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.

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.

John Esposito is a financial advisor with Commonwealth Financial Network in Shelton, CT, holding a Series 66 designation and eight years of industry experience. He is the owner of Esposito Wealth Management, LLC and has been associated with Commonwealth since 2016. In addition to his advisory work, Esposito teaches financial literacy at the Huntington Branch Library. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and comprehensive back-office 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.

Gianni Dimeglio is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with William Blair, where he has worked since 2021. Prior to this, he spent nine years at TD Bank, N.A. and TD Private Client Wealth LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Timothy Drinkall is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Essentia Analytics, Dauntless Management, Clear Harbor Asset Management, and Morgan Stanley. He also serves as an adjunct professor at Fairfield University, teaching Principles of Investing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and retirement services delivered on discretionary and non-discretionary bases, with oversight processes that include asset custody and suitability reviews.

Ryan Capozucca is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. He has held positions at Guardian Life Insurance Company, Park Avenue Securities, National Financial Network, and HomeServe. Park Avenue Securities LLC, part 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 services through a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Jessica La Chance is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at DiMatteo Group Financial Services and the University of Tampa. La Chance also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Ryan Hayes is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and Rockefeller Financial LLC. Stratos Wealth Partners, Ltd serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an independent advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Brian McDermott is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Oppenheimer since 2009, totaling 17 years at the firm. 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 broad range of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.