Joseph Sullivan Jr. is a financial advisor at Integrated Wealth Concepts LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

James Kenning is a financial advisor with Commonwealth Financial Network in Sandy Hook, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth since 1995 and also operates Kenning Financial Services since 2011. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Luke Robichaud is a CFP® professional affiliated with OSAIC Institutions, INC., with 26 years of industry experience. His career includes roles at Newtown Savings Bank, Infinex Investments, The Leaders Group, Bluerock Capital Markets, Midwood Financial Services, and Cleararc Capital. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Mark Terna is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Marguerite Tomeo is a financial advisor at Oppenheimer with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1978. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Kimberly Jackson is a financial advisor at Empower Advisory Group with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Advised Assets Group, and Thrivent Investment Management. Outside of her advisory role, she serves as president of the Mahopac Varsity Cheer Blue and Gold Booster Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Alan Sokol is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jeffrey Montville is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006, following a prior role at Janney Montgomery Scott. 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 programs and advisory services that include strategic asset allocation, manager selection, and retirement consulting, delivered through both discretionary and non-discretionary platforms.

Gordon Brown is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with New York Life Insurance Company. Outside of his advisory role, Brown is a co-founder of Academic and Behavioral Support, LLC, which provides behavioral services for children with special needs. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing multiple investment approaches and platforms, and acts as a fiduciary under written advisory agreements.

James Comerford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009, following a decade at UBS Financial Services. 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 investment programs and advisory services, including both discretionary and non-discretionary management with a focus on strategic and tactical asset allocation, manager selection, and customized consulting and retirement solutions.

Patrice Borgese is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, employing a combination of internally managed strategies and third-party asset managers while maintaining client assets with third-party custodians.

Paul Casali is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Fahnestock & Co., Inc. throughout his career. Casali serves as a trustee for several family and charitable trusts and is a member of the board of directors and house chair at Torrington Country Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable proportion of assets managed on a non-discretionary basis.

Jeremy Falcone is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including LPL Financial LLC, NBT Bank N.A., and M&T Securities, Inc. Falcone has held multiple roles at Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates and third-party managers.

Samuel Brimer is a CFP® with 24 years of industry experience, currently serving at SPC and previously at Parkland Securities. He has provided tax preparation and accounting services through Brimer & Butler CPA for over 40 years. Brimer is also a board member of the Arbuckla Master Conservancy District and operates a sole proprietorship, Sam Brimer Wealth Management. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with discretionary and nondiscretionary options.

Marianne Noyes Ryder is a financial advisor with Commonwealth Financial Network in Newtown, CT. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. She has been with Commonwealth Financial Network for 18 years. Outside of her advisory work, she serves as a health care representative for a client. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a variety of managed-account programs and access to third-party asset managers, providing a broad platform that includes discretionary and nondiscretionary portfolio management along with custody and clearing services.

David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at UMB Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Edward Jones, Sentinel Financial Services Company, Transamerica Investment Management, and Dana Investment Advisors. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop tailored investment strategies under firm supervision, offering various managed account solutions and acting as a fiduciary when a written advisory agreement is in place.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Jason Murtagh is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and three years of industry experience. Before joining LPL Enterprise in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance from 2022 to 2026. In addition to his advisory role, Murtagh serves as a police officer for the Town of Fishkill and teaches at Dutchess Community College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated insurance and trust services.

David Omeri is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing for seven years and Wells Fargo Bank NA for fourteen years. Outside of his advisory role, he is involved in a residential masonry and construction business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ralph Sgammato is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica since 2002 and previously worked at Hamilton Connections and ASML. Outside of advising, he serves as Operational Excellence Lead at Coca Cola Refreshment in Hartford, CT. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.