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.

Regis Dillon is a financial advisor at Corient with 15 years of industry experience. He holds the CFP® and CFA® designations, as well as Series 63 and Series 66 licenses. His prior experience includes roles at La Ferla Group LLC and Purshe Kaplan Sterling Investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Todd Bellistri is a ChFC®-designated financial advisor with Kestra Advisory, bringing 33 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2008. Outside of his advisory role, Bellistri serves as President and CEO of August Benefits, Inc., a consulting and insurance services firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a broad client base that includes large institutional investors.

Kathryn Buck Cannella is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and over 26 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Equitable Advisors. She is also a notary public, providing notarization services on a volunteer basis. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

Roger Goren is a financial advisor with Principal Financial Services and holds 42 years of industry experience. He has been the sole owner of Goren & Goren, Ltd. since 2014, which focuses on life, health, and accident insurance. His background also includes affiliations with Princor Financial Services Corporation and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

Marc Levin is a financial advisor with Oppenheimer, holding a Series 66 designation and 11 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2017 and previously at Morgan Stanley Private Bank and Morgan Stanley. 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 services, including discretionary and non-discretionary advisory solutions across equity, balanced, and fixed-income portfolios.

Philip Scott is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and 12 years of industry experience. His prior work includes roles at Guardian Life Insurance Company. He is also involved in soliciting the sale of insurance products outside of Guardian’s offerings. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party 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 designation and bringing 17 years of industry experience. His background includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Private Advisor Group and LPL Financial in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.

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.

Hugo Real is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank since 2016. Outside of his advisory role, he is an owner of a rental property in New York. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant 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.

Hai Xia Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Thomas Avitabile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes a four-year tenure at HSBC Bank USA. He is also engaged in outside insurance activities unrelated to Guardian, dedicating part of his time to this work. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Stephen Dellibovi is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual and Guardian Life Insurance Company. He serves on the board of The Noia Project Inc., a nonprofit organization. Park Avenue Securities provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using both proprietary and third-party model portfolios.

Ross Beck is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and concurrent roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Beck has been involved in various sports organizations, including USA Hockey and the United States Hockey League. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Otto Tannure is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Transamerica Financial Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through various advice programs, focusing on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.