Selena Izzo is a Series 65-licensed financial advisor with Coastal Bridge Advisors, based in Westport, CT, and has one year of industry experience. Prior to joining Coastal Bridge Advisors, she worked at TrinityPoint Wealth and has held various roles outside finance, including waitress at Lorenzo's Ristorante. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, and other entities. 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.

Michael Lombardo is a CFP® professional with 25 years of experience in financial advisory services. He has been with Perigon Wealth Management, LLC since 2022, following over two decades at Nauset Wealth Management LLC and Nauset Strategic Partners, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm utilizes a collaborative approach that may include sub-advisors or turnkey asset management programs, with regular portfolio monitoring and formal annual reviews.

Christopher McCoy is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Calton & Associates, Inc. for ten years before joining RMR Wealth Builders in 2019. Outside of his advisory role, McCoy serves as a commissioner for the Fairfield CT Parks and Recreation Commission and is involved in political representation as District 7 Representative for the Fairfield Republican Town Committee. He also consults for Gerson Lehrman Group, is a member of HR Ease, LLC, and provides Medicare health insurance solutions as an independent contractor. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client accounts managed through independent custodians and systematic model-based allocations.

Timothy Tymniak is a financial advisor at Moneco Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services of America, Westport Resources Investment Services, Inc., and Cruice Investment Advisors, Ltd. 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 a broad range of securities and third-party platforms to align with client goals and risk tolerances.

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.

Mark Rich is a CFP®, CFA®, and Series 65-registered financial advisor with eight years of industry experience. He has worked at Procyon Advisors, LLC since 2017 and previously held positions at The Virtus Group and Follett Higher Education Group. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, employing both internal management and third-party independent managers alongside decision-support tools such as AI.

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.

Christopher Levene is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Moneco Advisors since 2023, with prior experience including a role at Lombardi's Trattoria. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management that incorporates fundamental, technical, and cyclical analysis across a broad range of investment products. The firm supports multiple custodial platforms and emphasizes ongoing portfolio monitoring and tax-aware strategies.

David Lincoln is a financial advisor at Moneco Advisors with 49 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Moneco Advisors since 2014, previously working at LPL Financial since 1989. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a variety of investment strategies and offers access to sponsored advisory programs and third-party managers.

Katherine Fibiger is a CFP® professional with 24 years of experience in financial advisory roles. She is currently with Savvy and has held positions at Farther Finance Advisors, Stratos Wealth Partners, LPL Financial, MSI Financial Services, and MassMutual Life Insurance Company. Outside of her advisory work, she has been involved with insurance brokerage activities through firms such as Barnum Brokerage and Ash Brokerage. Savvy provides investment and financial planning services to individuals, businesses, and charitable organizations, employing a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and specialized sub-adviser strategies, offering customized plans based on clients’ objectives, risk tolerance, and time horizon.

Jeffrey Kalapos is a financial advisor at Coastal Bridge Advisors in Westport, CT, holding the CFA® designation along with Series 66 and Series 65 licenses. He has 13 years of industry experience, all with Coastal Bridge Advisors in various roles since 2015. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management 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, ERISA services, and HSA investment management.

Henry Aery is a financial advisor at Moneco Advisors with a Series 65 credential and one year of industry experience. Prior to joining Moneco Advisors, he held positions at Ernst & Young, JeyBlue Airways, WeWork, and Indeed. He serves as the Deputy Membership Chairperson for the Great Hudson Valley Chapter of the Financial Planning Association. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in regulatory assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers. Its investment approach includes discretionary and non-discretionary asset management with diversified portfolios tailored to client goals and risk tolerances.

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners in Westport, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Gladstone in 2020, she worked with Morgan Stanley Wealth Management and LPL Financial. She also operates a separate investment advisory firm, Gladstone Institutional Advisory, LLC, providing independent advisory services. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations through a network of independent advisers. The firm utilizes discretionary portfolio management, third-party managers, and retirement-account technology, and serves in ERISA roles for qualified plans.

Jamie Wilson is a CFP® with nine years of industry experience, currently serving as an advisor at Procyon. Prior to joining Procyon in 2025, Jamie worked at Loring Advisory Group for six years and Merrill Edge for two years. Procyon provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a fundamentally driven, customized investment approach utilizing mutual funds, ETFs, equities, and fixed income, and operates with a significant portion of assets managed on a non-discretionary basis.

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.

Allie Koch is a financial advisor at Moneco Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Chelsea Piers, where she also coached gymnastics. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of financial instruments.

Kyle Scafariello is a Series 65-registered financial advisor with four years at Moneco Advisors and two years at Fidelity Investments. His prior experience includes roles at Costco Wholesale and Waddell & Reed. He also studied at Bryant University. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm employs tailored investment programs that integrate fundamental, technical, and cyclical analysis across a diverse range of asset classes.

Eric Minowitz is a financial advisor at Moneco Advisors with Series 65 and Series 66 licenses. He has been with Moneco Advisors since 2025 and has prior work experience in home health care. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that integrate fundamental, technical, and cyclical analysis across a wide range of securities and strategies. The firm also provides retirement plan consulting for plan sponsors and operates with a multi-team structure serving numerous clients and managing substantial assets.

Charles Caddick is a ChFC®-designated financial advisor at Procyon with five years of industry experience. He has worked at Procyon Private Wealth Partners, LLC since 2021 following a 15-year period of retirement. Procyon serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors, providing investment management, financial planning, consulting, and retirement plan advisory services. The firm’s investment process emphasizes customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, implemented through both internal management and third-party managers.