Joseph Mc Bride is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. Before entering the financial industry, he spent thirteen years in full-time education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies under an enhanced open architecture framework.

Mark Mikucki is a financial advisor with SPC in Trumbull, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has been with SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he serves as co-trustee of family trusts, managing assets on behalf of relatives. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a team of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Jennifer Perkins is a financial advisor with OSAIC Institutions, Inc. She holds the Series 63, Series 65, and Series 66 credentials and has 14 years of industry experience. Her career includes roles at Infinex Investments, Fairfield County Financial Services, Fairfield County Bank, and Merrill. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer structure.

Ethan Hammond is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Empower Financial Services, Inc. as well as Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection, multi-manager solutions, and a range of portfolio management and financial planning services supported by proprietary research and both affiliated and third-party managers.

Wesley Preslar is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance and Ameritas Investment Corp. since 2006. He also owns and operates Wes Preslar Insurance Agency and serves as an independent insurance agent, focusing on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining model portfolios with various fund types and individual securities, while leveraging third-party technology and sub-advisers.

Glenn Ratcliffe is a CFP® professional with 42 years of industry experience, currently serving at Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is involved in his community as a finance committee member at Trinity Episcopal Church in Southport, CT, and serves on the Board of Directors and Finance Committee of the Limestone Trout Club in Canaan, CT. 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 a range of advisory and brokerage services.

Sean Wallace is a financial advisor with Carson Wealth who holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Gold Family Wealth and Infinex Financial Group. Outside of finance, he is involved in youth athletics coaching as an assistant boys lacrosse coach at Newtown High School and head coach of a youth lacrosse team with Cavalry Lacrosse Club. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors and offers services such as discretionary asset management, financial planning, and retirement plan solutions. The firm’s investment approach is guided by an Investment Committee that builds and monitors model portfolios and provides tailored solutions including custom indexing and access to alternative investments.

Michael Lynfield is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 42 years of industry experience. He has been with Janney since 2014. Outside of his advisory role, he serves as secretary of the Dulwich College USA Alumni Association and organizes an annual dinner for alumni in New York City. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Amy Elias is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 24 years of industry experience. She has been with Citi since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivative services.

Christian Vargas is a CFP® and Series 66-registered advisor with Mercer Global Advisors Inc. in Westport, CT, bringing three years of industry experience. His prior roles include time at Morgan Stanley Private Bank and Morgan Stanley. He serves as a Company Commander in the United States Army Reserve and is a board member of the finance committee for HfH Supportive Housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified portfolios using low-cost ETFs, index funds, and separate account managers, and provides specialized services including retirement plan consulting and charitable advisory.

Anthony Socci is a financial advisor at Ameritas Advisory Services, LLC with 34 years of industry experience. He holds a Series 66 designation and has worked with Ameritas and its affiliates since 2006, as well as Omega Financial Group since 1995. In addition to his advisory role, he is licensed as an independent insurance agent, selling fixed insurance products and property and casualty insurance. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services and utilizes various program platforms and third-party technology to build customized portfolios.

Mark Di Paola is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney since 2020. Outside of his advisory role, Di Paola serves as Secretary on the board of Family Centered Services of Connecticut, a nonprofit agency addressing domestic violence and child abuse, and assists with administrative and financial tasks for his family’s restaurant, Caffe Bravo Ltd. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

David Wheatley is a financial advisor with NewEdge Advisors in New Haven, CT, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at GWM Advisors, LLC and Mid Atlantic Capital Corporation since 2021, as well as TIAA and TIAA-CREF from 2013 to 2021. Outside of advising, he is an owner and manager of residential rental real estate. 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 advisors. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.

Raphael Feigenbaum is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and four years of industry experience. His work history includes roles at The Colony Group, GYL Financial Synergies, Sovereign Partners, Bungalow, and KPMG. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Robert Walsh is a financial advisor with Centaurus Financial, Inc. in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2017 and is also president of the CT Institute of Finance, where he provides property and casualty insurance services and tax preparation. Additionally, Walsh is involved with Sound Coaching Inc., where he coaches clients and small businesses, serves as a keynote speaker, and hosts a radio show. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs various investment approaches and provides both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus.

Christina Liu is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Her background includes roles at Hightower Securities and Hightower Advisors, as well as diverse experience in food service and retail businesses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and use of both affiliated and third-party managers, offering services such as portfolio management, financial planning, and retirement consulting.

Roberto Rabassa Jr. is a financial advisor at OSAIC Institutions, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including J.P. Morgan Securities, Wells Fargo Clearing, LPL Financial, Bank of America, and Merrill. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing various third-party arrangements.

Richard Andrews III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He has been with Janney Montgomery Scott since 1998 and holds Series 63 and Series 65 designations. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. Janney serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Urszula Madra is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. She has been with Hightower Advisors and its affiliated broker-dealer since 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Alexandra Miele is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. She has been with Hightower Advisors since 2013. Alexandra has also engaged in paid speaking for advanced financial planning seminars through Purpose Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of portfolio construction options.