Philip Meese is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at CreativeOne Wealth and Retirement in Focus Wealth Management, where he also serves as president. His prior experience includes a role at Slipstream Advisor Marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

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.

Antoinette Lombardi is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 19 years of industry experience. She previously worked at Oppenheimer for 13 years before joining Janney Montgomery Scott in 2019. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

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.

Howard Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also has a long-standing role at Penn Mutual Life Insurance Company dating back to 2010. Outside of his advisory work, Wein is involved in insurance brokerage and tax preparation through his related businesses, including Prime Financial Services. Hornor, Townsend & Kent serves individuals—including high-net-worth clients—trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a comprehensive platform that includes third-party asset manager relationships and various account options.

Pablo Tavera Echeverri is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has prior experience at Bank of America, Merrill, and Citigroup. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that focus on asset allocation, contribution rates, and retirement guidance. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary investment solutions to a large client base.

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.

Nelson Ehinger Jr. is a CFP®-designated financial advisor with 39 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has held positions at Fairfield County Bancorp since 2004 and infinex Investments, Inc. since 1999. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA 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 and lending solutions, operating under a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

Geoffrey Beringer is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he serves as president of the Myles M. Beringer Foundation and is involved in community service through leadership positions with the Darien Rotary and the United Church of Rowayton. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base that includes individuals, families, trusts, corporations, and charitable organizations. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs and maintaining in-house custody and trustee capabilities.

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.

Patrick Eaker is a financial advisor with Integrated Wealth Concepts LLC in Danbury, CT. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to his current role, he worked in the environmental and construction sectors, including positions at Miller Environmental Group and New England Skyline Builders. Outside of his advisory work, he is involved with Beyond The Bag Podcast LLC, a podcast venture. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios with a primarily long-term investment approach.

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.

Walter Varian is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Engines Advisors, Charles Schwab, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across multiple asset classes.

Colleen Langlais is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Citibank since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with specialized market roles and arrangements.

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.

Ryan Tufts is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Credit Suisse Securities (USA) LLC since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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, supported by internal standards and oversight committees.

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.

James Kenning is a financial advisor with Commonwealth Financial Network in Sandy Hook, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth since 1995 and also operates Kenning Financial Services since 2011. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

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 worked previously at United Capital Financial Advisers, LLC and Westport Resources Management. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm uses a combination of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, integrating resources across the broader Goldman Sachs network.