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.

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 at Commonwealth Financial Network with 12 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth since 2017, following roles at J.P. Morgan Securities and Barclays Capital Inc. Johndrow also owns Johndrow Wealth Management, LLC, a private entity through which she conducts securities, advisory, and insurance business. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Heather Cramer is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, having worked previously at Ameriprise, Sovereign Financial Group, Wealth Strategies of America, and Raymond James Financial Services. 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 broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Gulish is a CFP® professional with 38 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and previously spent 25 years at LPL Financial. Outside of his advisory work, he is a part owner of a timeshare rental property in West Dover, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, and compliance services.

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, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is the sole owner of a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and proprietary AIM strategies.

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 CFP® professional with 21 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has prior experience at LPL Financial and Wells Fargo Clearing. In addition to his advisory role, he serves as a volunteer firefighter in Ridgefield, CT. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture model integrating multiple platforms and managers.

Andrew Zimmerman is a CFP® and holds a Series 66 license with 17 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2008 and 2009, respectively. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA and provides services related to disability, long-term care, and group health insurance. 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, and charitable organizations. The firm provides tailored financial planning and investment management through advisor-led discretionary and model-based strategies, supported by proprietary and third-party platforms.

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over 16 years at both RDM Investment Services, Inc. and Retirement Design & Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles and strategies.

Benjamin Eller is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Blueprint Financial Group, Spire Investment Partners, and Prostar Energy Solutions. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Karen Lexow is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 22 years of industry experience. She has worked at Focus Partners Wealth, LLC, The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Guttadaro Jr. is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and previously at American Portfolios Financial Services from 2013 to 2017. Outside of advising, he is involved with the Connecticut Institute of Finance, where he provides tax preparation services, coaching, and life insurance discussions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary investment strategies and integrates various analytical approaches with model overlay programs and third-party money managers.

Andrew Lavoie is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Tradition Securities and Derivatives LLC and AGW Group. He serves as Treasurer and board member of the nonprofit Mookie's Miracle. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Maureen Decker is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Penn Mutual Life Insurance Company. Outside of advisory work, she provides tax preparation services and conducts student loan portfolio reviews to evaluate repayment and forgiveness options. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs and financial planning services. The firm combines investment advice with custody, execution, and brokerage capabilities, utilizing both discretionary and non-discretionary management through third-party asset manager relationships.