Laura Medigovich is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Janney Montgomery Scott since 2019, following 11 years at M&T Bank and M&T Securities. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

David Danvers is a financial advisor with Schwab Wealth Advisory, Inc., holding CFP®, Series 63, and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Caroline Keenan is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Iridian Asset Management LLC, and Iam Capital Corporation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Walter Varian is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Engines Advisors, Charles Schwab, and Morgan Stanley. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers across multiple asset classes.

Colleen Langlais is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Citibank since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with specialized market roles and arrangements.

Corey Sneed is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and accumulating 25 years of industry experience. His prior roles include positions at Legend Advisory Corporation, Guardian Life, and Citigroup Global Markets. He serves as Executive Committee and Board Chairman of Catalyst CT, a nonprofit organization. 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 financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs.

Joel Talish is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of the Development Committee for the public charter middle school School in the Square in New York City. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles, with a focus on portfolio construction and risk management.

Gregory Galef is a CFP® with over 23 years of experience in the financial services industry, currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets.

Richard Flahive is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hightower Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-manager approach utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Kenneth Wapnitsky is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Janney Montgomery Scott since 2019. Prior to joining Janney, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also appointed as conservator/guardian for his son, an uncompensated role requiring significant time commitment. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a variety of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Kristin Fletcher is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Neuberger Berman, LLC from 1998 to 2022. 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 through a Private Advisor model and offers a range of investment solutions, including direct portfolio management, third-party managers, and personalized managed accounts.

Adam Rolewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2001. Outside of his advisory role, he is involved with The Opus Foundation, which raises funds for local charitable organizations through events like golf outings and wine tastings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party managed portfolios.

James Stevens is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2022. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Barclays Capital Inc. Stevens serves as a member of the Yale New Haven Cystic Fibrosis Clinic Family Advisory Board, contributing to efforts that improve clinic processes and education for patients and families. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

David Himmelreich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 37 years of industry experience. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he serves as Treasurer and board member of the Investment Advisory Council for Connecticut State pensions and is involved with Wealth Enhancement Tax and Consulting Services, which provides tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Dillon Frame is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Primerica Advisors. Outside of his financial advisory roles, he has been involved with the Village of Irvington for over a decade. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, utilizing model portfolios and customized strategies under a fiduciary standard.

Mindy Fisdel is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Ann Taylor and Wells Fargo Institutional Retirement & Trust. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a focus on non-discretionary assets and fiduciary responsibilities to retirement plan investors.

Ryan Tufts is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Credit Suisse Securities (USA) LLC since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Parry is a CFP® with 37 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Liberty Wealth Advisors LLC and CETERA Advisor Networks LLC. Parry is active in nonprofit and community organizations, serving as secretary of the Highland Green Foundation and as a committee member of both the Financial Planning Association of Connecticut and the First Presbyterian Church in Stamford. Prime Capital Financial is an enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and maintains affiliated accounting and family office practices.

Justine Fredericks is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously with The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit 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.

Todd Levy is a CFP® with 21 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance, Guardian Life, and Altium Wealth Management. Outside of his advisory role, he is chairman of the board for Hockey in Harlem, a nonprofit serving underserved children, and operates an organic farm as a sole proprietor. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to various investment vehicles, supported by proprietary research and operational resources.