Dana Preis is a financial advisor with Moneco Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. She has been with Moneco Advisors since 2014 and is also affiliated with LPL Financial. Outside of her advisory work, she is involved with Moneco Insurance LLC, an affiliated insurance agency. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and alternative strategies.

David Plouffe is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Moneco Advisors since 2023 and previously held positions at Barnum Financial Group, Intelisearch, Inc., and in the restaurant industry. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and rebalancing. The firm manages a diverse range of investment instruments and operates a multi-team structure with approximately 49 advisors.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Steven Katz is a financial advisor at Moneco Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 1998. Outside of advisory work, he is involved with Blue Chip Financial, LLC, which handles investments as well as life and disability insurance. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management and a range of investment options across multiple custodial platforms.

Amber Kendrick is a financial advisor with Procyon, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked with Procyon Advisors, LLC since 2017 and previously held positions at Connecticut Investors Group and Commonwealth Financial Network. Kendrick is a member of the Retirement Advisory Council, which focuses on qualified plan and participant retirement outcomes. 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, retirement plan advisory, institutional consulting, and model-portfolio delivery, with an investment process centered on customized, fundamentally driven portfolios implemented through both internal management and third-party managers.

Jared Weber is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with RMR Wealth Builders, Inc. since 2018. His prior experience includes roles at Calton & Associates, MML Investors Services, and Guardian Life. Outside his advisory work, he is also licensed as an insurance agent, selling life, disability, long-term care, and property and casualty insurance products. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion across 53 advisors. The firm serves individuals, retirement plans, and institutional clients with portfolio management, financial planning, fiduciary services, sub-advisory roles, and offers specialized advisory solutions including annuity and digital asset management.

David Karachuk is a CFP® and CFA® with 13 years of industry experience. He currently serves as a financial advisor at Moneco Advisors and has been with LPL Financial since 2013. 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 instruments. The firm also provides retirement plan consulting and uses multiple custodial platforms and third-party strategies in its investment approach.

Theodore Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Innovation Partners LLC, Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. He is also an independent insurance agent specializing in life and health insurance sales. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management for non-high-net-worth investors and retirement plan participants, offering a broad range of analytical and consulting services.

Alexander Yelensky is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Aegis Capital Corp. and A.G.P. Canada Investments ULC. Outside of his advisory work, he owns a café and a home care franchise, and he serves as a water polo referee for college and club games. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and maintains a broad platform that includes brokerage, product distribution, and third-party manager programs.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Joanna Kopsaftis is a CFP® with 11 years of experience in the financial advisory industry. She has worked at Moneco Advisors since 2023 and previously held roles at Royal Alliance Associates, INC., Sii, and Acorn Consulting. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm employs a multi-team approach, tailoring investment programs to client goals and risk tolerances using a variety of instruments and third-party platforms.

Walter Rich is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including National Securities Corp and Stratos Wealth Advisors, LLC. Outside of his advisory role, he is a managing partner of Landing Point Advisors and serves as managing director of Lantern Private Wealth, a bill paying entity. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

Allison Loring is a financial advisor at Moneco Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ADCM, LLC DBA Willow and Pittsfield Cooperative Bank. Outside of her advisory role, she serves as Treasurer and Board Member for Berkshire Business & Professional Women and operates a professional organizing service. 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 utilizes a range of investment strategies and third-party managers to tailor portfolios according to client goals and risk tolerances.

William Shafransky Jr. is a CFP® professional with eight years of industry experience, currently serving as an advisor at Moneco Advisors. His prior experience includes roles at LPL Financial and Massachusetts Mutual Life Insurance Company. He is also involved in selling insurance through Daly Insurance Brokerage Services, a side business. 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 wide range of portfolio instruments.

Timothy Hickey is a CFP® professional with 10 years of experience in financial advisory. He is currently with Moneco Advisors and LPL Financial and previously worked at Securities America, UBS Financial Services, and MassMutual Life Insurance Company. Hickey also has a side business as a non-variable insurance agent. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm offers tailored investment programs using a range of instruments and third-party platforms, supported by a multi-team structure of 49 advisors.

David Bauer is a Series 65-licensed advisor at Perigon Wealth Management, LLC with 11 years of industry experience. He previously worked at Nauset Wealth Management, LLC for eight years before joining Perigon in 2022. 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 develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

David Tetley is a financial advisor at Brookstone Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Income Strategies LLC and New England Financial Partners LLC. Outside of advising, he is an independent insurance agent at New England Financial Partners LLC, focusing on disability, fixed annuities, and life/accident/health insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Nathalie Edeen is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hornor Townsend since 2016. Nathalie also sells and services multi-line insurance products and conducts student loan portfolio reviews to evaluate repayment options and federal programs. Additionally, she participates as a sales affiliate promoting retail products on TikTok. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside personalized investment advice.

David Bibicoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory roles, he provides monthly coaching to life insurance agents and serves as co-trustee of a family trust. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Matthew Walsh is a financial advisor with Centaurus Financial, Inc. holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Centaurus Financial since 2022 and also works as a tax preparer at the CT Institute of Finance. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutions, offering a range of services such as financial planning, portfolio management, and retirement-plan consulting through discretionary and non-discretionary arrangements.