Thomas Stritt is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Hudson Valley Credit Union. Outside of finance, he remains listed as a per-diem tutor at The Learning Center at Regina Coeli, providing assistance in mathematics for middle- and high-school students. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including model portfolios and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring, with oversight through an internal product due diligence committee and connections to affiliated financial entities within the KeyCorp group.

Todd Gianguzzi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. since 2006. Outside of his advisory role, he has established a photography website focused on weekend assignments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

Daniel Scalzi is a financial advisor at Brookstone Capital Management LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel from 2015 to 2021. In addition to his role at Brookstone, Scalzi is involved in retirement income planning through his own business, JD Mellberg Financial, based in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm offers investment management primarily on a discretionary basis through model portfolios and managed accounts, supported by a platform-oriented approach serving a large advisor network.

Anthony Falcone is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards & Co since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, combining discretionary and non-discretionary strategies managed internally and by third parties.

F Masri is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oppenheimer in 2016, Masri worked at Merrill for 13 years. Outside of advising, he contributes creative writing pieces to the Millbrook Independent newspaper. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

John Harrington is a CFP®-designated financial advisor with 32 years of industry experience. He has worked with Integrated Wealth Concepts LLC since 2016 and previously spent a decade with Osaic FA, Inc. He also engages in the sale of fixed life, health, disability, accident, and long-term care insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with strategies managed internally or through third-party sub-advisers.

Robert Frost is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Patrick Eaker is a financial advisor with Integrated Wealth Concepts LLC in Danbury, CT. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to his current role, he worked in the environmental and construction sectors, including positions at Miller Environmental Group and New England Skyline Builders. Outside of his advisory work, he is involved with Beyond The Bag Podcast LLC, a podcast venture. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios with a primarily long-term investment approach.

Robert Fallone is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages institutional-scale operations with specialized market roles and arrangements.

Krishnan Harihara is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Global Atlantic Financial Group and Global Bankers Capital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed and unified managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

William Dwyer III is a financial advisor with Commonwealth Financial Network and Flourish Wealth Advisors, LLC, where he serves as managing partner and 50% owner. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Amy Crookshank is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Horner Townsend And Kent and Penn Mutual Life Insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

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.

Laurie Schiavone is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 33 years of industry experience. She has been with Commonwealth since 2000 and also owns Brent Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michelle Haass is a financial advisor at Equity Services, Inc. with 23 years of industry experience. She holds the Series 63 designation and has been with Equity Services since 2015. In addition to her advisory role, she is an agent for several insurance companies under the name Thoroughbred Advisors and is involved in a side business specializing in bookkeeping and the sales of awards and trophies. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

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.

Patrick Doherty is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked with firms including LPL Financial and Triad Advisors. Outside of his advisory role, he is involved in non-variable insurance activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Zachary Babineau is a CFP®-certified financial advisor with three years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Bridgelight Financial Advisors, and Fiducient Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account options for individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified investment approach combining passive and active management, with portfolio oversight by an internal Investment Committee.

John Smoot Jr. is a financial advisor at Integrated Wealth Concepts LLC with 26 years of industry experience. He has been with Integrated Wealth Concepts and affiliated firms since 2013. He holds the Series 63 designation and is based in Danbury, CT. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach combined with active rebalancing and oversight of third-party asset managers.

Sebastian Bermeo is a CFP® professional with five years of industry experience currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Mint Global Markets Inc/SPEEDTRADER, and Wealth Enhancement Brokerage Services. Outside of his advisory duties, he has worked as a server in the hospitality industry. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.