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. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 17 years with his current firm. Outside of his advisory role, he serves as a trustee and co-treasurer of the North Castle Historical Society. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies overseen by an Investment Strategy Committee.

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 37 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has worked at Janney Montgomery Scott since 2012. Outside of his advisory role, he serves as a board member for a homeowners association in New Fairfield, Connecticut. 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 clientele including individuals, families, trusts, corporate sponsors, and municipal clients, and offers brokerage services, financial planning, and multiple advisory programs.

Barrett Butlien is a CFP® professional with 31 years of industry experience, currently practicing at Commonwealth Financial Network and Westchester Financial Advisors since 2022. He previously spent 19 years at Marathon Financial Group, Kestra Advisory Services, and Kestra Investment Services. He is the owner of Marathon Advisory Group Inc. and co-owner of BHB Advisors, LLC, entities established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Lawrence Cohen is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Oppenheimer for 20 years and previously worked at Wells Fargo Clearing for two years. Outside of his advisory work, he serves as a successor trustee on the Cohen/Stessman Trust, a role involving biannual management without compensation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, maintaining custody of client assets and managing significant non-discretionary advisory assets.

Michael Pfeffer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

George Molloy is a financial advisor at Independent Financial Partners with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Private Wealth Systems. Outside of his advisory work, 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 representatives. The firm supports a decentralized advisory model and offers specialized retirement-plan advisory and pension consulting services.

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.

Anthony Croce is a CFP® professional at Hightower Advisors with 12 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Altium Wealth Management and Investmark Advisory Group. Croce also serves as an Infantry Officer and Platoon Leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions with access to both affiliated and third-party managers.

Peter Trulli is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 17 years of industry experience. His background includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Private Advisor Group and LPL Financial in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.

Matthew Wade is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

Robert Guldner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he is co-owner of Pepper Co, LLC, a consulting and online sales business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services delivered through both proprietary Steward Partners solutions and third-party managers.

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.