Austin Colaluca is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, and prior to that was employed at Sacred Heart University and MKTG. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Timothy Cunningham is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2020. He previously worked at J.P. Morgan Securities for eight years. Outside of finance, Cunningham has worked as a stagehand with the New York City Ballet since 2002. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, combining proprietary strategies with third-party models and maintaining an internal trading desk.

Andrew Buscetto is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Buscetto is also involved in managing support staff and administrative operations through his ownership of Singularity Management, LLC and 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, employing multiple program structures and technology tools to support diverse client needs.

William Christian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private. He also serves as an advisor receiving loan trails on commercial loans executed for his clients. 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 a range of portfolio management and financial planning services, operating under a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also maintaining broker-dealer registration and providing placement and investment banking services.

Alexander Lane is a CFA® charterholder with 29 years of experience in the financial services industry. He has worked at William Blair since 2021 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, Lane serves as a snowboard instructor at Windham Mountain Snow Sports School during winter weekends and breaks. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to high-net-worth individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios and access to private funds through its MB Investments Program.

Benjamin Gonsier is a Series 66-registered advisor with TD Private Client Wealth LLC, based in White Plains, NY, with four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management, Merrill, Bank of America, and TD Bank N.A., along with service in the United States Air Force. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

David Shipper is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 52 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, Shipper serves as an arbitrator on the NYSE Arbitration Panel. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, and M&A advisory, utilizing both proprietary strategies and third-party models.

Kevin Mcdermott is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. Citigroup Global Markets 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.

Kathryn Taylor is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott in various capacities since 2016. Outside of her advisory role, she coaches gymnastics classes for children at the Darien YMCA on a part-time basis. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, and institutional clients and offers a range of brokerage services, financial planning, and advisory programs through both in-house and third-party managers.

Alan Schantz is an Investment Advisor Representative at Kestra Advisory with 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011, conducting investment and insurance-related activities. Schantz has been affiliated with Kestra Advisory and related Kestra entities since 2003. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Katrina Stanton is a financial advisor at William Blair with 10 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to that, she was with TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2021. 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 utilizes an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Orourke is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2006, following five years at UBS Financial Services. Outside of his advisory role, Orourke serves as a director for a family-owned hardware business and is on the board of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Jack Kornutik is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with Prime Capital Financial and has previously worked at UBS Financial Services and Merrill Lynch among other firms. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive asset management and financial planning services. The firm utilizes a range of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and continuity mechanisms for client relationships.

Cesar Basora is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and LPL Enterprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a range of portfolio management strategies and a combination of affiliated and third-party sub-managers.

Steven Cangialosi is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fieldpoint Private Securities LLC, J.P. Morgan Securities, JPMorgan Chase Bank NA, and Morgan Stanley. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Shant Tashjian is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Risk Management, Summit Financial, and Purshe Kaplan Sterling Investments. In addition to advisory work, he serves as an arbitrator for FINRA Dispute Resolution Services, assisting with securities and employment disputes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Elyssia Poland is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has worked at Fairfield County Bancorp since 2004 and Infinex Investments, Inc. since 1999. Outside of her advisory role, she operates a side photography business selling her photographs. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and planning services, ERISA plan support, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

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 previously worked at firms including Pickwick Capital Partners, Houlahan Lawrence, Tradition Securities & Derivatives Inc., and Wells Fargo Clearing. Outside of his professional work, he coaches 8th grade boys lacrosse in New Canaan, CT. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with internal oversight committees and provides specialized services such as derivatives trading and bespoke discretionary solutions for large clients.

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.