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.

Todd Schroeder is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Moneco Advisors and has previously worked at LPL Financial, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a range of investment strategies across various asset classes, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisors.

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.

Arthur Kelleher is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moneco Advisors since 2017. He has also been affiliated with LPL Financial LLC since 2004. Outside of his advisory work, Kelleher is involved in family businesses providing tax preparation, accounting, and payroll services. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

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.

Michael Blank is a Series 66-licensed financial advisor with B. Riley Wealth Advisors, Inc., based in Fairfield, CT. He has 12 years of industry experience, including prior roles at Stratos Wealth Advisors, RSM US Wealth Management, and Kestra Private Wealth Services. Since 2022, he has operated an investment-related advisory business under the name LandingPoint Advisors. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and financial planning services, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Salim Boutagy is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneco Advisors since 2023. His prior experience includes roles at Gratus Capital, Congress Wealth Management, and Wells Fargo Advisors. He has also held leadership positions in the Financial Planning Association of Connecticut as President and Executive Board Member. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, retirement plan consulting, and access to a broad range of investment products through multiple custodial platforms. The firm employs tailored investment programs that integrate fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

Keith Kolinsky is a CFP® and ChFC® affiliated with Moneco Advisors, with nine years of industry experience. Prior to joining Moneco Advisors in 2026, he spent 39 years at Complete Financial Planning, Inc. He is also the owner of a life, health, disability, and fixed annuity insurance sales business, which he operates on a limited basis. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that utilize fundamental, technical, and cyclical analysis across a diverse range of portfolio instruments.

Paul Giacalone is a financial advisor at Moors & Cabot, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2019. Giacalone has been with Moors & Cabot since 2019. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, employing a variety of analytical methods and investment strategies across discretionary and non-discretionary accounts.

Colleen Galushko is a financial advisor with Moneco Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Moneco Advisors since 2019 and has over two decades of experience with LPL Financial. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors, serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

David Katz is a financial advisor with Moneco Advisors and holds a Series 65 designation. He has 12 years of industry experience and has worked concurrently at several firms, including LPL Financial and ACSIA Partners. Outside of investment advisory, he is active as an insurance broker and agent with ACSIA Partners and UnitedHealthcare Medical Solutions. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets, primarily serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

Gregory Flynn is a financial advisor with Moneco Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Moneco Advisors since 2019 and also maintains a longstanding affiliation with LPL Financial since 2004. In addition to his advisory work, Flynn is involved as a writing agent for non-variable insurance through GBS Insurance and Financial Services and Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets, primarily serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a mix of fundamental, technical, and cyclical analysis to tailor portfolios using diverse investment strategies.

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.

Eric Hahn is a CFP® and Series 65 licensed advisor with 16 years of industry experience. He has worked at Moneco Advisors since 2026, previously serving at Invst, LLC and Ns Capital, LLC. Hahn is based in Fairfield, CT. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis across diverse asset classes and utilizes multiple custodial platforms and third-party strategies.

Jason Hyde is a financial advisor at Moneco Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors and LPL Financial since 2015. Outside of his advisory work, Hyde is an author and speaker on self-improvement topics, receiving royalties for his book sales and related speaking engagements. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

Tobin Walters is a CFP® and CFA® affiliated with Belpointe Asset Management LLC, with three years of industry experience. He has worked at several firms including Altfest Personal Wealth Management and Equitable Value, LLC. Walters is currently based in Shelton, CT. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and sponsors various proprietary and third-party investment products, using customized portfolios and a range of strategies tailored to client objectives.

Scott Jacob is a financial advisor with AlphaStar Capital Management, holding a ChFC® and Series 63 designation and bringing 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Guardian Life Insurance, and Park Avenue Securities. Outside of finance, he is the owner of Flodown Hockey LLC, where he coaches individual and team hockey. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a combination of strategic asset allocation and quantitative tactical approaches.

Matthew Keys is a financial advisor at Moneco Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Righthand Capital LLC, M3 Wealth Advisors LLC, Ameriprise Financial Services LLC, and O2 Safe Solutions. Prior to his advisory career, he spent six years at Amity Regional Middle School & High School and four years at Bentley University. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors and approximately $1.9 billion in regulatory assets under management. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers.

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.

Lila Sullivan is a Series 65-licensed financial advisor with Moneco Advisors in Fairfield, CT, with one year of experience in the industry. Prior to joining Moneco Advisors, she worked at Janney Montgomery Scott and the Law Offices of Paul K. Sullivan. Outside of finance, her background includes experience at Fairfield University and The Country School. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and rebalancing.