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 CFP® professional with over 40 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. His career includes long-term roles at both firms, dating back to 2007. Outside of his advisory work, he serves on the board of the Whippoorwill Ridge Homeowners Association. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, 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 proprietary and third-party advisory solutions.

Scott Kaplan is a financial advisor with Guardian Life in Rye Brook, NY, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2010 and has been affiliated with Westchester Advisory Group since 2001. Kaplan serves on the BlackRock Models Advisory Council and advises Lancaster Systematic Inc. and the Tristate Capital Private Bank Client Advisory Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 tailored client relationships that include financial planning, consulting, and access to proprietary and third-party investment solutions.

Stephen Condon is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and 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 of the North Castle Historical Society. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, and investment management with both proprietary and third-party strategies.

Kevin Manning is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked in various capacities since 2005. Outside of his advisory roles, he serves as a trustee for multiple family trusts and acts as an executor for an estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of financial planning and consulting services.

George Keith is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and with 37 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he serves as a board member of a homeowners association in New Fairfield, CT. 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, and institutional clients—offering brokerage, financial planning, consulting, and wrap/advisory programs with both in-house and third-party portfolio management.

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 in Stamford, CT, holding a Series 66 designation with two years of industry experience. His work history includes roles at Equitable Advisors and Private Wealth Systems. Outside of advising, he was involved with 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, offering both advisor-directed and centralized investment strategies with a formal retirement-plan advisory and pension consulting capability.

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.

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds Series 65, Series 63, and Series 66 credentials. Prior to joining &Partners in 2025, he worked for Wells Fargo Clearing for nine years. Outside of his advisory role, he serves as a trustee for a family-related trust. &Partners serves a diverse client base including high-net-worth individuals, institutional investors, and charitable organizations. The firm offers investment management and advisory services using a mix of fundamental, technical, and quantitative strategies, and operates as both a registered investment adviser and broker-dealer.

Peter Trulli is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He maintains involvement with his own business entity, Trulli Wealth Advisor, established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with access to proprietary and third-party managed account solutions and employs various investment strategies often implemented through external managers and technology platforms.

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 at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of finance, Beck has been involved in youth and amateur hockey organizations, including USA Hockey and the North American Hockey League. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Otto Tannure is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and third-party model portfolios to provide asset allocation and retirement guidance.

Matthew Brady is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, where he has worked since 2012. He has 13 years of experience in the financial industry. Outside of his advisory work, he serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

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.