Richard Austin is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His previous roles include nearly two decades at Lincoln Financial Advisors Corporation and ongoing work with LPL Financial, LLC. Outside of investment advisory services, he is involved in the sale of fixed life insurance and related products. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income within a primarily long-term investment approach.

William Oppenheim Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Deutsche Bank Securities Inc. from 2001 to 2008 before joining Oppenheimer in 2008. Outside of his advisory role, he serves as a trustee or co-trustee for numerous family trusts and is involved with the Franklin Memorial/Farmington Hospital Finance Committee. 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 advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Gaetano Carillo is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Morgan Stanley and Merrill Lynch, as well as multiple positions at Quinnipiac University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Daniel Elmlinger is a financial advisor at TIAA-CREF with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Eloy Nava is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Financial Network since 1996 and is also involved with Nava Stamp Company, a business he has operated since 2000. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides technology, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios through its Investment Management and Research team.

Rebecca Hill is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Bridgewater Associates and Columbus Travel Media. Hill is based in Norwalk, CT. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm provides tailored financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging strategic allocation models and proprietary analytics.

Kanchanee Laepet is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she worked at Blueprint Financial Group and Jeremiah Donovan's. Outside of her advisory work, she has been a part-time server at Donovan's Restaurant since 2016. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios with a range of options including ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Kyle Codey is a CFP® professional with eight years of industry experience, currently with Oppenheimer & Co. Inc. He has previously worked at firms including Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

James Venetos is a financial advisor at Rockefeller Financial LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Alexandra Benas is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and previously worked at Citigroup and Wells Fargo. Benas is based in Westport, CT. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, with access to proprietary research and a variety of investment vehicles.

Lawrence Wilkes is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Wilkes serves as a trustee of Temple Shalom and manages personal and family trusts. 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 broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Traci Provost is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms including Morgan Stanley and Private Advisor Group. She specializes in Divorce Financial Planning and serves as a Financial Neutral Collaborative Divorce specialist. Concurrent Investment Advisors is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a large network of advisors and integrated platform solutions.

Sarah Beyrich is a CFA® charterholder and Series 65-licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. Before joining Focus Partners in 2025, she worked for eight years at Jackson, Grant Investment Advisers and has prior experience at Eagle Manufacturing Co. She serves as a paid trustee for three related family trusts, overseeing portfolio managers without initiating investment decisions. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Robert Kinnie is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including Napatree Capital LLC, Wilmington Trust, People’s United Advisors, and Fidelity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles.

Jason Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Hornor, Townsend & Kent Inc and Penn Mutual Life Insurance Company since 2010. Outside of advisory work, he serves as treasurer for the Bethel Bombers, a nonprofit organization focused on youth baseball coaching and fundraising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, incorporating third-party asset manager relationships and discretionary and non-discretionary account options.

Robert Gibson is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual Wealth Management Company and HCFP Capital Markets. Gibson is based in New Canaan, CT. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and a digital advisory platform.

Mark Kirby is a financial advisor with Oppenheimer who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years. 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 wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Michael Ryan is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 licenses and possessing 20 years of industry experience. His prior experience includes roles at MBSC Securities Corporation for 14 years and Ameriprise. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, retirement-plan advisory, and other services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of model portfolios, in-house and external strategists, and technology tools to implement client recommendations, primarily through non-discretionary client-authorized accounts.

Garrett Leahy is a Series 66-licensed financial advisor at Citigroup Global Markets with four years of industry experience. He has been with Citigroup since 2020 and previously worked in energy services and the food industry. 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, including in-house research and execution services, supporting complex advisory relationships.

Kevin Coscarelli is a financial advisor at Lincoln Investment with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Lincoln Investment, he worked at Cadaret, Grant & Co., Inc. He is also involved in insurance sales through his ownership of KCMCSC LLC and partnership in Total Koverage LLC, focusing on professional and general liability insurance. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.