Middletown, NY Office

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 since 2019 and previously at Bruderman Brothers LLC and Bruderman Asset Management, LLC. Outside of her advisory role, she serves as president of the Orange County Soccer League, a nonprofit organization providing a venue for women to play soccer. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and platforms.

Sarah De Graw is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at OneMain Financial and Tory Burch at Woodbury Commons. In addition to her advisory role, she is involved with MUNDI FINANCIAL, providing insurance-related client services. Kestra Private Wealth Services serves individual clients ranging from non-high-net-worth to high-net-worth, as well as retirement plans and institutional entities. The firm offers advisor-managed portfolios, financial planning, wrap-fee programs, and specialized advisory services including annuity subaccount management and 529 plan advisory.

Steven Candela is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Prudential Investment Management Services LLC, PGIM Investments, and Fidelity Deposit and Discount Bank. Candela is currently preparing for FINRA qualification exams and gaining experience through various projects within his firm. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and retirement services, combining advisor-managed accounts with access to in-house and third-party solutions.

Derek Dimino is a financial advisor with Kestra Private Wealth Services, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at Merrill. Derek also spent time with the Monroe Woodbury Central School District and held various roles prior to entering the financial services industry. Kestra Private Wealth Services, LLC provides advisory services to individual clients, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning solutions, utilizing both discretionary and non-discretionary approaches across multiple platforms.