Raffaele Prospero is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021. His prior experience includes seven years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for high-net-worth and ultra-high-net-worth clients.

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.

Carl Bailey Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and more than 47 years of industry experience. He has been with Commonwealth since 2002 and also co-owns Bailey and Beatty Financial Services, which he has been involved with since 1982. Outside of his advisory roles, Bailey serves as a co-trustee for client trusts and acts as an executor for client estates. 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 about $212.7 billion in client assets. The firm provides a wide range of advisory support services, including managed account programs, access to third-party asset managers, and comprehensive back-office functions.

Catherine Mcdonald is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 19 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Mcdonald serves as board member and president of the Dapper Mcdonald Charitable Foundation, a charity focused on raising awareness and funds for ALS. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Christopher Perry is a CFP® professional with 28 years of experience in financial advising. He is currently with Perry Financial Strategies and has prior experience at Webster Wealth Advisors and Commonwealth Equity Services, Inc. He serves as co-trustee for a non-client trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, allowing advisors discretion in portfolio construction alongside managed model portfolios.

John James Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley and Kineo Capital LLC. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

Joseph Femia is a financial advisor with NewEdge Advisors in White Plains, NY. He holds a Series 63 designation and has 13 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC and Mass Mutual Life Insurance Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, employing multiple program structures and technology tools to support advisor and client needs.

John Kortze IV is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Advisors. Kortze 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, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Matthew Jorgensen is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, First Republic Investment Management, HQ Digital LLC, 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 both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking 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 worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Kortze is a partner in Kortze Brothers Wealth Management Group and serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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 investment advisory and financial planning services along with portfolio management through various Steward Partners-branded 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.

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 with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has previously worked at Merrill, Resnick Investment Advisors, GYL Financial Synergies, and The Colony Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlays.

Shane Kelly is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2026, he worked at Oppenheimer & Co. Inc for eight years, and held roles at Commonwealth Financial Network and NFP Advisor Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Michael Beloff is a CFP® and ChFC® affiliated with Stratos Wealth Partners, Ltd, with 24 years of experience in the financial industry. He has held positions at firms including LPL Financial, Mass Mutual, MetLife Securities, Morgan Stanley, and UBS Financial Services. Beloff is also a member of the American Funds ABLE Advisory Council. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives who utilize both proprietary and third-party strategies.

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 at Oppenheimer with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley, Essentia Analytics, Dauntless Management, and Clear Harbor Asset Management. He is also an adjunct professor at Fairfield University, where he teaches Principles of Investing. 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 programs and advisory services that include equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

John Buffa is a financial advisor with Hightower Advisors in White Plains, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at Hightower Advisors since 2017 and previously spent nearly a decade at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, serving clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Steven Bender is a CFP®-designated financial advisor with Kestra Advisory, where he has worked since 2019. He has 11 years of industry experience, including prior roles at Ameriprise Financial Services and Kestra Investment Services. Outside of his advisory work, Bender is the sole proprietor of Bender & Associates, CPAs, a tax and accounting business, 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 institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base including very large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

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.