Michael Oakley is a CFP® with 36 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held positions at Apple Bank and Infinex Investments since 2022, and previously worked at Citigroup Global Markets and Citicorp Investment Services. 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 services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model.

Dillon Frame is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Primerica Advisors. Outside of his financial advisory roles, he has been involved with the Village of Irvington for over a decade. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, utilizing model portfolios and customized strategies under a fiduciary standard.

Mindy Fisdel is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Ann Taylor and Wells Fargo Institutional Retirement & Trust. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a focus on non-discretionary assets and fiduciary responsibilities to retirement plan investors.

Ryan Tufts is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Credit Suisse Securities (USA) LLC since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Richard Parry is a CFP® with 37 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Liberty Wealth Advisors LLC and CETERA Advisor Networks LLC. Parry is active in nonprofit and community organizations, serving as secretary of the Highland Green Foundation and as a committee member of both the Financial Planning Association of Connecticut and the First Presbyterian Church in Stamford. Prime Capital Financial is an enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and maintains affiliated accounting and family office practices.

Anu Sharma is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Sharma is also the principal and founder of Rivertown Investment Advisor, a sole proprietorship focused on financial planning and portfolio management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Justine Fredericks is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Todd Levy is a CFP® with 21 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance, Guardian Life, and Altium Wealth Management. Outside of his advisory role, he is chairman of the board for Hockey in Harlem, a nonprofit serving underserved children, and operates an organic farm as a sole proprietor. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to various investment vehicles, supported by proprietary research and operational resources.

Donald Keegan is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 licenses and 29 years of industry experience. Prior to joining Centaurus Financial in 2025, he worked at The Investment Center Inc for nine years and Ic Advisory Services Inc for seven years. Outside of his advisory role, he is a partial owner of Yellow Pages Directory Inc., which provides U.S. company information to the public. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm delivers financial planning and portfolio management through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

James Pigot is a Series 66-licensed financial advisor at Private Advisor Group, LLC with six years of industry experience. His prior work includes roles at LPL Financial, KPMG, and the SUNY Binghamton School of Management. He also provides administrative support to independent investment advisor firms affiliated with his current employer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies across multiple asset classes and platforms.

Magdalena Gala Hunter is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at TD Bank and its affiliates since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a range of managed portfolios with both affiliated and third-party sub-managers.

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 with Hightower Advisors in Purchase, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Hightower Altium Holding LLC, Altium Wealth Management LLC, Sumridge Partners LLC, and SEI Investments Management Corp. Outside of his advisory work, he serves as an Infantry Officer and Battalion Executive Officer in the U.S. Army Reserve. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternatives.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jennifer Huisking is a financial advisor with Goldman Sachs Wealth Services in Norwalk, CT. She holds the CFP® and ChFC® designations and has 15 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, Catamount Wealth Management, and Westport Resources Management. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides customized financial planning and portfolio management, leveraging a range of strategic and tactical allocation models and offering access to alternative investments and specialized executive wealth programs.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving at HSBC Securities (USA) Inc. in New Canaan, CT. Zhu has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A., and HSBC Securities, accumulating nine years at the latter. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program options, including client-directed and fully discretionary portfolios. The firm employs a multi-profile investment process combining strategic and tactical asset allocation supported by global asset management and fund due diligence partners.

Donna Goldman is a CFP® professional with 42 years of industry experience. She has been with Oppenheimer since 2009 and holds a Series 63 license. 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 range of programs with advisory services that cover equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection, delivering both discretionary and non-discretionary management.

Scott Larson is a financial advisor at &Partners with one year of industry experience. He holds a Series 66 designation and has previously worked at Outfin Group, Permian Investment Partners, First Manhattan Co., and Highline Capital Management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed either directly by advisors or through third-party managers.

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.