Eric Stroehle is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Innovation Partners LLC, OSAIC, Woodbury Financial Services, and Questar Asset Management. Outside of his advisory work, he assists clients transitioning to retirement by helping them obtain affordable dental plans and developing related financial strategies through his sole proprietorship, Route65 Financial. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm provides portfolio management, financial planning, and specialized consulting services, employing various analytical approaches and discretionary management options.

Zachary Chernus is a CFA® charterholder with three years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Karpas Strategies, Shenkman Capital, and UBS. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jean Delbuono is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2022 and Charles Schwab from 2019 to 2022. Prior to his advisory career, he was employed at Yale University from 2013 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach combines fundamental and technical analysis with a focus on both advisory and brokerage solutions, supported by extensive third-party due diligence and unique operational features such as predominantly non-discretionary assets and integrated lending platforms.

Alyson Zibell is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 14 years of industry experience. She has worked with Infinex Investments, Inc. since 2011 and Thomaston Savings Bank since 2008, where she also serves as a customer service representative. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a broad range of advisory and brokerage services tailored through customized engagements and access to alternative investments. The firm’s operations feature a predominance of non-discretionary assets and a dual broker-dealer/adviser status, supported by extensive partnerships with banks and credit unions.

Matthew Sweet is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Infinex Investments, Inc., Union Savings Bank, Raymond James Financial Services Advisors, Inc., and NBT Bank. Sweet is currently based in Torrington, CT. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure and extensive third-party affiliations.

Conrad Tarte is a Certified Financial Planner (CFP®) with 44 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, LLC, Continental Nine Financial Management, and Grove Point Investments, LLC. Tarte is the sole owner of Continental Nine Financial Services and Continental Nine Financial Management, where he provides fee-based investment advisory, tax preparation, estate planning, and life insurance services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Matthew Karpas is a financial advisor at Sequoia Financial Group, L.L.C. with 19 years of industry experience. He holds a Series 65 designation and previously operated Karpas Strategies, LLC for 30 years before joining Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by a dedicated Investment Policy Committee and extensive research resources.

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.

Amy Crookshank is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Horner Townsend and Kent, Penn Mutual Life Insurance, and Mutual of Omaha. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Mark Terna is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Ilka Lopez Miller is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and MassMutual Financial Group, among others. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary technology from Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary assets.

Harold Mcmillan Jr. is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Citigroup since 2014. Outside of his financial career, he is the owner of Housatonic River Outfitters, a business he has operated since 1996. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and manages complex arrangements for high-net-worth and institutional investors.

James Comerford is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Oppenheimer & Co since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment products to construct client solutions.

Paul Casali is a financial advisor with Oppenheimer based in Litchfield, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has spent his entire career at Fahnestock & Co., Inc., beginning in 1988. Outside of his advisory work, he serves as a trustee for multiple family and charitable trusts and is a board member and house chair of the Torrington Country Club. 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 planning. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies, with accounts regularly reviewed to align with client objectives.

Christopher Woodhouse is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and its predominately non-discretionary asset management approach.

Alexander Cass is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gary Beane is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 21 years. In addition to his advisory work, he is involved in real estate sales and rentals in Scarsdale, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Leila Larijani is a financial advisor with UBS Financial Services in Sherman, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, Larijani serves as Treasurer for the King Hussein Cancer Foundation USA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor solutions to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Jonathan Haulenbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.