Michael Beloff is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at LPL Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. He serves as a member of the American Funds ABLE Advisory Council. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture platform supporting both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Gianni Dimeglio is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with William Blair, where he has worked since 2021. Prior to this, he spent nine years at TD Bank, N.A. and TD Private Client Wealth LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Timothy Drinkall is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Essentia Analytics, Dauntless Management, Clear Harbor Asset Management LLC, and Morgan Stanley. He also serves as an adjunct professor at Fairfield University, teaching Principles of Investing. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment products, offering both discretionary and non-discretionary management programs.

Ralph Yovane is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies tailored to client objectives.

Jessica La Chance is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at DiMatteo Group Financial Services and the University of Tampa. La Chance also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Mark Rader is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Bailey & Beatty Financial Services and Commonwealth Financial Network since 2005. Outside of his advisory role, he is involved in selling fixed insurance products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Ryan Hayes is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stratos, he worked at Rockefeller Financial LLC and LPL Financial. 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.

Brian McDermott is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a range of investment strategies to meet client objectives, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Keith Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996 and has operated his own CPA practice since 1992. Anderson is also a part owner of Anderson, Brolin & Coba CPA's, LLC, a tax and accounting service business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michael Gold is a CFP® and holds a Series 66 license with 26 years of industry experience. He is currently with CWM, LLC and has previously worked at People’s Securities, Inc., Gerstein Fisher, and GFA Securities, LLC. Gold is president and CEO of Gold Family Wealth, LLC, where he oversees financial planning, business development, marketing, and client services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers discretionary portfolio management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

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.

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.

Jack Woods is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth and Bailey & Beatty Financial Services, LLC in 2024, he studied at the University of Maryland and Bryant University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

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 at Oppenheimer with 18 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a range of investment products, managing accounts both on discretionary and non-discretionary bases.

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.