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.

Tammi Lauder is a financial advisor with Rockefeller Financial LLC in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her career includes roles at Rockefeller Capital Management, Fieldpoint Private Securities LLC, and JPMorgan Chase Bank, N.A. There are no notable outside activities reported. 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 provides a range of portfolio management, financial planning, and consulting services within an integrated platform that includes discretionary and non-discretionary solutions, as well as broker-dealer capabilities and alternative investment placements.

Dennis Schmidt is a financial advisor with \u0026Partners who holds Series 63 and Series 65 designations and has 48 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and at Wells Fargo Advisors LLC from 2009 to 2016. \u0026Partners serves a diverse group of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, alongside financial planning and retirement consulting, utilizing both proprietary and third-party investment strategies through platforms like Envestnet.

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.

David Roth is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Oppenheimer in 2020. Roth serves as trustee and co-trustee of family trusts. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm uses strategic and tactical asset allocation with a range of investment options and offers both discretionary and non-discretionary management programs.

Elaine Potash is a CFP® and ChFC® with 34 years of experience in financial advising. She has been with Private Advisor Group, LLC and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset managers.

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.

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.

Leonedas Kalamaras is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund.

William Oppenheim Jr. is a financial advisor at Oppenheimer with 47 years of industry experience. He has been with Oppenheimer since 2008. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as trustee and managing member for multiple family and charitable trusts and has involvement with nonprofit finance committees. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, with approximately $36.7 billion in assets under management as of December 31, 2025.

Daniel Elmlinger is a financial advisor at TIAA-CREF with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Michael Chaffee is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is the owner and managing member of MJC Wealth Management, LLC. His prior experience includes over two decades at Ameriprise Financial Services, Inc., and MJ Chaffee & Associates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Scinto Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates an accounting and tax preparation business. Additionally, he serves as president of Worldwide Entities Inc., a consulting and real estate brokerage firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple platforms, utilizing model portfolios and third-party managers for portfolio management.

Eloy Nava is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Financial Network since 1996 and is also involved with Nava Stamp Company, a business he has operated since 2000. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides technology, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios through its Investment Management and Research team.

David Griffith is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 credential and two years of industry experience. Prior to joining Independent Financial Partners, he worked at Equitable Advisors for two years. Outside of finance, he has experience managing hospitality venues, including the 88 Keys Piano Bar and Cafe and the Mayflower Inn and Spa. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Rebecca Hill is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Bridgewater Associates and Columbus Travel Media. Hill began her professional career following her time at the University of Connecticut. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and proprietary research with a range of client service platforms and offers access to specialized programs such as Private Family Office and Alternative Investments.