Scott Schneeberger is a CFA® charterholder with 25 years of industry experience. He has worked at Oppenheimer since 2008 and has been with CIBC since 2006. He holds a Series 63 license and is based in Darien, CT. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and a range of investment strategies.

Timothy Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and the Camuto Group. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by financial professional recommendations and ongoing oversight.

Sara Bassiouny is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo and J.P. Morgan. Outside of finance, she operates a handmade crafts business called The Fancy Side. 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 generally employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Corinne Menacho is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Eachwin Capital. 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 portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

David Jaeger Jr. is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at People's United Advisors, People's Securities, and Key Bank. He serves as a Commissioner for the Norwalk Transit District, a local nonprofit role involving oversight responsibilities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides due diligence and supervisory oversight, operating within the KeyCorp group with affiliated banking and capital markets entities.

Alexis Ablezer is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at New York Life since 2016, Eagle Strategies since 2020, and NYLIFE Securities LLC since 2022. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and non-discretionary asset management.

Michael Kinkel is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Janney in 2025, he worked at David Lerner Associates from 2011 to 2025. 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

David Greenberg is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Stamford Hospital Foundation Board and acts as trustee or co-trustee for several family trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

John Krebs is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Carnegie Investment Counsel. His background includes academic roles at Syracuse University and Gilmour Academy. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Timothy Flynn is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been affiliated with LPL Financial since 2008 and with Private Advisor Group since 2012. Outside of his advisory roles, Flynn serves as a sales and marketing consultant for a renewable energy startup focused on solar photovoltaic technology. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage capabilities.

Julie Permutt is a CFP® professional with 26 years of experience in the financial services industry. She has been with PlanMember Securities Corporation since 2010 and maintains ongoing roles with Calico Family Ventures, LLC and Scarborough Alliance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. 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 both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.

Brian Brennan is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following two years at National Securities Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Michael Herkert is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY. He has four years of industry experience, including prior roles at Kestra Investment Services and Westchester Financial Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Michael Randone is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, including roles at both Citibank and Citigroup Global Markets. Outside of his advisory role, he is a partner at Apollo Visionary Ventures LLC, an investment entity involved in real estate in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and combines large institutional scale with unique market roles and commercial arrangements.

Vito Petriello is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allstate Insurance Co and AXA Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party managers.

Dom Rodriguez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes ten years at Nexus Capital Markets and ongoing roles with NYLIFE Securities LLC and New York Life Insurance Co. Dom is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

Kirsten Helmers is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney since 2008. 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 a range of brokerage, planning, and advisory services.

John Lang is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes long-term roles at The Guardian Life Insurance Company and Primerica Advisors. Lang is involved in several business ventures related to insurance and corporate benefits, including ownership in Cambium Protection LLC and partnerships in insurance entities such as SOLANG LLC. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs as well as financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies including discretionary and non-discretionary account management.

Kevin Lacaj is a financial advisor with HSBC Securities (USA) Inc. holding Series 66 and Series 63 licenses and has two years of industry experience. He has worked previously at J.P. Morgan Securities LLC and Lacaj Holding Inc. In addition to his advisory role, he is also a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he sells bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and utilizes both affiliated and third-party providers for its advisory, fund selection, and administrative services.