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.

John Traut is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Oppenheimer & Co., Merrill, and Bank of America. Outside of his advisory role, he serves as a firefighter with the New York Fire Department. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and features specialized planning services.

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.

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.

Steven Solonch is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role starting in 2017, he worked with New York Life Insurance Company and its related entities from 2008 to 2017. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

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.

Christopher Judge is a financial advisor at SPC with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining SPC and Sigma Financial Corp in 2025, he spent 27 years with Commonwealth Financial Network and Commonwealth Equity Services, Inc. He also conducts limited fixed insurance sales at a branch location. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and provides tailored, discretionary investment advice through various account programs and strategic partnerships.

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.

Oliver Davis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent time at the University of Rhode Island. He is also an independent insurance agent and a partner in a small business handling technology issues. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by offering financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to manage client assets, primarily through non-discretionary relationships.

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.

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.

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.

Judith Havard is a CFA® charterholder with 17 years of industry experience. She is currently with Stratos Wealth Partners, Ltd., where she has worked since 2026. Prior to joining Stratos, she spent 17 years at Yhb Investment Advisors Inc. and one year at Johansen Group, Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that supports independent adviser representatives and offers customized portfolio management with an open-architecture investment approach.

Scott Tasch is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Mass Mutual Insurance Company and Altium Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.