Lawrence Bernstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Hornor, Townsend & Kent since 2010 and concurrently with Penn Mutual Life Insurance Company. Outside of his advisory role, Bernstein is involved in life insurance brokerage and tax preparation through his businesses, Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of assets on a non-discretionary basis.

Vincent Batyr III is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2015 and concurrently operates Vincent J. Batyr & Co, CPAs, where he serves as president and owner, providing accounting and tax preparation services. 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 supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Steven Crabbe is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked with NYLife Securities and New York Life Insurance. Crabbe is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of assets on a non-discretionary basis while serving diverse institutional sponsors within an integrated New York Life affiliate structure.

Brian Harpur is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and has been with TIAA-CREF and its predecessor entities since 2012. Outside of his advisory role, he serves as a referee for youth Gaelic football games. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of services including model-based and customized portfolio management under a fiduciary standard.

Sebastian Bermeo is a CFP® professional with five years of industry experience currently affiliated with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC, Mint Global Markets Inc/SPEEDTRADER, and Wealth Enhancement Brokerage Services. Outside of his advisory duties, he has worked as a server in the hospitality industry. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Nicholas Jembelis is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 26 years at David Lerner Associates Inc. before joining Janney in 2025. 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, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

John Traut is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Stratos Wealth Partners, he worked at firms including LPL Financial, Oppenheimer & Co. Inc., Merrill, and Bank of America. Outside of his advisory work, Mr. Traut serves as a firefighter with the New York Fire Department. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, a range of financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple external platforms and tools.

Colin Kelly is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2006. Kelly serves on the Board of Directors for Elder House and is a director of the Georgetown Gridiron Club, supporting the football program’s fundraising and alumni activities. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Brandon Harvey is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. Outside of advisory work, he owns and operates a landscaping business and serves as an election day poll checker and alternate member of a local conservation commission in Easton, Connecticut. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of December 2025.

John Sargent is a financial advisor at Rockefeller Capital Management with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Rockefeller Financial LLC and Rock & Co LLC in 2020. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth and investment management services.

Steven Solonch is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role starting in 2017, he worked with New York Life Insurance Company and its related entities from 2008 to 2017. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Britina Clarke is a financial advisor with Bankers Life Advisory Services, Inc. in Norwalk, CT. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior work includes roles at Hightower Advisors, LLC, People's Securities, Inc., and JPMorgan Chase Bank, N.A. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Christopher Judge is a financial advisor at SPC with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining SPC and Sigma Financial Corp in 2025, he spent 27 years with Commonwealth Financial Network and Commonwealth Equity Services, Inc. He also conducts limited fixed insurance sales at a branch location. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and provides tailored, discretionary investment advice through various account programs and strategic partnerships.

Kevin Furnaros is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co Inc since 2020. Prior to his advisory role, he was associated with Norwalk Community College from 2016 to 2019. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Anthony Trimboli is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and totaling 18 years of industry experience. He has worked extensively with both firms since 2007. Outside of his advisory role, he operates Trimboli Basketball LLC, which offers camps, clinics, and training for young basketball players. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and employs a mix of proprietary and third-party investment strategies.

Oliver Davis is a Series 66 licensed financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent four years affiliated with the University of Rhode Island. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated and third-party strategies, and offers both discretionary and non-discretionary account management.

Joseph Palumbo is a financial advisor at Farther with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Farther in 2025, he worked at Truvium Capital Partners, LLC and Truvium Financial. Outside of his advisory role, Palumbo is a partner in several special purpose vehicles, including AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm uses a Modern Portfolio Theory approach with algorithmic model portfolios and focuses on ETFs, mutual funds, individual equities, and fixed income investments.

Ashley Schexnaildre is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously at United Capital Financial Advisers, LLC from 2016 to 2019. She serves as a backup trustee of a family trust in Trumbull, CT. Goldman Sachs Wealth Services advises a broad range of clients including individual investors, executives, corporate participants, and institutional clients, providing financial planning and portfolio management alongside specialized wealth and executive programs. The firm uses strategic and tactical allocation models with discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem for expanded product access and research capabilities.

Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.

Michele Johnson is a Series 65-licensed advisor with Integrated Wealth Concepts LLC in Norwalk, CT, and has been with the firm since 2026. She also owns and operates Mercury Business Associates, an accounting services business she has managed since 2005. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm uses customized portfolios with mutual funds, ETFs, equities, and fixed income, employing both long-term and shorter-term strategies, and sponsors various wrap-fee programs including its internally managed and third-party recommended options.