Carl Cornaglia is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2017, following earlier roles at SII Investments, Questar Asset Management, and MSI Financial Services. Outside of his advisory role, Carl is involved as managing principal in property and casualty insurance businesses. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, utilizing a risk-tolerance driven investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Christopher Wright Sr. is a financial advisor at Kingsview Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kingsview Wealth Management and Kingsview Partners LLC since 2022, following a six-year tenure at Wells Fargo Clearing. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management services through a combination of in-house investment strategies and third-party managers, offering a range of portfolio options including equities, fixed income, ETFs, and alternative investments.

Amit Trivedi is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, and Foresters Financial Services. In addition to his advisory role, he is an independent insurance agent selling fixed insurance products. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

Rogerella Kasimir is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principle Wealth Partners LLC since 2020. Her prior experience includes roles at LPL Financial LLC and Northstar Wealth Partners, LLC. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternatives.

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

Antonio Rodrigues is a financial advisor with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Procyon since 2018 and previously held roles at Olson Mobeck Investment Advisors and People's Securities, Inc. Outside of his advisory work, he is involved in a family business, Tony Rods Custom Fence LLC, where he is a member and CFO. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, primarily using fundamental analysis to guide discretionary and non-discretionary portfolio management across a variety of investment vehicles.

Dana Mascalo is a CFP® with 20 years of industry experience and currently serves as a Senior Wealth Advisor and CEO/Partner at CBA Management Co., LLC. She has worked at Coastal Bridge Advisors since 2025, following seven years at TrinityPoint Wealth, LLC, and ten years at Purshe Kaplan Sterling Investments. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios utilizing a range of investment vehicles, while providing access to specialized advisory services and lending solutions through affiliated entities and third parties.

Sophie Helenek is a Series 66-licensed financial advisor at Westminster Financial Advisory Corp with 10 years of industry experience. Prior to joining Westminster Financial Securities, Inc. in 2020, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of finance, she is the author of the My First Book series, which promotes early childhood literacy, and occasionally participates in public speaking engagements. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical adjustments based on economic and market conditions.

Dean Anatra is a financial advisor at William Joseph Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and is also the owner of a CPA practice, Dean Anatra CPA, LLC, with 30 years in operation. Additionally, he is a 25% member of Brightbooks Shoreline, LLC, a bookkeeping company. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using a range of analytical methods and third-party sub-advisors to tailor investment strategies.

Louis Gloria is a financial advisor with Procyon, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley, among others. Outside of advisory work, he serves as managing director and owner of Procyon Risk, an insurance agency overseeing client engagement and producer management. Procyon provides investment management, financial planning, retirement-plan advisory, and consulting services to a diverse client base, including individuals, institutions, and government entities. The firm manages approximately $9.2 billion in assets, focusing on a combination of internal portfolio construction and access to external managers, and distinguishes itself by advising private funds and managing pooled investment vehicles.

Matthew Corthell is a CFA® charterholder with nine years of industry experience. He has worked at Procyon Advisors, LLC since 2025 and previously operated Wooster Corthell Wealth Management, Inc. for 12 years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a broad mix of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets using both discretionary and non-discretionary strategies that combine internal portfolio construction, access to independent managers, and AI-based decision support.

Marc Deangelo is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at National Securities Corporation and B. Riley Wealth Management. Outside of advisory work, he is involved in life and health insurance sales through B. Riley Wealth Insurance Corporation. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $4.21 billion in assets. The firm offers multiple investment programs and financial planning services, using platforms like Envestnet to support portfolio management and advisor decision-making.

Tracy Pierson is a financial advisor at Principle Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Lobo & Pascale Wealth Management, Commonwealth Financial Network, and Jeffery N Mehler, CFP LLC. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios of mutual funds, ETFs, individual equities, and other assets.

Ethan Medling is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed advisor and in the electrical industry. Medling is also the owner of Right Path Financial LLC, which provides investment advisory and retirement planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Eric Passeri is a financial advisor at Coastal Bridge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios utilizing various asset classes, including equities, fixed income, and alternative investments.

Tobin Walters is a CFP® and CFA® affiliated with Belpointe Asset Management LLC, with four years of industry experience. His career includes roles at Opus Wealth Management, Altfest Personal Wealth Management, First Pacific Financial, Equitable Value, LLC, and DST Systems, Inc. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager relationships, and offers a range of administrative and service solutions uncommon among peers.

Scott Jacob is a financial advisor at AlphaStar Capital Management with 22 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, Guardian Life, and OneAmerica Securities. Outside of finance, he is the owner and coach at Flodown Hockey LLC, providing individual and team hockey coaching. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a range of strategic and tactical investment approaches using proprietary model portfolios and third-party portfolio construction tools.

June Berglund is a financial advisor with Principle Wealth holding a Series 66 designation and five years of industry experience. She has worked at several firms, including Janney Montgomery Scott, Allied Wealth Partners, Securian Financial Services, and Key Bank. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management using a long-term investment approach grounded in fundamental analysis, combining customized portfolios with ongoing due diligence and integrated financial planning.

Ryan Kristie is a financial advisor at Procyon with a Series 65 credential and three years of industry experience. His prior work includes roles at Lockheed Martin Corporation and Marist College. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, employing both discretionary and non-discretionary management primarily through mutual funds, ETFs, equities, and fixed income, and offers services as a private fund adviser and portfolio manager for pooled vehicles.

Donald Nemeth Jr. is a financial advisor with Capital Analysts in Woodbridge, CT, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at Lincoln Investment for nine years and The Legend Group for five years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through an in-house investment management team and a nationwide network of independent advisors.