David Bibicoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory roles, he provides monthly coaching to life insurance agents and serves as co-trustee of a family trust. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Julian Carnevale is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Before joining Empower, he worked at Equitable Advisors, LLC, and has involvement as co-owner of Bet Bot Sports Genie AI LLC, a business unrelated to investment services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable planning and managed account solutions.

Osvaldo Brito is a financial advisor at Steward Partners Investment Advisory, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Wells Fargo Advisors. He is based in Stamford, 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 a range of investment advisory, financial planning, and managed account services.

Kenneth Roban is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at UBS Financial Services Inc. and Raymond James Financial Services, Inc. He is also involved with Reservoir Road Wealth Management at Steward Partners as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale 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 advisory services and portfolio management solutions.

Joann Nemis is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 1996. 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, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services through both in-house and third-party portfolio management.

Joseph Fiorica is a Series 66-licensed financial advisor at Citigroup Global Markets with nine years of industry experience. He previously worked at the Federal Reserve Bank of New York for three years before joining Citigroup in 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and bespoke solutions for large relationships.

Ryan Trainor is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, with prior roles at Morgan Stanley and Toscafund Asset Management. Trainor is also affiliated with Manhattanville College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm integrates multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Lindsey Ferguson is a financial advisor with NewEdge Advisors in Greenwich, CT, holding Series 63 and Series 65 credentials and 36 years of industry experience. Her prior roles include positions at Mid Atlantic Capital Corporation and Wells Fargo Clearing. She serves as an advisory board member at Campus Cover Pro Services, assisting with business development and capital raise efforts. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Brenda Delmore is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and UBS Financial Services. Outside of her advisory role, she owns and operates a sales and services business, THE BUREAU LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering investment management, financial and tax planning, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds.

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 been with Oppenheimer since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, employing both strategic and tactical approaches along with discretionary and non-discretionary management.

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, 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.

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.

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.