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.

David Sterman is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Huguenot Financial Planning in New Paltz, NY. He has been associated with LPL Financial since 2016. In addition to his advisory work, Sterman contributes written content to industry publications and leads educational workshops and real-time planning sessions. Huguenot Financial Planning provides fee-only financial planning and periodic investment consultations to individuals, families, trusts, small businesses, pension, and charitable clients. The firm emphasizes a broadly diversified, long-term investment approach using Modern Portfolio Theory and Core + Satellite strategies, primarily with low-cost indexed vehicles tailored to client objectives and risk tolerance.

Takuya Arai is a financial advisor at Benkei Asset Management with 3 years of industry experience. He holds a Series 65 designation and has been associated with Benkei Asset Management since 2011. Outside of his advisory role, Arai is the CEO of an online newsletter focused on U.S. stocks for Japanese investors. Benkei Asset Management is an independent registered adviser serving affluent individual and business clients in the U.S. and abroad, particularly in Japan. The firm employs a combination of fundamental valuation and quantitative analysis to construct concentrated portfolios aimed at long-term capital appreciation.

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 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.

Peter Banta is a financial advisor at Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at KC Engineering and Land Surveying and RBT CPA's, LLP. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops customized Investment Policy Statements, employs a variety of analytical methods, and offers both discretionary and non-discretionary management tailored to client objectives.

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.

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.

Christopher Drouin is a financial advisor with Beyond Wealth Management Group, LLC in New Paltz, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He worked at United/Mutual of Omaha from 2002 to 2018 before joining Beyond Wealth Management Group in 2018. Drouin serves on the executive committee of the New Paltz Regional Chamber of Commerce and is a board member of Woodland Pond Continuing Care Retirement Community. Beyond Wealth Management Group provides investment advisory services to individuals, pension and 401(k) plans, trusts, endowments, and businesses. The firm uses a variety of analytical methods and manages accounts on both a discretionary and non-discretionary basis, incorporating portfolio management, financial planning, and pension consulting.

David Cross is a financial advisor with Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 63 designation and five years of industry experience. He has been with Beyond Wealth Management Group since 2018 and has extensive experience with Mutual of Omaha Investor Services, Inc. and Mutual/United Of Omaha Insurance Company dating back to 1997. Outside of advisory work, he is involved in longstanding business operations including managing local enterprises in the food and retail sectors. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops tailored Investment Policy Statements and employs a mix of analytical and trading approaches, offering both discretionary and non-discretionary management.

Maria Sciuto is a CFP® affiliated with Spire Wealth Management, LLC, with seven years of experience at Spire and additional experience at Forte Capital LLC. She also works as a group exercise instructor at Gold's Gym, delivering weekly classes and developing new choreography. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers advisor-led and model portfolio solutions using a combination of discretionary and non-discretionary management, incorporating tactical, active, and passive investment strategies.

Anthony Barrese is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and runs Anthony Barrese Asset Management, which he has operated since 2008. The AmeriFlex Group is an SEC-registered adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Alex Barrese is a financial advisor with The AmeriFlex Group in New Paltz, NY. He holds a Series 66 designation and has six years of industry experience. Prior to joining AmeriFlex, he worked at Cadaret Grant & Co., Inc. and LPL Financial. He is also involved with Anthony Barrese Asset Management, an independent business he has operated since 2018. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management, financial planning, and consulting services, utilizing various asset allocation models and manager relationships.

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.

Jannine Barbosa is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Kestra Private Wealth Services and Kestra Investment Services since 2019 and previously was with Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2019. Outside of her advisory role, Barbosa serves as President of the Orange County Soccer League, an organization providing a venue for women to play soccer. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets across about 208 advisors. The firm supports a broad range of investment products and platforms and provides specialized offerings including annuity subaccount and 529 plan services.

Sarah De Graw is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra in 2020, she worked at OneMain Financial and Tory Burch at Woodbury Commons. She is also involved in insurance-related financial advising through MUNDI FINANCIAL. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing product selection within an approved menu.

Steven Candela is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previously worked at Prudential Investment Management Services and PGIM Investments. Outside of his advisory role, he is involved as a Wealth Management Associate at MUNDI FINANCIAL, assisting on projects within the firm and preparing for FINRA qualifications. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms with discretionary and non-discretionary arrangements.

David Speranza is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Wealth Management LLC, Compass Asset Management, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves as an NCAA baseball umpire. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and over 13,000 clients.