Shari Rahmlow is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 credentials and has 22 years of industry experience. She worked at Merrill from 2012 to 2023 before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management via model portfolios or customized portfolios managed under client-approved investment policies.

Samuel Brimer is a CFP® with 24 years of industry experience, currently serving at SPC and previously at Parkland Securities. He has provided tax preparation and accounting services through Brimer & Butler CPA for over 40 years. Brimer is also a board member of the Arbuckla Master Conservancy District and operates a sole proprietorship, Sam Brimer Wealth Management. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with discretionary and nondiscretionary options.

Mark Mikucki is a financial advisor with SPC in Trumbull, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has been with SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he serves as co-trustee of family trusts, managing assets on behalf of relatives. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a team of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Jennifer Perkins is a financial advisor with OSAIC Institutions, Inc. holding Series 63, 65, and 66 licenses and 14 years of industry experience. She has worked at Infinex Investments, Inc. and Fairfield County Financial Services since 2018 and previously at Fairfield County Bank from 2015 to 2018. 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 distinctive service and distribution model.

Ethan Hammond is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Empower Financial Services, Inc. as well as Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection, multi-manager solutions, and a range of portfolio management and financial planning services supported by proprietary research and both affiliated and third-party managers.

Wesley Preslar is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has a long history with Ameritas Life Insurance and Ameritas Investment Corp. since 2006. In addition to his advisory role, he operates the Wes Preslar Insurance Agency and is an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Thornton Fay is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at GWFS Equities, Empower Advisory Group, and Wells Fargo Clearing. Thornton is based in Hamden, CT. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Glenn Ratcliffe is a financial advisor with Janney Montgomery Scott, holding a CFP® designation and over 42 years of industry experience. He has worked at Janney Montgomery Scott since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the finance committee of Trinity Episcopal Church in Southport, CT, and is a board member and finance committee participant at the Limestone Trout Club in Canaan, CT. 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, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Marianne Noyes Ryder is a financial advisor with Commonwealth Financial Network in Newtown, CT. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. She has been with Commonwealth Financial Network for 18 years. Outside of her advisory work, she serves as a health care representative for a client. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a variety of managed-account programs and access to third-party asset managers, providing a broad platform that includes discretionary and nondiscretionary portfolio management along with custody and clearing services.

Sean Wallace is a Series 65-licensed advisor at CWM, LLC with two years of industry experience. Prior to joining CWM, he held roles at Gold Family Wealth and Infinex Financial Group. Outside of his advisory work, Wallace serves as an assistant boys lacrosse coach at Newtown High School and is the head coach of a youth lacrosse team with Cavalry Lacrosse Club. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Michael Lynfield is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 42 years of industry experience. He has been with Janney since 2014. Outside of his advisory role, he serves as secretary of the Dulwich College USA Alumni Association and organizes an annual dinner for alumni in New York City. 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Amy Elias is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 24 years of industry experience. She has been with Citi since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivative services.

Christian Vargas is a CFP® and Series 66-licensed financial advisor at Mercer Global Advisors Inc. with three years of industry experience. Prior to joining Mercer in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2023 to 2026. Vargas is also a Company Commander in the United States Army Reserve and serves as a board member on the finance committee for HfH Supportive Housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through a variety of vehicles and includes specialized services such as retirement plan consulting and charitable advisory.

Anthony Socci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with Ameritas and its affiliated entities since 2006 and has been involved with Omega Financial Group since 1995, where he is also licensed as an independent insurance agent selling fixed insurance products and property and casualty insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with an emphasis on both discretionary and non-discretionary advice.

Mark Di Paola is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney since 2020. Outside of his advisory role, Di Paola serves as Secretary on the board of Family Centered Services of Connecticut, a nonprofit agency addressing domestic violence and child abuse, and assists with administrative and financial tasks for his family’s restaurant, Caffe Bravo Ltd. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

David Wheatley is a financial advisor with NewEdge Advisors in New Haven, CT, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at GWM Advisors, LLC and Mid Atlantic Capital Corporation since 2021, as well as TIAA and TIAA-CREF from 2013 to 2021. Outside of advising, he is an owner and manager of residential rental real estate. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.

Roain Saunders is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Saunders worked at Joel Isaacson & Co., LLC and MitchellClark & Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios and provides various advisory and educational programs.

Raphael Feigenbaum is a Series 65-licensed financial advisor with four years of industry experience. He is currently with The Colony Group, LLC and has previously worked at GYL Financial Synergies, Sovereign Partners, Bungalow, and KPMG. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, integrating fundamental and quantitative analysis alongside a broad array of investment options and affiliated service companies.

Joanne Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 19 years of industry experience. Her career includes long-term service at Linsco/Private Ledger Corp and multiple roles at Commonwealth Financial Network and Juniewic Financial Group. 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. The firm provides a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Robert Walsh is a financial advisor with Centaurus Financial, Inc. in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2017 and serves as president of the CT Institute of Finance, where he also engages in tax preparation and property and casualty insurance activities. Walsh is involved in coaching small business clients through Sound Coaching Inc., which includes roles as a keynote speaker and radio show host. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, employing both discretionary and non-discretionary approaches with a combination of fundamental and technical analysis.