Antoinette Lombardi is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2019, previously working at Oppenheimer from 2006 to 2019. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

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 with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities with a range of investment programs across discretionary and non-discretionary accounts.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY. He holds Series 65 and Series 63 licenses and has 18 years of industry experience, including prior roles at Silver Leaf Partners and Belle Haven Investments. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant portion 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.

Melissa Kiser is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She has been affiliated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and managed account programs through both proprietary and third-party strategies.

Joseph Dominguez is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NY Life Securities LLC and New York Life Insurance Company since 2025. Outside of his advisory role, Mr. Dominguez has experience in education, having worked at several institutions including Pace University and Westchester Community College. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Bruce Lombardi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rockefeller Capital Management since 2011. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at various companies including Payarc LLC and Laguna Beach Sober Living, the latter reflecting involvement in the recovery services sector. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Edmund Unneland is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2022, he was self-employed for one year and spent over two decades at Loews Corporation. Outside of his advisory work, he is involved in managing multiple rental properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Peter Marsigliano is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 66 designation and previously worked at First Rise Investments and IFP Securities, LLC. His background includes roles outside finance such as employment at FedEx and various positions during his time at the University of Connecticut. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent representatives. The firm offers a decentralized investment approach and is notable for its retirement-plan advisory and pension consulting services, including ERISA-compliant solutions and trustee services.

Liam Mcgarry is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Strategic Asset Services, New York Life Insurance Company, and work on a political campaign. He operates an investment advisory business through Private Advisor Group and Strategic Asset Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model sourcing managers and model portfolios from leading strategists and utilizes multiple technology platforms to implement investment strategies.

Brandon Ulloa is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked previously at Spartan Capital Securities, Bank of America, Merrill, and Salus Financial Solutions. Outside of advisory work, he owns Kachi Entertainment & Productions, an entertainment business focused on DJing and organizing private events. Lincoln Investment Planning, LLC is a large enterprise investment advisory firm serving a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and advisor-led consulting supported by an in-house Investment Management & Research team.

Nelson Ehinger Jr. is a CFP®-designated financial advisor with 39 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has worked at Fairfield County Bancorp since 2004 and infinex Investments, Inc. since 1999. 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 combines advisory and broker-dealer functions, offering customized advisory services, access to alternative investments, and a lending marketplace.

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 14 years of industry experience. He has worked at Citigroup Global Markets since 2012. 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 and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

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 worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advisory work, he operates a tax preparation business and manages the website SideGig.com. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, access to alternative investments, and uses a variety of investment strategies supported by platform relationships and affiliated managers.

Keith Gardner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, where he spent several years before joining TD Private Client Wealth. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Laura Medigovich is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Janney Montgomery Scott since 2019, following 11 years at M&T Bank and M&T Securities. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Walter Varian is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Engines Advisors, Charles Schwab, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across multiple asset classes.