Brenda Delmore is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. She has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and UBS Financial Services. Outside of her advisory work, she is the owner of The Bureau LLC, a sales and services business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 37 years of industry experience. He also has a background in insurance and real estate, operating Aging Issues Management LLC and serving as a Senior Real Estate Specialist with Coldwell Banker Signature Properties. Soricelli has been with Private Advisor Group since 2005 and has worked with LPL Financial since 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers various managed account solutions, integrating technology platforms and third-party managers.

Corinne Capano is a CFP®-certified financial advisor with two years of industry experience currently at Kestra Advisory. She previously worked at Gilman Hill Asset Management, iCapital Network, AQR Capital Management, and Serengeti Asset Management. Based in Wilton, CT, Capano also serves as an advisor with Interlock Financial, providing insurance-related services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support complex products and discretionary trading within a supervised framework.

Raffaele Prospero is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021. His prior experience includes seven years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for high-net-worth and ultra-high-net-worth clients.

Skyler Spitz is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include multiple positions at GYL Financial Synergies and attendance at the University of North Carolina at Chapel Hill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Carl Bailey Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and more than 47 years of industry experience. He has been with Commonwealth since 2002 and also co-owns Bailey and Beatty Financial Services, which he has been involved with since 1982. Outside of his advisory roles, Bailey serves as a co-trustee for client trusts and acts as an executor for client estates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a wide range of advisory support services, including managed account programs, access to third-party asset managers, and comprehensive back-office functions.

Christopher Perry is a CFP® with 29 years of experience in the financial services industry. He is currently the principal of Perry Financial Strategies, a firm he founded in 2025, and previously spent 25 years at Webster Wealth Advisors. Perry also serves as a co-trustee for a non-client trust. He is affiliated with Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad platform of managed-account programs, access to third-party managers, retirement consulting, and custody services to individual and institutional clients.

John Valiska Jr. is a financial advisor with Money Concepts Capital Corp in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Money Concepts since 1995 and concurrently holds long-term roles at Raiffeisen Zentralbank Österreich AG, Oesterreichische Landerbank, and Altschuler Tellkamp Agency. Outside of his advisory work, he serves as a board member and director for Musicals At Richter, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Andrew Derenzi is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for nine years, as well as Oppenheimer for three years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies and a range of specialized investment tools.

Brian Marshall is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing an investment approach that blends active and passive strategies through a framework of enhanced open architecture. The firm offers a broad range of services including financial and tax planning, family office support, and access to private and registered pooled investment vehicles.

Ryan Capozucca is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. He has held positions at Guardian Life Insurance Company, Park Avenue Securities, National Financial Network, and HomeServe. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services through a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Steven Bender is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Kestra Advisory, he worked at Ameriprise Financial Services, Inc. Outside of his advisory role, Bender is the sole proprietor of Bender & Associates, CPAs, a tax and accounting firm, and serves as CFO of IG Fruit, an importer and marketer of fresh fruit. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Ralph Yovane is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2011. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with services including consulting, retirement planning, and financial planning.

Mark Rader is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Bailey & Beatty Financial Services and Commonwealth Financial Network since 2005. Outside of his advisory role, he is involved in selling fixed insurance products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Marc Ferraiola is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management LLC, Worden Capital Management LLC, and the University of Buffalo. Citigroup Global Markets 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 and provides advisory, execution, custody, and specialized lending services.

Ryan Hayes is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and Rockefeller Financial LLC. Stratos Wealth Partners, Ltd serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Michael Gold is a CFP® professional with 26 years of industry experience, currently serving at Carson Wealth. His prior roles include positions at Gold Family Wealth, People's Securities, and Gerstein Fisher. He was also President and CEO of Gold Family Wealth, where he managed financial planning and client services. Carson Wealth is an SEC-registered investment adviser managing over $50 billion through a broad network of partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a committee-driven investment approach and tailored portfolio solutions.

Kevin Degabriel is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 29 years of industry experience. He has worked at Commonwealth and Clear Path Private Wealth since 2018 and previously spent 13 years at Ameriprise Financial Services, Inc. Degabriel is also involved in fixed insurance sales as an ancillary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, allowing them discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Paul Kiernan is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. His prior roles include positions at Gold Family Wealth, LLC and Cruser, Mitchell & Sanchez, LLC. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Daniel Ferrara Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the Series 63 designation and bringing 34 years of industry experience. He has been with Kestra since 2016 and previously worked at Fusion Financial Group for 16 years. Ferrara is the owner and president of Ferrara Financial, an independent financial planning practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.