Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.

Nicholas Zaccour is a financial advisor at Coastal Bridge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Llbh Private Wealth Management and Snowden Lane Partners. 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 HSA investment management.

Michelle De Filippo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Moneco Advisors. Her prior experience includes roles at Cetera Investment Advisers, Cetera Wealth Services, and LPL Financial. Outside of her advisory work, she is a co-owner of Meliora Journals, a web-based business focused on product design and management. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that incorporate a wide range of investment instruments and employ fundamental, technical, and cyclical analysis. The firm operates as a multi-team organization with access to various custodial platforms and additional affiliated services.

Joanne Gautrau is a financial advisor at Merit Financial Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Essex Financial Services Inc., LPL Financial, and PKS Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and offers customized portfolio solutions through a network of investment adviser representatives.

Thomas Hofstetter III is a financial advisor at DayMark Wealth Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he serves as treasurer for the Museum of Contemporary Art of Westport and participates on the investment committee for Hartford Seminary. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts with services including asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internal and third-party strategies and offers access to alternative and private securities as part of its investment approach.

Gerard Gruber is a CFP® with 24 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2006. He has also worked at Hayden Wealth Management and operates a branch location under the name Harbor West. In addition to his advisory role, he is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

Curtis Irby is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at Mass Mutual Investors Services, Barnum Financial Group, and People's Securities, Inc. Outside of his advisory work, he serves as Board Chairman for the Greater Bridgeport Area Prevention Program. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting 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 and combines internal portfolio construction with access to independent managers and AI-supported research.

Stephen Bliss is a financial advisor at Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining Capitol Securities Management in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and at Raymond James & Associates between 2017 and 2021. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm manages assets through various programs and employs a network of investment adviser representatives who tailor investment policies and manage accounts using a range of financial instruments.

Daniel Morris is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior work includes roles at Westport Capital Markets and Oppenheimer. He is also involved in fixed insurance sales as an Investment Advisor Representative. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Stephanie Van Albert is a CFP® professional with seven years of industry experience. She has worked at Moneco Advisors since 2020 and previously held roles at Shoreline Financial Advisors, the National Institute on Deafness and Other Communication Disorders at NIH, Quinnipiac University, and Maryland National Capital Park & Planning. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs, using a range of investment strategies tailored to client goals and risk tolerances.

Derrek Metz is a financial advisor with Moneco Advisors, holding a Series 66 designation and over 23 years of industry experience. His prior work includes roles at LPL Financial LLC, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Metz is also involved with Moneco Insurance LLC, an affiliated insurance agency. Moneco Advisors is an SEC-registered multi-team advisory firm 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, using a range of investment strategies and ongoing portfolio monitoring.

Jose Da Cruz is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Merrill. Outside of his advisory work, he is an adjunct professor at the Ancell School of Business at Western Connecticut State University and serves on the mission ministry committee of the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction and offers a range of discretionary and non-discretionary management strategies, including the use of third-party money managers and financial planning services.

Patrick Mullin is a CFA® charterholder with 10 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has held prior roles at Investment Planners Wealth Management, Timber Point Capital Management, and Indian Spring Management LLC. Mullin is also involved as a managing member and portfolio manager in private fund activities through Indian Spring Management and Ardara Capital. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management combined with financial planning and consulting services, employing a range of active, passive, tactical, and ESG-aware strategies alongside third-party sub-advisors.

Howard Schloss is a financial advisor at SeaCrest Wealth Management, LLC with 7 years of industry experience. He holds the Series 63 and Series 65 designations. Schloss has been affiliated with SeaCrest Investment Management, LLC since 2011 and joined SeaCrest Wealth Management in 2026. SeaCrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis, utilizing both proprietary and third-party artificial intelligence tools to support decision-making.

John Rosenau is a CFP® professional with 40 years of experience in the financial services industry. He has been with Moneco Advisors since 2014 and has also maintained a long-term association with LPL Financial since 1994. His other business activities include work in non-variable insurance through Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team advisory firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to various sponsored advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

James Betzig is a financial advisor at Coastal Bridge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, PURSHE KAPLAN STERLING INVESTMENTS, Beirne Wealth Consulting Services, and TrinityPoint Wealth. He is also a partner at CBA MGMT CO., LLC, a management company for RIAs. 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 utilizes diversified portfolios, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Brian Bach is a financial advisor with AlphaStar Capital Management with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at firms including MassMutual Life Insurance Company, Guardian Life, and OneAmerica Securities. Outside of his advisory role, he is involved in individual and group life and health insurance sales through Milford Financial. AlphaStar Capital Management serves a broad client base including individuals, high-net-worth clients, corporate and business clients, and retirement plans. The firm offers discretionary investment management, financial planning, participant account management for retirement plans, and subadvisory services, utilizing model portfolios and third-party portfolio construction tools.

William Loftus is a financial advisor at Coastal Bridge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Llbh Private Wealth Management, LLC for 11 years before joining Coastal Bridge Advisors in 2019. He is also a partner in CBA MGMT CO., LLC and serves as a member and executive officer of Manifest Growth Fund GP, LLC. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and offers diversified portfolios while leveraging affiliated businesses and strategic partnerships within the Focus Financial Partners network.

Ines Kasdorf is a CFP® professional at Coastal Bridge Advisors with 12 years of industry experience. Her prior roles include positions at Raymond James & Associates, Excel Securities & Associates, and Ashton Thomas Private Wealth. 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 to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

David Gershoni is a financial advisor with Aegis Capital Corp., holding a Series 63 designation and bringing 34 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 17 years before joining Aegis Capital in 2022. Outside of his advisory role, he is also an agent and producer at 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 access to 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.