Garrett Leahy is a Series 66-licensed financial advisor at Citigroup Global Markets with four years of industry experience. He has been with Citigroup since 2020 and previously worked in energy services and the food industry. 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 execution services, supporting complex advisory relationships.

Thomas Stritt is a financial advisor with Key Investment Services LLC who holds the Series 66 designation and has four years of industry experience. Prior to joining Key Investment Services and KeyBank in 2026, he worked at Morgan Stanley Smith Barney LLC for four years and Hudson Valley Credit Union for three years. Outside of finance, he remains listed as a part-time math tutor at The Learning Center at Regina Coeli, providing occasional support in subjects ranging from middle school math to calculus. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, utilizing a multi-provider model to deliver both discretionary and non-discretionary investment options.

Jessica Koch Chavez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Bailey & Beatty Financial Services, Mill Road Capital, Raymond James Financial Services Advisors, and Union Savings Bank. Outside of her advisory work, she provides support and hospitality for a racing team through Speed Sport Tuning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custody services, supporting both discretionary and nondiscretionary investment approaches.

Todd Gianguzzi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. since 2006. Outside of his advisory role, he has established a photography website focused on weekend assignments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

Daniel Scalzi is a financial advisor at Brookstone Capital Management LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel from 2015 to 2021. In addition to his role at Brookstone, Scalzi is involved in retirement income planning through his own business, JD Mellberg Financial, based in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm offers investment management primarily on a discretionary basis through model portfolios and managed accounts, supported by a platform-oriented approach serving a large advisor network.

Anthony Falcone is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Benjamin F. Edwards since 2010, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Celia Valez is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at JPMorgan Securities LLC and StateFarm. Valez is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Calvin Lem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including CitiGroup since 2015 and Essex National Securities since 1999. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and integrates institutional-scale research and market roles uncommon among peers.

Maureen Weir is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Voya since 2015. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management through a combination of in-house and external resources, utilizing technology-enabled tools to implement investment strategies that often involve client-approved non-discretionary arrangements.

Marc Smith is a financial advisor with Guardian Life in Ridgefield, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has spent his career primarily at Guardian Life and its affiliated entities, including Park Avenue Securities. Outside of his advisory role, he is involved in a separate insurance business offering non-Guardian insurance products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through Guardian Life.

John Harrington is a CFP®-designated financial advisor with 32 years of industry experience. He has worked with Integrated Wealth Concepts LLC since 2016 and previously spent a decade with Osaic FA, Inc. He also engages in the sale of fixed life, health, disability, accident, and long-term care insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with strategies managed internally or through third-party sub-advisers.

Robert Frost is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at Merrill and extensive tenure at Park Avenue Securities and Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plans, and nonprofits. The firm offers financial planning and investment management through advisor-led discretionary and model-based strategies, with access to proprietary wrap programs, third-party solutions, and integrated lending options.

Elyssia Poland is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has worked at Fairfield County Bancorp since 2004 and Infinex Investments, Inc. since 1999. Outside of her advisory role, she operates a side photography business selling her photographs. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and planning services, ERISA plan support, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Nelson Ehinger Jr. is a CFP®-designated financial advisor with 39 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and has worked at Fairfield County Bancorp since 2004 and infinex Investments, Inc. since 1999. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker-dealer functions, offering customized advisory services, access to alternative investments, and a lending marketplace.

Patrick Eaker is a financial advisor with Integrated Wealth Concepts LLC in Danbury, CT. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to his current role, he worked in the environmental and construction sectors, including positions at Miller Environmental Group and New England Skyline Builders. Outside of his advisory work, he is involved with Beyond The Bag Podcast LLC, a podcast venture. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios with a primarily long-term investment approach.

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.

Daniel Kim is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Citigroup since 2017 and previously at J.P. Morgan Securities from 2012 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight processes, combining large institutional scale with specialized market roles.

Krishnan Harihara is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 designations and having one year of industry experience. Prior to joining Key Investment Services in 2025, he worked at Global Atlantic Financial Group from 2020 to 2023 and Global Bankers Capital from 2017 to 2019. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model and integrating with KeyCorp affiliates for due diligence, advisory, and risk management capabilities.

William Dwyer III is a financial advisor with Commonwealth Financial Network based in Hopewell Junction, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He is a managing partner and 50% owner of Flourish Wealth Advisors, where he has worked since 2018. Prior to that, he was with Wells Fargo Clearing from 2016 to 2018. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.

Amy Crookshank is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Horner Townsend And Kent and Penn Mutual Life Insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.