Eva Goutzos is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Merrill and Morgan Stanley. She has been with Sanctuary Wealth since 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and financial planning through a network of independent advisers using a variety of analytical approaches and investment platforms.

Shawn Mcgrane is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Lockton Companies LLC, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michaela Casey is a financial advisor at Guardian Life with four years of industry experience. She holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life since 2022. Outside of her advisory role, she is involved in music activities, performing with family in the KC Sisters and owning a music publishing company. She also serves as a cantor at Saint Patrick's Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jennifer Rowland is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Ion Bank (Naugatuck Savings Bank) since 2011 and infinex Investments, Inc. since 2007. In addition to her advisory roles, she serves as First Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to individual adviser representatives.

John Caplan is a financial advisor at NewEdge Advisors with 27 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022, and previously worked at TIAA-CREF from 2007 to 2022. He holds the Series 66 designation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, and retirement consulting, and utilizes a variety of program structures combining in-house and third-party management with technology tools to support advisors and clients.

Vincent Feijoo Jr. is a CFP® professional with 25 years of industry experience, currently serving at Commonwealth Financial Network since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating over a decade of experience at those firms. Feijoo is also a co-owner of FS Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Robert Velardi is a financial advisor with Osaic Institutions, Inc., holding Series 65 and Series 63 licenses and possessing 38 years of industry experience. His previous roles include positions at Infinex Investments, Inc., Osaic FA, Inc., TD Wealth Management Services Inc., and Cetera Investment Services LLC. He is also a Vice President and Financial Advisor at ION Bank. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid advisory and broker-dealer model with significant non-discretionary assets and a lending marketplace.

Christopher Lineberger is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Newtown Savings Bank, The Prudential Insurance Company of America, and Bankers Life. He is also involved in sales and marketing for Medicare planning through Cortes Benefit Consulting. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and maintains a hybrid adviser/broker-dealer structure that supports discretionary and non-discretionary investment management with access to alternative investments and lending solutions.

Craig Montanari is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for 16 years. Montanari is also a co-owner of LJMCAM, LLC, an entity involved in managing commercial real estate in North Haven, CT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including model portfolio management and customized investment solutions.

Timothy Grace is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has been with Commonwealth since 2008. In addition to advisory work, he dedicates part of his time to fixed insurance sales conducted at his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and supports advisors with operations, trading, technology, compliance, and practice management.

Stephen Nitz is a CFP® with 39 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior experience includes 17 years at Fairfield County Bank Corp and infinex Investments, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering diversified investment advisory and financial planning services through various portfolio management options and third-party manager selection.

Thomas Davis is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with connections to TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Jessica Pelletier is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her work history includes positions at Parkland Securities, Sigma Planning Corporation, Eagle Strategies LLC, and New York Life Insurance Co. Outside of finance, she was involved with the Dish 'n Dat family eatery for several years. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through programs such as SIGMA Managed Accounts.

Emily Lebowitz is a Series 66-licensed financial advisor at NewEdge Advisors with four years of industry experience. She has previously worked at firms including Cetera Advisor Networks, CWM, LLC dba Carson Partners, Nesso Group, and Infinex. Outside of her advisory work, she is involved in youth sports as the Boys Club Director and Head Volleyball Coach for the Husky Volleyball Club in Windsor, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers and uses technology and centralized due diligence to support its multi-structured investment solutions.

Darrelyn Brennan is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. Outside of her advisory role, she is involved in local politics as Interim Town Chair of the Town of Wappingers Democratic Committee, where she assists in recruiting members, running meetings, and supporting candidate ballot access. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutional clients, and nonprofit organizations through a variety of financial planning, investment management, and retirement plan consulting services. The firm offers diverse discretionary and non-discretionary wrap programs with portfolios managed internally and by third parties, supported by ongoing monitoring and an Investment Strategy Committee.

David Maikowski is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 30 years with Infinex Investments, Inc. Outside of his advisory work, he is involved in farming, specifically buying, raising, and selling cattle. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

Korey Juniewic is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2023, with a brief tenure at LPL Financial in 2023. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs, technology, and operational support, allowing advisors to offer customized portfolio management and a broad range of securities and insurance products.

Conrad Tarte is a CFP®-designated financial advisor with over 45 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, Continental Nine Financial Management, and Grove Point Investments. Outside of his advisory work, he is the sole owner of Continental Nine Financial Management, providing fee-based investment advisory, tax preparation, and estate planning services. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs strategic asset allocation with a combination of active and passive management, utilizing both in-house and third-party models to tailor client investment strategies.

Morris Mete is a CFP® professional with 22 years of experience, currently serving as a financial advisor at Primerica Advisors since 2013. He also holds a position with Guardian Life Insurance Co of America. Outside of his advisory role, Mete officiates high school football games. Primerica Advisors is part of an enterprise serving a broad retail client base with a range of brokerage and advisory services, employing diverse investment strategies including proprietary model portfolios and third-party managers.

Nicholas Garofalo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Nationwide Financial, NSLLC, and New York Life. He is also an insurance agent specializing in fixed life and annuities, disability insurance, long-term care insurance, and group insurance benefits. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.