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.

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.

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.

Philip Deangelo is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and Osaic Wealth, Inc. He serves on the investment committee for the foundation of Mount Saint Mary’s College and is the owner of AMK Flour Shop LLC, a local bakery. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and a variety of institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management, which typically includes ETFs, equities, mutual funds, and bonds.

Maria Kondracki Dwyer is a financial advisor at Compass Capital Corporation with 48 years of industry experience. She holds the Series 63 designation and has worked at Compass Capital Corporation since 2018, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. She is the owner of Strategic Planning Inc, which focuses on life insurance non-variable sales, and serves on the Board of Trustees for Keiser University and Everglades University. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization through software-driven techniques and offers both discretionary portfolio management and standalone financial planning.

Sviatlana Maslava is a financial advisor at Orange Investment Advisors, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at KBK Wealth Management LLC, Benjamin F. Edwards & Co., Wells Fargo Clearing Services LLC, and Morgan Stanley. She is the owner of SvetConsulting, LLC, a private entity that provides notary services. Orange Investment Advisors is a team firm offering portfolio management, financial planning, and consulting services to individual and institutional clients. The firm employs a tailored asset allocation approach focused on growth at a reasonable price, integrating economic analysis with fundamental and technical research across multiple asset classes.

Michael Rundle is a CFP® with 12 years of industry experience, currently serving as an advisor at Orange Investment Advisors, Inc. He has worked at Hudson Valley Investment Advisors, Inc. since 2006. Orange Investment Advisors, Inc. is an SEC-registered investment adviser serving individual, high-net-worth, and institutional clients. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and offers a range of services including portfolio management, financial planning, 401(k) consulting, and mutual fund management.

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.

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.

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.

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.

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.

James Serkes is a financial advisor at Orange Investment Advisors, Inc. with 23 years of industry experience. He previously worked at Jefferies & Company, Inc. for eight years and has been with Hudson Valley Investment Advisors, Inc. since 2021. Outside of his advisory role, he is the owner of Leo's Tavern, a restaurant in Garden City, NY. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and investment consulting. The firm uses a growth-at-a-reasonable-price framework that integrates economic analysis with fundamental and technical research across various asset classes.

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.

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.

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.

Jason Kormes is a financial advisor with Quint Investments and Insurance, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at Mass Mutual Investors Services and Prudential-related firms, and operates an independent insurance business offering life, disability, long-term care, fixed annuities, and health insurance through Kore Protection, LLC. 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 a team of eight advisors. The firm manages approximately $110 million, emphasizing long-term portfolio management with mutual funds and ETFs, and integrates insurance services alongside financial planning.

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.