Howard Hirsch is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Michael Alexander is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds the PFS™ designation, as well as Series 63 and Series 65 licenses. His work history includes positions at Holbrook Wealth Advisors, LPL Financial, US Financial Advisors, and Kolbrenner & Alexander, LLC. Outside of advising, he is involved in tax preparation and general accounting through Kolbrenner & Alexander, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who typically provide advice under Commonwealth’s supervision.

Harrison Wall is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Advisors, Columbia Threadneedle Investments, Fidelity Investments, and ParsonsKellogg. 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 maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

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 designations. Her prior roles include positions at Napatree Capital LLC, People's United Advisors, and Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and separate account managers, and provides additional services including retirement plan consulting and charitable advisory.

Ivan Watanabe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Guardian Life in various capacities since 2013 and with Park Avenue Securities since 2019. Outside of his advisory role, he serves as a board member of the Holy Cross Alumni Association, where he helps organize alumni events. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party investment programs and features both discretionary and non-discretionary advisory relationships.

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.

Burke Anderson is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2017, following a four-year tenure at Goldman Sachs & Co. 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 and maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Ronit Shah is a Series 65 licensed advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower Advisors in 2025, Shah held roles at Drexel University, Alkali Partners, Glenmede, and Vette.io. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Stephen Johnson is a financial advisor at CWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including People's Securities, Inc., M&T Bank/Wilmington Trust, and Gerstein Fisher. He is based in Westport, CT. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors and customization tools.

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.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Mark Jackson is a Series 65–registered financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Gold Family Wealth and Excel Partners. Outside of his advisory work, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Christopher Sosa is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with Mariner Wealth Advisors, where he has worked since 2021. His prior experience includes roles at Financial Engines Advisors L.L.C, Edelman Financial Services, EF Legacy Securities, and Valic Financial Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

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 CFP® professional affiliated with Benjamin F. Edwards & Company, Inc. She has 27 years of industry experience and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of her advisory role, she holds a partial ownership stake in a real estate investment entity. 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 a network of more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage services, and pension consulting, utilizing both proprietary strategies and third-party model portfolios.