Ryan Vogel is a financial advisor at Coastal Bridge Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Brown Brothers Harriman. Outside of his advisory roles, he has experience in the hospitality sector through his time at Vine Wine Room. 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.

Michael Alexander Ufkes is a financial advisor at United Capital Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining United Capital in 2025. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of customized investment solutions and operates a technology platform, FinLife Partners, that supports other independent advisors.

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.

Benjamin Connard is a CFA® charterholder with one year of industry experience. He has worked at Carnegie Investment Counsel since 2025 and previously spent ten years at Eagle Ridge Investment Management, LLC. 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, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and investment strategies to align portfolios with client goals, offering both discretionary and non-discretionary management as well as specialized planning services.

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.

Edward Maher is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Ceponis Financial Group. Outside of his advisory role, he is involved with Blast Media Group LLC, a business entity used for tax and investment purposes. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using tailored model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Albert D'amato Sr. is a financial advisor at Vanderbilt Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Westport Capital Markets and Ameriprise Financial Services, Inc. outside of his advisory role, he serves as a Senior Wealth Manager at Vanderbilt Financial Group-Westport. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines fundamental, technical, and charting analysis within a strategic asset allocation framework and is notable for its integration with retirement-plan and benefits firms, offering a comprehensive approach to investment management and plan administration.

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 CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Coastal Bridge Advisors in Westport, CT, where he has worked since 2015. Prior to that, he was employed at Merrill for one year. Coastal Bridge Advisors offers 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 manages diversified portfolios that may include equities, fixed income, mutual funds, ETFs, privately placed securities, and alternative investments.

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has previously worked at Morgan Stanley Wealth Management and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on retirement-plan services and institutional manager relationships.

Ronald Holtz is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Edward Jones, Oppenheimer, Webster Bank, LPL Financial, Citigroup Global Markets, and Morgan Stanley. A.G.P. / Alliance Global Partners operates as a multi-team platform serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture investment approach combining internally managed strategies and sub-advisory relationships.

Michael Oliver is a CFA® charterholder with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

John Knox III is a CFA® charterholder with 18 years of industry experience. He has been with Carnegie Investment Counsel since 2025 and previously spent 17 years at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, charitable and nonprofit organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm employs a range of analytical approaches and provides discretionary authority for many accounts, working with TAMPs and offering ERISA-section fiduciary services.

John Hannigan is a CFP® with 30 years of industry experience, currently serving as an advisor at Principle Wealth Partners, LLC since 2017. His prior experience includes roles at Essex Financial and Strategic Advisers, as well as Fidelity Brokerage 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 employs a long-term, fundamentals-driven investment approach that includes diversified portfolios of mutual funds, ETFs, individual equities, and other asset classes.

Alison Hamilton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Her prior roles include seven years at Eagle Ridge Investment Management and seventeen years at Bessemer Trust. 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, nonprofit organizations, corporations, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Carlos Garcia is a financial advisor with Kovack Advisors, Inc. in Westport, CT, holding Series 63 and Series 65 licenses with 26 years of industry experience. His career includes roles at MSI Financial Services, Inc. and First Montauk Securities Corp. Among his other business activities, he spends time as a sales agent for fixed index annuities, life insurance, and group health benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing an Envestnet-supported workflow and a mix of internally created models and third-party managers to manage portfolios across multiple custodians.

David Tillson is a CFA® charterholder based in Stamford, CT, with 11 years of industry experience. He has worked primarily at Eagle Ridge Investment Management LLC from 2008 to 2025 before joining Carnegie Investment Counsel in 2025. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, nonprofit organizations, corporations, and government entities. The firm uses a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Dariya Rentuk is a financial advisor at Ally Invest Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities since 2021. Prior to that, she was employed at Wells Fargo Clearing and Wells Fargo Bank, NA. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm uses ETF-based model portfolios grounded in Modern Portfolio Theory, combining automated algorithms with supervised monitoring to manage allocations and rebalancing.

Samuel Sullivan is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. He previously worked at WPP, Cogent World, Wasserman, and Strategic Agency. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Charles Simmonds is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously at Third Bridge US Inc and Rockefeller Financial LLC. Outside of his advisory role, he has been involved in a business operating under the name L&J MarketPlace Inc. DBA Fish Market. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.