James Jeffery is a CFA® charterholder with 12 years of industry experience. He has worked at Procyon Advisors, LLC since 2019 and previously at Solaris Group and Jeffery Asset Management LLC. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a broad range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, RIAs, pooled investment vehicles, and certain government entities. The firm manages approximately $9.2 billion in assets and employs both discretionary and primarily non-discretionary strategies using mutual funds, ETFs, individual equities, and fixed income guided by fundamental analysis.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

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 at Procyon Advisors, LLC since 2017. Prior to that, she was with Connecticut Investors Group and Commonwealth Financial Network from 2014 to 2017. Kendrick is a member of the Retirement Advisory Council, which focuses on qualified plan and participant retirement outcomes. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets utilizing both discretionary and primarily non-discretionary strategies, combining internal portfolio construction with access to independent managers and AI-supported research.

Theodore Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Innovation Partners LLC, Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. He is also an independent insurance agent specializing in life and health insurance sales. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management for non-high-net-worth investors and retirement plan participants, offering a broad range of analytical and consulting services.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Margaret Kuchan is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Northwestern Mutual, Minnesota Life Insurance Company, and The Standard. She also operates a separate business, Arranged by MK, LLC. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options including mutual funds, ETFs, fixed income, private equity, and advisory annuity products.

Nathalie Edeen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Hornor Townsend since 2016 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company since 2015. Outside of her advisory role, she is involved in multi-line insurance sales and service, and conducts student loan portfolio reviews to evaluate repayment options and federal forgiveness programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers, providing financial planning, advisory programs, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options, combining SEC-registered advisory and broker-dealer services with custody and execution capabilities.

Matthew Walsh is a financial advisor with Centaurus Financial, Inc. holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Centaurus Financial since 2022 and also works as a tax preparer at the CT Institute of Finance. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutions, offering a range of services such as financial planning, portfolio management, and retirement-plan consulting through discretionary and non-discretionary arrangements.

Alexandra Forte is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott in various roles since 2010. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporations, retirement plans, and municipalities, offering brokerage services, financial planning, and advisory programs.

Braeden Ziegler is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Citigroup Global Markets serves a range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities, as well as specialized solutions for high-net-worth clients.

Crystal Southerland Mc Koy is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at KeyBank NA. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers various wrap programs supported by KeyCorp affiliates and third-party strategists.

Matthew Clements is a CFP® with 19 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Ameriprise Financial Services, Inc. and MJC Wealth Management. He also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jacob Cedor is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Monte Financial Group, LLC, Travelers Insurance, and International Game Technology, PLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office support. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by comprehensive educational programs and integrated affiliated service lines.

Scott Moulton is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Moulton serves on the Board of Corporators for The Milford Bank, participates in community service as a member of the Devon Rotary, and is an executive board member of the Milford Chamber of Commerce. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Craig Massicotte is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Kirk Kolligian is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Merrill Lynch from 1993 and Bank of America from 2009 before joining Janney in 2017. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Ronan Duggan is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF since 2007 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as a basketball official. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Dara Gibbs is a CFP® with 23 years of experience in the financial industry, currently advising clients at Janney Montgomery Scott since 2018. Prior to joining Janney, she worked for Prudential Annuities Distributors and Prudential Insurance Company of America for a decade. Outside of her advisory role, Gibbs serves on the board of directors for a skilled nursing center, is a board member involved with community housing initiatives through NeighborWorks, and volunteers as a reading tutor. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and managed account programs.

John Esposito is a financial advisor with Commonwealth Financial Network in Shelton, CT, holding a Series 66 designation and eight years of industry experience. He is the owner of Esposito Wealth Management, LLC and has been associated with Commonwealth since 2016. In addition to his advisory work, Esposito teaches financial literacy at the Huntington Branch Library. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Jennifer Hawkins is a financial advisor with Janney Montgomery Scott in New Haven, CT. She holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 16 years with Janney Montgomery Scott. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.