Charles Caddick is a financial advisor at Procyon Private Wealth Partners, LLC with five years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Procyon in 2021, he was retired for 15 years. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides tailored investment management and advisory services, emphasizing long-term fundamental analysis and offering both discretionary and predominantly non-discretionary portfolio management.

Daniel Limmer is a CFP® professional with 33 years of industry experience, currently serving with Procyon. His prior roles include positions at Purshe Kaplan Sterling Investments, American Portfolios Financial Services, and Innovative Planning Services. Outside of his advisory work, Limmer consults on health and wellness services through Supreme Self Wellness. Procyon serves a diverse client base that includes individual and high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm offers comprehensive investment management and advisory services, employing a primarily long-term, fundamental-analysis approach, with a notable emphasis on non-discretionary asset management and the use of AI tools alongside human oversight.

Christopher Foster is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Procyon since 2017 and previously at UBS Financial Services from 2009 to 2017. Foster is involved in managing several affiliated businesses, including insurance and tax referral services, where he holds ownership and leadership roles. Procyon serves a diverse client base including individual and high-net-worth households, families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental, utilizing both discretionary and non-discretionary mandates across various asset classes, and is noted for its work with pooled investment vehicles, model portfolio signals for other advisors, and institutional retirement-plan advisory services.

Timothy Tenneriello is a financial advisor at Procyon with two years of industry experience. He previously worked at Oliver Langore Vanvalin Investment Group and CS Partners. Outside of finance, he owns and oversees two businesses: an interior design company and an auto repair and bodywork shop. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment process is primarily long-term and fundamental-analysis driven, offering both discretionary and predominantly non-discretionary portfolio management alongside financial planning and advisory services.

Massimo Santicchia is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cypress Capital Group, Alpha Quant Advisors, and Crest Investment Partners, among others. In addition to his advisory role, he is involved with Alpha Quant Models LLC, an entity that designs and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored investment management and advisory services, primarily using a long-term, fundamental analysis approach across discretionary and non-discretionary mandates.

Hasan Hoke is a CFP®, ChFC® with 14 years of experience in financial services. He currently works at Procyon and previously held roles at NYLIFE Securities LLC, Eagle Strategies, and New York Life Insurance Co. His background includes extensive experience with various New York Life entities. 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 long-term, fundamental analysis-driven investment process with a notable emphasis on managing a majority of assets on a non-discretionary basis and offers advisory services that include model-portfolio signals and retirement-plan consulting.

Cari Walling is a financial advisor at Procyon with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including AXA Advisors and Pivotal Planning Group prior to joining Procyon. 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 primarily long-term and fundamental analysis driven, utilizing a mix of mutual funds, ETFs, equities, and fixed income, with an emphasis on non-discretionary mandates and the use of third-party platforms and AI tools alongside human oversight.

Phil Fiore Jr. is a financial advisor at Procyon with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services, Merrill, Wells Fargo Clearing, and Prudential Equity Group. He is involved in multiple insurance-related business activities, including roles with Procyon Benefits, Procyon Tax, and Procyon Risk. Procyon serves a diverse client base that includes individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm’s investment process emphasizes long-term, fundamental analysis and incorporates both discretionary and non-discretionary portfolio management, as well as the use of third-party platforms and AI tools alongside human oversight.

James Jeffery is a CFA® charterholder with 12 years of industry experience. He has been with Procyon since 2019, previously working at Solaris Group and operating his own advisory firm, Jeffery Asset Management LLC. James holds Series 63 and Series 65 licenses. Procyon serves a diverse client base including high-net-worth households, businesses, institutional investors, and retirement plans. The firm follows a long-term, fundamental analysis investment approach, managing assets primarily on a non-discretionary basis and offering services ranging from financial planning to model-portfolio signals for other advisors.

William Jones Jr. is a financial advisor with Procyon and holds the ChFC® designation along with Series 63 and 65 licenses. He has 28 years of industry experience and has previously worked at Sigma Planning Corporation, Founders Financial Securities, and Oliver Lagore Vanvalin Investment Group, among others. Outside of his advisory role, he owns two businesses related to farming and landscaping. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing a substantial portion of assets on a non-discretionary basis while offering comprehensive financial planning and advisory services.

Jeffrey Farrar is a CFP® with 27 years of industry experience currently serving at Procyon since 2017. His prior roles include positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and Merrill. He serves as a FINRA arbitrator and is a member of the investment committee at DELC, a tea manufacturer. Farrar also participates in expert networks responding to industry research inquiries. Procyon serves a diverse client base, including individuals, high-net-worth households, institutions, and retirement plans, offering investment management, financial planning, and advisory services. The firm’s investment approach is long-term and fundamentally driven, utilizing mutual funds, ETFs, and individual securities, and it manages a majority of assets on a non-discretionary basis.

Amber Kendrick is a financial advisor at Procyon with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several firms, including Connecticut Investors Group and Commonwealth Financial Network. Kendrick is a member of the Retirement Advisory Council, which advocates for qualified plan and participant retirement outcomes through collaboration among retirement plan advisors and service providers. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides comprehensive investment management and advisory services with a long-term, fundamental analysis approach, managing a majority of assets on a non-discretionary basis and supporting both discretionary and non-discretionary mandates.

John Fenrich III is a Series 65 licensed financial advisor with Procyon, bringing one year of industry experience. Prior to joining Procyon, he worked at Intercontinental Capital Group and is currently involved in residential mortgage banking and real estate brokerage. He also holds a license as an insurance agent. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm employs a tailored, long-term investment approach focused on fundamental analysis, managing portfolios through a mix of mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary services.

Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Sugarloaf Wealth Management and Triad Advisors. Procyon serves a diverse client base, including individuals, families, businesses, institutional investors, and private funds. The firm focuses on a long-term, fundamental analysis investment approach and manages a significant portion of assets on a non-discretionary basis, offering services across investment management, financial planning, and retirement-plan advisory.