Ashley Schexnaildre is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously at United Capital Financial Advisers, LLC from 2016 to 2019. She serves as a backup trustee of a family trust in Trumbull, CT. Goldman Sachs Wealth Services advises a broad range of clients including individual investors, executives, corporate participants, and institutional clients, providing financial planning and portfolio management alongside specialized wealth and executive programs. The firm uses strategic and tactical allocation models with discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem for expanded product access and research capabilities.

Judith Havard is a CFA® charterholder with 17 years of industry experience. She currently works at Stratos Wealth Partners, Ltd., having joined the firm in 2026 after 17 years at YHB Investment Advisors Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with roughly $18.6 billion in assets under management. The firm offers a range of advisory services including advisor-managed and model portfolios, third-party manager programs, and various financial planning options, employing an open-architecture investment approach supported by a network of independent investment adviser representatives.

Whitney Bullard is a financial advisor at TIAA-CREF with CFP® and Series 66 designations. Based in Stamford, CT, Whitney has been with TIAA since 2015 and with TIAA-CREF since 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Anastasia Lombardi is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide 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 operates with a combination of large institutional scale and specialized market roles.

Matthew Alfonzetti is a financial advisor at Farther with seven years of industry experience. He holds the Series 66 designation and has previously worked at Truvium Capital and Truvium Financial. Outside of his advisory role, Alfonzetti is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory–based approach, using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and select independent managers.

George Koeltl is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Triad Advisors Inc and Reby Advisors, LLC. He operates out of Danbury, CT. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Rita Ciero is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets, Inc. since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and is notable for its combination of large institutional scale and specialized market roles.

Daniel Steinberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and currently based in Tarrytown, NY. He has been with Commonwealth and its affiliated entities since 2025. Outside of his advisory work, he is a partial owner and manager of a family investment LLC, where he oversees tax filings and facilitates tax-related payments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, access to third-party managers, and custody services.

O. Beringer is a financial advisor at Janney Montgomery Scott with three years of industry experience. They hold a Series 66 designation and have worked previously in roles at Convergent 3D, Keystone Fireworks, Stamford Yacht Club, and Darien YMCA. Janney Montgomery Scott is a nationally registered broker-dealer and 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 municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Kristina Teneyck is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. Outside of her advisory role, she is a member and 33% owner of Prosperity, LLC, an entity involved in securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs and services that include wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Douglas Strahle is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Park Avenue Securities, LPL Enterprise, and Pruco Securities LLC. Outside of his financial career, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs including both proprietary and third-party strategies.

George Harrington is a Series 65-licensed financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at Personal Capital Advisors for four years before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

James Bakal Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves on the board of the Exchange Club of New Canaan, a charitable organization focused on child abuse prevention and community service, and was elected President Elect for the 2021-2022 term. 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, including high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michele Blanchard is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2005. She holds the Series 66 designation and is based in Danbury, CT. Michele is a partner and co-owner of Prosperity, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers various program structures and discretionary model portfolios while delivering technology, compliance, and practice-management resources to its affiliated advisors.

Scott Lopresti is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, LPL Financial, and Ameritas Life Insurance among other firms. Lopresti is also the president and owner of Lodi Wealth Advisors, an insurance business, and serves as Chief Administrative Officer of Rectangle Health, a healthcare technology company. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, supporting multiple management platforms and third-party solutions.

Gail Simons is a CFP® professional with 35 years of experience in the financial services industry. She has been with Commonwealth Financial Network and Highbridge Financial Group, Inc. since 2003. Outside of her advisory roles, she is vice president and 50% owner of GMS Associates, Inc., a property tax consulting firm unrelated to investments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational and compliance support to affiliated advisors.

Lynne Miller is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she is a signatory manager for Oakford Media LLC, a family-owned business. Janney Montgomery Scott is a large, dual-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, corporations, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Christopher Kachur is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He has been with Benjamin F. Edwards since 2010. His credentials include Series 63 and Series 66 registrations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.

Mark Hannigan is a financial advisor with Commonwealth Financial Network in Darien, CT, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Allied Wealth Partners, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, he is involved in Medicare product referrals. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, serving both individual and institutional clients with a wide range of investment options.

Zachary Pumerantz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Gympass, and FanDuel. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.