Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC in Middletown, NY, holding a Series 65 credential with 5 years of industry experience. He has worked at Aviles Capital Management since 2014 and is also involved with ABS Jets, a.s. since 2007. Brotanek’s work outside of investment management includes non-investment business activities that represent a significant source of income and time. Aviles Capital Management LLC offers fee-based portfolio management through its “Comprehensive Value Portfolio Management” program, focusing on small-, mid-, and large-cap equities alongside U.S. Treasury securities. The firm uses a value-oriented, fundamental analysis approach with selective use of equity options, margin, ETFs, and Treasury Inflation-Protected Securities to manage risk and capital preservation.

Christopher Pollard is a CFP® professional with 17 years of industry experience. He has been with Great Path Planning since 2016 and also operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning is an SEC-registered advisory firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and portfolio management. The firm uses a primarily passive, low-cost investment approach centered on diversified asset allocations and offers additional services such as retirement plan advisory, tax planning, and estate review.

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Biondo Investment Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2024. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment approach focuses on fundamental stock selection across market capitalizations, supplemented by technical analysis and third-party research, with portfolios managed primarily on a discretionary basis.

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation, holding a Series 63 designation and nearly 50 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. She is the owner of Strategic Planning Inc., focusing on life insurance sales, and serves on the Board of Trustees for Keiser University and Everglades University. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization through software-driven techniques and manages portfolios directly or through sub-advisors.

Sviatlana Maslava is a financial advisor at Orange Investment Advisors, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at KBK Wealth Management LLC, Benjamin F. Edwards & Co., Wells Fargo Clearing Services LLC, and Morgan Stanley. She is the owner of SvetConsulting, LLC, a private entity that provides notary services. Orange Investment Advisors is a team firm offering portfolio management, financial planning, and consulting services to individual and institutional clients. The firm employs a tailored asset allocation approach focused on growth at a reasonable price, integrating economic analysis with fundamental and technical research across multiple asset classes.

Michael Rundle is a CFP® with 12 years of industry experience, currently serving as an advisor at Orange Investment Advisors, Inc. He has worked at Hudson Valley Investment Advisors, Inc. since 2006. Orange Investment Advisors, Inc. is an SEC-registered investment adviser serving individual, high-net-worth, and institutional clients. The firm employs a growth-at-a-reasonable-price (GARP) investment approach and offers a range of services including portfolio management, financial planning, 401(k) consulting, and mutual fund management.

Nicole Dutkus is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 65 and Series 63 licenses and 9 years of industry experience. She has been with Biondo Investment Advisors and Biondo Asset Management since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection using fundamental and technical analysis, managing portfolios primarily on a discretionary basis across a range of equity and ETF strategies.

Luke Barbalich is a Series 65-licensed advisor with Biondo Investment Advisors LLC, based in Milford, PA. He has five years of experience in the financial industry, having worked at Biondo Investment Advisors since 2021. Prior to his advisory role, he spent 23 years at Newton Medical Center, Atlantic Health System. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental and technical analysis in stock selection across various market capitalizations and manages portfolios primarily on a discretionary basis using internally developed equity and ETF strategies.

Kenneth Pickett is a CFP® with nine years of industry experience, currently serving as an advisor at Biondo Investment Advisors LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and AXA Equitable. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection using fundamental and technical analysis, managing portfolios primarily on a discretionary basis across various equity and ETF strategies.

Karl Wagner III is a financial advisor at Biondo Investment Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Biondo Asset Management, LLC from 2013 to 2017. Outside of advising, he is a part-owner of a restaurant business. Biondo Investment Advisors provides investment supervisory services and financial planning to individual and institutional clients, emphasizing growth stock selection through fundamental and technical analysis. The firm manages discretionary portfolios across various internally developed strategies and serves high-net-worth clients as well as institutional plan sponsors.

Alexandra Tallman Vigilante is a financial advisor at Biondo Investment Advisors LLC with 19 years of industry experience. She has been with Biondo Investment Advisors since 2005 and holds Series 63 and Series 65 licenses. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm emphasizes fundamental stock selection supplemented by technical analysis and offers co-managed multi-strategy portfolios, including options and modest leverage, distinguishing itself through its advisory role to the proprietary Biondo Focus Fund and management of investment companies and government accounts.

Joseph Daly is a financial advisor at Biondo Investment Advisors LLC in Milford, PA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Atlas Certified, Best Western Hotels, and Wyndham Hotels. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, a wrap-fee managed account program, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis with multi-strategy portfolio management and is notable for advising its proprietary Biondo Focus Fund and serving a diverse client base, including investment companies and government entities.

Casey Pisano is a CFP® professional with 14 years of industry experience, currently serving at Biondo Investment Advisors LLC since 2019. Prior to this, Casey worked at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to advisory work, Casey engages in insurance brokerage specializing in health, group benefits, life, annuities, long-term care, and disability insurance. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental stock selection complemented by technical analysis and risk profiling, managing portfolios primarily on a discretionary basis across diverse equity and ETF strategies.

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.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has led his current firm since 2004 and previously worked with Biondo Asset Management, LLC from 2003 to 2017. Biondo Investment Advisors provides advisory and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients. The firm focuses on fundamental and technical analysis for discretionary portfolio management and offers tailored financial planning services across multiple strategies, including management of a proprietary mutual fund.

Jennifer Jarvis is a financial advisor at Biondo Investment Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Biondo-affiliated firms since 2007. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and a range of institutional clients. The firm’s investment approach emphasizes fundamental and technical analysis to manage discretionary equity and ETF portfolios across multiple strategies.

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, American Portfolios Advisors, TD Ameritrade, and Gerstein Fisher. Orange Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, 401(k) consulting, and investment consulting services to individual and institutional clients. The firm employs a growth at a reasonable price (GARP) investment approach, combining top-down economic analysis with fundamental and technical research to construct diversified portfolios.

Genevieve Sullivan Cornell is a financial advisor with Biondo Investment Advisors LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Biondo Investment Advisors since 2017 and previously worked at Biondo Asset Management LLC from 2004 to 2017. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients, including investment companies and government entities. The firm’s investment approach emphasizes fundamental stock selection across market capitalizations, supplemented by technical analysis and selective ETF use, and it manages multi-strategy portfolios with tools to assess suitability and execute strategies.