Financial Services Center Asset Management, Inc. for 19 years. Christiana holds an active Life, Accident, and Health Insurance license and receives commissions on a case-by-case basis. Quint Investments and Insurance serves individual investors and employer-sponsored pension and profit-sharing plans, managing approximately $110 million across roughly 400 clients. The firm employs a long-term trading approach with mutual funds and ETFs, including precious-metal ETFs, and integrates portfolio management with insurance and related services through a team of eight advisors.

Jason Kormes is a financial advisor with Quint Investments and Insurance, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms including Mass Mutual Investors Services and Prudential-related entities. Outside of his advisory role, he operates an independent insurance agency offering life, disability, long-term care, fixed annuities, and health insurance products. Quint Investments and Insurance is part of Hudson Valley Wealth Management Group, which serves individual investors and employer-sponsored pension and profit-sharing plans with approximately $110 million in assets under management. The firm uses a long-term trading approach focused on mutual funds and ETFs, integrating insurance services through affiliated agencies.

Thomas Betros is a CFP® and CFA® with eight years of experience in financial advisory. He is currently with D'Arcangelo Financial Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Fidelity Investments, Northwestern Mutual, TD Ameritrade/Charles Schwab, and Commonwealth Financial Network. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to a range of clients, including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm focuses on pension and 401(k) plan consulting, using a long-term investment approach that incorporates mutual funds, ETFs, and selected alternatives guided by written policy statements and periodic reviews.

Brian Di Filippo is a financial advisor at D'Arcangelo Financial Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has worked at D'Arcangelo Financial Advisors since 2022. Prior to this, he has been affiliated with Prager Metis CPAs LLC since 2020 and D'Arcangelo & Co. LLP from 2005 to 2020. Outside of advisory work, he is a partner in Arlington Professional Suites LLC, a real estate management venture. 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 approach using mutual funds, ETFs, and selected alternatives, supported by written investment policy statements, periodic reviews, and custodial trading tools.

Michael Betros is a financial advisor at D'Arcangelo Financial Advisors, LLC with 17 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career includes roles at PragerMetis CPAs LLC since 2020 and managing his own firm, Michael C Betros Corp., since 2014. He serves as trustee for multiple irrevocable trusts. 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 employs a long-term investment process using mutual funds, ETFs, and selected alternatives, supported by written investment policies and periodic 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.

Nancy Coenen is a CFP® professional with 12 years at Quint Investments and Insurance, including five years of industry experience. She operates from Wappingers Falls, NY, as part of an eight-advisor team. Nancy is affiliated with Hudson Valley Wealth Management Group, the advisory arm of Quint Wealth Management, Inc., which manages approximately $110 million for around 400 clients. The firm serves individual investors and employer-sponsored pension and profit-sharing plans, employing a long-term investment approach with mutual funds and ETFs, and provides customized portfolio management and financial planning services.