Michael Gold is a CFP® with 26 years of experience in the financial advisory industry. He is currently with CWM, LLC and is also the President and CEO of Gold Family Wealth, LLC, where he leads financial planning, business development, marketing, and client services. His previous roles include positions at People's Securities, Inc., Gerstein Fisher, and Wells Fargo Clearing. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including retirement-plan solutions and access to alternative investments.

Steven Raab is a financial advisor with Valic Financial Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Valic in 2018, he worked at Mbsc Securities Corporation for 10 years. Outside of his advisory role, he is a member and half-owner of 317 Via Tuscany LLC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at a large scale with over 1,200 advisors.

Paul Kiernan is a financial advisor at CWM, LLC with Series 65 credentials and one year of industry experience. Prior to joining CWM, he worked at Gold Family Wealth, LLC and Cruser, Mitchell & Sanchez, LLC. His background also includes roles outside the financial sector, such as work with Lansing Condo Services and Michigan State University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using model portfolios guided by an in-house Investment Committee and a combination of fundamental and technical analysis.

Kevin Small is a CFP® professional with 14 years of experience in the financial industry. He has worked at Hightower Advisors since 2024 and previously spent over a decade with Equitable Advisors and Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and proprietary research, serving clients through a network of Advisor Practices with access to various investment products and tailored portfolio management strategies.

Richard Eller is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Spire Investment Partners, Blueprint Financial Group, Eller Financial Group LLC, and Brookstreet Securities Corporation. In addition to his advisory role, he serves as an educator, leading a pre-approved Social Security and Retirement Workshop on a volunteer basis. Concurrent Investment Advisors is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Keith Schlingheyde is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Benjamin F. Edwards in 2021, he worked at Northern Lights Distributors, LLC and Astor Investment Management LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial planning services through discretionary and non-discretionary wrap programs, supported by a large team of advisors and substantial assets under management.

Joseph Cortese is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Planning in 2016, he worked at Northcoast Asset Management and Quasar Distributors, LLC from 2014 to 2016. Outside of his advisory role, he is involved with Slacktide Real Estate LLC as a landlord. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by various active and passive techniques, while managing approximately $295.6 billion in assets across more than 1,100 advisors.

Justin King is a financial advisor with Oppenheimer, holding a Series 66 designation and 19 years of industry experience. He has been with Oppenheimer since 2007. 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 wide range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Brandon Buhay is a financial advisor at CWM, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Gold Family Wealth, Gitterman Wealth Management, Vanderbilt Securities, WBI Investments, and Millington Securities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, blending fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a range of retirement plan services supported by ongoing fiduciary processes.

Catherine Gulish is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Commonwealth since 2021 and also operates Gulish and Associates, Inc. alongside her advisory role. Prior to her financial career, she worked at W.B. Mason and studied at Stonehill College. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of discretionary model portfolios and customizable investment solutions while supporting affiliated advisors with operations, technology, compliance, and practice management.

Brooks Pellerin is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. He has previously worked at Fisher Investments, National Financial Services LLC, and Fidelity Brokerage Services LLC. Outside of his financial career, he officiates youth hockey games for USA Hockey. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering a range of investment advisory, financial planning, and specialized services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with multi-factor tilts, low-cost ETFs, index funds, and other strategies.

Christopher North is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Joseph McBride is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Hunter is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Fairfield County Bank and MassMutual, spanning over three decades. Outside of advisory work, he is involved in an insurance brokerage business focusing on individual and group life and health insurance. 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Leslie Busch is a financial advisor at TIAA-CREF with 10 years of industry experience and a Series 66 designation. She has worked at TIAA-CREF since 2018 and previously held roles at Waddell & Reed and various insurance agencies. Busch has also been involved with the Boys & Girls Club of Milford. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, including customized investment solutions through dedicated portfolio managers.

Julia Ferraro is a financial advisor at Key Investment Services LLC with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Key Investment Services, she worked at KeyBank and has been involved in family business operations at Ferraro's Foodland, a meat market and grocery store, where she assists with catering during busy periods. She also works as a waitress at a local steakhouse and participates as an influencer on a social commerce platform. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, model portfolios, and managed accounts, with a client-directed approach to investment model selection complemented by ongoing monitoring and due diligence.

Cassandra Fullilove is a Series 66–licensed financial advisor with 18 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021, following prior roles at United Capital and Raymond James & Associates. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and proprietary analytics, and offers clients access to a broad range of affiliated Goldman Sachs resources.

Jennifer Pianello is a financial advisor with Janney Montgomery Scott in New Haven, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Pianello has been with Janney Montgomery Scott and its related entities since 2014. 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 charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Timothy O'Shea Jr. is a financial advisor with NewEdge Advisors, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has worked at GWM Advisors, LLC, since 2021 and spent 15 years at TIAA and TIAA-CREF from 2006 to 2021. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and emphasizing centralized due diligence, ongoing monitoring, and technology integration.

Christopher Keelips is a financial advisor at GWN Securities Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with GWN Securities since 2015. He is also associated with Oldham Resource Group, where he is involved in fixed insurance and annuity sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers, utilizing asset allocation and Modern Portfolio Theory, and is known for its use of market-timing and momentum-based strategies in certain legacy programs.