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.

Richard Parry is a CFP® with 37 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Liberty Wealth Advisors LLC and CETERA Advisor Networks LLC. Parry is active in nonprofit and community organizations, serving as secretary of the Highland Green Foundation and as a committee member of both the Financial Planning Association of Connecticut and the First Presbyterian Church in Stamford. Prime Capital Financial is an enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and maintains affiliated accounting and family office practices.

Jhuriko Then is a financial advisor at Key Investment Services LLC with 13 years of industry experience. They hold Series 63 and Series 66 designations and have worked at KeyBank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction and model selection, providing recommendations and oversight while intermediating access to third-party discretionary managers.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. Zhu has been with HSBC Securities since 2017 and has worked at HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple risk profiles, providing both client-directed and fully discretionary investment options.

Matthew Laurence is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over thirty-two years of industry experience. Prior to joining Kestra Advisory Services and Kestra Investment Services in 2024, he spent 23 years at Cadaret, Grant & Co., Inc. He is also a partner in several insurance-related businesses, including Madison Consulting Group, LLC and Quantum Financial Strategies, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and investment advice. The firm serves large institutional investors as well as plan sponsors, with assets under management nearing $79.8 billion and a range of third-party managed solutions.

Douglas Kuring is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Reby Advisors, and Triad Advisors. Kuring provides investment advisory services through Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

Kathleen Riocci is a financial advisor with Principal Financial Services in Stamford, CT, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gregory Sirett is a financial advisor at Empower Advisory Group with 33 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at Prudential Insurance Company of America and GWFS Equities, Inc. He currently receives trailing commissions on previously sold business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Gideon Cohn is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He has also been affiliated with Highbridge Financial Group and Republic Airways since 2014. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.

Nicole Turosky is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Osaic Institutions, Inc. Her prior experience includes roles at Wells Fargo Clearing Services LLC, Northwestern Mutual, and GreenWell Financial. She is based in Ridgefield, CT. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure.

George Keith is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has worked at Janney Montgomery Scott since 2012. Outside of his advisory role, he serves as a board member for a homeowners association in New Fairfield, Connecticut. 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 clientele including individuals, families, trusts, corporate sponsors, and municipal clients, and offers brokerage services, financial planning, and multiple advisory programs.

Barrett Butlien is a CFP® professional with 31 years of industry experience, currently practicing at Commonwealth Financial Network and Westchester Financial Advisors since 2022. He previously spent 19 years at Marathon Financial Group, Kestra Advisory Services, and Kestra Investment Services. He is the owner of Marathon Advisory Group Inc. and co-owner of BHB Advisors, LLC, entities established to facilitate securities, advisory, and insurance business. 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 offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

George Molloy is a financial advisor at Independent Financial Partners with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Private Wealth Systems. Outside of his advisory work, he was involved with the Ojai General Store for four years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model and offers specialized retirement-plan advisory and pension consulting services.

Stephanie Fernandes is a CFP® with seven years of industry experience. She currently works at Mercer Global Advisors Inc. and has previously been employed at Sanford C. Bernstein & Co., LLC, ValMark Securities, Inc., and Verde Wealth Group, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Michael Benedetto is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including 17 years at Neuberger Berman, LLC before joining T. Rowe Price in 2023. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The service uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and targets individual investors and households with a focus on retirement goals.

Taranbir Sawhney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and New York Life, as well as his current positions at Guardian Life and Park Avenue Securities. In addition to his advisory work, he is involved in insurance sales outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party strategies.

Charles Thela is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 24 years of industry experience. He has been with Kestra Investment Services since 2016 and has held roles at Fusion Financial Group and Kestra Advisory Services since 2003. Outside of advisory work, he refers group insurance business to Westchester Benefit Group and processes fixed insurance through Ash Brokerage. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bury Barbier is a financial advisor with OSAIC Institutions, Inc. in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Infinex Investments, Inc. since 2013 and is also a part owner of Printer Support Group, a printer repair service. In addition to his advisory role, Barbier owns Integral Capital, where he works as an insurance agent focusing on group insurance products, and he operates Integral Capital Management as a commercial loan broker. 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, access to alternative investments, and a lending marketplace, operating under a hybrid adviser/broker-dealer structure.