Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Lawrence Bernstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Outside of his advisory role, Bernstein is involved in life insurance brokerage and tax preparation through his firms Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes a platform that includes third-party asset managers to provide tailored investment solutions.

Vincent Batyr III is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2015 and concurrently operates Vincent J. Batyr & Co, CPAs, where he serves as president and owner, providing accounting and tax preparation services. 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 supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Melissa Ciotoli is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, GYL Financial Synergies, and Resnick Investment Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Colin Kelly is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds a Series 66 designation and has been with Janney since 2006. Outside of his advisory role, he serves on the Board of Directors for Elder House and is a director of the Georgetown Gridiron Club, supporting football program fundraising and alumni involvement. Janney Montgomery Scott 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 through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Christopher Allegro is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at Sentinel Asset Management, Pacific Specialty Insurance Company, LPL Financial, and Ast Investment Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Britina Clarke is a financial advisor with Bankers Life Advisory Services, Inc. in Norwalk, CT. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior work includes roles at Hightower Advisors, LLC, People's Securities, Inc., and JPMorgan Chase Bank, N.A. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Susan Ianniello is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 18 years of industry experience. She has been associated with New York Life entities since 2007 and operates Ianniello Financial Strategies, focusing on insurance and financial services. Outside of her advisory role, she serves on the boards of local business and historical organizations, including the Amity Chamber of Commerce and the Wooster Square Italian Immigrant Historical Society. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anthony Trimboli is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life for the majority of his career. Outside of his advisory work, he operates Trimboli Basketball LLC, which offers camps, clinics, and training for young basketball players. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment platforms.

Jeffrey Mastrianna is a CFP® professional with 37 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, GYL Financial Synergies, Charles Schwab, Chase Investment Services, and Fidelity. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Ashley Schexnaildre is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs since 2019, following roles at United Capital Financial Advisers. Additionally, she serves as a trustee of a family trust, a role involving limited duties outside of investment activities. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, leveraging integrated expertise across the broader Goldman Sachs organization.

Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.

Michele Johnson is a Series 65-licensed advisor with Integrated Wealth Concepts LLC in Norwalk, CT, and has been with the firm since 2026. She also owns and operates Mercury Business Associates, an accounting services business she has managed since 2005. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm uses customized portfolios with mutual funds, ETFs, equities, and fixed income, employing both long-term and shorter-term strategies, and sponsors various wrap-fee programs including its internally managed and third-party recommended options.

Gregg Padilla is a CFP® professional at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked at Benemark, Inc. for 27 years before joining Mercer Global Advisors, where he has been since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a mix of ETFs, index funds, separate account managers, and other strategies, supported by educational content and a variety of affiliated service lines.

Howard Matson is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Matson has been with Janney Montgomery Scott since 2026. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.

Robert Medvey is a CFP® and ChFC® with 25 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. since 2022 and previously spent 27 years with Benmark, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering comprehensive investment advisory and financial planning services. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios, employing a range of investment vehicles including ETFs, index funds, and private funds.

Joseph Mc Bride is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. Before entering the financial industry, he spent thirteen years in full-time education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies under an enhanced open architecture framework.

Mark Mikucki is a financial advisor with SPC in Trumbull, CT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has been with SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he serves as co-trustee of family trusts, managing assets on behalf of relatives. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a team of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Jennifer Perkins is a financial advisor with OSAIC Institutions, Inc. She holds the Series 63, Series 65, and Series 66 credentials and has 14 years of industry experience. Her career includes roles at Infinex Investments, Fairfield County Financial Services, Fairfield County Bank, and Merrill. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer structure.

O. Beringer is a financial advisor at Janney Montgomery Scott with three years of industry experience. They hold a Series 66 designation and have worked previously in roles at Convergent 3D, Keystone Fireworks, Stamford Yacht Club, and Darien YMCA. Janney Montgomery Scott is a nationally registered broker-dealer and 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 municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.