Bryan Scheels is a financial advisor at Orange Investment Advisors, Inc. with four years of industry experience. He previously worked at Hudson Valley Investment Advisors, Inc. and Best Buy Co. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, 401(k) consulting, and investment consulting. The firm uses a growth-at-a-reasonable-price framework combining economic analysis with fundamental and technical research and manages a registered mutual fund.

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® affiliated with Spire Wealth Management, LLC, with seven years of experience at Spire and additional experience at Forte Capital LLC. She also works as a group exercise instructor at Gold's Gym, delivering weekly classes and developing new choreography. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers advisor-led and model portfolio solutions using a combination of discretionary and non-discretionary management, incorporating tactical, active, and passive investment strategies.

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.

Jannine Barbosa is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Kestra Private Wealth Services and Kestra Investment Services since 2019 and previously was with Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2019. Outside of her advisory role, Barbosa serves as President of the Orange County Soccer League, an organization providing a venue for women to play soccer. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets across about 208 advisors. The firm supports a broad range of investment products and platforms and provides specialized offerings including annuity subaccount and 529 plan services.

Sarah De Graw is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra in 2020, she worked at OneMain Financial and Tory Burch at Woodbury Commons. She is also involved in insurance-related financial advising through MUNDI FINANCIAL. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing product selection within an approved menu.

Steven Candela is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Prudential Investment Management Services and PGIM Investments. Outside of his advisory role, he is involved as a Wealth Management Associate at MUNDI FINANCIAL, assisting on projects within the firm and preparing for FINRA qualifications. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms with discretionary and non-discretionary arrangements.

David Speranza is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Wealth Management LLC, Compass Asset Management, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves as an NCAA baseball umpire. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and over 13,000 clients.

Ashley Squillace is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Compass Asset Management Group, LLC. Ashley also works part-time as a fixed insurance agent. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using a customized, long-term investment approach that includes ETFs, mutual funds, and alternative investments.

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.

John Hackney is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at A.G.P. / Alliance Global Partners and several healthcare companies. He also serves as a Field Agent for Knights of Columbus Insurance, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services that combine strategic and tactical approaches across a variety of portfolios and asset types.

Derek Dimino is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Merrill for five years and has held roles in education and media. He currently assists senior advisors and provides investment advisory services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms, serving both individual and institutional clients through discretionary and non-discretionary arrangements.

Joseph Sciabica is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently associated with Guardian Life and Park Avenue Securities, where he has worked since 1999. In addition to his advisory role, he teaches the LBS Fundamental curriculum to financial representatives and coordinates volunteer and fundraising activities for Regis High School's alumni association. He is also a founding member of the Beacon Collaborative networking group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory services, utilizing model portfolios from in-house and third-party managers.

Christopher Tucciariello is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Eagle Strategies since 2012 and operates under the DBA T&B Wealth Strategies, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Sean Tierney is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and selectively integrates external managers and alternative exposures.

David Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Principal Life Insurance Co. Outside of his advisory career, he is involved in life settlements through ownership of related businesses and is a partner in a multisport facility called Skate Safe. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Nicholas Shala is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Rhinebeck Bank and Brent T Mentro's Insurance Agency. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Brenda Heitmuller is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Daniel Giaimo is a CFP® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015. Giaimo also maintains a role with ITI Strategies, Inc., a business related to his LPL Financial activities. He is president and CEO of GIAIMO & COMPANY, INC., a tax preparation and accounting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary advisory services, utilizing proprietary technology and a range of investment strategies implemented through third-party managers and platforms.

Ayda Lupo is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by financial professional recommendations and ongoing monitoring, with a structured due diligence process for third-party advisory products.