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 CWM, LLC with Series 65 credentials and one year of industry experience. Prior to joining CWM, he worked at Gold Family Wealth, LLC and Cruser, Mitchell & Sanchez, LLC. His background also includes roles outside the financial sector, such as work with Lansing Condo Services and Michigan State University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using model portfolios guided by an in-house Investment Committee and a combination of fundamental and technical analysis.

Ralph Sessa is a financial advisor with Guardian Life and holds a Series 63 designation. He has 33 years of industry experience, including multiple tenures at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a trustee for a family trust. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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.

Henry Minchin Jr. is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. Prior to joining Citigroup in 2023, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2017 to 2023, as well as at KCG from 2016 to 2017. Outside of his advisory role, he is an investor in a real estate venture. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with roles such as swap dealer and futures commission merchant, providing a broad range of advisory, execution, and custody services.

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.

Jeffrey Hoelderlin is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Charles Schwab and TD Ameritrade. He is currently based in Stamford, CT. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities, using Schwab’s proprietary asset allocation models and research tools.

Joseph Cortese is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Planning in 2016, he worked at Northcoast Asset Management and Quasar Distributors, LLC from 2014 to 2016. Outside of his advisory role, he is involved with Slacktide Real Estate LLC as a landlord. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by various active and passive techniques, while managing approximately $295.6 billion in assets across more than 1,100 advisors.

Justin King is a financial advisor with Oppenheimer, holding a Series 66 designation and 19 years of industry experience. He has been with Oppenheimer since 2007. 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 spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Brandon Buhay is a financial advisor at CWM, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Gold Family Wealth, Gitterman Wealth Management, Vanderbilt Securities, WBI Investments, and Millington Securities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, blending fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a range of retirement plan services supported by ongoing fiduciary processes.

Michael Ballestrini is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney for over a decade, including his current tenure since 2021. 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, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house portfolio management and third-party managers.

Daniel Goggin is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, he serves on the Board of Directors of The Stanwich Club in Greenwich, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Charlotte Philips is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her career includes positions at JPMorgan Securities, JPMorgan Chase Bank, LPL Financial, M&T Securities, M&T Bank, Merrill, and Bank of America. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Christopher North is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Joseph McBride is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Hunter is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Fairfield County Bank and MassMutual, spanning over three decades. Outside of advisory work, he is involved in an insurance brokerage business focusing on individual and group life and health insurance. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Christopher Elias is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Lincoln Investment since 2020. His prior experience includes roles at Bankers Life and Factset Data Systems, Inc. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment services, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Erik Mathieson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with Steward Partners and its related entities since 2014 and worked previously with Raymond James Financial Services. Mathieson also acts as an insurance agent for Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory, planning, and managed account services.

Tracy Gravius is a CFP® professional with 15 years of industry experience, currently affiliated with Rockefeller Financial LLC. She has held positions at Rockefeller & Co and BNY Mellon, N.A., and was involved with Preganista LLC from 2014 to 2020. Additionally, she is a distributor and brand partner with Young Living Essential Oils, focusing on educating and selling essential oil products. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services and operates as a registered broker-dealer, providing access to equities, fixed income, alternatives, and personalized managed account solutions through its consolidated investment platform.