Richard Pignone is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 54 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as attorney in fact for his wife. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing multiple strategies managed internally and by third parties.

Christine Hartman is a financial advisor with Janney Montgomery Scott, holding the Series 66 designation and 14 years of industry experience. She has worked at Janney Montgomery Scott since 2012 and previously spent ten years with HCA, LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Albert Lim is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent three years with Ameriprise Financial Services. Lim is also a partner in a residential real estate investment and rental company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory approach includes model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Conrad Dequadros is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Citigroup in 2025, he worked at Brean Capital, LLC for six years and has been involved with RDQ Economics LLC since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including multi-asset, multi-manager strategies through discretionary and non-discretionary accounts. The firm combines large institutional scale with diverse market roles, including research, security pricing, and derivatives services.

James Clark is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 63 credentials and 20 years of industry experience. His career includes roles at UBS AG and UBS BSUL from 2003 to 2023, and he has been with Private Advisor Group and LPL Financial since 2023. Outside of his advisory work, Clark serves as a fitness and soccer coach for the Fairfield Parks and Recreation Department. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and a proprietary separately managed account program supported by a network of investment adviser representatives and various custodians and strategists.

Michael Fitzgerald is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 1995. Outside of his advisory role, he is a member of Sound Life Connections Inc., an educational organization assisting challenged students transitioning out of public school systems. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing discretionary management through customized and model-based portfolios.

Michael Lewis is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, LPL Financial, Cetera Investment Services, and KeyBank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services through proprietary and third-party methodologies within plan lineups chosen by plan sponsors.

Matthew Krefting is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has worked at Gold Family Wealth, Tiffany & Co, and Morgan Stanley. 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 employs a discretionary portfolio management approach with model portfolios governed by an internal Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions.

Andrew Banks IV is a financial advisor at Janney Montgomery Scott with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Janney Montgomery Scott since 2002. Outside of his advisory role, Banks serves as the treasurer and board member of F.O.C.U.S., a children's charity in New Haven, 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Thomas Mayper is a financial advisor with Hightower Advisors, holding a Series 66 designation and over 33 years of industry experience. He has worked at Hightower since 2016, following prior roles at Rdm Investment Services and Retirement Design & Management. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm utilizes a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles tailored to client needs.

Eric Goldstein is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked with True North Financial Solutions and Equity Services since 2014. Goldstein also serves as a board member of a Chamber of Commerce network group and is an insurance agent outside of his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and shorter-term trading, frequently employing third-party asset managers and model portfolios.

David Abel is a CFP® professional with 16 years of industry experience, currently affiliated with TLG Advisors, Inc. He has worked with several firms including Barnum Financial Group, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Abel is also involved in insurance wholesaling through Risk & Ins Associates LLC and Barnum Financial Group. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Joseph Lussier is a financial advisor at Creative Planning with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Caroline Keenan is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Iridian Asset Management LLC, and Iam Capital Corporation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Michael Kusick is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. His work history includes roles at Investmark Advisory Group and Sportscenter of Connecticut. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Kenneth Wapnitsky is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Janney Montgomery Scott since 2019. Prior to joining Janney, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also appointed as conservator/guardian for his son, an uncompensated role requiring significant time commitment. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a variety of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Allen Dina III is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career history includes roles at JPMorgan Chase Bank and KeyBank prior to his current position. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolios, emphasizing client-directed model selection with ongoing monitoring and third-party product due diligence.

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 worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate entities, and institutions, offering investment management, financial counseling, and family office services. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis, and provides a wide range of portfolio strategies alongside an extensive network of affiliated service companies.