Brandon Ulloa is a financial advisor with Lincoln Investment in Tarrytown, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Spartan Capital Securities, Bank of America, Merrill, and other financial and academic institutions. Outside of his advisory work, he owns Kachi Entertainment & Productions, Inc., an entertainment company focused on DJing and organizing private events. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and tactical investment approaches across advisor-managed and firm-managed model portfolios.

Nelson Ehinger Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at Fairfield County Bancorp since 2004 and with infinex Investments, Inc. since 1999. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, utilizing a mix of fundamental and technical analysis and third-party due diligence.

Geoffrey Beringer is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he serves as president of the Myles M. Beringer Foundation and is involved in community service through leadership positions with the Darien Rotary and the United Church of Rowayton. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base that includes individuals, families, trusts, corporations, and charitable organizations. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs and maintaining in-house custody and trustee capabilities.

Benjamin Ehrlich is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. 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 acting as a swap dealer and futures commission merchant.

Patrick Eaker is a financial advisor with Integrated Wealth Concepts LLC in Danbury, CT. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to his current role, he worked in the environmental and construction sectors, including positions at Miller Environmental Group and New England Skyline Builders. Outside of his advisory work, he is involved with Beyond The Bag Podcast LLC, a podcast venture. 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, consulting, and family office services, employing customized portfolios with a primarily long-term investment approach.

Walter Varian is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Engines Advisors, Charles Schwab, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across multiple asset classes.

Colleen Langlais is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Citibank since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with specialized market roles and arrangements.

Daniel Kim is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Citigroup since 2017 and previously at J.P. Morgan Securities from 2012 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight processes, combining large institutional scale with specialized market roles.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

Carlos Villar is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Sterling National Bank. Villar is based in Ossining, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and integrates both discretionary and non-discretionary approaches.

Marc Mirabella is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and Park Avenue Securities since 2009. Outside of his advisory work, he serves as a volunteer firefighter with the Elmsford Fire Department. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

David Himmelreich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 37 years of industry experience. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he serves as Treasurer and board member of the Investment Advisory Council for Connecticut State pensions and is involved with Wealth Enhancement Tax and Consulting Services, which provides tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Krishnan Harihara is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Global Atlantic Financial Group and Global Bankers Capital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Ryan Tufts is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Credit Suisse Securities (USA) LLC since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Parry is a CFP® with 37 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Liberty Wealth Advisors LLC and CETERA Advisor Networks LLC. Parry is active in nonprofit and community organizations, serving as secretary of the Highland Green Foundation and as a committee member of both the Financial Planning Association of Connecticut and the First Presbyterian Church in Stamford. Prime Capital Financial is an enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and maintains affiliated accounting and family office practices.

Jhuriko Then is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Key Investment Services LLC since 2018 and previously at KeyBank from 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing ongoing monitoring and access to third-party discretionary managers.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jennifer Huisking is a CFP® and ChFC® with 14 years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked for 10 years, and previously spent three years at United Capital Financial Advisers, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm employs strategic and tactical allocation models supported by affiliated Goldman Sachs entities, offering a range of specialized services such as Private Family Office programs, Financial Wellness, and access to Alternative Investments.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. Zhu has been with HSBC Securities since 2017 and has worked at HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple risk profiles, providing both client-directed and fully discretionary investment options.

Matthew Laurence is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over thirty-two years of industry experience. Prior to joining Kestra Advisory Services and Kestra Investment Services in 2024, he spent 23 years at Cadaret, Grant & Co., Inc. He is also a partner in several insurance-related businesses, including Madison Consulting Group, LLC and Quantum Financial Strategies, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and investment advice. The firm serves large institutional investors as well as plan sponsors, with assets under management nearing $79.8 billion and a range of third-party managed solutions.