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.

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 bringing 15 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 advising, he is an investor in a local commercial bakery and serves as chair of the Powelton Club pool. Focused Wealth Management provides investment management, financial planning, and consultation services to individual and institutional clients, including high-net-worth individuals, charities, and municipal entities. The firm employs a committee-driven investment process using proprietary quantitative screening and offers portfolio management through third-party programs and its proprietary wrap fee program.

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.

Derek Lavery is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and Axa Advisors. He serves as an administrator or executor of an estate or trustee of a trust for non-family and family members. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, retirement plan consulting, and access to alternative investments while utilizing model strategies, third-party platforms, and serving as a fiduciary for retirement accounts.

Thomas Castrovinci is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of financial advising, he serves as Treasurer and member of the Knights of Columbus chapter in Mahopac, NY, where he handles accounting functions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and multiple analytical approaches while maintaining approximately $1.39 billion in total platform assets.

Michael Spero is a financial advisor with RFG Advisory, LLC and holds the Series 66 designation. He has 17 years of industry experience, having previously worked at Equitable Advisors and Axa Advisors, LLC. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing various model strategies and technology platforms.

Kavian Burke is a financial advisor at B. Riley Wealth Advisors, Inc. with nine years of industry experience. He previously worked at LPL Financial, LLC and Hudson Valley Credit Union. Burke holds the Series 63 designation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Jerome Rossi is a financial advisor at B. Riley Wealth Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Securities Corporation, Compass Asset Management, and Derienzo-Rossi Company. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs, including advisor-managed portfolios, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

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.

Sarah Babcock is a financial advisor at RFG Advisory, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Carlos Perez and Equitable Advisors, among others. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms.

Irene Monck is a financial advisor with B. Riley Wealth Advisors, Inc. and holds a Series 66 credential. She has 19 years of industry experience with prior roles at National Securities Corporation and Gilman Ciocia, Inc. Monck is also active in community service as the president of the Poughkeepsie Arlington Rotary Club. B. Riley Wealth Advisors provides investment advice and portfolio management to individual, pension, trust, charitable, and corporate clients. The firm employs a variety of programs including Advisor-as-Portfolio-Manager, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

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 at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Royal Alliance Associates and LPL Financial. Outside of his advisory role, he is a passive investor in a multi-location restaurant. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs to implement client strategies.

Kyle Odell is a CFP® professional with 15 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. He previously worked at Fidelity Brokerage Services LLC for nine years before joining B. Riley in 2024. Odell also holds a senior vice president role at B. Riley Wealth Insurance, focusing on fixed insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing over $7 billion in client assets through approximately 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

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.