Antoinette Lombardi is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2019, previously working at Oppenheimer from 2006 to 2019. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Conrad Dequadros is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brean Capital, LLC for six years. He also has a long-standing role at RDQ Economics LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and operates with a notable combination of large institutional scale and specialized market roles.

James Clark is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS AG and UBS BSUL. Outside of his advisory role, Clark serves as a fitness and soccer coach with the Fairfield Parks and Recreation Department. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a fiduciary-based advisory model that includes both discretionary and non-discretionary management, utilizing technology platforms and third-party strategists to tailor investment solutions.

Christine Telesco is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities with a range of investment programs across discretionary and non-discretionary accounts.

Thomas Fagan is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years and Reed Exhibitions for over three decades. 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, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

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.

Howard Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also has a long-standing role at Penn Mutual Life Insurance Company dating back to 2010. Outside of his advisory work, Wein is involved in insurance brokerage and tax preparation through his related businesses, including Prime Financial Services. Hornor, Townsend & Kent serves individuals—including high-net-worth clients—trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a comprehensive platform that includes third-party asset manager relationships and various account options.

Pablo Tavera Echeverri is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has prior experience at Bank of America, Merrill, and Citigroup. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that focus on asset allocation, contribution rates, and retirement guidance. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary investment solutions to a large client base.

Melissa Kiser is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and with 28 years of industry experience. She has been associated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale 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 investment advisory, financial planning, pension consulting, and managed account programs.

Matthew Krefting is a financial advisor at CWM, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Gold Family Wealth, Tiffany & Co, and Morgan Stanley. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Adam Rude is a CFP® professional with over 22 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2017 and concurrently associated with LPL Financial, LLC since 2004. His other activities include involvement in insurance sales and financial planning through operations linked to the Lob Planning Group. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a wide range of financial planning and investment solutions through an open-architecture platform integrating multiple third-party managers.

Bruce Lombardi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rockefeller Capital Management since 2011. 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, and placement and investment banking services.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at various companies including Payarc LLC and Laguna Beach Sober Living, the latter reflecting involvement in the recovery services sector. 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 broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Michael Savage is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its institutional scale and specialized market roles.

Peter Marsigliano is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 66 designation and previously worked at First Rise Investments and IFP Securities, LLC. His background includes roles outside finance such as employment at FedEx and various positions during his time at the University of Connecticut. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent representatives. The firm offers a decentralized investment approach and is notable for its retirement-plan advisory and pension consulting services, including ERISA-compliant solutions and trustee services.

Nina Barbarino is a financial advisor with Empower Advisory Group in King’s Park, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes service at GWFS Equities, Inc. since 2022 and a sixteen-year tenure at Prudential Insurance Company of America and Prudential Investment Management Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform linked to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors, supporting a large client base relative to its advisor count.

Lidia Velazquez is a financial advisor with Citigroup Global Markets, holding CFP® and several securities licenses (Series 63, 65, 66). She has 22 years of industry experience, including 14 years at Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Geoffrey Beringer is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he serves as president of the Myles M. Beringer Foundation and is involved in community service through leadership positions with the Darien Rotary and the United Church of Rowayton. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base that includes individuals, families, trusts, corporations, and charitable organizations. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs and maintaining in-house custody and trustee capabilities.

Gordon Williams is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Quasar Distributors, LLC and Otter Creek Advisors, LLC. 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, providing a range of advisory, execution, and custody services.

Thomas Mayper is a financial advisor at Hightower Advisors with 34 years of industry experience. He holds a Series 66 designation and has worked previously at Rdm Investment Services and Retirement Design & Management Inc. since 2000. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes both affiliated and third-party managers, proprietary research, and diverse portfolio construction techniques.