John Esteves is a Series 65 licensed advisor with Procyon in Shelton, CT. He joined Procyon Advisors, LLC in 2026 and has previous experience as a student at Sacred Heart University from 2022 to 2026. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm employs a primarily long-term, fundamental analysis-driven investment approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income, managing a significant portion of assets on a non-discretionary basis.

Caroline Wetzel is a CFP® with 11 years of industry experience, currently advising at Procyon since 2017. Her prior experience includes roles at UBS Financial Services from 2015 to 2017. She is a member of the Financial Planning Association and the Financial Women's Association. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm employs a mostly long-term, fundamental analysis investment approach and manages a majority of assets on a non-discretionary basis, offering a wide range of advisory and consulting services.

Bevin Nealon is a CFP® with 28 years of industry experience. He is currently with Procyon and previously worked at Merrill and Wells Fargo Advisors and Wells Fargo Clearing. Procyon serves a broad mix of clients, including individual and high-net-worth households, families, trusts and estates, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing both discretionary and predominantly non-discretionary mandates across a range of asset types.

Thomas Leffel is a financial advisor at Procyon with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Outside of advisory work, he is involved as a trader and portfolio manager at Procyon Advisors, LLC. Procyon serves a diverse client base ranging from individual and high-net-worth households to institutional investors and retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach, managing both discretionary and non-discretionary mandates across various asset types, and offers services including investment management, financial planning, and advisory for private funds.

Thomas Gahan is a financial advisor at Procyon with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Procyon since 2017, following a decade at UBS Financial Services. Gahan is also a part owner of Procyon Benefits LLC and serves as managing director of Procyon Risk LLC, with additional roles in related Procyon entities focused on insurance and tax services. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and registered investment advisors. The firm employs a primarily long-term, fundamental analysis-driven investment process, managing portfolios through both discretionary and non-discretionary mandates using mutual funds, ETFs, equities, fixed income, and third-party managers.

Curtis Irby is a CFP® with 29 years of industry experience, currently affiliated with Procyon Advisors, LLC. His prior experience includes roles at People's Securities, Inc., Mass Mutual Investors Services, and Barnum Financial Group. Outside of financial advising, he serves as the Board Chairman for the Greater Bridgeport Area Prevention Program. Procyon serves a diverse client base including individual and high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental analysis approach with portfolios built from mutual funds, ETFs, individual equities, and fixed income, and manages both discretionary and non-discretionary mandates.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.