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.

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.

Michael Kozik is a CFP® with 20 years of industry experience and is currently affiliated with Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2015. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

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.

Skyler Spitz is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include multiple positions at GYL Financial Synergies and attendance at the University of North Carolina at Chapel Hill. Focus Partners 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 combines active and passive strategies within an enhanced open architecture framework.

Carl Bailey Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and more than 47 years of industry experience. He has been with Commonwealth since 2002 and also co-owns Bailey and Beatty Financial Services, which he has been involved with since 1982. Outside of his advisory roles, Bailey serves as a co-trustee for client trusts and acts as an executor for client estates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a wide range of advisory support services, including managed account programs, access to third-party asset managers, and comprehensive back-office functions.

Christopher Perry is a CFP® with 29 years of experience in the financial services industry. He is currently the principal of Perry Financial Strategies, a firm he founded in 2025, and previously spent 25 years at Webster Wealth Advisors. Perry also serves as a co-trustee for a non-client trust. He is affiliated with Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad platform of managed-account programs, access to third-party managers, retirement consulting, and custody services to individual and institutional clients.

John James Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Kineo Capital LLC, Due Diligence, and Arch Capital Services Inc. 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 access to alternative investment vehicles and integrated trust and insurance capabilities.

John Kortze IV is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of advisory duties, he 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, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs with a range of discretionary and non-discretionary portfolio management solutions.

Matthew Jorgensen is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at First Republic Investment Management, Morgan Stanley, and Summit Financial Resources. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing an integrated range of investment and placement 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 previously worked at Raymond James Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Kortze is a partner in Kortze Brothers Wealth Management Group and is also involved with Steward Partners Global Advisory in a non-investment insurance capacity. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving individual, institutional, and charitable clients. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary portfolio management through both proprietary 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.

Andrew Derenzi is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for nine years, as well as Oppenheimer for three years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies and a range of specialized investment tools.

Brian Marshall is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing an investment approach that blends active and passive strategies through a framework of enhanced open architecture. The firm offers a broad range of services including financial and tax planning, family office support, and access to private and registered pooled investment vehicles.

Shane Kelly is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc, Commonwealth Financial Network, and NFP Advisor Services. 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, providing investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Michael Beloff is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently an advisor at Stratos Wealth Partners, Ltd, having joined in 2024, and has held previous roles at LPL Financial, Mass Mutual Investors Services, METLIFE Securities, Morgan Stanley, and UBS Financial Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets, serving a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture model that integrates multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management tailored to client goals.