Peter Dorfman is a financial advisor with Steward Partners Investment Advisory, LLC based in Stamford, CT. He holds the Series 66 designation and has 28 years of industry experience, including tenures at UBS Financial Services Inc. and Merrill. Dorfman serves on the board of the Westport Police Foundation, a local community organization supporting the police department. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

John Gustafson is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates Gustafson Wealth Management as an owner. His background includes a long tenure at Fusion Financial Group beginning in 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and pooled plan solutions, with a platform supporting discretionary trading and third-party managed solutions.

Fiona Jackman Ward is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, she worked at Prudential Insurance Company of America from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, derivatives services, and customized solutions for high-net-worth clients.

Frank Romano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and 25 years of industry experience. His work history includes long-term roles with Sharebuilder 401k, Nfb Investment Services Corp., Greenpoint Securities LLC, Essex National Securities, Inc., and Metro Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates unique market roles, including swap dealing and futures commission services.

Paul Barnaby is a financial advisor at Citizens Securities, Inc. in Stamford, CT, with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Prometheus Financial LLC and The Prudential Insurance Company of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that utilizes ETF-based portfolios tailored by proprietary algorithms, alongside a Managed Account program.

Darin Fass is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Fass has been with Eagle Strategies since 2011 and has longstanding ties with New York Life Insurance Company and Nylife Securities LLC dating back to the early 1990s. He serves as a board member for the Alumni Association of the American College of Financial Services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

David Bunin is a CFP® with 25 years of industry experience, currently serving as a Principal Advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Outside of his advisory role, he is the sole member of DB3 Management, LLC, an operating account business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services from fiduciary consulting to employee education and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors such as sovereign wealth funds.

Devone Mc Leod is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Triad Advisors, Reby Advisors, and KeyBank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Lane Marmon is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to advisory services, Lane is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach combining passive and active strategies, quantitative analysis, and internal oversight.

William Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Steward Partners organization since 2017, as well as roles outside the financial sector including positions at Indeed.com and Hardwork Communications. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management options.

Dean Dipierro is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, LPL Financial, and Ameritas Investment Corp. He is also the owner and president of Great Helm Corp. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Mark Verity is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Equitable Advisors LLC and Prudential-related entities. He is also the owner of FirstRise Investments, where he is actively involved in trading activities. Independent Financial Partners is an enterprise firm with a nationwide network of approximately 261 independent advisors, serving a diverse client base including individuals, charities, corporations, and high-net-worth clients. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Timothy Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 25 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and supports large-scale institutional roles including swap dealer and futures commission merchant activities.

Jeffrey Rockwell is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth and Cedar Financial Services since 2009. Outside of his advisory role, he is the owner of Cedar Financial Service, a private entity facilitating securities, advisory, and insurance business. 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 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 services.

William Sidari is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and related entities since 2022. Prior to his financial advisory career, he worked at Reliant Medical Group and UPS and was employed by Colgate University and local public schools in educational roles. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account services.

Justin Perrotta is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at JP Morgan Chase and Tufts University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that include proprietary research and access to various investment vehicles.

Stephen Lierman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Howard Hirsch is a financial advisor with Oppenheimer in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing 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 with a variety of investment products and acts as a qualified custodian for client assets.

Michael Alexander is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds the PFS™ designation, as well as Series 63 and Series 65 licenses. His work history includes positions at Holbrook Wealth Advisors, LPL Financial, US Financial Advisors, and Kolbrenner & Alexander, LLC. Outside of advising, he is involved in tax preparation and general accounting through Kolbrenner & Alexander, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who typically provide advice under Commonwealth’s supervision.

Harrison Wall is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Advisors, Columbia Threadneedle Investments, Fidelity Investments, and ParsonsKellogg. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.