John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Glenn Ratcliffe is a financial advisor with Janney Montgomery Scott, holding a CFP® designation and over 42 years of industry experience. He has worked at Janney Montgomery Scott since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the finance committee of Trinity Episcopal Church in Southport, CT, and is a board member and finance committee participant at the Limestone Trout Club in Canaan, CT. 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, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Christopher Benton is a financial advisor with Rockefeller Financial LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Rockefeller Capital Management, he worked at Morgan Stanley and Harley Capital. Benton’s background also includes community involvement through roles at the Wakeman Boys and Girls Club and local schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer platform and provides a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Sean Wallace is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. He has worked at several firms including Gold Family Wealth and Infinex Financial Group. Outside of his advisory role, he serves as an assistant boys lacrosse coach at Newtown High School and head coach for a youth team at Cavalry Lacrosse Club. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing tailored solutions such as custom indexing and alternative investments.

Michael Lynfield is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 42 years of industry experience. He has been with Janney since 2014. Outside of his advisory role, he serves as secretary of the Dulwich College USA Alumni Association and organizes an annual dinner for alumni in New York City. 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Steven Randby is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and also works with Penn Mutual Life Insurance Company. Outside of advisory roles, he is the proprietor of a retail business, Table 104, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering clients a range of discretionary and non-discretionary investment options supported by third-party asset managers.

Andrew Hite is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He also serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. 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 maintains notable institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2012. He serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. 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 with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios using strategic asset allocation, manager selection, and periodic portfolio reviews.

Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes positions at Northwestern Mutual Wealth Management Company, National Financial Network, and Prudential. Outside of his advisory role, he holds a minority ownership interest in Lord Hobo Brewery. Park Avenue Securities, 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments.

Cody Sikorski is a financial advisor at Principal Financial Services with CFA® and Series 66 credentials and two years of industry experience. He previously worked at Interactive Brokers Group from 2015 to 2023. Sikorski also serves as a consultant for FINPPASS Financial Stewardship, assisting in the creation and implementation of investment portfolios. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Patrick O Gara is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience, working at both Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned 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 alongside model-based strategies, supported by proprietary programs and third-party platforms, delivering tailored client solutions including financial planning and ongoing consulting.

John Horton Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc and JPMorgan Chase Bank from 2009 to 2019, as well as previous stints at Rockefeller Financial and Rock & Co 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Christian Vargas is a CFP® and Series 66-registered advisor with Mercer Global Advisors Inc. in Westport, CT, bringing three years of industry experience. His prior roles include time at Morgan Stanley Private Bank and Morgan Stanley. He serves as a Company Commander in the United States Army Reserve and is a board member of the finance committee for HfH Supportive Housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm emphasizes globally diversified portfolios using low-cost ETFs, index funds, and separate account managers, and provides specialized services including retirement plan consulting and charitable advisory.

Nicholas Liapunov is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and over 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1999. Outside of his advisory role, he is involved with Entourage Sports Management, supporting PGA and LPGA players with endorsement opportunities. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, advisory, and consulting solutions supported by proprietary and third-party platforms.

James Bakal Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves on the board of the Exchange Club of New Canaan, a charitable organization focused on child abuse prevention and community service, and was elected President Elect for the 2021-2022 term. 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, including high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Richard Sherwin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2019 and previously held roles at Pruco Securities LLC and Bloomberg Tradebook LLC. Outside of his advisory work, Sherwin serves as a Youth Lacrosse Commissioner and board member for Eastchester Blue Devils of NY, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and a range of integrated lending and business consulting tools.

Raphael Feigenbaum is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, Sovereign Partners, Bungalow, and KPMG. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Anthony Destefano is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Advisors since 2023, following roles at Hightower Altium Holding LLC and Altium Wealth Management LLC. He is also the managing member of Altium Planning, LLC, which provides insurance services. Hightower Advisors offers 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. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Lynne Miller is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she is a signatory manager for Oakford Media LLC, a family-owned business. Janney Montgomery Scott is a large, dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporations, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Christina Liu is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Her background includes roles at Hightower Securities and Hightower Advisors, as well as diverse experience in food service and retail businesses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and use of both affiliated and third-party managers, offering services such as portfolio management, financial planning, and retirement consulting.