Georgi Bivolarski is a CFP® professional with 10 years of industry experience, currently serving at Valic Financial Advisors. He has also been associated with Agia since 2022. His other business activities include working as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and unified managed account services through a large network of advisors.

Shrill Patel is a financial advisor at Corient with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Corient, Patel worked at Stelvio Private Wealth and JP Morgan Chase. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that blends internal strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Stephen Johnson is a financial advisor at Carson Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gold Family Wealth, M&T Bank/Wilmington Trust, and Gerstein Fisher. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, with investment oversight driven by a committee that utilizes both fundamental and technical analysis to construct model portfolios.

Alison Smith is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, having worked at Principal Life Insurance Company and Principal Securities Inc. since 2001. Outside of her advisory work, she is involved in community and nonprofit activities, including serving as a troop leader for the Girl Scouts of Connecticut, a board member of the Westport Country Playhouse, and a chapter leader for Ms President US, a civic leadership organization for young women. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mark Jackson is a financial advisor at Carson Wealth with a Series 65 credential and two years of industry experience. His work history includes multiple roles at Gold Family Wealth and CWM, LLC. Outside of advising, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan management, utilizing a committee-driven investment approach and partnerships with firms such as Fidelity and Schwab.

Dennis Schmidt is a financial advisor at &Partners with Series 63 and Series 65 credentials and 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, universities, trusts, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by comprehensive due diligence and ongoing account monitoring.

Jennifer Brucato is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. She previously worked for Asset Management Group, Inc. for seven years and has a background including five years at AC Electrical Services, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and incorporates proprietary research and a range of portfolio construction techniques.

Gaetano Carillo is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Morgan Stanley and Merrill Lynch, as well as multiple positions at Quinnipiac University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Rebecca Hill is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Bridgewater Associates and Columbus Travel Media. Hill is based in Norwalk, CT. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm provides tailored financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging strategic allocation models and proprietary analytics.

Kanchanee Laepet is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she worked at Blueprint Financial Group and Jeremiah Donovan's. Outside of her advisory work, she has been a part-time server at Donovan's Restaurant since 2016. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios with a range of options including ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Robert Zigmond is a financial advisor at PNC Wealth Management with six years of industry experience. He has held positions within various divisions of PNC since 2018 and previously worked at The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithm-driven risk assessments and approved investment strategies.

Alexandra Benas is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Citigroup and Wells Fargo. Benas is based in Westport, CT. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, with access to proprietary research and a variety of investment vehicles.

Traci Provost is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms including Morgan Stanley and Private Advisor Group. She specializes in Divorce Financial Planning and serves as a Financial Neutral Collaborative Divorce specialist. Concurrent Investment Advisors is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a large network of advisors and integrated platform solutions.

Sarah Beyrich is a CFA® charterholder and Series 65-licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. Before joining Focus Partners in 2025, she worked for eight years at Jackson, Grant Investment Advisers and has prior experience at Eagle Manufacturing Co. She serves as a paid trustee for three related family trusts, overseeing portfolio managers without initiating investment decisions. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Robert Kinnie is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including Napatree Capital LLC, Wilmington Trust, People’s United Advisors, and Fidelity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles.

Jason Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Hornor, Townsend & Kent Inc and Penn Mutual Life Insurance Company since 2010. Outside of advisory work, he serves as treasurer for the Bethel Bombers, a nonprofit organization focused on youth baseball coaching and fundraising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, incorporating third-party asset manager relationships and discretionary and non-discretionary account options.

Robert Gibson is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual Wealth Management Company and HCFP Capital Markets. Gibson is based in New Canaan, CT. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and a digital advisory platform.

Mark Kirby is a financial advisor with Oppenheimer who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 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 wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Garrett Leahy is a Series 66-licensed financial advisor at Citigroup Global Markets with four years of industry experience. He has been with Citigroup since 2020 and previously worked in energy services and the food industry. 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, including in-house research and execution services, supporting complex advisory relationships.

Jeffrey Darien is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work includes roles at Churchill Management Group, Oppenheimer, Bank of America, Merrill, Charles Schwab, Morgan Stanley, and several other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies along with access to private funds and separate account managers.