Lawrence Cohen is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2006. Cohen also serves as a successor trustee on the Cohen/Stessman Trust, a role he performs without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to develop client solutions, while also acting as a qualified custodian and providing commission-based advisory programs.

Michael Pfeffer is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

George Molloy is a financial advisor at Independent Financial Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Private Wealth Systems. Prior to his advisory career, he was involved with the Ojai General Store for four years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Bruno Palmieri is a financial advisor with Hightower Advisors, holding a Series 65 credential and seven years of industry experience. He has worked at Caputo & Associates since 2018 and has provided tax and accounting services as a sole proprietor since 1992. His background also includes 25 years at Astenbeck Capital. Hightower Advisors serves a broad range of individual and institutional clients with investment advisory and planning services, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled vehicles and private funds.

Amber Camargo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2015. Based in Westport, CT, her career has been focused at the firm during this period. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and financial institutions. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering discretionary and non-discretionary management alongside access to alternative investments and private funds.

Angel Quito is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Mirador and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and various investment strategies.

Joshua Scherer is a financial advisor at Oppenheimer & Co., Inc. with 29 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is president and owner of a retail store and is involved in business investments and venture capital through partnerships and a venture capital fund. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation and a variety of investment vehicles to construct client solutions.

Anthony Croce is a CFP®-certified financial advisor at Hightower Advisors with 11 years of industry experience. His prior roles include positions at Altium Wealth Management, Investmark Advisory Group, and he serves as an infantry officer and platoon leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to pooled vehicles and private funds.

Stephen Dennis is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Peter Trulli is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he operates a separate business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through both proprietary and third-party platforms.

Matthew Wade is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following a three-year tenure at UBS Financial Services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and a range of investment strategies tailored to client objectives.

Stephanie Fernandes is a CFP® with seven years of industry experience. She currently works at Mercer Global Advisors Inc. and has previously been employed at Sanford C. Bernstein & Co., LLC, ValMark Securities, Inc., and Verde Wealth Group, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Ross Beck is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and concurrent roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Beck has been involved in various sports organizations, including USA Hockey and the United States Hockey League. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Otto Tannure is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Transamerica Financial Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through various advice programs, focusing on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.

Matthew Brady is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, possessing 13 years of industry experience. He has been with Guardian Life since 2012 and joined Park Avenue Securities in 2022. Outside of his advisory role, Brady serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC operates as a broker-dealer and SEC-registered investment adviser under Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of brokerage, financial planning, retirement consulting, and advisory services through proprietary and third-party platforms.

Kevin Bajana is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions, including Citibank N.A., Bank of America, Merrill, and HSBC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Bury Barbier is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and is also a part owner of Printer Support Group, a printer repair business. Additionally, Barbier owns Integral Capital, a firm involved in group insurance sales and commercial loan brokerage. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, access to alternative investments, and a notable focus on non-discretionary assets.

Domenick Pugliese is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2018, following two years at Markets Group and six years at Mega Burgers. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives.

Samuel Epstein is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital for three years and was self-employed for seven years before joining IEQ Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, employing a centralized investment process that includes liquid and private alternative investments, with approximately $35.4 billion under management.