John Cina Jr. is a PFS™ credentialed advisor with five years of industry experience, currently with D'Arcangelo Financial Advisors, LLC. He is also a partner at Prager Metis CPAs and the managing member of Exotic Hardwoods, LLC, a woodworking and hardwood wholesale business. 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 process using mutual funds, ETFs, and selected alternatives, supported by written investment policy statements and periodic reviews.

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.

Olivia Santora is a financial advisor at D'Arcangelo Financial Advisors, LLC, holding a Series 65 designation. She has two years of industry experience, including prior roles at Burger Box and Mary Janes. 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 employs a long-term investment approach using mutual funds, ETFs, and selected alternatives.

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.

Jon Tanner is a financial advisor at William Joseph Capital Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. He has worked with Summit Advisory Solutions, Ltd., Summit Advisory Solutions, Summit Financial Group, and McDonald & McDonald, Inc., where he provides bookkeeping services outside of investment activities. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, offering customized strategies that include third-party sub-advisors accessed through the AssetMark platform.

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.

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.

Thomas Betros is a CFP® and CFA® with eight years of industry experience. 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 diverse client base that includes employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and employs a long-term investment approach using mutual funds, ETFs, and selected alternatives guided by written investment policy statements.

Brian Di Filippo is a financial advisor at D'Arcangelo Financial Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience working with Prager Metis CPAs LLC and D'Arcangelo & Co. LLP. Outside of his advisory role, he is a partner at Arlington Professional Suites LLC, a real estate management business. 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 emphasizes pension and 401(k) plan consulting, using long-term allocation strategies implemented through mutual funds, ETFs, and selected alternatives.

Michael Betros is a financial advisor with D'Arcangelo Financial Advisors, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 17 years of industry experience. He has worked at PragerMetis CPAs LLC since 2020 and has operated Michael C Betros Corp. since 2014, alongside his long tenure at D'Arcangelo Financial Advisors dating back to 1999. Betros also serves as trustee for multiple irrevocable trusts. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services primarily to employer-sponsored retirement plans, trusts, estates, and charitable organizations, emphasizing pension and 401(k) plan consulting. The firm’s investment approach focuses on long-term allocations through mutual funds, ETFs, and selected alternatives guided by written investment policy statements and periodic reviews.

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.