Scott Schneeberger is a CFA® charterholder with 25 years of industry experience. He has worked at Oppenheimer since 2008 and at CIBC since 2006. Schneeberger is based in Darien, CT, and holds a Series 63 license. 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 wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Timothy Smith is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds a Series 66 designation and has prior experience at First Command Insurance Services and the Camuto Group. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and third-party due diligence while operating within the KeyCorp group and collaborating closely with affiliated financial entities.

Jeffrey Darien is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked previously at firms including Churchill Management Group, Oppenheimer, Bank of America, Merrill, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services that include investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

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 based in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years and Eachwin Capital for two years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment adviser and registered broker-dealer, providing access to a broad range of investment solutions including alternative investment placement and integrated trust and insurance services.

Steven Ulbrich is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, Vision Financial Markets, and Tarpon Trading. Outside of advisory work, he is a general partner in a family business, E & S U Global LLC, which provides access to commercial lending and credit card processing services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and business management. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Caroline Aitoro is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and GYL Financial Synergies, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

David Jaeger Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Key Bank, People's United Advisors, and Peoples United Bank. He serves as a non-paid appointed Commissioner for the Norwalk Transit District. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Kevin Smith is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at firms including Infinex Investments, Savings Bank of Danbury, Key Investment Services LLC, KeyBank, and JPMorgan Chase. Outside of his advisory work, Smith serves as a referee for youth soccer matches with the Connecticut State Referee Program. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that delegates investment management to its representatives while providing firm supervision.

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 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at David Lerner Associates for a total of 14 years. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

David Greenberg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at J.P. Morgan Securities for six years. Greenberg serves on the Stamford Hospital Foundation board, acting as a liaison between the hospital and the local community. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

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. Krebs’s background includes time spent at Syracuse University and Gilmour Academy. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Timothy Flynn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes notable tenures at LPL Financial and Equitable Advisors. Outside of financial advising, he has consulted in sales and marketing for a renewable energy startup owned by his wife. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, and access to proprietary and third-party managed account solutions. The firm employs various investment strategies and utilizes technology platforms to assist clients in portfolio management and selection.

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.

Oliver Pursche is a financial advisor at Wealthspire Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Advisors since 2020. His prior experience includes roles at Bronson Meadows Capital Management LLC and Bruderman Brothers LLC. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees. The firm offers wealth management, investment advisory, financial planning, and family office support through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

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.