Paul Tramontozzi is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at KBK Wealth Management, LLC and Commonwealth Financial Network. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, utilizing an open-architecture platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians, offering a range of discretionary and non-discretionary strategies tailored to client goals.

Lisa McGrath is a financial advisor at TIAA-CREF with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1991. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Tucker Scott III is a financial advisor at GWN Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2015. Scott is also the owner of M-Powered, LLC, a business he has operated since the late 1990s. 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 more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Anthony Veiga Jr. is a financial advisor at Stratos Wealth Partners, Ltd with over 21 years of industry experience. He holds the CFP® designation and has worked at firms including LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he serves as a volunteer firefighter in Ridgefield, Connecticut. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based investment solutions, employing an open-architecture approach that incorporates external platforms and third-party managers.

Joseph Viggiani is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at SCOTTRADE, Inc. from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolios and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement planning advice.

Zachary Babineau is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at LPL Financial and Bridgelight Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach combining passive and active management guided by an internal Investment Committee.

Michael Rosell is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Sterling National Bank, and Capital One. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides bespoke discretionary solutions for very large relationships.

Andrew Lavoie is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, AGW Group, and Tradition Securities and Derivatives LLC. He serves as Treasurer on the board of Mookie's Miracle, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level solutions, including lending and donor-advised funds.

Daniel Dibuono is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2017 before joining Commonwealth in 2017. Outside of advisory work, he is a co-owner of Bailey & Beatty Financial, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support, enabling advisors to construct portfolios using various securities and insurance products while providing access to discretionary model portfolios managed by its Investment Management and Research team.

John Smoot Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 63 designation and 26 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously spent 13 years at Lincoln Financial Advisors Corp. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term approach while managing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Nicholas Foci is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His work background includes roles at Citi and Northwestern Mutual, as well as employment in the restaurant industry. 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 options, supported by in-house research and unique market roles.

Vivian Cohn is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2003. Prior to that, she worked at Henes Floretti Associates starting in 1997. She is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, offering operational and investment platform support while allowing advisors discretion in portfolio construction.

Vincent Batyr III is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2015 and concurrently operates Vincent J. Batyr & Co, CPAs, where he serves as president and owner, providing accounting and tax preparation services. 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 supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Brian Harpur is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and has been with TIAA-CREF and its predecessor entities since 2012. Outside of his advisory role, he serves as a referee for youth Gaelic football games. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of services including model-based and customized portfolio management under a fiduciary standard.

Sebastian Bermeo is a CFP® professional with five years of industry experience currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Mint Global Markets Inc/SPEEDTRADER, and Wealth Enhancement Brokerage Services. Outside of his advisory duties, he has worked as a server in the hospitality industry. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

John Traut is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Stratos Wealth Partners, he worked at firms including LPL Financial, Oppenheimer & Co. Inc., Merrill, and Bank of America. Outside of his advisory work, Mr. Traut serves as a firefighter with the New York Fire Department. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, a range of financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple external platforms and tools.

Colin Kelly is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2006. Kelly serves on the Board of Directors for Elder House and is a director of the Georgetown Gridiron Club, supporting the football program’s fundraising and alumni activities. 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 client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Christopher Judge is a financial advisor at SPC with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining SPC and Sigma Financial Corp in 2025, he spent 27 years with Commonwealth Financial Network and Commonwealth Equity Services, Inc. He also conducts limited fixed insurance sales at a branch location. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and provides tailored, discretionary investment advice through various account programs and strategic partnerships.

Anthony Trimboli is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and totaling 18 years of industry experience. He has worked extensively with both firms since 2007. Outside of his advisory role, he operates Trimboli Basketball LLC, which offers camps, clinics, and training for young basketball players. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and employs a mix of proprietary and third-party investment strategies.

Joseph Palumbo is a financial advisor at Farther with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Farther in 2025, he worked at Truvium Capital Partners, LLC and Truvium Financial. Outside of his advisory role, Palumbo is a partner in several special purpose vehicles, including AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm uses a Modern Portfolio Theory approach with algorithmic model portfolios and focuses on ETFs, mutual funds, individual equities, and fixed income investments.