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 has worked previously at Morgan Stanley and UBS Financial Services. Before entering the financial industry, he spent 13 years in full-time education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

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 and holds the Series 63 and Series 65 designations. He has 34 years of industry experience and has held roles at Ameritas Life Insurance, Ameritas Investment Corp., Omega Financial Group LLC, and operates the Wes Preslar Insurance Agency. He is licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and a range of custodial and third-party tools.

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.

Glenn Ratcliffe is a financial advisor with Janney Montgomery Scott, holding a CFP® designation and over 42 years of industry experience. He has worked at Janney Montgomery Scott since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the finance committee of Trinity Episcopal Church in Southport, CT, and is a board member and finance committee participant at the Limestone Trout Club in Canaan, CT. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Sean Wallace is a Series 65-licensed advisor at CWM, LLC with two years of industry experience. Prior to joining CWM, he held roles at Gold Family Wealth and Infinex Financial Group. Outside of his advisory work, Wallace serves as an assistant boys lacrosse coach at Newtown High School and is the head coach of a youth lacrosse team with Cavalry Lacrosse Club. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

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 Series 66-licensed financial advisor with 34 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held various roles within the Ameritas organization since 2006. Additionally, he is licensed as an independent insurance agent and has been involved with Omega Financial Group since 1995, selling fixed and property & casualty insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners for portfolio construction and monitoring.

Mark Di Paola is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney since 2020. Outside of his advisory role, Di Paola serves as Secretary on the board of Family Centered Services of Connecticut, a nonprofit agency addressing domestic violence and child abuse, and assists with administrative and financial tasks for his family’s restaurant, Caffe Bravo Ltd. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.