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.

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.

Mark Vida is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including United Bank, Infinex Investments, Investmark Advisory Group, and Commonwealth Financial Network. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines discretionary and non-discretionary advisory services with access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model that supports a diverse range of client needs.

Eric Young is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Emissary Wealth and RPM Capital Management LLC. He is based in Westport, CT. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Luke Robichaud is a CFP® with 26 years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held roles at firms including Newtown Savings Bank, Infinex Investments, The Leaders Group, Bluerock Capital Markets, and Midwood Financial Services. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporations. The firm provides customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Peter Karadimas is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Outside of his advisory role, he serves as a trustee for an estate planning trust. 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 combines various active and passive strategies.

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.

Christopher Tumio is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior work includes roles at Webster Financial Corporation, People's United Bank, and PricewaterhouseCoopers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized portfolios overseen by an Investment Committee and combines in-house research with third-party managers, providing a range of strategies and integrated tax and accounting services.

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.

Kimberly Jackson is a financial advisor at Empower Advisory Group with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Advised Assets Group, and Thrivent Investment Management. Outside of her advisory role, she serves as president of the Mahopac Varsity Cheer Blue and Gold Booster Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Amber Camargo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2015. Based in Westport, CT, her career has been focused at the firm during this period. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering discretionary and non-discretionary management alongside access to alternative investments and private funds.

Joshua Scherer is a financial advisor at Oppenheimer & Co., Inc. with 29 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is president and owner of a retail store and is involved in business investments and venture capital through partnerships and a venture capital fund. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation and a variety of investment vehicles to construct client solutions.

Stephen Dennis is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 brokerage services, financial planning, and multiple advisory programs.

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.

Domenick Pugliese is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2018, following two years at Markets Group and six years at Mega Burgers. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives.

Samuel Epstein is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital for three years and was self-employed for seven years before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes liquid and private alternative investments, with approximately $35.4 billion under management.

Nirotam Mahes is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Astoria Federal Savings. Outside of his advisory role, he is involved in real estate rental activities through Mahes & Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Jeffrey Corliss is a financial advisor with Hightower Advisors, holding the CFP® and ChFC® designations and over 37 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2016 and previously worked at RDM Insurance Services and Retirement Design & Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, using affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Frank Rossetti Jr. is a CFP®, CFA®, and Series 66 credentialed advisor with 10 years of industry experience. He currently works at Corient and Corient Services LLC since 2025 and has previous experience at Northeast Financial Consultants, Inc. and BNY Mellon. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Peter Nieporent is a CFP® and Series 65-registered financial advisor at Creative Planning with 10 years of industry experience. He has previously worked at NorthCoast Asset Management, Connectus Wealth, and Kovitz Investment Group Partners. Nieporent is based in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets using a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and comprehensive retirement plan services.