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.

Steven Bender is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Kestra Advisory, he worked at Ameriprise Financial Services, Inc. Outside of his advisory role, Bender is the sole proprietor of Bender & Associates, CPAs, a tax and accounting firm, and serves as CFO of IG Fruit, an importer and marketer of fresh fruit. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Ralph Yovane is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2011. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with services including consulting, retirement planning, and financial planning.

Mark Rader is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Bailey & Beatty Financial Services and Commonwealth Financial Network since 2005. Outside of his advisory role, he is involved in selling fixed insurance products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Marc Ferraiola is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management LLC, Worden Capital Management LLC, and the University of Buffalo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles and provides advisory, execution, custody, and specialized lending 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.

Michael Gold is a CFP® professional with 26 years of industry experience, currently serving at Carson Wealth. His prior roles include positions at Gold Family Wealth, People's Securities, and Gerstein Fisher. He was also President and CEO of Gold Family Wealth, where he managed financial planning and client services. Carson Wealth is an SEC-registered investment adviser managing over $50 billion through a broad network of partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a committee-driven investment approach and tailored portfolio solutions.

Steven Raab is a financial advisor with Valic Financial Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Valic in 2018, he worked at Mbsc Securities Corporation for 10 years. Outside of his advisory role, he is a member and half-owner of 317 Via Tuscany LLC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at a large scale with over 1,200 advisors.

Sydney Moerler is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. Moerler has four years of industry experience, including roles at GE Capital and Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a large advisor network, using a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Paul Kiernan is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. His prior roles include positions at Gold Family Wealth, LLC and Cruser, Mitchell & Sanchez, LLC. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Daniel Ferrara Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the Series 63 designation and bringing 34 years of industry experience. He has been with Kestra since 2016 and previously worked at Fusion Financial Group for 16 years. Ferrara is the owner and president of Ferrara Financial, an independent financial planning practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors and sovereign wealth funds. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Ralph Sessa is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and over 33 years of industry experience. His career includes significant tenure at Park Avenue Securities and Guardian Life Insurance Company, along with ongoing involvement with NRL Wealth Creation Strategies LLC since 1992. He also serves as a trustee for a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions tailored to client needs.

Brian Ericson is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position since 2014 and carries the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, with a combination of large institutional scale and specialized market roles.

Raymond Williamson Jr. is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

James Andreaggi is a financial advisor at Bankers Life Advisory Services, Inc. with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at LPL Financial for over two decades and spent five years at FedEx. 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 aligned with client goals and risk tolerances.

Jack Woods is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth and Bailey & Beatty Financial Services, LLC in 2024, he studied at the University of Maryland and Bryant University. 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 around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Richard Eller is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Spire Investment Partners, Blueprint Financial Group, Eller Financial Group LLC, and Brookstreet Securities Corporation. In addition to his advisory role, he serves as an educator, leading a pre-approved Social Security and Retirement Workshop on a volunteer basis. Concurrent Investment Advisors is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments.