Daniel Baron is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets across a team of 19 advisors. The firm offers comprehensive portfolio and financial planning services, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and incorporates both in-house and third-party managers in its investment approach.

Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Thrivent Financial, UBS Financial Services, and the Town of Simsbury. She also acts as a licensed assistant at Wealth Managers, LLC, supporting financial and insurance services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering an enterprise-scale sub-advisory platform that includes trade execution, rebalancing, and overlay management.

Dylan Raver is a Series 65-licensed financial advisor at Moneco Advisors with less than one year of industry experience. Prior to joining Moneco, he held various roles including positions at Orange Ale House and All Habitat. His background also includes work related to Bryant University and recreational services. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with approximately $1.9 billion in assets under management. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, using a variety of investment strategies tailored to client goals and risk tolerances.

Amanda Castellano is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC and Bank of America, N.A., and holds the Series 66 designation. Outside of her advisory role, Castellano serves as a mentor for the UConn School of Business Investment Career Discovery Day and is a board member and finance committee member for Homes with Hope in Torrington, CT. Moors & Cabot provides investment advisory and related services to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services, with accounts typically custodied through RBC Capital Markets.

David Rookasin is a financial advisor with Infinity Financial Services Advisory in Fairfield, CT, holding a Series 66 designation and 16 years of industry experience. He has worked at Infinity Financial Services since 2019, following prior roles at Wells Fargo Clearing Services and UBS Financial Services. Outside of his advisory work, he is involved with Checkmate, a software licensing business, and Young for Life, a health and wellness information activity. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes technical, fundamental, and quantitative analysis, alongside portfolio management, financial planning, and pension consulting.

Phil Fiore Jr. is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Procyon Advisors since 2017 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is involved in several related businesses including managing an insurance agency and serving as a partner in a tax firm. Procyon serves a wide range of clients including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and combines internally managed strategies with third-party managers and TAMPs.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

James Jeffery is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Procyon Advisors, LLC since 2019 and previously spent four years at Solaris Group. Jeffery holds Series 63 and Series 65 licenses. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, individual equities, and fixed income, and provides a range of services such as investment management, financial planning, and retirement plan advisory.

Dana Preis is a financial advisor with Moneco Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience and has been with Moneco Advisors since 2014, in addition to a long tenure at LPL Financial. 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 range of investment strategies tailored to client goals and risk tolerances, utilizing multiple custodial platforms and various investment vehicles.

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.

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.

Joanna Kopsaftis is a CFP® and Series 65-registered advisor with 12 years of industry experience. She has worked at Moneco Advisors since 2023 and previously spent time at Royal Alliance Associates and Acorn Consulting. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, also offering retirement plan consulting for plan sponsors. The firm uses a multi-team approach with tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

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.

Christopher Selke is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes ten years at Wells Fargo Clearing and a brief period at WELLS FARGO Advisors, LLC. Aegis Capital Corp. offers investment advisory and related financial services to individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm serves clients through multiple platforms and offers both discretionary and non-discretionary advisory relationships.

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.