Brian Schmidt is a financial advisor at Hudson Delaware Planning LLC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to founding Hudson Delaware Planning in 2019, Schmidt worked at Ameriprise Financial Services Inc. and The Depository Trust & Clearing Corp. Outside of advisory work, 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. The firm focuses on comprehensive, written financial plans covering areas such as retirement, tax, estate, and business consultation, operating on a planning-only model without managing or custodial responsibilities.

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 CFP® and ChFC® with two years of industry experience. He is the principal of Vanik Capital LLC, an independent advisory firm founded in 2025. His prior roles include positions at Northwestern Mutual, Wells Fargo Clearing, and involvement with 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 offers both project-based and ongoing planning services, using a mix of passive and active strategies with options for ESG considerations, and provides ERISA fiduciary and 3(38) investment manager services.

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.

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.

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.

Iseult Laurore is a financial advisor at Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 65 credential. Laurore has less than one year of industry experience and previously worked in various roles including residence life at SUNY New Paltz and positions in nonprofit and community service organizations. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm employs a written Investment Policy Statement for each client and integrates asset allocation models with manager selection and ongoing monitoring, using both discretionary and non-discretionary management strategies.

Jerry Schuder is a financial advisor at Sage Investment Advisers LLC with 30 years of industry experience. He has held positions at Sage Investment Advisers since 2019 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he is involved in real estate management and investment through Dollhouse Properties LLC and 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 focuses on long-term, customized portfolios using ETFs, bonds, and occasionally independent managers, supported by fundamental and technical analysis and regular reviews.

James Daly is a financial advisor with Bluering Advisors, Inc, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years. Bluering Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The firm focuses on non-high-net-worth individuals and small institutional accounts, using a dynamic investment process that combines fundamental, technical, and cyclical analysis and offers discretionary portfolio management.

Charles Levinson is a financial advisor at Sage Investment Advisers LLC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for five years before joining Sage in 2021. Outside of his advisory role, he co-owns Willow Tree Coin Rarities LLC, through which he participates in rare coin auctions and trade shows. Sage Investment Advisers LLC offers discretionary investment management and financial planning services to individuals, families, trusts, and estates. The firm employs a primarily long-term, customized investment approach using ETFs, individual bonds, and independent managers based on client needs and market conditions.

Christopher Drouin is a CFP® and ChFC® with 20 years of experience in financial services. He has worked at Beyond Wealth Management Group, LLC since 2018 and previously spent 16 years at United/Mutual of Omaha. Outside of his advisory role, he serves on the executive committee of the New Paltz Regional Chamber of Commerce and is a board member of the Woodland Pond Continuing Care Retirement Community. 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 variety of analytical methods and trading approaches to meet client objectives, offering both discretionary and non-discretionary management.

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.

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. He holds Series 63 and Series 65 designations and has five years of industry experience. In addition to his advisory role, he serves as a compliance consultant for JADM Compliance Services Inc., a position he has held since 2013. Bluering Advisors provides fee-only portfolio management services to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $14.9 million across 31 discretionary accounts, employing a dynamic investment process that integrates fundamental, technical, and cyclical analysis and caters primarily to non-high-net-worth individuals and small institutional clients.

Derek Di Maso is a financial advisor at Quint Investments and Insurance with a Series 65 designation and two years of industry experience. Prior to joining Quint Investments and Insurance, he has worked in healthcare, including as a registered nurse at Soliant Health. Quint Investments and Insurance operates under 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 through a team of eight advisors, focusing on ongoing portfolio management and financial planning using mutual funds, ETFs, and a long-term trading approach that integrates fundamental and technical analysis.

William Pepe is a financial advisor with Quint Investments and Insurance, holding Series 66 and Series 63 licenses and having seven years of industry experience. He has worked at Quint Investments and Insurance since 2018 and also serves as a data analysis course instructor at Capella University. Additionally, he operates as a property and casualty insurance broker and a life insurance agent through affiliated agencies. Quint Investments and Insurance is part of Hudson Valley Wealth Management Group, which manages approximately $110 million for around 400 clients. The firm serves individual investors and employer-sponsored pension and profit-sharing plans, focusing on long-term portfolio management with mutual funds and ETFs, including precious-metal ETFs, and employs both fundamental and technical analysis.

Laura Betros is a CFP® with six years of industry experience, currently serving at D'Arcangelo Financial Advisors, LLC as part of a six-advisor team. She worked at Willis Towers Watson for five years before joining D'Arcangelo Financial Advisors and has also operated as an independent insurance broker. 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 uses a long-term investment approach involving mutual funds, ETFs, and selected alternatives guided by written investment policy statements.

John Cina Jr. is a financial advisor at D'Arcangelo Financial Advisors, LLC with the PFS™ designation and five years of industry experience. He has worked at Prager Metis CPAs since 2020 as a partner handling CPA-related duties and owns Exotic Hardwoods LLC, a woodworking and hardwood sales business. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services primarily to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes long-term allocations using mutual funds, ETFs, and selected alternatives, with a focus on pension and 401(k) plan consulting.