Patrick Donnelly is a financial advisor at Donnelly Financial Services with five years of industry experience. His prior roles include positions at Third Bridge Group and PNC Bank. Donnelly Financial Services is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm offers client-focused investment programs that incorporate both fundamental and technical analysis, as well as educational seminars available to the public.

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.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with eight years of industry experience. Before founding TruNorth Financial in 2024, he worked at Northwestern Mutual for six years and held roles at Regeneron and EY. He holds Series 63 and Series 65 licenses. TruNorth Financial serves individual and high-net-worth clients through discretionary portfolio management and financial planning, focusing on creating tailored Investment Policy Statements and ongoing portfolio monitoring. The firm typically uses ETFs alongside mutual funds, equities, fixed income, and insurance products, employing fundamental, quantitative, and technical analysis within a long-term trading framework.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC with four years of industry experience. He holds the Series 65 designation and has been with Aviles Capital Management since 2014. Outside of his advisory role, he is involved with ABS Jets, a.s., a business he has been associated with since 2007. Aviles Capital Management LLC provides fee-based portfolio management focused on long-term growth for individual clients and trusts. The firm employs a value-oriented investment approach centered on fundamental analysis and a concentrated allocation to undervalued equities, alongside U.S. Treasury securities and other instruments to manage risk and capital protection.

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.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.

Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.

Joseph Barreiro is a financial advisor at Wealth Creation Management Group LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wealth Creation Management Group since 2019. Prior to that, he was affiliated with United Planners' Financial Services of America and INVEST Financial Corp. Barreiro also operates as an independent insurance agent. Wealth Creation Management Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts free public seminars and workshops, using a range of analytical strategies and a third-party platform to manage retirement plan participant accounts.

Melissa Mineau is a financial advisor at HV Capital Management with four years of industry experience. She previously worked at Hudson Valley Investment Advisors, Inc. for 25 years before joining HV Capital Management in 2025. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix that combines top-down macro and thematic analysis with bottom-up research to guide asset allocation and tactical positioning, and it offers a subscription-based monthly research publication.

Thomas Leidner is a financial advisor at QP Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Purshe Kaplan Sterling Investments for two years. Leidner is a co-founder, co-chief investment officer, and portfolio manager at QP Wealth Management. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage clients, managing approximately $405 million across about 115 clients with a five-advisor team. The firm offers financial planning, investment consulting, and portfolio management, employing a range of strategies including ETFs, equities, bonds, options, and alternative investments, with a notable focus on non-discretionary asset management and tailored client solutions.

Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.

Philip Deangelo is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and Osaic Wealth, Inc. He serves on the investment committee for the foundation of Mount Saint Mary’s College and is the owner of AMK Flour Shop LLC, a local bakery. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and a variety of institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management, which typically includes ETFs, equities, mutual funds, and bonds.

Maria Kondracki Dwyer is a financial advisor with Compass Capital Corporation in Goshen, NY, holding a Series 63 credential and 48 years of industry experience. She has worked at Compass Capital Corporation and its affiliated entities since 2018 and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she owns Strategic Planning Inc., a life insurance sales business, and serves on the board of trustees for Keiser University and Everglades University. Compass Capital Corporation provides portfolio management and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and efficient-frontier portfolio optimization using various investment vehicles and operates as a fee-only investment manager.

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.

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.

Brianna Sternkopf is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including American Portfolios Financial Services, Inc. and Aspire Financial Group. Outside of her advisory role, she serves as a professor in the Business Department at SUNY Orange. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and offers ERISA plan consulting and fee-based insurance product services.

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.