Christopher Lineberger is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Newtown Savings Bank, The Prudential Insurance Company of America, and Bankers Life. He is also involved in sales and marketing for Medicare planning through Cortes Benefit Consulting. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services tailored through customized engagements. The firm offers access to alternative investments, lending, and cash-management solutions, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Stephen Nitz is a CFP® with 39 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior experience includes 17 years at Fairfield County Bank Corp and infinex Investments, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering diversified investment advisory and financial planning services through various portfolio management options and third-party manager selection.

Claens Bon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Charles Schwab, KeyBank, Infinex Investments, and United Bank. Outside of his advisory work, he is a member of B & M Enterprise, LLC, a real estate and property management business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and affiliated brokerage and insurance products, emphasizing client-directed model selection and ongoing monitoring.

Conrad Tarte is a Certified Financial Planner (CFP®) with 44 years of industry experience. He is currently with Independent Financial Group, LLC and has held roles at Grove Point Advisors, LLC, Continental Nine Financial Management, and Grove Point Investments, LLC. Tarte is the sole owner of Continental Nine Financial Services and Continental Nine Financial Management, where he provides fee-based investment advisory, tax preparation, estate planning, and life insurance services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Bennet Thonakkaraparayil is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Mercer Global Advisors Inc. since 2019, following eight years at Regent Wealth Management Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a Modern Portfolio Theory-based approach to create globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Nicholas Garofalo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Nationwide Financial, NSLLC, and New York Life. He is also an insurance agent specializing in fixed life and annuities, disability insurance, long-term care insurance, and group insurance benefits. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Thomas Mccarthy is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1988. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a significant portion of assets managed on a non-discretionary basis.

David Richardson is a Series 66 licensed financial advisor at Sanctuary Advisors, LLC with two years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., Barnum Financial Group, Bryant University, and St. Paul Catholic High School. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers, employing various analytical approaches and managing accounts on both discretionary and non-discretionary bases.

Jessica Koch Chavez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Bailey & Beatty Financial Services, Mill Road Capital, Raymond James Financial Services Advisors, and Union Savings Bank. Outside of her advisory work, she provides support and hospitality for a racing team through Speed Sport Tuning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services, supporting both discretionary and nondiscretionary investment approaches.

Michael Burke is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Sanctuary Advisors in 2025, he worked with Lido Advisors, LLC, Bank of America, and Merrill. He was also a professional freelance photographer from 2023 to 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives and offers various portfolio management programs, retirement plan consulting, and access to third-party managed account platforms.

Patrick Clark is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2010 and is also the owner of Alpine Wealth Management, LLC, a private entity facilitating securities and fixed insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple investment program structures and supports advisors with operations, technology, compliance, and practice management.

Daniel Scalzi is a financial advisor at Brookstone Capital Management LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel from 2015 to 2021. In addition to his role at Brookstone, Scalzi is involved in retirement income planning through his own business, JD Mellberg Financial, based in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm offers investment management primarily on a discretionary basis through model portfolios and managed accounts, supported by a platform-oriented approach serving a large advisor network.

Maureen Weir is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to her current role, she has been with Voya since 2015. Outside of her advisory work, she also acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary advice.

Alessandra Dimauro is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. Her previous roles include positions at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and specialized Core Family Office solutions, combining in-house research with third-party managers across a range of asset classes.

Richard Rydzik is a financial advisor with Kestra Advisory, holding a Series 66 designation and 13 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and is also involved with Rydzik & Rydzik CPAs, where he provides accounting and analyst services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor searches, and employee education, supporting large institutional investors and managing approximately $79.8 billion in assets.

Manuel Quintanilla is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked with GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, integrating services with Empower’s recordkeeping and administrative platforms.

Thomas Moran is a financial advisor at OSAIC Institutions, INC. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2019 and previously at LPL Financial, LLC from 2011 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized advisory engagements, financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

Eric Goldstein is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked with True North Financial Solutions and Equity Services since 2014. Goldstein also serves as a board member of a Chamber of Commerce network group and is an insurance agent outside of his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and shorter-term trading, frequently employing third-party asset managers and model portfolios.

Amy Crookshank is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Horner Townsend and Kent, Penn Mutual Life Insurance, and Mutual of Omaha. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Alan Green is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Sanctuary Advisors, LLC and has previously worked at Bank of America and Merrill. He serves as an advisory board member for the Southbury Middlebury Scholarship Foundation, where he helps determine scholarship recipients. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a wide range of investment strategies and offers portfolio management through various programs and platforms, operating as a fiduciary under written advisory agreements.