Jana L'etoile is a financial advisor at Coastal Bridge Advisors with 14 years of industry experience. She holds a Series 66 designation and previously worked at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. She is also a partner and Chief Administrative Officer 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 and constructs diversified portfolios across various asset classes, offering specialized advisory services such as retirement plan consulting and HSA investment management.

Roy Williams is a financial advisor with KCD Financial, Inc. He holds a Series 63 designation and has 42 years of industry experience. Williams has worked at Center Street Securities for seven years and has operated Williams Financial Group since 2001, where he also sells life, long-term care, and fixed annuities. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors, serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and utilizes third-party management programs as part of its service model.

Shane Edmond is a CFA® charterholder and holds Series 63 and Series 65 licenses, with eight years of industry experience. He is currently an advisor with Bolton Securities Corporation and has roles with Dow Family Office Advisory, Dow Software, and Bolton Global Asset Management. Outside of his advisory work, Edmond provides business development services for STRAD Software, a company selling and integrating software for professional practices. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers customized wealth management through a network of independent advisers, using a range of investment vehicles and emphasizing a primarily long-term approach.

David Russo is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has worked with Mutual of Omaha since 2014. Russo is also licensed as an insurance agent, offering a range of insurance products including life, accident and health, property, casualty, credit, personal lines, travel, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and employs Pershing as the qualified custodian and introducing broker-dealer for many managed accounts.

Bevin Nealon is a CFP® with 28 years of industry experience and is currently a financial advisor at Procyon. His prior roles include positions at Merrill for 16 years and Wells Fargo Advisors and Clearing for 8 years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and certain government clients. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary management using mutual funds, ETFs, individual equities, and fixed income guided by fundamental analysis.

Joseph Romano is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TrinityPoint Wealth and Merrill. Outside of his advisory role, he is a general partner at Eight Street Consulting Group, a fundraising and political consulting firm. 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.

Thomas Leffel is a financial advisor at Procyon with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Procyon provides investment management, financial planning, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, offering primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by fundamental analysis and AI tools.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

Thomas Gahan is a financial advisor at Procyon with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Procyon Advisors, Procyon Institutional Partners, and UBS Financial Services. In addition to his advisory role, he is involved in several related business activities including partnerships in benefits, risk, and tax entities within the Procyon network. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, offering both discretionary and primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by AI tools and access to independent managers and model portfolios.

John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

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.

Alejandro Velazquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. His prior work includes roles at Eagle Ridge Investment Management and Northwestern Mutual Wealth Management Company. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and trading strategies to align portfolios with client goals and offers specialized services such as ERISA fiduciary support and governance consulting.

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.