Jesse Vanvalin is a financial advisor at Procyon with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Oliver Lagore Vanvalin Investment Group, AE Financial Services, and Sigma Planning Corporation. In addition to his advisory role, he is a licensed insurance agent. Procyon serves a diverse client base, including individuals, high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing portfolios through both discretionary and non-discretionary mandates, and providing services such as model-portfolio signals and advisory roles for private funds and institutional clients.

Brian Turner is a financial advisor with Procyon in Fulton, MD, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Outside of his advisory role, he co-owns Quorum Recycling, LLC, which facilitates partnerships between U.S. and international recycling businesses. Procyon serves a diverse client base, including individual and high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm’s investment process is primarily long-term and fundamental analysis-driven, with portfolios constructed from mutual funds, ETFs, equities, and fixed income, and it manages a majority of assets on a non-discretionary basis.

Antonio Rodrigues is a financial advisor at Procyon with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Olson Mobeck Investment Advisors and People’s United Advisors. Outside of advisory work, he is involved as a member and CFO of Tony Rods Custom Fence LLC, a family-owned installation and repair business. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is tailored and primarily long-term, using fundamental analysis and a mix of mutual funds, ETFs, equities, and fixed income, with portfolios managed through both discretionary and non-discretionary mandates.

Katherine Gallagher is a financial advisor at Procyon with 14 years of industry experience and holds a Series 65 designation. She has worked at firms including Cypress Capital Group and Alpha Quant Advisors, and is a partner and minority owner of Alpha Quant Models, LLC, which builds and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored investment management and advisory services, emphasizing long-term fundamental analysis and managing a majority of assets on a non-discretionary basis.

Louis Gloria is a financial advisor with Procyon holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, Morgan Stanley, and Purshe Kaplan Sterling Investments. Gloria is also involved in several insurance-related business activities, including ownership and management roles in Procyon Risk, Procyon Tax, and Procyon Benefits. Procyon serves a diverse client base that includes individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental analysis investment approach with portfolios comprising mutual funds, ETFs, equities, and fixed income, managing a significant portion of assets on a non-discretionary basis and offering services that extend to pooled investment vehicles and institutional retirement-plan advisory.

Matthew Corthell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Procyon Advisors, LLC, where he has worked since 2025. Prior to joining Procyon, he spent twelve years at Wooster Corthell Wealth Management, Inc. Procyon serves a diverse clientele, including individual and high-net-worth households, families, trusts, estates, businesses, institutions, retirement plans, registered investment advisors, and pooled investment vehicles. The firm employs a long-term, fundamental-analysis driven investment approach and manages portfolios through a combination of internal due diligence, third-party managers, discretionary and non-discretionary mandates, as well as AI-supported research tools.

Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He previously worked at Huntington National Bank for 17 years and spent four years at AE Financial Services and Oliver Lagore Vanvalin Investment Group. He is also a licensed insurance agent. Procyon serves a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental analysis-driven, offering both discretionary and non-discretionary portfolio management alongside retirement-plan advisory and consulting services.

Michael Desmond is a financial advisor at Procyon with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pivotal Planning Group, Raymond James Financial, and American Portfolios Advisors. In addition to his advisory role, he is a partner in Procyon Tax, LLC, a referral business for tax services. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm employs a primarily long-term, fundamental-analysis-driven investment process and manages both discretionary and non-discretionary mandates, with a notable emphasis on non-discretionary asset management.

Jesse Kopelakis is a financial advisor with Procyon, holding a Series 66 credential and three years of industry experience. Prior to joining Procyon, he worked at NewEdge Advisors, LPL Financial, Empire City Laboratories, and Sagepoint Financial. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach using a combination of mutual funds, ETFs, individual equities, fixed income, and both discretionary and non-discretionary mandates.

Maria Dianne Ergas is a CFP® professional with 12 years of industry experience, currently serving at Procyon Advisors, LLC. Her prior roles include positions at Facet Wealth, Vanguard Advisers, and Northwestern Mutual Investment Management. Outside of finance, she is a flight instructor with Black Sheep Flight Services, where she provides flight and ground training. Procyon serves a diverse client base including individuals, families, businesses, institutional investors, and registered investment advisors. The firm offers tailored, long-term investment management and advisory services, primarily managing assets on a non-discretionary basis and integrating AI tools alongside human oversight.

Ryan Kristie is a Series 65-licensed financial advisor at Procyon with three years of industry experience. Prior to joining Procyon, he worked at Lockheed Martin Corporation and held positions at Marist College and Monroe Rent-All. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is long-term and fundamental-analysis driven, offering both discretionary and predominantly non-discretionary management across various asset types, along with advisory services to private funds and pooled investment vehicles.

Harold Kirkpatrick is a CFP® professional with 11 years of industry experience and is currently with Procyon Advisors, LLC. His prior roles include positions at Connectus Wealth Advisors, Purshe Kaplan Sterling Investments, Facet, and Pinnacle Financial Group. He also provides strategic advice to fintech startups and consults firms within the financial services and technology industries. Procyon serves a diverse client base including individual and high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a primarily long-term, fundamental-analysis driven investment process, offering both discretionary and non-discretionary portfolio management along with specialized services such as model-portfolio signal delivery and advisory roles for pooled investment vehicles and private funds.

John Vissicchio is a CFP® affiliated with Procyon Private Wealth Partners, LLC, with four years of industry experience. He is also a managing member of Richards, Vissicchio, & Poliseno CPAs PLLC, where he provides management consulting and tax services as a certified public accountant. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, institutional investors, and retirement plans. The firm offers tailored investment management and advisory services, emphasizing long-term, fundamental analysis-driven strategies across discretionary and non-discretionary mandates.

Enrico Brex is a financial advisor at Procyon with seven years of industry experience. He holds Series 63 and 65 licenses and has worked previously at NewEdge Advisors, LPL Financial, and Elite Retirement Consultants. Outside of his advisory role, he has involvement in farm and timber sales activities. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, and institutional investors. The firm offers comprehensive investment management and advisory services, focusing on long-term, fundamental-analysis-driven portfolios with a notable emphasis on non-discretionary mandates.

Roger Ciacco is a CFP® professional with four years of experience at Procyon Private Wealth Partners, LLC. He is also the founder and owner of Satty, Levine & Ciacco, CPAs, P.C., a consulting firm specializing in accounting, auditing, and taxation, where he has been active since 1987. Procyon serves a diverse client base including individuals, high-net-worth families, businesses, institutional investors, and retirement plans, providing comprehensive investment management and financial planning. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and manages a significant portion of assets on a non-discretionary basis, offering services such as advisory to private funds and model-portfolio signal delivery to other advisers.

Marissa Schneider is a Series 65-licensed financial advisor at Procyon with four years of industry experience. She has been with Procyon Advisors LLC since 2021. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental-analysis driven, employing portfolios constructed from mutual funds, ETFs, individual equities, and fixed income, and it offers both discretionary and non-discretionary advisory services.

Prasad Oak is a CFP® certificant with 17 years of industry experience. He currently works at Procyon Advisors, LLC and has previously held roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm employs a long-term, fundamental-analysis driven investment approach, managing portfolios primarily through non-discretionary mandates and offering a range of services such as investment management, financial planning, retirement-plan advisory, and support for private funds.

Mark Rich is a CFP®, CFA®, and holds a Series 65 license with nine years of industry experience. He has worked at Procyon Advisors, LLC since 2017 and previously held roles at Procyon Institutional Partners, Strategic Retirement Partners, The Virtus Group, and Follett Higher Education Group. Procyon serves a diverse range of clients including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is long-term and fundamental-analysis driven, utilizing mutual funds, ETFs, individual equities, and fixed income, with a notable emphasis on managing a majority of assets on a non-discretionary basis.

John Marchisotta Jr. is a CFP® with five years of industry experience, currently serving as an advisor at Procyon. He previously worked for 15 years at Pivotal Planning Group, LLC. Marchisotta also serves as a co-trustee and trustee for several family trusts. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored, long-term investment management and advisory services, managing a majority of assets on a non-discretionary basis while employing both internal and third-party resources, including AI tools, to support its processes.

Jamie Wilson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Procyon Advisors, LLC. Prior to joining Procyon in 2025, Wilson worked at Loring Advisory Group for six years and Merrill Edge for two years. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services, employing a primarily long-term, fundamental-analysis driven investment process with both discretionary and non-discretionary mandates.