Vivian Cohn is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2003. Prior to that, she worked at Henes Floretti Associates starting in 1997. She is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, offering operational and investment platform support while allowing advisors discretion in portfolio construction.

Nancy Kingsberg is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. She holds the Series 66 designation and has 17 years of industry experience. Kingsberg has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Lawrence Bernstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Hornor, Townsend & Kent since 2010 and concurrently with Penn Mutual Life Insurance Company. Outside of his advisory role, Bernstein is involved in life insurance brokerage and tax preparation through his businesses, Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of assets on a non-discretionary basis.

Vincent Batyr III is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2015 and concurrently operates Vincent J. Batyr & Co, CPAs, where he serves as president and owner, providing accounting and tax preparation services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Gerard Tavella is a financial advisor with Primerica Advisors based in New York, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2006. Outside of his advisory role, he manages an ownership interest in Strategies for Wealth through Three Elles, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, and charitable organizations, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with various financial planning and consulting services.

Steven Crabbe is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked with NYLife Securities and New York Life Insurance. Crabbe is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of assets on a non-discretionary basis while serving diverse institutional sponsors within an integrated New York Life affiliate structure.

Brian Harpur is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and has been with TIAA-CREF and its predecessor entities since 2012. Outside of his advisory role, he serves as a referee for youth Gaelic football games. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of services including model-based and customized portfolio management under a fiduciary standard.

Marlon Martinez is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Citibank since 2017 and has prior experience in the hospitality sector, including roles at Hudson Valley Steakhouse and Hollow Brook Golf Course. Outside of finance, he is involved in event photography and provides delivery services for DoorDash and Instacart. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives trading.

Nicholas Babson is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously at Pontera Solutions Inc and held various roles at Kenyon College. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing an advisory model focused on manager selection and multi-manager solutions that include proprietary research and a variety of investment vehicles.

Melissa Ciotoli is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Massachusetts Mutual Life Insurance Company. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies.

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.

John Traut is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Stratos Wealth Partners, he worked at firms including LPL Financial, Oppenheimer & Co. Inc., Merrill, and Bank of America. Outside of his advisory work, Mr. Traut serves as a firefighter with the New York Fire Department. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, a range of financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple external platforms and tools.

Colin Kelly is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2006. Kelly serves on the Board of Directors for Elder House and is a director of the Georgetown Gridiron Club, supporting the football program’s fundraising and alumni activities. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Brandon Harvey is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. Outside of advisory work, he owns and operates a landscaping business and serves as an election day poll checker and alternate member of a local conservation commission in Easton, Connecticut. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across its programs, managing approximately $36.7 billion in assets as of December 2025.

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 Capital Management with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Rockefeller Financial LLC and Rock & Co LLC in 2020. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth and investment management services.

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 with six years of industry experience. He is currently affiliated with Hightower Advisors and has worked at Jefferies LLC since 2018, following a two-year tenure at Ipreo. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, and various types of pooled investment vehicles. The firm emphasizes a multi-manager approach using both affiliated and third-party managers, supported by proprietary research and offering a range of strategies including alternative investments and tax-managed portfolios.