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 experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual Wealth Management Company and HCFP Capital Markets. Gibson is based in New Canaan, CT. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and a digital advisory platform.

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.

Steven Ulbrich is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and six years of industry experience. His prior firms include The Colony Group, LLC, GYL Financial Synergies, Vision Financial Markets, and Tarpon Trading. Outside of advisory work, he is involved in a family business, E & S U Global LLC, which provides access to commercial lending and credit card processing services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Caroline Aitoro is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and GYL Financial Synergies, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

David Jaeger Jr. is a financial advisor at Key Investment Services LLC with 14 years of industry experience. His prior roles include positions at Key Bank, People's United Advisors, and Peoples United Bank. Jaeger serves as a commissioner for the Norwalk Transit District, a local transit authority. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Kevin Smith is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at firms including Infinex Investments, Savings Bank of Danbury, Key Investment Services LLC, KeyBank, and JPMorgan Chase. Outside of his advisory work, Smith serves as a referee for youth soccer matches with the Connecticut State Referee Program. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 that delegates investment management to its representatives while providing firm supervision.

David Greenberg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at J.P. Morgan Securities for six years. Greenberg serves on the Stamford Hospital Foundation board, acting as a liaison between the hospital and the local community. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

John Krebs is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Carnegie Investment Counsel. Krebs’s background includes time spent at Syracuse University and Gilmour Academy. 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, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. 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 with both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.

Oliver Pursche is a financial advisor at Wealthspire Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Advisors since 2020. His prior experience includes roles at Bronson Meadows Capital Management LLC and Bruderman Brothers LLC. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees. The firm offers wealth management, investment advisory, financial planning, and family office support through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

David Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2017, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley DW Inc. He serves on the financial planning board for Congregation Shir Shalom, assisting with investment decisions for its endowment funds, and is a board director managing the budget for The Hills at Rivington Townhome Community. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, delivering investment advice through a combination of in-house and third-party portfolio management across multiple advisory programs.