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.

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.

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.

Gregory Manning is a financial advisor at Citigroup Global Markets with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across private banking, workplace wealth, and high-net-worth segments. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Eric Beiley is a financial advisor at Steward Partners Investment Advisory, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple Steward Partners entities and Raymond James Financial Services over the past decade. Beyond his advisory role, he serves as a member of the Greenwich, CT Representative Town Meeting and is on the investment committee for Greenwich Reform Synagogue. 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 a range of advisory, planning, and managed account services with a focus on both proprietary and third-party portfolio management solutions.

Peter Gentile is a financial advisor at GWN Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2015. In addition to his advisory role, he has served on the Mt Vernon Board of Education since 1970 and is self-employed in tax preparation. 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 over 37,000 client accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Magdalena Johndrow is a financial advisor with Commonwealth Financial Network in Fairfield, CT, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously held roles at JP Morgan Chase Bank NA and JP Morgan Securities LLC. Outside of her advisory role, she is the owner of Johndrow Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Evan Whaley is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. He serves as co-trustee on several family trusts. 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 and consulting services, including discretionary and non-discretionary portfolio management.

David Oldham is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with GWN Securities since 2015 and has operated Oldham Resource Group, which involves fixed insurance and annuities sales, since 1984. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, 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 accounts and offers a range of managed-account programs, including traditional asset-allocation and legacy market-timing strategies.