Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and 37 years of industry experience. His career includes roles at LPL Financial and his own firm, Joseph L. Soricelli Insurance and Financial Services. He is also involved with Aging Issues Management LLC and works as a Senior Real Estate Specialist at Coldwell Banker Signature Properties. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm utilizes a network of investment adviser representatives and integrates third-party asset managers and proprietary WealthSuite model portfolios supported by major strategists.

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.

Thomas Gibson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and several years in education and fitness. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Evan Galbraith is a financial advisor with Key Investment Services LLC in Nyack, NY, holding a Series 66 credential and 12 years of industry experience. He previously worked at First Command Advisory Services and First Command Financial Planning Inc. Outside of advising, he co-owns a personal service corporation established to assist with family care and estate matters. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment selection with ongoing monitoring and operates within the KeyCorp group, offering access to third-party discretionary managers and integrated financial services.

Michael Miele is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. Outside of his advisory role, he serves as a trustee for an irrevocable trust and is a commissioned notary. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, providing both discretionary and non-discretionary investment management.

Thomas Pallogudis is a financial advisor at Guardian Life with 28 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian since 2009. He is the founder of Women on the Verge, an organization focused on promoting stories of women and providing financial literacy related to life challenges. Park Avenue Wealth Management, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and combines proprietary and third-party investment models.

David Coppola is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at LPL Financial LLC, Webster Bank, Citigroup, and JP Morgan Securities LLC. Beyond finance, he has been a musician since 1995 and performs as a drummer. 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 broad support platform with managed-account programs, access to third-party asset managers, and custodial services.

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.

Raffaele Prospero is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021. His prior experience includes seven years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. 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 with internal oversight and provides solutions for high-net-worth and ultra-high-net-worth clients.

Carl Bailey Jr. is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding a Series 63 designation and 46 years of industry experience. He has been with Commonwealth since 2002 and concurrently operates Bailey and Beatty Financial Services, which he has been involved with since 1982. Outside of advising, he serves as a co-trustee and executor for client trusts and owns a private entity related to tax handling for note payments. 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, enabling advisors to manage portfolios with discretionary model options and various program structures.

Catherine Mcdonald is a financial advisor with Lincoln Investment in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. She has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she serves as President and board member of the Dapper Mcdonald Charitable Foundation, which raises awareness and funds for ALS. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering both advisor-managed and firm-managed model portfolios alongside various investment programs.

Jennette Brilliant is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously at AJ Wealth and Silver Point Capital LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

John James Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. His prior roles include positions at Morgan Stanley, Kineo Capital LLC, Due Diligence, and Arch Capital Services Inc. He holds Series 65 and Series 63 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Joseph Femia is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 12 years of industry experience. He has previously worked at Ameriprise Financial Services and Mass Mutual Life Insurance Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.

John Kortze IV is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Advisors. Kortze serves as treasurer for the Newtown Volunteer Ambulance in Newtown, CT. 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 investment advisory, financial planning, pension consulting, and managed account programs.

Matthew Jorgensen is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, First Republic Investment Management, and HQ Digital LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Cary Kortze is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Kortze is a partner in Kortze Brothers Wealth Management Group and serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services along with portfolio management through various Steward Partners-branded and third-party solutions.

Gerard Zopfi Jr. is a CFP® professional with 14 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to his advisory role, he provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Jeffrey Fitz is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Raymond James Financial Services, Boston Harbor Wealth Advisors, Bank of America, and Merrill Lynch. Fitz also operates Fitz Wealth Management, a business focused on investment advisory services. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and sub-advisors.

Shane Kelly is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2026, he worked at Oppenheimer & Co. Inc for eight years, and held roles at Commonwealth Financial Network and NFP Advisor Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.