Joshua Scherer is a financial advisor with Oppenheimer & Co., Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is president and owner of a retail store and is involved in business investments and venture capital funds. 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 programs and advisory services, including equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Anthony Croce is a CFP® professional at Hightower Advisors with 12 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Altium Wealth Management and Investmark Advisory Group. Croce also serves as an Infantry Officer and Platoon Leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions with access to both affiliated and third-party managers.

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.

Matthew Wade is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

Ross Beck is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of finance, Beck has been involved in youth and amateur hockey organizations, including USA Hockey and the North American Hockey League. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Matthew Brady is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, where he has worked since 2012. He has 13 years of experience in the financial industry. Outside of his advisory work, he serves as a freshmen basketball coach at Ridgefield High School. 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, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. 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, including in-house research and derivatives services.

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.

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.

Lyle Domenitz is a financial advisor with Guardian Life, holding a Series 63 designation and over 33 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company for the past decade. Domenitz is involved in outside insurance sales and holds ownership interests in several business entities related to insurance and benefits. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions through advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

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.

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.

Jeffrey Wertheim is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Guardian Life. He has been associated with Park Avenue Securities and Guardian Life since 2015. In addition to his advisory role, he is an independent agent selling insurance-based products not offered through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

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.