Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior firms include Thrivent Financial, Cetera, and UBS Financial Services. She is also a licensed assistant involved with Wealth Managers, LLC, supporting financial and insurance services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

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. Outside of his advisory role, he is involved in managing health insurance and tax-related businesses affiliated with Procyon. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, combining internal portfolio construction with independent managers and AI-supported research across a range of investment vehicles.

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.

Andrew Cialek is a CFP®, ChFC®, and Series 65-licensed advisor with six years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at OLIO Financial Planning and JSW Financial. Outside of his advisory role, he serves on the Board of Directors for The Madison Foundation and coaches rugby for the Shoreline Spartans Rugby Football Club. 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 with diversified portfolios, periodic financial planning, and ongoing account monitoring.

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.

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

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.

Angelo Pietri is a Series 66 credentialed financial advisor with 11 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has been with infinex Investments, Inc. since 2015. Outside of his advisory work, he assists with a photography business co-founded by his spouse and owns a financial education seminar business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

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.

Justin Mclaughlin is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including National Securities Corporation, National Asset Management, Stratos Wealth Advisors, Cetera Advisors, and Questar Asset Management. Outside of his advisory work, he is involved in entrepreneurial ventures including Bowl'd Creations LLC and McLaughlin Associates Insurance Agency LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, combining technology, investment management, and operational support while allowing advisors discretion in portfolio construction.

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.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. 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 a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, 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.