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.

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.

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.

Christopher Tumio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has previously worked at Webster Financial Corporation, People's United Bank, and PricewaterhouseCoopers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm integrates tax and accounting services with its portfolio management, offering customized discretionary strategies overseen by an Investment Committee.

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.

George Keith is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and with 37 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he serves as a board member of a homeowners association in New Fairfield, CT. 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, and institutional clients—offering brokerage, financial planning, consulting, and wrap/advisory programs with both in-house and third-party portfolio management.

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 with Oppenheimer & Co., Inc., holding Series 63 and Series 65 credentials and bringing 30 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 funds. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

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 holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at New York Life, Prudential Insurance Company of America, and Park Avenue Securities. Outside of his advisory work, he is also involved in insurance sales unrelated to Guardian Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, delivering tailored client relationships with access to insurance products and alternative investments.

Samuel Epstein is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital for three years and was self-employed for seven years before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes liquid and private alternative investments, with approximately $35.4 billion under management.

Amar Bellara is a financial advisor with Eagle Strategies (NY Life) based in Stratford, CT. He holds the ChFC® designation along with Series 65 and Series 63 licenses, and has 19 years of industry experience. His prior work includes roles at Strategic Financial Group LLC and Bellara & Associates. He is also a passive investor in a SaaS company focused on AI automation for skilled service trades. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Jeffrey Corliss is a CFP® and ChFC® with 38 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2016, and previously held positions at firms including RDM Insurance Services and MSI Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and financial planning.

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.

Peter Nieporent is a CFP® and Series 65-registered financial advisor at Creative Planning with 10 years of industry experience. He has previously worked at NorthCoast Asset Management, Connectus Wealth, and Kovitz Investment Group Partners. Nieporent is based in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets using a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and comprehensive retirement plan services.