John Reece is a CFP®, CFA®, and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Williams Jones Wealth Management, LLC and Fisher Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

John Walzer III is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at TIAA-CREF since 2017 and previously at Strategic Advisers, Inc. and Fidelity Brokerage Services LLC. Walzer serves as a board member of the Eastchester Traffic and Parking Advisory Committee. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial plans and ongoing discretionary management, utilizing model portfolios and customized management under client-approved investment policies.

David Bunin is a CFP® with 25 years of industry experience, currently serving as a Principal Advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Outside of his advisory role, he is the sole member of DB3 Management, LLC, an operating account business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to employee education and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.

Anita Andrews is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 1999. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Devone Mc Leod is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Triad Advisors, Reby Advisors, and KeyBank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Timothy Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 25 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 with both discretionary and non-discretionary programs and supports large-scale institutional roles including swap dealer and futures commission merchant activities.

Jeffrey Rockwell is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth and Cedar Financial Services since 2009. Outside of his advisory role, he is the owner of Cedar Financial Service, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.

David Raymond is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 1996. Raymond holds Series 63 and Series 65 licenses and serves on the board of the Lakewood-Trumball YMCA, where he participates in monthly meetings focused on operations and community engagement. 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, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Scott Milford is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Westport, CT. His prior roles include positions at HighTower Securities LLC, Interlock Financial, Johnson Brunetti, and Strategies for Retirement, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm supports both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

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.

Stephen Johnson is a financial advisor at CWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including People's Securities, Inc., M&T Bank/Wilmington Trust, and Gerstein Fisher. He is based in Westport, CT. 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, and retirement-plan services, employing a discretionary investment approach utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

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 Series 65–registered financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Gold Family Wealth and Excel Partners. Outside of his advisory work, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Christopher Lineberger is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 designations and possessing 26 years of industry experience. His career includes roles at Newtown Savings Bank, Prudential Insurance Company of America, and Bankers Life, among others. He is also involved in sales, marketing, and planning for Medicare beneficiaries through Cortes Benefit Consulting. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, and corporate clients. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments and lending solutions.

Dennis Schmidt is a financial advisor at &Partners with Series 63 and Series 65 licenses and 48 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 15 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed by its advisors or selected third-party managers.

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.

Leonedas Kalamaras is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund.

Daniel Elmlinger is a financial advisor at TIAA-CREF with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

John Scinto Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates an accounting and tax preparation business. Additionally, he serves as president of Worldwide Entities Inc., a consulting and real estate brokerage firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple platforms, utilizing model portfolios and third-party managers for portfolio management.