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.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Napatree Capital LLC, Fidelity, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and various specialized programs.

Ivan Watanabe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He serves as a board member of the Holy Cross Alumni Association and Brooks School, participating in alumni engagement and educational initiatives. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary programs, with client relationships tailored by investment adviser representatives to meet a range of financial planning and consulting needs.

Shrill Patel is a financial advisor at Corient with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Corient, Patel worked at Stelvio Private Wealth and JP Morgan Chase. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that blends internal strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Stephen Johnson is a financial advisor at Carson Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gold Family Wealth, M&T Bank/Wilmington Trust, and Gerstein Fisher. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, with investment oversight driven by a committee that utilizes both fundamental and technical analysis to construct model portfolios.

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 financial advisor at Carson Wealth with a Series 65 credential and two years of industry experience. His work history includes multiple roles at Gold Family Wealth and CWM, LLC. Outside of advising, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan management, utilizing a committee-driven investment approach and partnerships with firms such as Fidelity and Schwab.

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.

Helene Rude is a CFP® with three years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. She has been associated with Stratos Private Wealth and LPL Financial LLC since 2018. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Kenneth Horowitz is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 17 years with Guardian Life and two years at Park Avenue Securities. Outside of his advisory work, he is involved in selling life and long-term care insurance products and is affiliated with Integrated Benefit Consultants, LLC. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, financial planning, and specialized consulting services, utilizing proprietary and third-party platforms to tailor client relationships.

Basil Hussein is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at CitiGroup since 2019, with prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Ameriprise Financial Services Inc., and Best Buy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains institutional-scale operations including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Brandon Paolillo is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, Bank of America, and First Republic Investment Management prior to joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

David Roth is a financial advisor at Oppenheimer with 34 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for RBC Capital Markets Corporation for 12 years before joining Oppenheimer in 2020. Roth serves as a trustee and co-trustee of employee-related irrevocable and revocable trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Elaine Potash is a financial advisor with Private Advisor Group, LLC, holding CFP® and ChFC® designations and over 34 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Founders Financial Securities, Transamerica Financial Advisors, and Equitable Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive portfolio management and financial planning services, offering proprietary and third-party investment solutions through a fiduciary-based advisory model.

Jennifer Brucato is a Series 65-licensed financial advisor at Hightower Advisors with three years of industry experience. She previously worked for Asset Management Group, Inc. for seven years and has a background including five years at AC Electrical Services, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and incorporates proprietary research and a range of portfolio construction techniques.

Richard Elliott is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 license and bringing 17 years of industry experience. His career includes long-term roles at Guardian Life Insurance Company of America and Park Avenue Securities. Outside of advisory work, he is active as a mortgage broker and occasionally earns income as a musician. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Adrienne Alexander is a CFP® professional with three years of industry experience. She is currently affiliated with Commonwealth Financial Network and has prior experience at Holbrook Wealth Advisors and US Wealth Greenwich. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and technological support to its affiliated advisors.

Gerard Zopfi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 33 years of industry experience. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. Outside of his advisory role, he is involved in racehorse ownership and provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and sub-advisory options.

James Dowling is a CFP® and ChFC® with 23 years of industry experience. He is currently with Hightower Advisors and has prior experience at MassMutual Insurance Co. and Altium Wealth Management. Dowling is also licensed to sell insurance products through MassMutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.