Melissa Ciotoli is a CFP® with 18 years of industry experience currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, GYL Financial Synergies, Resnick Investment Advisors, and Morgan Stanley among others. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Nicholas Jembelis is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 26 years at David Lerner Associates Inc. before joining Janney in 2025. Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Colin Kelly is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds a Series 66 designation and has been with Janney since 2006. Outside of his advisory role, he serves on the Board of Directors for Elder House and is a director of the Georgetown Gridiron Club, supporting football program fundraising and alumni involvement. Janney Montgomery Scott 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 through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Brandon Harvey is a financial advisor at Oppenheimer with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he owns a landscaping business and serves as an alternate member on the Conservation Commission/Inland Wetlands Agency and as an election day poll checker in Easton, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, including equity, balanced, and fixed-income portfolios, with services spanning strategic asset allocation, manager selection, and performance reporting.

Josh Becker is a financial advisor with Guardian Life, holding a Series 63 credential and over 40 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, Becker is involved in several business ventures, including a notable ownership stake in a Guardian General Agency through Brooklyn Financial Group Holdings, LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.

John Sargent is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC and Morgan Stanley in various capacities since 2009. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting, operating both as an advisory and a registered broker-dealer with a consolidated investment platform that offers a range of discretionary and non-discretionary investment solutions.

Steven Solonch is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role starting in 2017, he worked with New York Life Insurance Company and its related entities from 2008 to 2017. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Britina Clarke is a financial advisor with Bankers Life Advisory Services, Inc. in Norwalk, CT. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior work includes roles at Hightower Advisors, LLC, People's Securities, Inc., and JPMorgan Chase Bank, N.A. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Joshua Marriott is a CFP® with 13 years of experience in the financial services industry. He is currently with Hightower Advisors and previously spent 11 years at Lincoln Financial Advisors. Marriott is also licensed as an insurance agent, offering accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers, as well as access to mutual funds, ETFs, alternative investments, and customized portfolios.

Shaby Katz is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Jefferies LLC since 2018 and previously at Ipreo from 2016 to 2018. Katz is based in Purchase, NY, and is affiliated with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to support portfolio construction and ongoing management.

Kevin Furnaros is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Norwalk Community College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Anthony Trimboli is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and totaling 18 years of industry experience. He has worked extensively with both firms since 2007. Outside of his advisory role, he operates Trimboli Basketball LLC, which offers camps, clinics, and training for young basketball players. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and employs a mix of proprietary and third-party investment strategies.

Nadine Lee is a CFP® and PFS™ credentialed financial advisor with 12 years of industry experience. She has been with The Colony Group, LLC since 2013. Lee is based in Greenwich, CT, and also holds a Series 63 license. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Palumbo is a financial advisor at Farther with five years of industry experience. He has previously worked with Truvium Capital Partners, LLC and Truvium Financial. Palumbo is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs and mutual funds.

Jeffrey Mastrianna is a CFP® with 37 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, GYL Financial Synergies, Charles Schwab, Chase Investment Services, and Fidelity. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ashley Schexnaildre is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously at United Capital Financial Advisers, LLC from 2016 to 2019. She serves as a backup trustee of a family trust in Trumbull, CT. Goldman Sachs Wealth Services advises a broad range of clients including individual investors, executives, corporate participants, and institutional clients, providing financial planning and portfolio management alongside specialized wealth and executive programs. The firm uses strategic and tactical allocation models with discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem for expanded product access and research capabilities.

Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.

Joseph Long is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Primerica Advisors since 2013. Long also serves on the Board of Directors for the Union College NYC Alumni Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Michele Johnson is a Series 65-licensed advisor with Integrated Wealth Concepts LLC in Norwalk, CT, and has been with the firm since 2026. She also owns and operates Mercury Business Associates, an accounting services business she has managed since 2005. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm uses customized portfolios with mutual funds, ETFs, equities, and fixed income, employing both long-term and shorter-term strategies, and sponsors various wrap-fee programs including its internally managed and third-party recommended options.

Gary Blum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2022. Outside of his advisory role, he is involved in selling outside insurance products and serves as a contingent trustee for family trust services. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates a mix of proprietary and third-party investment models.