Robert Pavlik is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2020, with prior experience at SlateStone Wealth, LLC and Bp Wealth Management, LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized wealth management and investment services, focusing on primarily long-term portfolios using mutual funds, ETFs, equities, fixed income, and alternative investments, with active management roles in private funds and ETFs.

Traci Provost is a Series 66-registered financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. She has worked at several firms including Crestwood Advisors Group, Catamount Wealth Management, and Private Advisor Group. Provost also specializes in Divorce Financial Planning and serves as a Financial Neutral Collaborative Divorce specialist. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Matthew Winthrop is a financial advisor with Aegis Capital Corp. in Easton, CT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors and RBC Capital Markets LLC. Outside of his advisory work, he serves as the Musical Director for the CT Grateful Dead All Stars, a local music group. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and emphasizes personalized client engagement through semi-annual portfolio reviews.

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.

Mary Orena is a financial advisor at Coastal Bridge Advisors with a Series 65 designation. She joined the firm in 2024 and has prior experience with UBS - Hilton Group. Outside of her advisory work, she has been involved with Salve Regina University and operated Saloon Grille. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, and qualified retirement plans. The firm utilizes a goal-based, fundamental analysis approach and offers diversified portfolio construction across various asset classes, leveraging external managers and specialized advisory services.

Francis Mc Kenna is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chilton Trust Company for twelve years. In addition to his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Louis Gloria is a financial advisor with Procyon and holds a Series 66 designation. He has 24 years of industry experience, including roles at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in managing several insurance and tax-related businesses affiliated with Procyon, including serving as managing director and owner of Procyon Risk, LLC and Procyon Tax, LLC. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, employing a fundamentally driven and primarily long-term investment approach across various asset types and both discretionary and non-discretionary portfolios.

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 currently works at Procyon Advisors, LLC, where he has been since 2025, following twelve years at Wooster Corthell Wealth Management, Inc. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm provides investment management, financial planning, retirement plan advisory, institutional consulting, and model-portfolio services through a customized, fundamentally driven investment approach that combines internal management with third-party managers.

Michael Blank is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2019, he worked at Stratos Wealth Advisors, LLC and RSM US Wealth Management LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

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.

Stanley Crouch is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Aegis Capital Corp. since 2011. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services for its clients.

Paul Giacalone is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Moors & Cabot in 2019, he worked at UBS Financial Services from 2013 to 2019. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Matthew Mascera is a financial advisor at World Equity Group, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Osprey Funds, LLC and Seacliff Capital, LLC. In addition to his advisory role, Mascera is a licensed insurance agent focusing on life and health insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and various organizations. The firm employs a risk-tolerance questionnaire to guide asset allocation and offers managed portfolios through discretionary third-party money managers and internal advisory representatives.

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.

Julina Ogilvie is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Principle Wealth since 2020, following nine years at JPMorgan Asset Management. Ogilvie serves as second vice president and board member of the Westport Woman's Club, a philanthropic organization focused on charitable, educational, cultural, and public health services. 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 emphasizes a long-term, fundamentals-driven investment process combined with ongoing portfolio management and standalone planning engagements.

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.