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.

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.

Jacob Brett is a financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Focused Wealth Management since 2010 and was previously with Securities America, Inc. from 2011 to 2024. Outside of his advisory role, Brett is an investor in a local commercial bakery and serves as chair of the Powelton Club pool. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management along with financial planning services. The firm employs a proprietary quantitative screening process for security selection and manages portfolios that typically include ETFs, equities, mutual funds, and bonds.

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® professional with seven years of experience at Spire Wealth Management, LLC and five years previously at Forte Capital LLC. She is also a group exercise instructor at Gold's Gym, where she teaches group fitness classes. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm employs proprietary risk overlays and maintains joint-venture relationships to manage model portfolios.

Anthony Wojda is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wojda holds a partial ownership stake in Oak Group Wealth Management LLC, where he also serves as a trustee. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and third-party portfolio management strategies alongside tailored asset allocation.

Gary Ben Ezra is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Prior to joining Arax in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Outside of his advisory role, he has a 50% ownership interest in Dexter & Benjamin LLC, a thoroughbred stable in Poughkeepsie, NY. Arax Advisory Partners is a multi-team SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management, third-party models, and tailored asset-allocation 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.

Kevin Barletta is a financial advisor with International Assets Investment Management, LLC and International Assets Advisory, LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. Prior to his current roles since 2021, he worked at Royal Alliance Associates and LPL Financial. Outside of advisory services, he is a passive investor in the Dig Inn restaurant chain. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using a range of investment vehicles and offers additional services including financial planning and third-party manager referrals.

Hayden Peek is a financial advisor at Arax Advisory Partners with one year of industry experience. He previously worked at Wells Fargo Advisors for two years and has an educational background including New York University. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal management, third-party models, and tailored asset allocation, offering various advisory and management services.

Denise Morgantini is a financial advisor at Arax Advisory Partners with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, with unique use of performance-based fees and carried-interest structures for qualified investors and private funds.

Walter Murphy is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Calamos Financial Services LLC, Calamos Wealth Management LLC, and Charles Schwab. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with wealth planning, trustee services, and ERISA retirement plan advisory, managing accounts with an emphasis on multi-asset diversification and the use of third-party sub-advisers when appropriate.

Joseph Porcelli is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Arax, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he coaches youth lacrosse through his sole proprietorship, Predator Lacrosse. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives while maintaining compliance oversight.

Frederico Rodriguez Jr is a financial advisor at Arax Advisory Partners with Series 63 and Series 65 designations and 42 years of industry experience. He has worked at various Wells Fargo entities since 2012, including Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves a diverse client base, including high-net-worth individuals, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management with third-party strategies.

Daniel Short is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He previously worked at Wells Fargo Advisors and its affiliated entities from 2009 to 2026. Outside of his advisory role, he serves on the finance committee of the nonprofit Grace Smith House and acts as a power of attorney for his mother. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

David Speranza is a financial advisor at Spire Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Compass Asset Management and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as an NCAA baseball umpire. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-led and model portfolio solutions utilizing tactical, active, and passive strategies tailored to client objectives.

Zachary Herring is a CFP® and ChFC® credentialed advisor with 16 years of industry experience. He currently works at Arax Advisory Partners and previously held roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, M&T Securities, Securities America Inc., and UA Wealth. Outside of advisory work, he serves as an executor for an estate-related matter. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest structures for certain investors and private funds.

Jeffrey Polanco is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2013 to 2021. At Fortis, he also engages in fixed insurance sales. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies, including discretionary management and ESG options, and manages over $1.6 billion in discretionary assets.

Ashley Squillace is a financial advisor at Spire Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Compass Asset Management Group, LLC since 2014. In addition to her advisory role, she works part-time as a fixed insurance sales agent. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.

Ryan Peek is a financial advisor with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and is noted for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.