Elyssia Poland is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Fairfield County Bancorp since 2004 and Infinex Investments, Inc. since 1999. Outside of her advisory work, she operates a side photography business selling her own photographs. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s operations are notable for their predominantly non-discretionary assets and a network of investment adviser representatives who provide both advisory and brokerage solutions.

Philip Meese is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at CreativeOne Wealth and Retirement in Focus Wealth Management, where he also serves as president. His prior experience includes a role at Slipstream Advisor Marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

George Johnson is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Pickwick Capital Partners, Houlahan Lawrence, and Tradition Securities & Derivatives Inc. Outside of his advisory role, he coaches youth lacrosse for 8th grade boys in New Canaan, CT. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, and combines large institutional scale with specialized market roles such as derivatives trading and in-house research.

Elliana Dividu is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Bank of America N.A. and Merrill. Outside of finance, she assists with marketing for a music production business owned by her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides both discretionary and non-discretionary portfolio solutions.

Antoinette Lombardi is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 19 years of industry experience. She previously worked at Oppenheimer for 13 years before joining Janney Montgomery Scott in 2019. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Elizabeth Dow is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as running her own independent practice. 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 investors. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody solutions through a technology-driven platform.

Christine Telesco is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include six years at Silver Leaf Partners and current positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Lawrence Scharf is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining Steward Partners in 2026, he spent ten years at Raymond James and Associates. He is president of LS Holdings, LLC and Red Roses LLC, overseeing investment and management activities for both entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Bruce Lombardi is a financial advisor with Rockefeller Capital Management, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. He has been with Rockefeller Financial LLC and Rockefeller Capital Management since 2011. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing comprehensive wealth management and investment services.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Before joining Oppenheimer in 2025, he held various positions outside the financial sector, including roles at Laguna Beach Sober Living and Southern California Recovery Centers. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Edmund Unneland is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2022, he was self-employed for one year and spent 26 years at Loews Corporation. Outside of his advisory role, he owns multiple rental properties that he manages alongside his professional responsibilities. 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 with both discretionary and non-discretionary approaches and supports large-scale institutional operations alongside specialty market roles.

Peter Marsigliano is a Series 66-licensed advisor at Independent Financial Partners with one year of industry experience. His prior work includes roles at First Rise Investments, IFP Securities, and FedEx, as well as academic involvement at the University of Connecticut. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with capabilities in retirement-plan advisory, pension consulting, and trustee services.

Brandon Ulloa is a financial advisor with Lincoln Investment in Tarrytown, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Spartan Capital Securities, Bank of America, Merrill, and other financial and academic institutions. Outside of his advisory work, he owns Kachi Entertainment & Productions, Inc., an entertainment company focused on DJing and organizing private events. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and tactical investment approaches across advisor-managed and firm-managed model portfolios.

Nelson Ehinger Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at Fairfield County Bancorp since 2004 and with infinex Investments, Inc. since 1999. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, utilizing a mix of fundamental and technical analysis and third-party due diligence.

Geoffrey Beringer is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he serves as president of the Myles M. Beringer Foundation and is involved in community service through leadership positions with the Darien Rotary and the United Church of Rowayton. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base that includes individuals, families, trusts, corporations, and charitable organizations. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs and maintaining in-house custody and trustee capabilities.

Benjamin Ehrlich is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Joseph Cain is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent 20 years with American Portfolios Financial Services, Inc. Outside of advising, he operates a tax preparation business as an enrolled agent and manages the website SideGig.com. Osaic Advisory Services serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models, utilizing both proprietary and third-party platforms.

Patrick Eaker is a financial advisor with Integrated Wealth Concepts LLC in Danbury, CT. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to his current role, he worked in the environmental and construction sectors, including positions at Miller Environmental Group and New England Skyline Builders. Outside of his advisory work, he is involved with Beyond The Bag Podcast LLC, a podcast venture. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios with a primarily long-term investment approach.

Keith Gardner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Charles Schwab and Co., Inc., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is currently based in White Plains, NY. 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, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm utilizes a combination of affiliated and third-party managers within its strategic and tactical asset allocation portfolios.