Chelsea Basler is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2011, including a two-year period at Morgan Stanley from 2020 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Robert Gryboski Jr. is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and Buckingham Research Group. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and institutional-style portfolio management.

Gregory Manning is a financial advisor at Citigroup Global Markets with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across private banking, workplace wealth, and high-net-worth segments. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

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.

Peter Gentile is a financial advisor at GWN Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2015. In addition to his advisory role, he has served on the Mt Vernon Board of Education since 1970 and is self-employed in tax preparation. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Magdalena Johndrow is a financial advisor with Commonwealth Financial Network in Fairfield, CT, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously held roles at JP Morgan Chase Bank NA and JP Morgan Securities LLC. Outside of her advisory role, she is the owner of Johndrow Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

David Oldham is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with GWN Securities since 2015 and has operated Oldham Resource Group, which involves fixed insurance and annuities sales, since 1984. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including traditional asset-allocation and legacy market-timing strategies.

Rudolph Sarro III is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Altium Wealth Management, Liberty Mutual Insurance, Kushman and Wakefield, and in construction services. He previously worked in schooling for nearly two decades. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, utilizing proprietary analytics and a wide range of investment and advisory platforms integrated within the broader Goldman Sachs ecosystem.

Marc Mungin is a financial advisor with Lincoln Investment in Norwalk, CT, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he owns an accounting and tax preparation business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing strategic and tactical approaches overseen by an Investment Management & Research team.

Lisa McGrath is a financial advisor at TIAA-CREF with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1991. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Scott Patten is a financial advisor at Corient with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Corient Services LLC since 2025, as well as Northeast Financial Consultants, Inc. since 2012. Outside of his advisory role, he serves as a trustee managing a family trust brokerage account. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Tucker Scott III is a financial advisor at GWN Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2015. Scott is also the owner of M-Powered, LLC, a business he has operated since the late 1990s. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Anthony Veiga Jr. is a financial advisor at Stratos Wealth Partners, Ltd with over 21 years of industry experience. He holds the CFP® designation and has worked at firms including LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he serves as a volunteer firefighter in Ridgefield, Connecticut. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based investment solutions, employing an open-architecture approach that incorporates external platforms and third-party managers.

Andrew Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Primerica Advisors. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and offers various programs including discretionary and non-discretionary management options.

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over two decades with Retirement Design & Management and RDM Investment Services, Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager approach emphasizing manager selection and offers access to various investment vehicles, supported by proprietary research and operational tools.

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.

Karen Lexow is a CFP® with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Andrew Lavoie is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, AGW Group, and Tradition Securities and Derivatives LLC. He serves as Treasurer on the board of Mookie's Miracle, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level solutions, including lending and donor-advised funds.

Daniel Dibuono is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2017 before joining Commonwealth in 2017. Outside of advisory work, he is a co-owner of Bailey & Beatty Financial, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support, enabling advisors to construct portfolios using various securities and insurance products while providing access to discretionary model portfolios managed by its Investment Management and Research team.

John Smoot Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 63 designation and 26 years of industry experience. He has worked with Integrated Wealth Concepts since 2016 and previously spent 13 years at Lincoln Financial Advisors Corp. Integrated Wealth Concepts 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 consulting services, employing a long-term approach while managing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.