William Zand is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Citigroup Global Markets since 2014 and has worked there continuously since. Outside of his advisory role, he works as a bartender at the Knights of Columbus in Greenwich, Connecticut. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and execution services that include multi-asset, multi-manager strategies with both discretionary and non-discretionary options. The firm distinguishes itself through its large institutional scale, in-house research capabilities, and specialized market roles such as swap dealing and futures commission merchant services.

Peter Karadimas is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Neuberger Berman BD LLC. Outside of his advisory role, he is a manager of a real estate company and serves as a trustee for an estate planning trust. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

James Wallace is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Steward Partners, he worked at Newtown Savings Bank and infinex Investments, Inc. He serves on the boards of two nonprofit organizations focused on youth services and community support in Connecticut. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Alana Mcmillan is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. 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 with internal standards and oversight committees for manager selection and monitoring, and it combines large institutional scale with specialized market roles and arrangements.

Christopher Tumio is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has previously worked at Webster Financial Corporation, People's United Bank, and PricewaterhouseCoopers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm integrates tax and accounting services with its portfolio management, offering customized discretionary strategies overseen by an Investment Committee.

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 registrations and has worked at Janney Montgomery Scott since 2012. Outside of his advisory role, he serves as a board member for a homeowners association in New Fairfield, Connecticut. 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 clientele including individuals, families, trusts, corporate sponsors, and municipal clients, and offers brokerage services, financial planning, and multiple 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.

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 with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Private Wealth Systems. Outside of his advisory work, he was involved with the 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 representatives. The firm supports a decentralized advisory model and offers specialized retirement-plan advisory and pension consulting services.

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.

Matthew Wade is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

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.

Domenick Pugliese is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 credential and has worked at Oppenheimer since 2018, following two years at Markets Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary account management.

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.

Nirotam Mahes is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Astoria Federal Savings. Outside of his advisory role, he is involved in real estate rental activities through Mahes & Associates. 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 combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Leonard Lebov is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2018. Prior to this, he was an independent consultant and spent nine years with Lone Peak Partners Management LP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary manager relationships and non-discretionary consulting.

Amar Bellara is a financial advisor with Eagle Strategies (NY Life) based in Stratford, CT. He holds the ChFC® designation and securities licenses Series 65 and Series 63, with 19 years of industry experience. Bellara has managed firms including Bellara & Associates since 2010 and Strategic Financial Group LLC since 2016. Outside of advisory work, he is a passive investor in a SaaS company focused on AI-driven automation for skilled trades. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types and primarily manages assets on a non-discretionary basis, operating within the New York Life affiliate structure.