William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Outside of advising, he has worked at Burning Tree Country Club and other non-financial firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both individual and institutional clients with a range of discretionary and non-discretionary management options, including formal retirement-plan advisory and pension consulting services.

Dylan Curran is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Altium Wealth Management. His career includes roles at Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Scott Milford is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Westport, CT. His prior roles include positions at HighTower Securities LLC, Interlock Financial, Johnson Brunetti, and Strategies for Retirement, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm supports both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Georgi Bivolarski is a CFP® professional with 10 years of industry experience, currently serving at Valic Financial Advisors. He has also been associated with Agia since 2022. His other business activities include working as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and unified managed account services through a large network of advisors.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Napatree Capital LLC, Fidelity, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and various specialized programs.

Ivan Watanabe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He serves as a board member of the Holy Cross Alumni Association and Brooks School, participating in alumni engagement and educational initiatives. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary programs, with client relationships tailored by investment adviser representatives to meet a range of financial planning and consulting needs.

Shrill Patel is a financial advisor at Corient with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Corient, Patel worked at Stelvio Private Wealth and JP Morgan Chase. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that blends internal strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Lilwyn Dyer is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has 23 years of industry experience, including roles at Nylife Securities and New York Life Insurance since 2001. Her other business activities include serving as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and operates primarily on a non-discretionary asset management basis.

Stephen Johnson is a financial advisor at Carson Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gold Family Wealth, M&T Bank/Wilmington Trust, and Gerstein Fisher. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, with investment oversight driven by a committee that utilizes both fundamental and technical analysis to construct model portfolios.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

Alison Smith is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, having worked at Principal Life Insurance Company and Principal Securities Inc. since 2001. Outside of her advisory work, she is involved in community and nonprofit activities, including serving as a troop leader for the Girl Scouts of Connecticut, a board member of the Westport Country Playhouse, and a chapter leader for Ms President US, a civic leadership organization for young women. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Mark Jackson is a financial advisor at Carson Wealth with a Series 65 credential and two years of industry experience. His work history includes multiple roles at Gold Family Wealth and CWM, LLC. Outside of advising, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan management, utilizing a committee-driven investment approach and partnerships with firms such as Fidelity and Schwab.

Christopher Sosa is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Valic Financial Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and offers specialized services such as coordinated tax compliance, CFO functions, and a Financial Wellness Platform, supporting both traditional and alternative investment strategies.

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Chryssanthe Detroyer is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services, utilizing both proprietary strategies and third-party model providers.

Bryan Reynoso is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Santander Securities, Santander Bank, Citibank, and other firms. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Tammi Lauder is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private Securities LLC. 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 offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Christopher Tortora is a financial advisor with Guardian Life and holds Series 63 and Series 65 registrations. He has 31 years of industry experience, including five years at Voya Financial Advisors and multiple overlapping roles at Guardian Life and Park Avenue Securities. He is also involved in term and universal life insurance sales. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary and third-party investment solutions.

Helene Rude is a CFP® with three years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. She has been associated with Stratos Private Wealth and LPL Financial LLC since 2018. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Neal Baumann is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2009. Baumann serves as a board member for Aging in America, Inc., a nonprofit providing services to the elderly. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary strategies and third-party models.