Siegfrid Sicangco is a financial advisor with Mercer Global Advisors Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at UBS Financial Services and Sanctuary Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and complemented by educational content and firm-wide initiatives.

David Bibicoff is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Guardian Life and its affiliates since 1996. Outside of his advisory work, he provides monthly coaching to life insurance agents and co-manages a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party programs, tailoring client relationships to meet various financial planning and investment needs.

Fran Scharf is a financial advisor with Steward Partners Investment Advisory, LLC based in Redding, CT, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Steward Partners in 2026, Scharf spent 10 years at Raymond James & Associates. Outside of advising, Scharf manages the business Red Roses LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Licata is a financial advisor at Private Advisor Group, LLC with nine years of industry experience. He holds the Series 66 and Series 65 credentials and has held prior roles at firms including LPL Financial, Mass Mutual Life Insurance Company, Pruco Securities, and Axa Advisors. Licata is also involved with Aging Issues Management LLC, reflecting a focus on aging-related financial concerns. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and managed account solutions using both proprietary platforms and third-party managers.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Julian Carnevale is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Before joining Empower, he worked at Equitable Advisors, LLC, and has involvement as co-owner of Bet Bot Sports Genie AI LLC, a business unrelated to investment services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable planning and managed account solutions.

Michael Magnani is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018 and previously worked at Ameriprise Financial Services for 13 years. He is also president and co-owner of Amatuzzo, Magnani & Associates, LLC, which operates as Clear Path Private Wealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving 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, and custody and clearing services.

Ricardo Balmaseda is a CFP® professional with 44 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011, and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Kenneth Roban is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and UBS Financial Services Inc. Roban is also involved with Reservoir Road Wealth Management at Steward Partners, where he provides wealth management services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Ryan Trainor is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, with prior roles at Morgan Stanley and Toscafund Asset Management. Trainor is also affiliated with Manhattanville College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm integrates multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Brenda Delmore is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. She has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and UBS Financial Services. Outside of her advisory work, she is the owner of The Bureau LLC, a sales and services business. Focus Partners Wealth 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 using both active and passive strategies within an enhanced open architecture framework.

Sean Fitzgibbon is a financial advisor with Janney Montgomery Scott LLC based in Darien, CT. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, with 14 years at Janney Montgomery Scott. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a wide range of brokerage, financial planning, and advisory services.

Kurt Seidman is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer & Co. Inc since 2018, following two years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 37 years of industry experience. He also has a background in insurance and real estate, operating Aging Issues Management LLC and serving as a Senior Real Estate Specialist with Coldwell Banker Signature Properties. Soricelli has been with Private Advisor Group since 2005 and has worked with LPL Financial since 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers various managed account solutions, integrating technology platforms and third-party managers.

Corinne Capano is a CFP®-certified financial advisor with two years of industry experience currently at Kestra Advisory. She previously worked at Gilman Hill Asset Management, iCapital Network, AQR Capital Management, and Serengeti Asset Management. Based in Wilton, CT, Capano also serves as an advisor with Interlock Financial, providing insurance-related services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support complex products and discretionary trading within a supervised framework.

Paul Papapostolou is a CFP® with 14 years of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Darien, CT. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets through a large network of advisors, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process utilizes diversified, risk-class based allocations blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

Michael Miele is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Oppenheimer since 2007. Outside of his advisory work, he serves as a trustee of a family irrevocable trust and is also commissioned as a notary. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs using both discretionary and non-discretionary approaches, with a notable portion of its advisory assets managed on a non-discretionary basis.

Thomas Pallogudis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is the founder of Women on the Verge, an initiative focused on promoting stories of women and providing financial literacy related to life challenges. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services, supported by its affiliation with Guardian Life and access to various insurance products and alternative investments.

David Coppola is a financial advisor with Commonwealth Financial Network based in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial, JP Morgan Securities, Citigroup, and Webster Bank. In addition to his financial work, he has pursued a long-term interest as a musician, performing as a drummer since 1995. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and retirement consulting, supporting portfolio implementation through both in-house models and external subadvisers.

Philip Saravis is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.