Sean Fitzgibbon is a financial advisor with Janney Montgomery Scott LLC based in Darien, CT. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, with 14 years at Janney Montgomery Scott. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a wide range of brokerage, financial planning, and advisory services.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Keith Snyder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 25 years of industry experience. His work history includes positions at Mutual Service Corporation and a long tenure at both Guardian Life and Park Avenue Securities since 2006. Outside his primary roles, he is involved in selling insurance independently and is a member of Aurelian Wealth Strategies, a business activity unrelated to investment advising. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a variety of lending and consulting tools.

Kurt Seidman is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer & Co. Inc since 2018, following two years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 37 years of industry experience. He also has a background in insurance and real estate, operating Aging Issues Management LLC and serving as a Senior Real Estate Specialist with Coldwell Banker Signature Properties. Soricelli has been with Private Advisor Group since 2005 and has worked with LPL Financial since 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers various managed account solutions, integrating technology platforms and third-party managers.

Corinne Capano is a CFP®-certified financial advisor with two years of industry experience currently at Kestra Advisory. She previously worked at Gilman Hill Asset Management, iCapital Network, AQR Capital Management, and Serengeti Asset Management. Based in Wilton, CT, Capano also serves as an advisor with Interlock Financial, providing insurance-related services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support complex products and discretionary trading within a supervised framework.

Paul Papapostolou is a CFP® with 14 years of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Darien, CT. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets through a large network of advisors, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process utilizes diversified, risk-class based allocations blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

Barry Carron is a financial advisor with Guardian Life and holds the ChFC® and Series 63 credentials. He has 28 years of industry experience and has worked with both Guardian Life and Park Avenue Securities in various roles since 1983. Barry also brokers insurance and annuity sales through The Carron Group, a business he has operated since 1976, and markets credit card processing services to retailers in a sales capacity. Park Avenue Securities LLC, where Barry is affiliated, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships through a suite of proprietary and third-party solutions.

Thomas Gibson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and several years in education and fitness. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Daniel Galvin is a financial advisor with Hightower Advisors, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Shikiar Asset Management, Inc. and Mariner Wealth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment strategies across traditional and alternative asset classes.

Michael Miele is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Oppenheimer since 2007. Outside of his advisory work, he serves as a trustee of a family irrevocable trust and is also commissioned as a notary. 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 range of investment programs using both discretionary and non-discretionary approaches, with a notable portion of its advisory assets managed on a non-discretionary basis.

Dennis Rodgers is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at PNC Bank and extensive employment with Marriott. Rodgers also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, where he engages in the sale of bank products alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment solutions, employing a multi-profile risk approach combined with global asset management and fund due diligence services.

Thomas Pallogudis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is the founder of Women on the Verge, an initiative focused on promoting stories of women and providing financial literacy related to life challenges. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services, supported by its affiliation with Guardian Life and access to various insurance products and alternative investments.

Paul Bucci is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altium Wealth Management and Balanced Growth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

David Coppola is a financial advisor with Commonwealth Financial Network based in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial, JP Morgan Securities, Citigroup, and Webster Bank. In addition to his financial work, he has pursued a long-term interest as a musician, performing as a drummer since 1995. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and retirement consulting, supporting portfolio implementation through both in-house models and external subadvisers.

Anthony Catapano is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at JP Morgan Securities, Edward Jones, E*TRADE, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Christopher Hufferdine is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Park Avenue Securities and The Herbst Group, LLC. Outside of his advisory role, he serves as president of the Chappaqua Rotary Club. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Philip Saravis is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Jeffrey Wu is a financial advisor at Hightower Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at various firms related to Hightower since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Gregory Slater is a CFP® and CFA® with 15 years of experience in the financial industry, currently serving as an advisor at Hightower Advisors. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He is also associated with Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management along with retirement plan consulting and access to various pooled investment vehicles.