Brian Schmidt is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Hudson Delaware Planning LLC. His prior roles include positions at Ameriprise Financial Services Inc and The Depository Trust & Clearing Corp. Outside of financial advising, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through both ongoing and project-based engagements. The firm focuses on a planning-only model without discretionary portfolio management or custody, offering services that include retirement, tax, and estate planning, while clients retain full discretion over their implementation.

John Duval Jr. is a financial advisor at Bantam Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bantam Inc. since 2017 and at Accelerant LLC since 2004. In addition to his advisory work, he manages a securities litigation consulting firm where he serves as an expert witness. Bantam Inc. provides investment management and financial planning primarily to ultra-high-net-worth individuals, families, select institutional clients, and high-trajectory athletes. The firm employs a combination of fundamental, quantitative, technical, and macroeconomic analysis augmented by AI, offering services that include discretionary portfolio management, pension consulting, and tailored CFO services for athletes.

Michael Vanikiotis is a financial advisor at Vanik Capital LLC with CFP® and ChFC® designations and two years of industry experience. His prior work includes roles at Northwestern Mutual, Wells Fargo Clearing, and the Vanikiotis Group Restaurant Owners and Operators. Vanik Capital LLC provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates as a fee-only adviser with a client-specific investment approach that incorporates asset allocation, passive and active strategies, and ESG options, and it offers specialized pension and retirement-plan consulting services, including ERISA fiduciary roles and 3(38) investment management.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Mark Palmrose Krieger is a financial advisor at PK Financial Services in Pawling, NY. He holds a Series 65 credential and has 10 years of experience at the Pension Benefit Guaranty Corp. PK Financial Services offers personalized financial planning and discretionary investment management primarily to individuals and small businesses, alongside a separate tax preparation and tax-planning practice. The firm uses a core-and-satellite investment approach with formal risk-profiling tools and quantitative performance metrics, and it makes both hourly and performance-based fee arrangements available for eligible clients.

Jerry Schuder is a financial advisor at Sage Investment Advisers LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he is involved in real estate management and investment through Dollhouse Properties LLC and participates in coin trading via Willow Tree Coin Rarities LLC. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships and focuses on customized, long-term portfolios emphasizing exchange-traded funds and individual bonds.

Donald Bourne is a financial advisor at Bourne Lent Asset Management, Inc. with four years of industry experience. He has been with Bourne Lent since 1991. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm employs a fundamental analysis approach with customized portfolio construction, emphasizing individual equities and bonds, and serves a range of clients including high-net-worth individuals and state and municipal clients.

James Daly is a financial advisor at BlueRing Advisors, Inc. with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. BlueRing Advisors, Inc. provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations, primarily serving non–high-net-worth clients. The firm employs a dynamic allocation process combining fundamental, technical, and cyclical analysis, and emphasizes active, technically driven trading with selective use of higher-risk instruments for appropriate clients.

Charles Levinson is a financial advisor at Sage Investment Advisers LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, Levinson is involved in a rare coin collection business and co-owns a company that purchases and sells coins at auctions and trade shows. Sage Investment Advisers LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships, focusing on customized, long-term portfolios that emphasize exchange-traded funds and individual bonds.

Luke Timm is a financial advisor at Timm Financial Services with one year of industry experience. He holds the Series 65 designation and previously worked as a Tradesman Program Manager. Timm Financial Services is a small, state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, and other small entities. The firm combines portfolio management with in-house tax and accounting services and offers separate estate-planning engagements, managing accounts on a discretionary basis with a tactical allocation strategy.

Joseph Guarneri is a financial advisor at Sage Investment Advisers LLC with a Series 65 credential and four years of industry experience. He has been with Sage Investment Advisers since 2019. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, and estates. The firm manages approximately $224.7 million across about 245 client relationships, focusing on customized, long-term portfolios that emphasize exchange-traded funds and individual bonds.

Frederick Timm is a financial advisor with Timm Financial Services holding a Series 66 designation and eight years of industry experience. Prior to joining his current firm, he worked at Equitable Advisors, The Leaders Group, Allstate Insurance, and Signator Investors. He also owns and operates Fred Timm CPA, providing tax and accounting preparation services. Timm Financial Services is a small, state-registered advisory firm serving individuals, trusts, estates, and small entities with fee-based investment management and financial planning. The firm combines portfolio management with in-house tax, accounting, and estate planning services, employing a tactical allocation strategy that uses fundamental, technical, and cyclical analysis.

James McFadden is a financial advisor at BlueRing Advisors, Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has served as a compliance consultant at JADM Compliance Services Inc. since 2013. BlueRing Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $14.9 million across 31 discretionary accounts, focusing primarily on non–high-net-worth individuals and small institutional clients through a dynamic investment process that combines fundamental, technical, and cyclical analysis.

Derek Di Maso is a financial advisor with Quint Investments and Insurance and holds a Series 65 designation. He has one year of experience in the financial industry and concurrently works as a registered nurse at Soliant Health. His work history includes roles in healthcare and corrections prior to joining Quint Investments and Insurance. Quint Investments and Insurance operates through its advisory business, Hudson Valley Wealth Management Group, serving individual investors and employer-sponsored pension and profit-sharing plans. The firm manages approximately $110 million for around 400 clients with a team of eight advisors, using a long-term trading approach focused on mutual funds and ETFs to tailor portfolios according to clients’ goals and risk tolerances.

William Pepe is a financial advisor at Quint Investments and Insurance with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at AT&T Labs, Inc. He also teaches a data analysis course online at Capella University and works as a property and casualty insurance broker. Quint Investments and Insurance serves individual investors and employer-sponsored pension and profit-sharing plans, managing approximately $110 million for about 400 clients. The firm emphasizes long-term portfolio management using mutual funds and ETFs, including precious-metal ETFs, and integrates insurance services through affiliated agencies.

Laura Betros is a CFP® with six years of industry experience, currently serving at D'Arcangelo Financial Advisors, LLC. She previously worked at Willis Towers Watson for five years and has operated as an independent insurance broker since 2022. 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, using a long-term investment approach with mutual funds, ETFs, and selected alternatives guided by written investment policies and periodic reviews.

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.

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.