Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.

Charles Paksi is a financial advisor at Hightower Advisors with 18 years of industry experience. He previously worked at Altium Wealth Management LLC and Sumridge Partners, LLC. In addition to his advisory career, he serves as a Battalion Executive Officer in the US Army Reserve, coordinating operations and commanding in the absence of the Battalion Commander. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services supported by proprietary research and sophisticated operational features.

Jennifer Huisking is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at United Capital Financial Advisers, LLC and Westport Resources Management. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm uses a combination of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, integrating resources across the broader Goldman Sachs network.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. Zhu has been with HSBC Securities since 2017 and has worked at HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple risk profiles, providing both client-directed and fully discretionary investment options.

Donna Goldman is a CFP® with 42 years of industry experience and has been with Oppenheimer since 2009. She holds a Series 63 license and is based in Somers, NY. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, managing assets through both discretionary and non-discretionary programs.

Craig Slaughter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. In addition to his advisory role, he sells insurance products from carriers other than Guardian. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

Matthew Laurence is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over thirty-two years of industry experience. Prior to joining Kestra Advisory Services and Kestra Investment Services in 2024, he spent 23 years at Cadaret, Grant & Co., Inc. He is also a partner in several insurance-related businesses, including Madison Consulting Group, LLC and Quantum Financial Strategies, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and investment advice. The firm serves large institutional investors as well as plan sponsors, with assets under management nearing $79.8 billion and a range of third-party managed solutions.

Mark Vida is a financial advisor with OSAIC Institutions, INC. based in Fairfield, CT. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at United Bank, Infinex Investments, Inc., Investmark Advisory Group, Commonwealth Financial Network, and Fairfield County Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its integrated approach combining advisory and brokerage solutions with access to alternative investments and lending platforms.

Kathleen Riocci is a financial advisor with Principal Financial Services in Stamford, CT, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eric Young is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Emissary Wealth and RPM Capital Management LLC. He is based in Westport, CT. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

William Zand is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Citigroup Global Markets since 2014 and has worked there continuously since. Outside of his advisory role, he works as a bartender at the Knights of Columbus in Greenwich, Connecticut. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and execution services that include multi-asset, multi-manager strategies with both discretionary and non-discretionary options. The firm distinguishes itself through its large institutional scale, in-house research capabilities, and specialized market roles such as swap dealing and futures commission merchant services.

Peter Karadimas is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Outside of his advisory role, he serves as a trustee for an estate planning trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines various active and passive strategies.

James Wallace is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Steward Partners, he worked at Newtown Savings Bank and infinex Investments, Inc. He serves on the boards of two nonprofit organizations focused on youth services and community support in Connecticut. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

Alana Mcmillan is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees for manager selection and monitoring, and it combines large institutional scale with specialized market roles and arrangements.

Scot Karr is a financial advisor with Primerica Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on the board of the Whippoorwill Ridge Homeowners Association and is involved in managing family investment ventures. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management through a mix of model portfolios, third-party managers, and digital advice solutions.

Christopher Tumio is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior work includes roles at Webster Financial Corporation, People's United Bank, and PricewaterhouseCoopers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized portfolios overseen by an Investment Committee and combines in-house research with third-party managers, providing a range of strategies and integrated tax and accounting services.

Scott Kaplan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Westchester Advisory Group. Kaplan serves on advisory councils such as the BlackRock Models Advisory Council and provides consulting for Tristate Capital Private Bank’s client advisory board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Stephen Condon is a financial advisor with Benjamin F. Edwards & Company, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he serves as a trustee and co-treasurer for the North Castle Historical Society. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a broad client base including individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client customization.

Kevin Manning is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFA® designation and Series 63 license. He has 18 years of industry experience, including prior roles at Entrust Securities LLC and extended tenure at Guardian Life. Manning serves as a trustee on several family trusts. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

George Keith is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Janney in various capacities since 2012. He serves as a board member of a homeowners association in New Fairfield, CT. 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 a combination of in-house and third-party portfolio management, offering brokerage, financial planning, and advisory services across multiple wrap programs and model portfolios.