Keith Brown is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. since 2020, Assured Partners since 2015, and VOYA Financial Advisors, Inc. from 2014 to 2018. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

William Christian is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fieldpoint Private, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. He serves as an advisor receiving commercial loan trails related to client loans. 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, 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.

Camilla Ostbye is a financial advisor at Hightower Advisors with a Series 65 credential and no prior industry experience. Her work history includes recent roles at Hightower Advisors and she has a background as a full-time undergraduate student. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various portfolio construction techniques.

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.

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, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2006. Outside of his advisory role, he serves as a director for Aubuchon Hardware, a family-owned business, and is a board member of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives.

Christine Hartman is a financial advisor with Janney Montgomery Scott, holding the Series 66 designation and 14 years of industry experience. She has worked at Janney Montgomery Scott since 2012 and previously spent ten years with HCA, LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

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.

Steven Cangialosi is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fieldpoint Private Securities LLC and J.P. Morgan Securities. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a combination of in-house and third-party managers.

Elyssia Poland is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Fairfield County Bancorp since 2004 and Infinex Investments, Inc. since 1999. Outside of her advisory work, she operates a side photography business selling her own photographs. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s operations are notable for their predominantly non-discretionary assets and a network of investment adviser representatives who provide both advisory and brokerage solutions.

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 worked at firms including Pickwick Capital Partners, Houlahan Lawrence, and Tradition Securities & Derivatives Inc. Outside of his advisory role, he coaches youth lacrosse for 8th grade boys in New Canaan, CT. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, and combines large institutional scale with specialized market roles such as derivatives trading and in-house research.

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.

Antoinette Lombardi is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 19 years of industry experience. She previously worked at Oppenheimer for 13 years before joining Janney Montgomery Scott in 2019. 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 municipal clients, offering brokerage services, financial planning, and various advisory programs.

Conrad Dequadros is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Citigroup in 2025, he worked at Brean Capital, LLC for six years and has been involved with RDQ Economics LLC since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including multi-asset, multi-manager strategies through discretionary and non-discretionary accounts. The firm combines large institutional scale with diverse market roles, including research, security pricing, and derivatives services.

James Clark is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 63 credentials and 20 years of industry experience. His career includes roles at UBS AG and UBS BSUL from 2003 to 2023, and he has been with Private Advisor Group and LPL Financial since 2023. Outside of his advisory work, Clark serves as a fitness and soccer coach for the Fairfield Parks and Recreation Department. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and a proprietary separately managed account program supported by a network of investment adviser representatives and various custodians and strategists.

Christine Telesco is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

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.