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 Carson Wealth with a Series 65 designation and one year of industry experience. His prior roles include positions at Gold Family Wealth, LLC and Cruser, Mitchell & Sanchez, LLC. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

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 28 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2017 to 2023, and at KCG from 2016 to 2017. Outside of his advisory role, he is an investor and partner in a real estate project under Wood Investments Companies. Citigroup Global Markets serves individual and institutional clients through various wealth management divisions, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and derivatives 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.

Richard Eller is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Spire Investment Partners, Blueprint Financial Group, Eller Financial Group LLC, and Brookstreet Securities Corporation. In addition to his advisory role, he serves as an educator, leading a pre-approved Social Security and Retirement Workshop on a volunteer basis. Concurrent Investment Advisors is a multi-team, SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Jeffrey Stern is a financial advisor at Guardian Life with a Series 66 license and four years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2021. Outside of his advisory role, he serves as Treasurer for a Consumer Energy Co-Op and is involved with the New York State Society of CPAs. Park Avenue Securities LLC, where he practices, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led management and model-based strategies through proprietary and third-party platforms, alongside financial planning, consulting, and access to insurance and alternative investments.

John Joyce is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Morgan Stanley and Curve Asset Management, LLC. He is based in Rye Brook, NY. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services alongside access to proprietary and third-party investment solutions.

Jeffrey Hoelderlin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His career includes extensive tenure at Charles Schwab and Charles Schwab Bank since 2010, as well as roles at TD Ameritrade in 2009. He is based in Stamford, CT. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Joseph Cortese is a financial advisor with Creative Planning in Westport, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He joined Creative Planning in 2016 after two years at NorthCoast Asset Management LLC. Creative Planning provides wealth management, financial planning, and retirement plan advisory services for a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

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 Series 66 licensed financial advisor with 11 years of industry experience. He is currently with CWM, LLC, part of Carson Wealth, and has previously worked at Gitterman Wealth Management, Vanderbilt Securities, WBI Investments, and Millington Securities. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

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.

David Siegel is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at Guardian Life and Altium Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment strategies.

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 with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.

Conor Ryan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at Highmount Capital, LLC for 20 years and held a role at Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.