Nicholas Babson is a financial advisor at Hightower Advisors in Rye Brook, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Hightower, he worked at Pontera Solutions Inc and held several roles at Kenyon College. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Melissa Ciotoli is a CFP® with 18 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, GYL Financial Synergies, and Resnick Investment Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Nicholas Jembelis is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 66 and Series 63 licenses and previously spent 26 years at David Lerner Associates Inc before joining Janney Montgomery Scott in 2025. 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 broad range of clients including individuals, families, trusts, corporate sponsors, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Colin Kelly is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds a Series 66 designation and has been with Janney since 2006. Outside of his advisory role, he serves on the Board of Directors for Elder House and is a director of the Georgetown Gridiron Club, supporting football program fundraising and alumni involvement. 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 through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Brandon Harvey is a financial advisor at Oppenheimer with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he owns a landscaping business and serves as an alternate member on the Conservation Commission/Inland Wetlands Agency and as an election day poll checker in Easton, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including equity, balanced, and fixed-income portfolios, with services spanning strategic asset allocation, manager selection, and performance reporting.

Josh Becker is a Series 63-licensed financial advisor with Guardian Life, where he has worked since 1997, totaling 27 years at the firm and 29 years in the industry. He has 40 years of overall experience and maintains ownership in a Guardian General Agency through Brooklyn Financial Group Holdings, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that may include discretionary or non-discretionary mandates, retirement plan services, and financial education.

John Sargent is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, broker-dealer services, and investment banking. The firm uses a Private Advisor model and the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary investment solutions across asset classes.

Britina Clarke is a financial advisor with Bankers Life Advisory Services, Inc. in Norwalk, CT. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior work includes roles at Hightower Advisors, LLC, People's Securities, Inc., and JPMorgan Chase Bank, N.A. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Joshua Marriott is a CFP® with 13 years of experience in the financial services industry. He is currently with Hightower Advisors and previously spent 11 years at Lincoln Financial Advisors. Marriott is also licensed as an insurance agent, offering accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers, as well as access to mutual funds, ETFs, alternative investments, and customized portfolios.

Shaby Katz is a CFA® credentialed financial advisor with seven years of industry experience. He currently works at Hightower Advisors and has previously held roles at Jefferies LLC and Ipreo. Katz holds a Series 63 license and is based in Purchase, NY. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Kevin Furnaros is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Norwalk Community College. 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 broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Anthony Trimboli is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life for the majority of his career. Outside of his advisory work, he operates Trimboli Basketball LLC, which offers camps, clinics, and training for young basketball players. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and 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 tailored client solutions combining advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment platforms.

Nadine Lee is a CFP® and PFS™ with 13 years of industry experience. She has worked at The Colony Group, LLC since 2013. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Joseph Palumbo is a financial advisor at Farther with five years of industry experience. He has previously worked with Truvium Capital Partners, LLC and Truvium Financial. Palumbo is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs and mutual funds.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Jeffrey Mastrianna is a CFP® professional with 37 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, GYL Financial Synergies, Charles Schwab, Chase Investment Services, and Fidelity. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Ashley Schexnaildre is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs since 2019, following roles at United Capital Financial Advisers. Additionally, she serves as a trustee of a family trust, a role involving limited duties outside of investment activities. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, leveraging integrated expertise across the broader Goldman Sachs organization.

Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.

Joseph Long is a financial advisor with Guardian Life in Rye Brook, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he serves as a board member for the Union College NYC Alumni Club. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes advisor-led discretionary management combined with model-based strategies and provides access to proprietary and third-party advisory solutions.

Michele Johnson is a Series 65-licensed advisor with Integrated Wealth Concepts LLC in Norwalk, CT, and has been with the firm since 2026. She also owns and operates Mercury Business Associates, an accounting services business she has managed since 2005. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm uses customized portfolios with mutual funds, ETFs, equities, and fixed income, employing both long-term and shorter-term strategies, and sponsors various wrap-fee programs including its internally managed and third-party recommended options.