Philip Adams is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Belpointe Asset Management and Belpointe Insurance since 2013. Outside of his advisory role, he serves on the board of directors for Quassapaug Sailing Center, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios through a combination of internal portfolio construction and third-party manager relationships, and it supports a range of affiliated businesses and product sponsorships alongside its advisory services.

Zachary Chernus is a CFA® charterholder with three years of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. He has previously worked at Karpas Strategies, Shenkman Capital, and UBS. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and customized solutions, utilizing various investment vehicles and oversight by an Investment Policy Committee.

Emily Burr is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Kestra Advisory and its affiliated firms since 2003. In addition to her advisory role, she consults on compliance and plan design features for third-party administrative clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting both discretionary and non-discretionary fiduciary engagements.

Kathleen Lombardo is a financial advisor at Oppenheimer with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Francis Gallo is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Sanctuary Wealth, People's Securities, Inc., LPL Financial, ClearStructure Financial Technology, and Shenkman Capital Management. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management solutions and financial planning services while employing multiple analytical approaches and maintaining fiduciary standards under written advisory agreements.

Kristin Hall is a financial advisor with Principal Financial Services, holding a Series 66 credential and bringing 24 years of industry experience. She has been with Principal Financial Services since 2005 and Principal Life Insurance Company since 2004. Outside of her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Edwin Griswold Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Integrated Wealth Concepts and affiliated firms since 2016 and previously spent 11 years at Osaic FA, Inc. His activities include managing non-variable insurance business lines in addition to his advisory role. 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, family office, and retirement plan advisory services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Lori Dossantos is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2012 to 2021. Lori serves on several community boards including the Greater Waterbury Chamber of Commerce and the Smaller Manufacturers Association of Connecticut, where she is currently Treasurer. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through a large network of independent advisors and offers both discretionary and non-discretionary management solutions.

Andrew Heatley is a CFP® with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC. He previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a steering committee member of the Smaller Manufacturer's Association, coordinating networking events for rising professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes diverse analytical approaches while acting as a fiduciary when agreements are in place.

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.

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 Mccarthy is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. for 38 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

David Richardson is a CFP® with two years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior experience includes roles at Sanctuary Securities, Inc., Barnum Financial Group, and positions in education at Bryant University and St. Paul Catholic High School. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers diverse portfolio management options, retirement plan consulting, and employs multiple analytical approaches while acting as a fiduciary under written agreements.

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.

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.

F Masri is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oppenheimer in 2016, Masri worked at Merrill for 13 years. Outside of advising, he contributes creative writing pieces to the Millbrook Independent newspaper. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Amy Crookshank is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Horner Townsend And Kent and Penn Mutual Life Insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Alan Green is a CFP® with 28 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America, N.A. and Merrill. He serves as an advisory board member for the Southbury Middlebury Scholarship Foundation, where he helps determine scholarship recipients. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting with a range of investment strategies and acts as a fiduciary under written advisory agreements.

Joseph Sullivan Jr. is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Mark Terna is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.