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.

Alan Schantz is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011 and has been associated with Kestra Advisory and its related entities since 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and extensive investment options supported by third-party platforms.

Robert Frost is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Elyssia Poland is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Fairfield County Bancorp since 2004 and Infinex Investments, Inc. since 1999. Outside of her advisory work, she operates a side photography business selling her own photographs. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s operations are notable for their predominantly non-discretionary assets and a network of investment adviser representatives who provide both advisory and brokerage solutions.

Philip Meese is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at CreativeOne Wealth and Retirement in Focus Wealth Management, where he also serves as president. His prior experience includes a role at Slipstream Advisor Marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

Antoinette Lombardi is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 19 years of industry experience. She previously worked at Oppenheimer for 13 years before joining Janney Montgomery Scott in 2019. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Howard Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Wein is involved in insurance brokerage and tax preparation through his activities with Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services delivered primarily on a non-discretionary basis. The firm offers financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Edmund Unneland is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2022, he was self-employed for one year and spent 26 years at Loews Corporation. Outside of his advisory role, he owns multiple rental properties that he manages alongside his professional responsibilities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and supports large-scale institutional operations alongside specialty market roles.

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.

Geoffrey Beringer is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he serves as president of the Myles M. Beringer Foundation and is involved in community service through leadership positions with the Darien Rotary and the United Church of Rowayton. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base that includes individuals, families, trusts, corporations, and charitable organizations. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs and maintaining in-house custody and trustee capabilities.

Benjamin Ehrlich is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Patrick Eaker is a financial advisor with Integrated Wealth Concepts LLC in Danbury, CT. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to his current role, he worked in the environmental and construction sectors, including positions at Miller Environmental Group and New England Skyline Builders. Outside of his advisory work, he is involved with Beyond The Bag Podcast LLC, a podcast venture. Integrated Wealth Concepts 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, and family office services, employing customized portfolios with a primarily long-term investment approach.

Walter Varian is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Engines Advisors, Charles Schwab, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across multiple asset classes.

Colleen Langlais is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Citibank since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with specialized market roles and arrangements.

Daniel Kim is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Citigroup since 2017 and previously at J.P. Morgan Securities from 2012 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight processes, combining large institutional scale with specialized market roles.

Carlos Villar is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Sterling National Bank. Villar is based in Ossining, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and integrates both discretionary and non-discretionary approaches.

Krishnan Harihara is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Global Atlantic Financial Group and Global Bankers Capital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jhuriko Then is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Key Investment Services LLC since 2018 and previously at KeyBank from 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing ongoing monitoring and access to third-party discretionary managers.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jennifer Huisking is a CFP® and ChFC® with 14 years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked for 10 years, and previously spent three years at United Capital Financial Advisers, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm employs strategic and tactical allocation models supported by affiliated Goldman Sachs entities, offering a range of specialized services such as Private Family Office programs, Financial Wellness, and access to Alternative Investments.