Mark Kirby is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a range of investment vehicles tailored to client objectives.

Thomas Mccarthy is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1988. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a significant portion of assets managed on a non-discretionary basis.

David Richardson is a Series 66 licensed financial advisor at Sanctuary Advisors, LLC with two years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., Barnum Financial Group, Bryant University, and St. Paul Catholic High School. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various analytical approaches and managing accounts on both discretionary and non-discretionary bases.

Jessica Koch Chavez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Bailey & Beatty Financial Services, Mill Road Capital, Raymond James Financial Services Advisors, and Union Savings Bank. Outside of her advisory work, she provides support and hospitality for a racing team through Speed Sport Tuning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services, supporting both discretionary and nondiscretionary investment approaches.

Michael Burke is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Sanctuary Advisors in 2025, he worked with Lido Advisors, LLC, Bank of America, and Merrill. He was also a professional freelance photographer from 2023 to 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers various portfolio management programs, retirement plan consulting, and access to third-party managed account platforms.

Patrick Clark is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2010 and is also the owner of Alpine Wealth Management, LLC, a private entity facilitating securities and fixed insurance business. 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 multiple investment program structures and supports advisors with operations, technology, compliance, and practice management.

Stephen Gulish is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Gulish & Associates, Inc., a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at John Hancock and John Hancock Distributors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Daniel Scalzi is a financial advisor at Brookstone Capital Management LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel from 2015 to 2021. In addition to his role at Brookstone, Scalzi is involved in retirement income planning through his own business, JD Mellberg Financial, based in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm offers investment management primarily on a discretionary basis through model portfolios and managed accounts, supported by a platform-oriented approach serving a large advisor network.

Anthony Falcone is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards & Co since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, combining discretionary and non-discretionary strategies managed internally and by third parties.

Maureen Weir is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Additionally, she operates as an independent insurance agent specializing in fixed insurance product sales. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through various program structures with an emphasis on non-discretionary, recommendation-based relationships.

Marc Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2007. He also maintains outside insurance activities involving non-Guardian insurance products. Park Avenue Securities serves a broad retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Keith Brown is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. since 2020, Assured Partners since 2015, and VOYA Financial Advisors, Inc. from 2014 to 2018. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

John Harrington is a CFP® with 32 years of experience in the financial services industry. He has worked at Integrated Wealth Concepts LLC since 2016 and previously spent 13 years with Lincoln Financial Advisors Corp. Harrington also holds Series 63 and Series 65 licenses. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Elyssia Poland is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fairfield County Bancorp and Infinex Investments, Inc. since 2004 and 1999, respectively. Outside of her advisory work, she operates a side photography business selling her own photographs. 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 a hybrid adviser/broker-dealer model with a focus on firm supervision rather than centralized account management.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Nelson Ehinger Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at Fairfield County Bancorp since 2004 and with infinex Investments, Inc. since 1999. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, utilizing a mix of fundamental and technical analysis and third-party due diligence.

Manuel Quintanilla is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked with GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, integrating services with Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor at OSAIC Institutions, INC. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2019 and previously at LPL Financial, LLC from 2011 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized advisory engagements, financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

Eric Goldstein is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked with True North Financial Solutions and Equity Services since 2014. Goldstein also serves as a board member of a Chamber of Commerce network group and is an insurance agent outside of his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and shorter-term trading, frequently employing third-party asset managers and model portfolios.