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.

David Danvers is a CFP® professional with 29 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, following a decade at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. His prior experience also includes a year at Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain CS&Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.

Caroline Keenan is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Iridian Asset Management LLC, and Iam Capital Corporation. Focus Partners provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Walter Varian is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Engines Advisors, Charles Schwab, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across multiple asset classes.

Michael Kusick is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. His work history includes roles at Investmark Advisory Group and Sportscenter of Connecticut. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Kenneth Wapnitsky is a CFP® professional with 36 years of industry experience. He is currently with Janney Montgomery Scott LLC, where he has worked since 2019, and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as an unpaid conservator and guardian for his son. 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, and institutional entities, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management solutions.

Justine Fredericks is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Matthew Nelsen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Northern Trust, Wilmington Trust, and People's Securities, Inc. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, and nonprofit entities. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized strategies while offering additional services such as retirement plan consulting and family office support.

John Zaprzalka is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 18 years. He has also been associated with Apicella, Testa & Co., P.C. for over 40 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

James Kenning is a financial advisor with Commonwealth Financial Network in Sandy Hook, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth since 1995 and also operates Kenning Financial Services since 2011. 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 back-office support, including operations, trading, technology, investment management, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Jennifer Huisking is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at United Capital Financial Advisers, Catamount Wealth Management, and Westport Resources Management. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm uses strategic allocation models and manager selections supported by proprietary research and offers a range of tailored services such as Private Family Office and Specialized Executive Wealth programs.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving at HSBC Securities (USA) Inc. in New Canaan, CT. Zhu has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A., and HSBC Securities, accumulating nine years at the latter. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program options, including client-directed and fully discretionary portfolios. The firm employs a multi-profile investment process combining strategic and tactical asset allocation supported by global asset management and fund due diligence partners.

Cynthia Giovacchino is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at LPL Financial and Webster Bank. Outside of her advisory work, she manages several rental properties. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary account management.

Douglas Kuring is a CFP®-designated financial advisor with seven years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Reby Advisors, and Triad Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to 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 strategies overseen by an internal Investment Committee.

Mark Vida is a financial advisor at OSAIC Institutions, INC. with 39 years of industry experience. His career includes roles at United Bank, Infinex Investments, Investmark Advisory Group, Commonwealth Financial Network, Citigroup Global Markets, Citicorp Investment Services, and Chase Investment Services. He holds Series 63 and Series 65 licenses. 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, ERISA plan services, and access to alternative investments while operating a hybrid adviser and broker-dealer model.

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® professional affiliated with OSAIC Institutions, INC., with 26 years of industry experience. His career includes roles at Newtown Savings Bank, Infinex Investments, The Leaders Group, Bluerock Capital Markets, Midwood Financial Services, and Cleararc Capital. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Peter Karadimas is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at The Colony Group, GYL Financial Synergies, Resnick Investment Advisors, and Neuberger Berman BD LLC. Outside of his advisory work, he serves as a trustee in an estate planning role. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Nicole Turosky is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. She has previously worked at Wells Fargo Clearing Services LLC, Northwestern Mutual, GreenWell Financial, and LPL Financial. 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, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its advisers.

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.