Douglas Kuring is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Reby Advisors, and Triad Advisors. Kuring provides investment advisory services through Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

Gregory Sirett is a financial advisor at Empower Advisory Group with 33 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at Prudential Insurance Company of America and GWFS Equities, Inc. He currently receives trailing commissions on previously sold business. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Gideon Cohn is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He has also been affiliated with Highbridge Financial Group and Republic Airways since 2014. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.

Nicole Turosky is a CFP® with nine years of industry experience, currently serving at OSAIC Institutions, Inc. since 2025. Her prior experience includes roles at Wells Fargo Clearing Services LLC for eight years and Northwestern Mutual from 2016 to 2017. 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, access to alternative investments, and a hybrid adviser/broker-dealer structure that distinguishes it within the enterprise advisory space.

George Keith is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Janney in various capacities since 2012. He serves as a board member of a homeowners association in New Fairfield, CT. Janney Montgomery Scott 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 through a combination of in-house and third-party portfolio management, offering brokerage, financial planning, and advisory services across multiple wrap programs and model portfolios.

Barrett Butlien is a CFP® professional with 31 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Westchester Financial Advisors, having previously worked at Kestra Advisory Services, Kestra Investment Services, and Marathon Financial Group. He is also owner of Marathon Advisory Group Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and serving individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

George Molloy is a financial advisor at Independent Financial Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Private Wealth Systems. Prior to his advisory career, he was involved with the Ojai General Store for four years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Michael Benedetto is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including 17 years at Neuberger Berman, LLC before joining T. Rowe Price in 2023. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The service uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and targets individual investors and households with a focus on retirement goals.

Taranbir Sawhney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and New York Life, as well as his current positions at Guardian Life and Park Avenue Securities. In addition to his advisory work, he is involved in insurance sales outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party strategies.

Charles Thela is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 24 years of industry experience. He has been with Kestra Investment Services since 2016 and has held roles at Fusion Financial Group and Kestra Advisory Services since 2003. Outside of advisory work, he refers group insurance business to Westchester Benefit Group and processes fixed insurance through Ash Brokerage. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Deborah Becker is a ChFC® credentialed financial advisor with 21 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018, with prior experience at NYLIFE Securities LLC and New York Life Insurance Co. Becker volunteers with two nonprofit organizations, contributing her time outside of securities trading hours. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions such as lending and donor-advised funds.

Samuel Epstein is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital for three years and was self-employed for seven years before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes liquid and private alternative investments, with approximately $35.4 billion under management.

Nirotam Mahes is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Astoria Federal Savings. Outside of his advisory role, he is involved in real estate rental activities through Mahes & Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Susan Gullotta is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2022. Her prior experience includes roles at Westchester Financial Advisors, NFP Advisor Services, LLC, and Berkowitz, Herkert & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of customizable investment program structures.

Ronald Berkowitz is a CFP® professional with 34 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Westchester Financial Advisors and has held prior roles at Kestra Advisory Services, Kestra Investment Services, and Fusion Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a wide range of investment solutions.

Patrick Doherty is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked with firms including LPL Financial and Triad Advisors. Outside of his advisory role, he is involved in non-variable insurance activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Damian Petta is a financial advisor with Commonwealth Financial Network in Katonah, NY, holding a Series 66 designation and 28 years of industry experience. He has been associated with Harvestwealth Partners, LLC and Commonwealth Financial Network since 2009. Outside of his advisory role, he plays guitar at local bars and restaurants. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions and model portfolios, supporting advisors who often operate under their own business names while providing advice under Commonwealth’s supervision.

Peter Gentile is a financial advisor at GWN Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2015. In addition to his advisory role, he has served on the Mt Vernon Board of Education since 1970 and is self-employed in tax preparation. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

David Oldham is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with GWN Securities since 2015 and has operated Oldham Resource Group, which involves fixed insurance and annuities sales, since 1984. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including traditional asset-allocation and legacy market-timing strategies.

Rudolph Sarro III is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Altium Wealth Management, Liberty Mutual Insurance, Kushman and Wakefield, and in construction services. He previously worked in schooling for nearly two decades. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, utilizing proprietary analytics and a wide range of investment and advisory platforms integrated within the broader Goldman Sachs ecosystem.