Cynthia Giovacchino is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Webster Bank. Outside of advising, she manages several rental properties, dedicating part of her time to property management. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

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 with OSAIC Institutions, INC. based in Fairfield, CT. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at United Bank, Infinex Investments, Inc., Investmark Advisory Group, Commonwealth Financial Network, and Fairfield County Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its integrated approach combining advisory and brokerage solutions with access to alternative investments and lending platforms.

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®-certified financial advisor with 25 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and has held positions at Newtown Savings Bank, Infinex Investments, The Leaders Group, Bluerock Capital Markets, and Midwood Financial Services. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management solutions through a network of investment adviser representatives.

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® with nine years of industry experience, currently serving at OSAIC Institutions, Inc. since 2025. Her prior experience includes roles at Wells Fargo Clearing Services LLC for eight years and Northwestern Mutual from 2016 to 2017. 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, access to alternative investments, and a hybrid adviser/broker-dealer structure that distinguishes it within the enterprise advisory space.

John Huber Jr. is a financial advisor with Prime Capital Financial and holds a Series 66 designation. He has three years of industry experience, including prior roles at Edward Jones and Private Client Services. Outside of his advisory work, he serves as vice president of a local chapter of BNI Global, a professional networking organization. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm manages accounts using diversified strategies and delivers comprehensive reporting and financial administration through its affiliated accounting and family office practices.

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.

John Sutfin is a Series 65-licensed advisor at Integrity Alliance, LLC with three years of industry experience. His prior work includes roles at Brokers International Financial Services and Bankers Life. In addition to his advisory work, he is involved with American Senior Benefits, where he works as a fixed insurance agent and provides retirement planning services. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent representatives. The firm offers a variety of investment strategies and support services, operating as both an SEC-registered investment adviser and a broker-dealer.

Christina Nestor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked at Commonwealth since 2020 and also operates Nestor Financial Network. Outside of her advisory role, she participates in User Interviews, a consumer research platform. 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 over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Acosta is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at People United Bank for eight years. Outside of his advisory role, he is involved in tax preparation activities through entities such as the CT Institute of Finance and Sound Coaching Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements alongside various analytical approaches.

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.

Amar Bellara is a financial advisor with Eagle Strategies (NY Life) based in Stratford, CT. He holds the ChFC® designation and securities licenses Series 65 and Series 63, with 19 years of industry experience. Bellara has managed firms including Bellara & Associates since 2010 and Strategic Financial Group LLC since 2016. Outside of advisory work, he is a passive investor in a SaaS company focused on AI-driven automation for skilled trades. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types and primarily manages assets on a non-discretionary basis, operating within the New York Life affiliate structure.

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.