Gregg Padilla is a CFP® professional at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked at Benemark, Inc. for 27 years before joining Mercer Global Advisors, where he has been since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a mix of ETFs, index funds, separate account managers, and other strategies, supported by educational content and a variety of affiliated service lines.

Howard Matson is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Matson has been with Janney Montgomery Scott since 2026. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.

Robert Medvey is a CFP® and ChFC® with 25 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 27 years with Benmark, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering comprehensive investment advisory and financial planning services. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios, employing a range of investment vehicles including ETFs, index funds, and private funds.

Joseph Mc Bride is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. Before entering the financial industry, he spent thirteen years in full-time education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies under an enhanced open architecture framework.

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. She holds the Series 63, Series 65, and Series 66 credentials and has 14 years of industry experience. Her career includes roles at Infinex Investments, Fairfield County Financial Services, Fairfield County Bank, and Merrill. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer structure.

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 designations and 34 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance and Ameritas Investment Corp. since 2006. He also owns and operates Wes Preslar Insurance Agency and serves as an independent insurance agent, focusing on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining model portfolios with various fund types and individual securities, while leveraging third-party technology and sub-advisers.

Glenn Ratcliffe is a CFP® professional with 42 years of industry experience, currently serving at Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is involved in his community as a finance committee member at Trinity Episcopal Church in Southport, CT, and serves on the Board of Directors and Finance Committee of the Limestone Trout Club in Canaan, 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 advisory and brokerage services.

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 financial advisor with Carson Wealth who holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Gold Family Wealth and Infinex Financial Group. Outside of finance, he is involved in youth athletics coaching as an assistant boys lacrosse coach at Newtown High School and head coach of a youth lacrosse team with Cavalry Lacrosse Club. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors and offers services such as discretionary asset management, financial planning, and retirement plan solutions. The firm’s investment approach is guided by an Investment Committee that builds and monitors model portfolios and provides tailored solutions including custom indexing and access to alternative investments.

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.

Steven Randby is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and also works with Penn Mutual Life Insurance Company. Outside of advisory roles, he is the proprietor of a retail business, Table 104, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering clients a range of discretionary and non-discretionary investment options supported by third-party asset managers.

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.

Robert Pysk is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. 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 stationed 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.

Christian Vargas is a CFP® and Series 66-registered advisor with Mercer Global Advisors Inc. in Westport, CT, bringing three years of industry experience. His prior roles include time at Morgan Stanley Private Bank and Morgan Stanley. He serves as a Company Commander in the United States Army Reserve and is a board member of the finance committee for HfH Supportive Housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified portfolios using low-cost ETFs, index funds, and separate account managers, and provides specialized services including retirement plan consulting and charitable advisory.

Anthony Socci is a financial advisor at Ameritas Advisory Services, LLC with 34 years of industry experience. He holds a Series 66 designation and has worked with Ameritas and its affiliates since 2006, as well as Omega Financial Group since 1995. In addition to his advisory role, he is licensed as an independent insurance agent, selling fixed insurance products and property and casualty insurance. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services and utilizes various program platforms and third-party technology to build customized portfolios.

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 financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and four years of industry experience. His work history includes roles at The Colony Group, GYL Financial Synergies, Sovereign Partners, Bungalow, and KPMG. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.