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 at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. Outside of his advisory role, he serves as a trustee for an irrevocable trust and is a commissioned notary. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, providing both discretionary and non-discretionary investment management.

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, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at GYL Financial Synergies and attended the University of North Carolina at Chapel Hill. Focus Partners Wealth serves a diverse clientele including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and a broad range of investment strategies across managed and held-away assets.

Carl Bailey Jr. is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding a Series 63 designation and 46 years of industry experience. He has been with Commonwealth since 2002 and concurrently operates Bailey and Beatty Financial Services, which he has been involved with since 1982. Outside of advising, he serves as a co-trustee and executor for client trusts and owns a private entity related to tax handling for note payments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to manage portfolios with discretionary model options and various program structures.

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.

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 at Rockefeller Financial LLC with seven years of industry experience. His prior roles include positions at Morgan Stanley, Kineo Capital LLC, Due Diligence, and Arch Capital Services Inc. He holds Series 65 and Series 63 licenses. 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 securities transactions, variable insurance products, placement, and investment banking services.

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, and HQ Digital 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 offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement 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.

Christopher Alexis is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of rental properties, which he manages with limited time outside of securities trading hours. 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 in-house research, acting also as a swap dealer and futures commission merchant.

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.

Jeffrey Fitz is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Raymond James Financial Services, Boston Harbor Wealth Advisors, Bank of America, and Merrill Lynch. Fitz also operates Fitz Wealth Management, a business focused on investment advisory services. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and sub-advisors.

John Esposito is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, including roles at GE Capital and Dimatteo Financial prior to joining Esposito Wealth Management. Outside of his advisory work, he presents financial literacy programs at the Huntington Branch Library in Shelton, CT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside access to proprietary model portfolios and various program structures.

Andrew Derenzi is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Oppenheimer. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional clients, offering services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad array of asset classes and affiliated service offerings.

Brian Marshall is a financial advisor with Focus Partners Wealth, LLC in Westport, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, and private and registered funds.

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.