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.

Curt Schultzberg is a financial advisor at Orange Investment Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Hudson Valley Investment Advisors, TD Ameritrade, and American Portfolios Advisors. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm uses a growth-at-a-reasonable-price (GARP) approach that integrates economic analysis with fundamental and technical research across multiple asset classes.

Steven Maurer is a financial advisor with Orange Investment Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Hudson Valley Investment Advisors and has ownership experience as president of a local dry cleaning business. Maurer is also associated with Mount Peter Ski Area through a decade-long involvement. Orange Investment Advisors provides portfolio management, financial planning, and consulting services to individual and institutional clients, including trusts, pension plans, and charitable organizations. The firm utilizes a growth at a reasonable price (GARP) investment approach that combines economic analysis with fundamental and technical research across various asset classes.

David Panebianco is a financial advisor at Orange Investment Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hudson Valley Investment Advisors, Inc. and AllianceBernstein Investments, Inc. Orange Investment Advisors, Inc. serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and investment consulting. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and is notable for its affiliation with a bank holding company, management of a registered mutual fund, and above-average assets under management per advisor.

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.

Stephen Soper is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with Orange Investment Advisors, Inc., where he has been since 2026. His prior experience includes roles at Passupsic Financial Advisors, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Orange Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, 401(k) consulting, and investment consulting to individual and institutional clients. The firm emphasizes tailored asset allocation with a focus on growth at a reasonable price, using top-down economic analysis alongside fundamental and technical research.

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.