Justine Fredericks is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, 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, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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 financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at United Capital Financial Advisers, Catamount Wealth Management, and Westport Resources Management. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm uses strategic allocation models and manager selections supported by proprietary research and offers a range of tailored services such as Private Family Office and Specialized Executive Wealth programs.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving at HSBC Securities (USA) Inc. in New Canaan, CT. Zhu has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A., and HSBC Securities, accumulating nine years at the latter. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program options, including client-directed and fully discretionary portfolios. The firm employs a multi-profile investment process combining strategic and tactical asset allocation supported by global asset management and fund due diligence partners.

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.

Douglas Kuring is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Reby Advisors, and Triad Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to 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 strategies overseen by an internal Investment Committee.

Eric Young is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Emissary Wealth and RPM Capital Management LLC. He is based in Westport, CT. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

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.

Peter Karadimas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at The Colony Group, GYL Financial Synergies, Resnick Investment Advisors, and Neuberger Berman BD LLC. Outside of his advisory work, he serves as a trustee in an estate planning role. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Nicole Turosky is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. She has previously worked at Wells Fargo Clearing Services LLC, Northwestern Mutual, GreenWell Financial, and LPL Financial. 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, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its advisers.

Kimberly Jackson is a financial advisor at Empower Advisory Group with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Advised Assets Group, and Thrivent Investment Management. Outside of her advisory role, she serves as president of the Mahopac Varsity Cheer Blue and Gold Booster Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Amber Camargo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2015. Based in Westport, CT, her career has been focused at the firm during this period. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering discretionary and non-discretionary management alongside access to alternative investments and private funds.

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 holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at New York Life, Prudential Insurance Company of America, and Park Avenue Securities. Outside of his advisory work, he is also involved in insurance sales unrelated to Guardian Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, delivering tailored client relationships with access to insurance products and alternative investments.

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.

Jeffrey Corliss is a CFP® and ChFC® with 38 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2016, and previously held positions at firms including RDM Insurance Services and MSI Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and financial planning.

Frank Rossetti Jr. is a CFP®, CFA®, and Series 66 credentialed advisor with 10 years of industry experience. He currently works at Corient and Corient Services LLC since 2025 and has previous experience at Northeast Financial Consultants, Inc. and BNY Mellon. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Chelsea Basler is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2011, including a two-year period at Morgan Stanley from 2020 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Robert Gryboski Jr. is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and Buckingham Research Group. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and institutional-style portfolio management.

Gregory Manning is a financial advisor at Citigroup Global Markets with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across private banking, workplace wealth, and high-net-worth segments. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.