Jessica Kwon Kapadia is a financial advisor at Eagle Strategies (NY Life) with Series 66 and Series 63 licenses and four years of industry experience. She has been with Eagle Strategies since 2024 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co, where she has been affiliated since 2012. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages a majority of its assets on a non-discretionary basis.

Sarah Beyrich is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025 and previously spent eight years at Jackson, Grant Investment Advisers. Beyrich serves as a paid trustee on three related trusts for family friends, overseeing portfolio managers without initiating investment decisions. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of specialized investment products and legacy programs.

Robert Kinnie is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Napatree Capital LLC, Willmington Trust, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of investment vehicles such as low-cost ETFs, index funds, separate account managers, and private funds.

George Papanicolaou is a financial advisor with Primerica Advisors holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods. Outside of his advisory role, he is involved in managing a family LLC focused on commercial real estate ownership. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Michael Buonassisi is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has 12 years of industry experience, including roles at Altium Wealth Management LLC and 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 various types of entities. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Jason Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Wein serves as treasurer for the Bethel Bombers, a nonprofit youth baseball organization, where he is involved in scheduling, coaching, and fundraising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a majority of its client assets on a non-discretionary basis and offers a range of financial planning and retirement plan consulting services.

Robert Gibson is a CFA® charterholder with 15 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual and various advisory firms. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party models and features a hybrid digital advisory solution called VestWise™.

Lewis Cabrera is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase bank. Cabrera is also a partial owner and silent investor in Lendi, LLC, a mobile software application platform for peer-to-peer rental services. 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 significant in-house research and market roles that distinguish it from typical advisory firms.

Michael Ryan is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 20 years of industry experience. Prior to joining Voya in 2026, he worked for MBSC Securities Corporation for 14 years and briefly for Ameriprise. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage services, utilizing a mix of affiliated and third-party strategies, with a significant portion of assets managed on a non-discretionary basis.

Kevin Coscarelli is a financial advisor with Lincoln Investment in Tarrytown, NY, holding Series 63 and Series 66 credentials and having four years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Pruco Securities, LLC, and SS&C Technologies. Outside of advisory work, he is involved in insurance brokerage and sales through ownership and partnership roles in firms such as KCMCSC LLC and Total Koverage LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement services, combining in-house and third-party investment strategies overseen by an Investment Management & Research team.

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.

Jeffrey Darien is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Churchill Management Group, Oppenheimer, Bank of America, Merrill, Mach Five, and Charles Schwab. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

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.

Steven Ulbrich is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, Vision Financial Markets, and Tarpon Trading. Outside of his advisory role, he is a general partner in a family business, E & S U Global LLC, which provides access to commercial lending and credit card processing. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and ETFs.

Caroline Aitoro is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at GYL Financial Synergies, LLC and Morgan Stanley. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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.

Kevin Smith is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Infinex Investments, Savings Bank of Danbury, Key Investment Services LLC, KeyBank, and JPMorgan Chase. Outside of his financial career, he serves as a referee for youth soccer matches through the Connecticut State Referee Program. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions with a notable emphasis on non-discretionary assets and a network of investment adviser representatives.

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.