James Hunter is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Fairfield County Bank and MassMutual, spanning over three decades. Outside of advisory work, he is involved in an insurance brokerage business focusing on individual and group life and health insurance. 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Steven Mondolino is a CFP® professional with 12 years of experience in the financial advisory industry. He has worked with Wealth Enhancement Advisory Services, LLC and affiliated firms since 2016, following brief tenures at Focus Partners Wealth, LLC and HHG & Company, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers. The firm serves individuals, high-net-worth clients, corporations, and retirement plans, using a diversified investment approach that blends passive and active management overseen by an internal Investment Committee.

Cassandra Fullilove is a Series 66–licensed financial advisor with 18 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021, following prior roles at United Capital and Raymond James & Associates. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and proprietary analytics, and offers clients access to a broad range of affiliated Goldman Sachs resources.

Jeremy Kosh is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Oppenheimer since 2020 and previously at Ameriprise Financial Services from 2014 to 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Michael Lopes is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2019. Prior to that, Lopes spent eight years at Magis Group, Inc. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Josette Greechan is a CFP® with 39 years of industry experience currently serving as a financial advisor at Oppenheimer since 2016. Her prior experience includes roles at Bank of America and Merrill Lynch, where she worked for 7 and 29 years respectively. Outside of her advisory work, she is a co-trustee of a family trust managing real estate properties in Colorado. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Christopher Richards is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, having worked at firms including Prudential Insurance Company of America, MassMutual, and New York Life prior to joining Guardian Life and its affiliate Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individual and institutional clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and provides model portfolios from in-house and third-party managers.

Christopher Keelips is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 credentials and having 17 years of industry experience. He has been with GWN Securities since 2015 and is also associated with Oldham Resource Group, where he is involved in fixed insurance and annuities sales. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager selection. The firm employs a range of portfolio management approaches, including proprietary market-timing and momentum-based strategies, and integrates both affiliated and unaffiliated sub-advisers.

John Dimatteo is a CFP® professional with 32 years of industry experience, currently serving at Commonwealth Financial Network since 1998. He also co-owns DiMatteo Group Financial Services Inc. and DiMatteo Group Florida, Inc., entities involved in advisory and insurance services. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and discretionary model portfolios while enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Michael Del Re III is a financial advisor at Prime Capital Financial with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Financial Network Limited. He is also an independent fixed insurance agent affiliated with Financial Network Limited. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services along with affiliated tax advisory and financial administration capabilities.

Jonathan Wheeler Jr. is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 66 credential and previously worked at MML Investors Services, LLC, MassMutual Life Insurance Company, and Retirement-In-Focus Wealth Management. Outside of advisory work, he is involved in insurance sales, focusing on individual life, disability, long-term care, fixed annuities, and health insurance products. 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 emphasizes the use of discretionary model portfolios and employs fundamental, technical, and cyclical investment strategies to serve its clients.

Gray Peckham is a financial advisor at OSAIC Institutions, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Brokerage Services LLC and Northwestern Mutual. Outside of advising, he works part-time on weekends at Lowe's, a home improvement store. OSAIC Institutions, Inc. provides customized advisory services to individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model, offering both discretionary and non-discretionary portfolio management, access to alternative investments, and lending solutions.

Lance Gilman is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked with IGT Management, where he serves as President and CEO of its Retirement Planning division. Outside of his advisory role, Gilman acts as an independent insurance and annuity agent. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to manage client assets.

David Bunin is a CFP® with 25 years of industry experience, currently serving as a Principal Advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Outside of his advisory role, he is the sole member of DB3 Management, LLC, an operating account business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to employee education and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.

Anita Andrews is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 1999. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Lane Marmon is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to advisory services, Lane is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach combining passive and active strategies, quantitative analysis, and internal oversight.

David Raymond is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 1996. Raymond holds Series 63 and Series 65 licenses and serves on the board of the Lakewood-Trumball YMCA, where he participates in monthly meetings focused on operations and community engagement. 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, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Howard Hirsch is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Scott Milford is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Westport, CT. His prior roles include positions at HighTower Securities LLC, Interlock Financial, Johnson Brunetti, and Strategies for Retirement, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm supports both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Georgi Bivolarski is a CFP® professional with 10 years of industry experience, currently serving at Valic Financial Advisors. He has also been associated with Agia since 2022. His other business activities include working as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and unified managed account services through a large network of advisors.