Rebecca Hill is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bridgewater Associates and Columbus Travel Media. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs a tailored investment approach supported by proprietary research, tactical allocation models, and comprehensive advisory capabilities across the Goldman Sachs ecosystem.

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.

Kenneth Steeves Jr. is a financial advisor at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 66 designations and 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 manages approximately $217 billion in assets and offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of retirement plan services.

Alexander Blanco is a CFP® with 12 years of industry experience. He is currently with Mariner and has also worked at United Capital Financial Advisers, LLC, and Westport Resources. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, tax services, and family office solutions. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside operational financial wellness tools.

Kyle Codey is a financial advisor at Oppenheimer with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work history includes positions at Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its broker-dealer and advisory businesses.

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.

Brian Flanagan is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Infinex Investments, Inc. and Milford Bank since 2022. His prior experience includes roles in retail and education sectors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary account management.

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 previously worked at firms including Napatree Capital LLC, Willmington Trust, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of investment vehicles such as low-cost ETFs, index funds, separate account managers, and private funds.

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 industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual and various advisory firms. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party models and features a hybrid digital advisory solution called VestWise™.

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.

Scott Schneeberger is a CFA® charterholder with 25 years of industry experience. He has worked at Oppenheimer since 2008 and at CIBC since 2006. Schneeberger is based in Darien, CT, and holds a Series 63 license. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Timothy Smith is a Series 66–licensed financial advisor with five years of industry experience. He currently works at Key Investment Services LLC and has previously held roles at several First Command entities and the Camuto Group. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm employs a multi-provider model and offers several wrap programs with custodial and trade execution services, integrating capabilities from KeyCorp affiliates.

Jeffrey Darien is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work includes roles at Churchill Management Group, Oppenheimer, Bank of America, Merrill, Charles Schwab, Morgan Stanley, and several other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies along with access to private funds and separate account managers.

Sara Bassiouny is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo and J.P. Morgan. Outside of finance, she operates a handmade crafts business called The Fancy Side. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Corinne Menacho is a financial advisor at Rockefeller Financial LLC based in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years and Eachwin Capital for two years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment adviser and registered broker-dealer, providing access to a broad range of investment solutions including alternative investment placement and integrated trust and insurance services.