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.

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 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.

Michael Castiello is a financial advisor at Principle Wealth with 12 years of industry experience. He holds the Series 66 designation and has worked at Principle Wealth Partners LLC since 2017, following four years at Essex Financial Services. Principle Wealth is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management with a long-term investment approach based on fundamental analysis and customized portfolios that include a range of asset types alongside fiduciary and retirement-plan advisory services.

Colin Dugan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Principle Wealth Partners, LLC since 2018. He previously worked at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of his advisory work, he is a notary public. 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 combines ongoing portfolio management with standalone planning engagements.

Robert Batick Jr. is a financial advisor with The Patriot Financial Group, LLC in Guilford, CT. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include RBC Capital Markets and Citigroup Global Markets. He is also involved with Whitfield Retirement Services, LLC and Riverside Retirement Advisors. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios to client goals and risk tolerance, employs a range of investment options, and monitors accounts using multiple analytical approaches.

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.

Shawn Everett is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Regulus Financial Group. Outside of his advisory work, he is a co-owner of Coast and Mingle Picnic Co, a picnic event business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and a variety of client types, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with a discretionary implementation approach, serving clients through their financial advisers.

David Copeland is a Series 66-licensed advisor at Principle Wealth with one year of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and has held positions at Paychex, Enterprise Rent-A-Car, and State Street Corporation. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management, including financial planning and discretionary portfolio management. The firm employs a long-term investment approach grounded in fundamental analysis and maintains a multi-advisor team managing approximately $3.2 billion in assets.

Nicole Ferguson is a financial advisor at Coastal Bridge Advisors with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Nancy O and The Five Percent Way. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses a goal-based, fundamental analysis approach and constructs diversified portfolios incorporating various asset classes and external managers.

Matthew Coutcher is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Trinity Point Wealth, United Capital Financial Advisers, Wescott Financial Advisory Group, Liberty Bank, and Central Connecticut State University. Coutcher is a partner at CBA Management Co. 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 to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

Margaret Maruzo is a financial advisor at Principle Wealth with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Principle Wealth Partners LLC since 2019. Prior to that, she held roles at Oneamerica Securities, VF McNeil Insurance, and American United Life Insurance Company. She serves as Vice President on the board of directors for ACORD, Inc., a charitable organization. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamental analysis approach with customized portfolios and integrated financial planning, managing approximately $3.2 billion across a multi-advisor team.

Kyle Farrell is a CFA® charterholder with two years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at Guilford Savings Bank. Outside of his advisory role, he hosts the Stock Studs podcast, which discusses general investment knowledge. 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 across diversified portfolios.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.

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.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with six years of industry experience. He holds a Series 65 credential and has worked at firms including Redwood Private Wealth LLC and Belpointe Asset Management. Outside of his advisory role, he works as a bartender at Craft Kitchen. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various investment strategies.

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.

Joseph Schreck is a CFP® professional with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2017. He previously worked at Bard Financial Services and AIG. Outside of his advisory role, he holds leadership and board positions with several nonprofit organizations, including serving as treasurer for All Saints Catholic Academy and president of the Notre Dame High School Loyalty and Endowment Fund. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios with a range of investment strategies and supports affiliated businesses and proprietary funds alongside its advisory services.

Christopher Macca is a CFP® with seven years of industry experience, currently serving as an advisor at Principle Wealth since 2021. His prior roles include positions at Simione, Macca & Larrow, TrinityPoint Wealth, and Northwestern Mutual Investment Services. Principle Wealth is an SEC-registered advisor that provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolios and integrated financial planning tailored to clients’ goals and risk tolerances.