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® certified financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. His background includes roles at Steward Partners affiliates since 2022, as well as prior work at Reliant Medical Group and UPS. He also has experience in education, having worked at Colgate University and in public schools. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party strategies.

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.

Howard Hirsch is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

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.

William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Equitable Advisors and American Portfolios Financial Services. Independent Financial Partners serves individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model, offering investment advisory, financial planning, trust, and retirement-plan services nationwide. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities and its supervisory processes overseen by a home-office compliance team.

Vikram Kumar is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 credential. He has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America N.A., and Morgan Stanley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Scott Milford is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Westport, CT. His prior roles include positions at HighTower Securities LLC, Interlock Financial, Johnson Brunetti, and Strategies for Retirement, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm supports both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Georgi Bivolarski is a CFP® professional with 10 years of industry experience, currently serving at Valic Financial Advisors. He has also been associated with Agia since 2022. His other business activities include working as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and unified managed account services through a large network of advisors.

Lilwyn Dyer is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has 23 years of industry experience, including roles at Nylife Securities and New York Life Insurance since 2001. Her other business activities include serving as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and operates primarily on a non-discretionary asset management basis.

Stephen Johnson is a financial advisor at CWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including People's Securities, Inc., M&T Bank/Wilmington Trust, and Gerstein Fisher. He is based in Westport, CT. 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, and retirement-plan services, employing a discretionary investment approach utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

Alison Smith is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, having worked at Principal Life Insurance Company and Principal Securities Inc. since 2001. Outside of her advisory work, she is involved in community and nonprofit activities, including serving as a troop leader for the Girl Scouts of Connecticut, a board member of the Westport Country Playhouse, and a chapter leader for Ms President US, a civic leadership organization for young women. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mark Jackson is a Series 65–registered financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Gold Family Wealth and Excel Partners. Outside of his advisory work, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Christopher Sosa is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner since 2021. His prior roles include positions at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with specialized capabilities in tax integration and administrative CFO services.

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Tammi Lauder is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private Securities 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Christopher Tortora is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include five years at Voya Financial Advisors and multiple positions at Guardian Life and Park Avenue Securities. He is also involved in advising on term and universal life insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory service.