John Sutfin is a Series 65-licensed advisor at Integrity Alliance, LLC with three years of industry experience. His prior work includes roles at Brokers International Financial Services and Bankers Life. In addition to his advisory work, he is involved with American Senior Benefits, where he works as a fixed insurance agent and provides retirement planning services. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent representatives. The firm offers a variety of investment strategies and support services, operating as both an SEC-registered investment adviser and a broker-dealer.

George Keith is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Janney Montgomery Scott since 2012. He serves as a board member for his local Homeowners Association in New Fairfield, CT. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Lawrence Cohen is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Oppenheimer for 20 years and previously worked at Wells Fargo Clearing for two years. Outside of his advisory work, he serves as a successor trustee on the Cohen/Stessman Trust, a role involving biannual management without compensation. 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 wide range of investment and consulting services across discretionary and non-discretionary accounts, maintaining custody of client assets and managing significant non-discretionary advisory assets.

Christina Nestor is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has worked at Commonwealth since 2020 and also operates Nestor Financial Network. Outside of her advisory role, she participates in User Interviews, a consumer research platform. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Pfeffer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

George Molloy is a financial advisor at Independent Financial Partners in Stamford, CT, holding a Series 66 designation with two years of industry experience. His work history includes roles at Equitable Advisors and Private Wealth Systems. Outside of advising, he was involved with Ojai General Store for four years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both advisor-directed and centralized investment strategies with a formal retirement-plan advisory and pension consulting capability.

Andrew Acosta is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at People United Bank for eight years. Outside of his advisory role, he is involved in tax preparation activities through entities such as the CT Institute of Finance and Sound Coaching Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements alongside various analytical approaches.

Amber Camargo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2015. Based in Westport, CT, her career has been focused at the firm during this period. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering discretionary and non-discretionary management alongside access to alternative investments and private funds.

Joshua Scherer is a financial advisor with Oppenheimer & Co., Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is president and owner of a retail store and is involved in business investments and venture capital funds. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Stephen Dennis is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Stephanie Fernandes is a CFP® with seven years of industry experience. She currently works at Mercer Global Advisors Inc. and has previously been employed at Sanford C. Bernstein & Co., LLC, ValMark Securities, Inc., and Verde Wealth Group, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Taranbir Sawhney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and New York Life, as well as his current positions at Guardian Life and Park Avenue Securities. In addition to his advisory work, he is involved in insurance sales outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party strategies.

Bury Barbier is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Infinex Investments, Inc. since 2013. Outside of his advisory role, Barbier is part owner of Printer Support Group, a printer repair service, and operates Integral Capital, a group insurance and commercial loan brokerage business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account options.

Samuel Epstein is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital for three years and was self-employed for seven years before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes liquid and private alternative investments, with approximately $35.4 billion under management.

Amar Bellara is a financial advisor with Eagle Strategies (NY Life) based in Stratford, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. He has been involved with Eagle Strategies since 2022 and has operated Bellara & Associates since 2010, as well as Strategic Financial Group LLC since 2016. Outside of advising, he has a passive investment interest as an investor in a SaaS company focused on AI-driven automation for service trades. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Jeffrey Corliss is a CFP® and ChFC® with 38 years of experience in the financial industry. He is currently with Hightower Advisors, where he has worked since 2016, and previously held positions at firms including RDM Insurance Services and MSI Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and financial planning.

Frank Rossetti Jr. is a CFP®, CFA®, and Series 66 credentialed advisor with 10 years of industry experience. He currently works at Corient and Corient Services LLC since 2025 and has previous experience at Northeast Financial Consultants, Inc. and BNY Mellon. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Peter Lenane is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. 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 wide range of advisory programs, including discretionary and non-discretionary services, with a focus on equity, balanced, and fixed-income portfolios through strategic and tactical asset allocation.

Chelsea Basler is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2011, including a two-year period at Morgan Stanley from 2020 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Robert Gryboski Jr. is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and Buckingham Research Group. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach with diversified asset allocation and institutional-style portfolio management.