Gregory Nappo is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2002. He holds Series 63 and Series 65 licenses and is based in New Haven, CT. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Melissa Ciotoli is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Massachusetts Mutual Life Insurance Company. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies.

Christopher Allegro is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Pacific Specialty Insurance Company and Newton Allstate Agency. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Susan Ianniello is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 18 years of industry experience. She has been associated with New York Life entities since 2007 and operates Ianniello Financial Strategies, focusing on insurance and financial services. Outside of her advisory role, she serves on the boards of local business and historical organizations, including the Amity Chamber of Commerce and the Wooster Square Italian Immigrant Historical Society. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mary Landsfield is a financial advisor at TIAA-CREF with seven years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF in 2023, she worked at Mass Mutual Life Insurance Company and its affiliates from 2018 to 2023, and co-founded Skymira, LLC, a software and radio technology company. She also serves on the advisory board of the University of New Haven’s Pompea College of Business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its RIA services within a vertically integrated group.

Jeffrey Mastrianna is a CFP® with 36 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Charles Schwab Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies across various asset types.

Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.

Gregg Padilla is a CFP® with 24 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022, following a 27-year tenure at Benemark, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and consulting services.

Asa Cort is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fiduciary Investment Advisors and People's Securities, Inc. Outside of his advisory role, he is a co-founder of The Cort Family Foundation, which provides scholarships and supports nonprofit initiatives in lower-income communities. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of financial planning, brokerage, and advisory services.

Howard Matson is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 a range of brokerage, financial planning, and advisory services.

Robert Medvey is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Mercer Global Advisors in 2022, he worked at Benmark, Inc. for 27 years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies with a focus on risk management and tax efficiency.

Joseph Mc Bride is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. Prior to his financial services career, he spent thirteen years in full-time education. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm offers a range of wealth management services with a long-term, tax- and fee-sensitive investment approach that incorporates both fundamental and quantitative analysis, third-party managers, and alternative strategies.

Emily Joyce Grikis is a financial advisor at Benjamin F. Edwards & Company, Inc. with nine years at the firm and three years of industry experience. She holds the Series 66 credential and previously worked in the automotive sales industry. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

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.